Cloud Readiness / Oracle Taleo Enterprise Cloud
What's New
  1. Update 19D
  1. Revision History
  2. Overview
  3. Feature Summary
    1. OBI Reporting
        1. New OBI Reporting Fields
    2. Fluid Recruiting
        1. Find Candidates Using Advanced Search
        2. Save Candidate Searches
        3. Filter Candidate Search Results
        4. Create Requisitions from Scratch
        5. Perform Actions on Requisitions
        6. View the History of Requisitions
        7. Merge Candidate Files
        8. Generate a Password for a Candidate
        9. Filter Message Templates Using OLF
        10. Fix Unresolved Tokens in Correspondence
        11. View and Filter Requisition Templates Using Job Code
        12. Use Deep Links to Access Specific Pages
        13. Approve Offers
        14. Approve Requisitions
        15. Share Candidates
        16. Start a Pre-Hire or New Hire Onboarding Process
        17. Capture Response After Extending Offer Verbally
        18. View Input Mask, Regional Settings, and Instructions
        19. Support of JavaScript for Offers Page
        20. Revert a Submission’s Step and Status
        21. Create Candidate Profiles
    3. Recruiting
        1. LinkedIn Recruiter System Connect
    4. Sourcing
        1. Email Confirmed Sign Up - Phase 2
    5. Onboarding
        1. Expanded Onboarding Process Filters

Update 19D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Feature Notes
13 JAN 2020 Expanded Onboarding Process Filters Updated document. Delivered feature in update 19D.
04 NOV 2019   Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in Oracle Talent Acquisition Cloud Update 19C and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.

Give Us Feedback

We welcome your comments and suggestions to improve the content. Please send us your feedback at talent_acquisition_doc_feedback_ww_grp@oracle.com.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.


Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

OBI Reporting

New OBI Reporting Fields

Fluid Recruiting

Find Candidates Using Advanced Search

Save Candidate Searches

Filter Candidate Search Results

Create Requisitions from Scratch

Perform Actions on Requisitions

View the History of Requisitions

Merge Candidate Files

Generate a Password for a Candidate

Filter Message Templates Using OLF

Fix Unresolved Tokens in Correspondence

View and Filter Requisition Templates Using Job Code

Use Deep Links to Access Specific Pages

Approve Offers

Approve Requisitions

Share Candidates

Start a Pre-Hire or New Hire Onboarding Process

Capture Response After Extending Offer Verbally

View Input Mask, Regional Settings, and Instructions

Support of JavaScript for Offers Page

Revert a Submission’s Step and Status

Create Candidate Profiles

Recruiting

LinkedIn Recruiter System Connect

Sourcing

Email Confirmed Sign Up - Phase 2

Onboarding

Expanded Onboarding Process Filters

OBI Reporting

New OBI Reporting Fields

New reporting fields were added to the Recruiting subject area.

  • # Candidate Submissions: Number of submissions per candidate. The total of submissions isn't altered by any filter in the report.
  • Requisition Latest Transaction User Comments: Comments entered by the user regarding the latest transaction ran on the requisition.
  • SSO ID: Single sign-on ID of the user.

Steps to Enable

You don't need to do anything to enable this feature.

Fluid Recruiting

Find Candidates Using Advanced Search

Use the Find Candidates tool to quickly find specific candidates using advanced filters.

The Find Candidates tool is available on the core navigation bar. When you click Find Candidates, the New Search Criteria page appears. This is where you select criteria to find candidates.

NOTE: Users who have the permission to perform advanced search have access to the Find Candidates feature.

Search criteria are organized into different categories or types.

Search Criteria Presets: These are criteria set by your administrator. You can’t change them, they’re shown only for informational purposes. The presets may affect search results.

Search Criteria Presets

Required Criteria: These criteria have a red asterisk beside them. They were added to the search form by your administrator. You can’t change them.

Required Search Criterion with Red Asterisk

Required, Excluded, or Desired Criteria: For many search fields, you can specify one of these criteria:

  • Required: Only candidates with that criterion are retrieved.
  • Desired: Candidates with that criterion are considered more relevant than those without the criterion.
  • Excluded: Candidates with that criterion are excluded.

Required, Desired, Excluded Search Criteria

If you have the required permission, you can add more criteria to the search form. Click the Customize Parameters icon and select the desired criteria. Criteria are added to their respective section automatically.

Customize Parameters Icon

You can select a value for a search criterion and make that value the default value when creating a new search query. Let’s say that for the External/Internal Candidates criterion, you want the External value to be the default value. Select External, then click Make Default.

