1. Information on XML R. Jason Weiss, Ph.D. Nathan J. Mondragon, Ph.D. DDI Kim Bartkus HR-XML Consortium Keith Rettig multirater.com Information on XML R. Jason Weiss, Ph.D. Nathan J. Mondragon, Ph.D. DDI Kim Bartkus HR-XML Consortium Keith Rettig multirater.com SIOP April 29, 2001 San Diego

2. Overview of XML Kim Bartkus HR-XML Consortium 2

3. 3 Today’s Agenda  The Challenges of HR  What is XML?  What is HR-XML?  What does HR-XML Deliver?  What’s Next…

4. 4 HR Transactions Today

5. 5 There Has to be a Better Way: “Every time I add a new HR service provider, I have to learn another set of conventions for communication.” “Even though we’re using XML, some of our trading partners aren’t using XML at all, while other partners are using their own flavor of XML.” “All these custom imports and exports are costing us money.”

6. 6 HR Transaction Tomorrow

7. 7 What is XML?  A language for creating “markup” languages or “vocabularies”  Recommended by W3C, Feb. 1998  Similar to HTML, except uses “tags” to define  Similar to HTML, except uses “tags” to define

8. Program Asks for Data Returns XML : John Smith First: John Last: Smith An XML document defines what the data is (e.g. an employee’s last name), and not how it is displayed. How XML Works…

9. 9 What is HR-XML?  Independent, non-profit corporation  Define standard vocabularies to streamline HR data interchange  Open to users, vendors, consultants, standards bodies, employers and other end-users, and individuals  100+ organizational members worldwide

10. Board of Directors Business Steering Committee Technical Steering Committee Recruiting & Staffing Benefits Enrollment Payroll Organizational Structure Other Projects/ Workgroups… Bus. & Life Events Competencies Cross Process Objects

11. 11 Workgroup Status  Recruiting and Staffing  Cross-Process Objects  Benefits Enrollment  Payroll  Competencies  Business/Life Events

12. 12  Vocabularies. Framework/Transport independent DTDs and Schemas for key messages and cross- process objects  “Context” for using the vocabularies.  Models of supported HR processes  Interaction definitions  Reference implementations  Implementation Guidelines – how to use within ebXML, BizTalk, SOAP, etc. What does HR-XML Deliver?

13. Envelope Envelope typically would include sender and recipient ids, sender credential (password), action to be performed, timestamp, transaction id, manifest of payload documents. Envelopes also might contain a digital signature. Payload Includes the information necessary to complete an interaction within a business process. Simulated Form Submission MIME over HTTP FTP HTTP Transport Key components of XML messaging: Transport; Routing; Payload. Raw XML over HTTP

14. 14 What’s next…  Schema – New architecture for XSDL  New projects: Background checking, Time Reporting, Performance Appraisals  New specs: V1.0 of Benefits Enrollment  Repository to manage DTD/Schema modules  “Glossary Facility” to access and work from a common system of terms, knowledge, and concepts

15. 15 When to use XML and Realize the Benefits R Jason Weiss DDI

16. 16 Overview  Goals  A three-tier architecture approach  XML for scientist and practitioner  Recommendations

17. 17 Goals  Describe the benefits of XML as a technology  Show how XML can be an important tool for organizations and researchers at all levels

18. 18 Three-Tier Architecture Presentation layer Data layer Processing layer  Processed data for presentation  Raw data for processing

19. 19 Three-Tier Architecture Presentation layer Data layer Processing layer  Processed data for presentation  Raw data for processing

20. 20 Rich Data Without XML: With XML:  Data and definitions are linked

21. 21 Data Attributes  Data attributes enhance individual definitions with supporting information  Examples: OComm OComm 123456789 123456789

22. 22 New Variables  Without XML, adding new variables holds implications for applications that read this data

23. 23 New Variables  With XML, variables can be added with no implications for other applications. Processing Layer Data Layer Original Data

24. 24 New Variables  With XML, variables can be added with no implications for other applications. Processing Layer Data Layer Variable Added to Data

25. 25 Data Layer  Data and definitions are linked  Data attributes enhance definitions  Adding variables has no effect on other systems using that data  Data can be easily and consistently exchanged across diverse systems

26. 26 Three-Tier Architecture Presentation layer Data layer Processing layer  Processed data for presentation  Raw data for processing

27. 27 Access to More Data  Standard data dictionary helps to draw data from more sources…  And more systems Study A Study B Study C Study D SAP Oracle Peoplesoft Project A

28. 28 Effective Analyses  Data definitions reduce second- guessing 1 1

29. 29 Processing Layer  Standardization enables access to larger pools of data  Data attributes assist in developing effective manipulations and analyses

30. 30 Three-Tier Architecture Presentation layer Data layer Processing layer  Processed data for presentation  Raw data for processing

31. 31 Flexible Data Formatting  Stylesheets support multiple output options from the same data Qualified Recruits by Region Region A January: 2 February: 7 March: 8 Region B January: 5 February: 4 March: 3…

32. 32 Configurable Data Access  Attributes can be used to restrict access to data 4/20/1979 4/20/1979 True True

33. 33 Presentation Layer  Flexible data formatting using stylesheets  Configurable data access

34. 34 Scientist and Practitioner  You don’t have to be a Fortune 500 company to use XML  Examples:  A scientist with an ongoing research program in goal setting  A practitioner specializing in competency modeling

35. 35 Recommendations  Use XML when…  A need exists to keep the data and its description together  A standard forum and form for defining the data is in place or can be developed  Data need to be shared Across systemsAcross systems Across projectsAcross projects Across groups/rolesAcross groups/roles

36. 36 Benefits  Data are easy to work with  Data transfer is seamless and (nearly) effortless  Data from disparate sources can be readily combined and processed  Data can be displayed flexibly

37. 37 Using XML to Integrate Across HR Applications Keith Rettig multirater.com

38. 38 Goals To Preach Convince you that SIOP needs to set the definitions By setting the XML data definitions, SIOP will ease and encourage integration within and between organizations and research. To Evangelize Excite you about the possibilities that XML can bring in integrating applications.

39. 39 Hypothetical Situation 1 Without XML...as it is now

40. Client Company 360 Succession Planning Workforce Management

41. Client Company 360 On-line Training Succession Planning Workforce Management

42. 42 Hypothetical Situation 2 With XML but no SIOP...could easily happen

43. Client Company 360 On-line Training Succession Planning Workforce Management Scores

44. 44 Hypothetical Situation 3 With XML and SIOP...the ideal world

45. Client Company 360 On-line Training Succession Planning Workforce Management Employee Survey Executive Development Courses taken Ratings Scores Comments Scores Ratings Tenure Start date Tenure Roll up results Courses taken Skills Tenure Progress Development Intervention

46. University Data Warehouse Research Org (meta-data)

47. 47 Why will this fail?  ZDNet news article  Mistake #1: Nonalignment  Mistake #2: Over-promise  Mistake #3: Overdo it  Mistake #4: Overreach

48. 48 How to avoid these problems?  SIOP as organization  SIOP members participate  Member vendors defer to SIOP standard  Broaden area of coverage

49. 49 Last chance to Preach  XML will allow easier integration  SIOP members are desirable partners  In most vendors interests to support

50. Kim Bartkus Keith Rettig R Jason Weiss Nathan Mondragon 50 kim@hr-xml.org krettig@multirater.com jweiss@ddiworld.com nmondrag@ddiworld.com