QuestDirect.org Roadmap for success when integrating Taleo and PeopleSoft Bob Sachs, CPC Solution Architect MarketSphere Consulting, LLC

QuestDirect.org APRIL 7-11, 2014 Sands Expo and Convention Center Las Vegas, Nevada QuestDirect.org/COLLABORATE COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest

QuestDirect.org Agenda  Introduction  Mission Statement  Preparation  Processes  Data  Resources  Meeting  Integrations  Inbound  Outbound

QuestDirect.org Bob Sachs, CPC  14+ years professional HCM Consulting including Taleo (3 yrs) and Oracle EBS (11+ yrs)  Applications IT Professional – Oracle U.  R12 EBS HCM Certified Implementation Specialist – Oracle U  Certified Personnel Consultant  Prior roles in Corporate HR

QuestDirect.org ERP & HCM Business Intelligence Planning & Forecasting Consolidations & Reporting Profitability Analysis Foundation Analytics Fusion Analytics Data Governance and Integration Best PracticesIndustry Focus & Experience Enterprise Performance Management Creating Business Harmony: Strategic advisory and technology experts helping clients deliver value through integrated ERP, EPM, BI and HCM solutions that optimize business performance.

QuestDirect.org Mission Statement As in most things, the key to a successful outcome is preparation. Taking the time on the front end to prepare for your integration will yield a smoother operation for your enterprise. We will discuss the various facets of an integration between Taleo and PeopleSoft and key areas where you can organize your data prior to initiating your implementation. The results will be a more rapid and better structured implementation.

QuestDirect.org Preparation Define your ‘TO BE’ Processes  Use the Requisition Creation feature available in PS?  Will require an integration for inbound data to Taleo  Handle the entire recruiting process in Taleo and then feed New Hire info into PS to create the employment record

QuestDirect.org Preparation (continued) Know your data !  Taleo Data  Required Fields  Optional but necessary fie lds  PS Data  Required fields  Optional but necessary fields

QuestDirect.org Preparation (continued) Who are your Resources?  Who are your PS Gurus?  Who are your Recruiting Gurus?  Are they talking to each other? (May sound funny but in different organzations, they may be silo’d and NOT communicate readily. They need to be.)

QuestDirect.org Preparation (continued) Facilitate Meetings  Agendas  Fields  Mapping  Field formats  Selection Lists (Dropdown list)  Number  Date  VarChar

QuestDirect.org Integrations Inbound  Existing Open Requisitions  Requisitions initiated in PS?  Current Applicant Pool  Current Employees

QuestDirect.org Integrations (continued) Outbound  New Hire  3 rd Party Information  Onboarding

QuestDirect.org Taleo Connect Client (TCC)  Import new candidate  Wizard Driven multi step process  Associated with specific requisitions  Placed in the general ‘pool’ of individuals

QuestDirect.org TCC (continued)  Export newly hired candidates –  Wizard Driven multi step process  Update Requisition Titles (assuming that Requisition process is initiated in PS)

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