Make Default Option

You use the Keyword search when you want to search candidates based on specific terms, related terms, or a block of text in the candidate profile. These keyword search types are available:

  • Exact Terms: The search engine returns words that match exactly the terms you entered.
  • Related Terms: The search engine searches for occurrences of the word you entered but also searches for occurrences of related terms determined by the system.
  • Conceptual: The search engine finds the right concepts to search for based on the text you entered and then broaden its search by searching documents or attachments with relevant ideas and concepts to the text you provided. For example, you could use text from a candidate’s resume or job description to search for candidates.

To help you select the proper search type, an information icon provides details about the Related Terms and Conceptual search.

When you use the Find Candidates tool, the more you add search criteria, the narrower the scope of your search will be, typically resulting in fewer but more pertinent results. By adding multiple occurrences of the same criteria, you broaden the scope of your search, typically resulting in more search results.

A best practice is to start your search with only a few criteria, and to narrow your search down by going back to your search query and entering one or more additional search criteria. Your search results will then contain fewer candidates. It’s simpler and more efficient to start with a general search and narrow down the results to a manageable candidate pool than to start with a tightly defined narrow search and then need to broaden the search to obtain a viable candidate pool.

Steps to Enable

You don't need to do anything to enable this feature.

Save Candidate Searches

Save candidate search queries and use the Saved Searches tool to quickly access saved candidate searches.

A search query is a candidate search that you saved because you want to use it frequently or to potentially share it with other recruiters.

To save a candidate search query:

  1. Click Find Candidates.
  2. In the New Search Criteria tab, enter values in the search criteria.
  3. Click the Customize Parameters icon to add more search criteria.
  4. Click Save.
  5. In the Save Search Criteria window, enter a name for your search.
  6. Select a folder to save your search.
  • Personal search queries are only available to you.
  • Shared queries are available to other recruiters.
  1. Click Done.

To access your saved search queries:

  1. Click Find Candidates.
  2. Click the Saved Searches tab.
  3. Use the Folder menu to display personal searches, shared searches, or both.

Saved Searches

Steps to Enable

You don't need to do anything to enable this feature.

Filter Candidate Search Results

Use filters to narrow down the list of candidates found after performing a candidate search.

When you click the Search button to find candidates, candidates meeting the selected search criteria are listed in the Search Results page.

Click the Filters tab to filter results using keywords or specific criteria.

Basic Filters

Click the Advanced Filters tab to select more criteria to further refine your search results.

NOTE: Advanced filters must be enabled by your administrator. You also need the permission to access advanced filters.

Advanced Filters

Steps to Enable

You don't need to do anything to enable this feature.

Create Requisitions from Scratch

Create requisitions by using a blank form and filling all fields manually.

When you click the Create Requisition button on the Requisitions page, you’re being asked how you want to create the requisition. A new option is available: Start from the beginning. When you select this option, you first need to select a hire type for the requisition. Then you need to enter all the fields manually. When you’re done, you can review all the details of the requisition.

Create a Requisition from the Beginning

Steps to Enable

You don't need to do anything to enable this feature.

Perform Actions on Requisitions

Perform actions on requisitions such as Cancel, Delete, Put on Hold, Reactivate, Reopen, Save as Open, Fill Requisition.

When you’re on the Requisitions list, click on a requisition then use the More Actions menu to see actions available for that requisition.

New actions that you can use are listed below:

  • Cancel: Use this action when you no longer need the requisition. The Cancel action is available when the requisition has one of the following statuses: Approved, Scheduled, Posted, Unposted, Expired, Draft. The Cancel action is not available when at least one candidate has been hired for the requisition, or an offer was extended.
  • Delete: Use this action to remove the requisition from the list. The requisition status must be Draft.
  • Put on Hold: Use this action to suspend all the activities associated with a requisition. The Put on Hold action is available when the requisition has one of the following statuses: Sourcing - Unposted, Sourcing - Expired, Draft, Approved, Rejected, To be Approved.
  • Reactivate: Use this action to reactivate a requisition that was put on hold. The requisition status must be On Hold.
  • Reopen: Use this action to reopen a requisition previously filled or canceled. You have the option to cancel the current hiring or to add new openings.
  • Save as Open: Use this action to save a requisition and bypass any approvals that may be required. The requisition status must be Draft.
  • Fill Requisition: Use this action to indicate that the required number of candidates was hired for the requisition. The Fill Requisition action is available when the requisition has the following statuses: Open - Approved, Open - Posted, Open - Expired, Open - Unposted, Open - Scheduled.

Steps to Enable

You don't need to do anything to enable this feature.

View the History of Requisitions

View tracking details of events that occurred on requisitions.

Open a requisition and click the History tab. Events are listed in chronological order.

If you use the Previous and Next arrows to navigate to the next requisition on the list, you will be taken directly to the History tab of that requisition.

Requisition History Tab

Steps to Enable

You don't need to do anything to enable this feature.

Merge Candidate Files

Select potential duplicate candidate files and merge them into one file. When a merge occurs, the master candidate file's information is preserved and enriched with information from the other candidate files.

To merge candidate files:

  1. Go to the Submissions list.
  2. Select two or more candidate files.
  3. In the More Actions menu, select the Merge Candidate Files action.
  4. By default, the system selects the most recent file as the master candidate file, unless the oldest candidate file was a referral. You can select a different master file if desired.
  5. Select the order in which the duplicate files will be merged into the master file.
  6. You can remove unwanted candidate files.
  7. Click Merge Candidates.

Candidate files are processed one at a time as per the configured sequence and only information that doesn’t already exist is copied into the master file.

After the merge, the master file is kept, and the candidate files used for the merge are deleted.

Merge Candidate Files Window

Steps to Enable

You don't need to do anything to enable this feature.

Generate a Password for a Candidate

Generate a password for a candidate from within the candidate’s general profile.

  1. Open a candidate file.
  2. Go to the General Profile tab.
  3. In the Account Information section, click Generate New Password.
  4. If you want to see the password generated for the candidate, select Show password.

Generated Password Confirmation Message

Steps to Enable

You don't need to do anything to enable this feature.

Filter Message Templates Using OLF

Use Organization, Location, and Job Field filters to quickly narrow down the list of available templates when you create a correspondence or an offer letter.

Let’s say you want to create a message from a submission:

  1. Open a submission.
  2. In the More Actions menu, select Send Correspondence.
  3. Create the message using a template.
  4. Click Next.
  5. In the Send Correspondence – Select Template page, click Filters.
  6. Select the desired Organization, Location, and Job Field filters.
  7. Click Apply Filters.

Steps to Enable

You don't need to do anything to enable this feature.

Fix Unresolved Tokens in Correspondence

When you create a correspondence using a template and the template contains unresolved tokens, these tokens are listed in the Missing Information panel. You can enter values for each token and click Apply to resolve the tokens within the message. You don’t need to locate the tokens within the message.

Unresolved Tokens in Missing Information Panel

Steps to Enable

You don't need to do anything to enable this feature.

View and Filter Requisition Templates Using Job Code

View and filter requisition templates using the job code.

When you create a requisition using a template, the Find Template page now displays a job code for templates. You can also use the Job Code criterion to filter templates by job code.

Job Code in Find Template Page

Steps to Enable

You don't need to do anything to enable this feature.

Use Deep Links to Access Specific Pages

When you receive an email to perform an action, click the link in the email to directly access the page where you can perform the action.

The following URLs provide a direct access to pages:

Steps to Enable

You don't need to do anything to enable this feature.

Approve Offers

When you’re selected to approve an offer for a candidate:

  1. Go to the candidate submission.
  2. In the More Actions menu, select the Decide on Approval action.
  3. In the Task details panel, indicate whether you approve or reject the offer.
  4. Click Done.

    Approve or Reject an Offer in the Task Details Panel

Steps to Enable

You don't need to do anything to enable this feature.

Approve Requisitions

When you’re selected to approve a requisition:

  1. Go to the requisition.
  2. In the More Actions menu, select the Decide on Approval action.
  3. In the Task details panel, indicate whether you approve or reject the requisition.
  4. Click Done.

The next approver in line gets a notification to approve the requisition.

Approve or Reject a Requisition in the Task Details Panel

Steps to Enable

You don't need to do anything to enable this feature.

Share Candidates

Share candidate profiles with other recruiters who may be interested in such a profile to fill a position.

  1. Select one or more candidate profiles (from submission list or candidate list).
  2. In the More Actions menu, select the Share Candidate action.
  3. Search for people with whom you want to share the candidate.
  4. Click Next.
  5. In the Share Candidate – Share Options window, select the sections of the candidate profile you want to share.
  6. Click Share Candidate.

The recipients receive a notification about the profile that you just shared. They can view the info you shared.

Share Candidates - Sharing Options Window

Steps to Enable

You don't need to do anything to enable this feature.

Start a Pre-Hire or New Hire Onboarding Process

You can start a pre-hire and new hire onboarding process when candidates reach a specific step and status in the candidate selection workflow. 

To start a pre-hire process:

  1. Open a candidate submission.
  2. In the More Actions menu, select the Start Pre-Hire Onboarding Process action.
  3. Select a process.
  4. Enter comments.
  5. Click Start Process.

To start a new hire process:

  1. Open a candidate submission.
  2. In the More Actions menu, select the Start New Hire Onboarding Process action.
  3. Select a process.
  4. Enter comments.
  5. Click Start Process

Steps to Enable

You don't need to do anything to enable this feature.

Capture Response After Extending Offer Verbally

When you extend an offer verbally, you can select an option to capture the offer response as soon as the offer is extended.

 

Capture Offer Response Option

Possible answers to the offer are:

  • The candidate accepted the offer. If you select this option, indicate the date when the offer was accepted and the start date of the candidate.
  • The candidate wants to negotiate the offer. If you select this option, indicate the reasons.
  • The candidate refused the offer. If you select this option, indicate the reasons.

Capture Offer Possible Responses

Steps to Enable

You don't need to do anything to enable this feature.

View Input Mask, Regional Settings, and Instructions

When your administrator configures element properties such as input mask, regional settings, and instructions for user-defined forms, you can view the values in requisitions and candidate files.

Example of Field Instructions

Steps to Enable

You don't need to do anything to enable this feature.

Support of JavaScript for Offers Page

System administrators can integrate JavaScript in the offer area. Bookmarklets are used to execute JavaScript.

These scripts are supported:

  • viewSource()
  • getTextInControl(fieldId)
  • setTextInControl(fieldId,value)

Here’s an example with the Salary field.

JavaScript for the Salary Field

Example of Executing JavaScript

Steps to Enable

You don't need to do anything to enable this feature.

Revert a Submission’s Step and Status

You can use the Revert Latest Change of Step/Status action to go back to the previous step and status of a submission.

  1. Go to the Submissions list.
  2. Select a candidate submission file.
  3. In the More Actions menu, select the Revert Latest Change of Step/Status action.
  4. In the Revert Latest Change of Step/Status window, you can see the step and status that the submission will revert to.
  5. Enter comments.
  6. Click Revert and Close. Or click Revert and Continue if you want to revert back another step and status.

NOTE: This action is not available as a bulk action.

Revert Latest Change of Step/Status Window

Steps to Enable

You don't need to do anything to enable this feature.

Create Candidate Profiles

You can create a general profile for a candidate to quickly capture candidate information. There are various reasons why you may have to create a candidate profile. For example, you received a candidate's resume by email and you want to create a general profile from scratch.

To create a candidate profile:

  1. Go to the Submissions list.
  2. In the More Actions menu, select the Create New Candidate action.
  3. Select the Create a new candidate option.
  4. Click Next.
  5. Select the language in which you want to create the candidate profile.
  6. Select the desired form style.
  7. Click Next.
  8. If you have the resume of the candidate, you can upload it. The system will populate as many fields as possible. The file must not exceed 5120 kilobytes. It’s format must be one of the following: Word (.doc, .docx), WordPerfect (.wpd), Text (.txt), Rich Text Format (.rtf), Hypertext Markup Language (.html, .htm), Portable Document Format (.pdf), Excel (.xls, .xlsx), OpenOffice Writer (.odt).
  9. Enter basic info about the candidate such as the first name, last name, email address. The system will use that info to search for potential duplicates. If duplicates are found, they’re listed on the page. You can then:
  • Open a duplicate file and edit it.
  • Create a new candidate profile.
  • Click Previous to go back to the previous page and enter new info to search for potential duplicates.
  1. If you decide to create a new candidate profile, you need to enter info in the General Profile fields.

New Candidate Creation Page

Steps to Enable

You don't need to do anything to enable this feature.

Recruiting

LinkedIn Recruiter System Connect

Use LinkedIn Recruiter System Connect (RSC) to integrate LinkedIn Recruiter with Oracle Taleo Enterprise Edition.

To use LinkedIn RSC, you must be using:

  • Oracle Taleo Enterprise Edition, with Fluid Recruiting deployed to the recruiter population.
  • Oracle Human Capital Management (HCM) Cloud

Key Capabilities

In LinkedIn Recruiter, recruiters can:

  • See if LinkedIn members have a candidate file in Fluid Recruiting.
  • View job applications of those members and their progression within the selection workflow.
  • View the source of those job applications.
  • Choose an open requisition and create job applications for LinkedIn members, which will appear in Fluid Recruiting.
  • Use the Send InMail feature to interact with prospects. These emails also appear in Fluid Recruiting.
  • Use the Notes feature to enter comments. These notes also appear in Fluid Recruiting.

LinkedIn Recruiter

In Fluid Recruiting, recruiters can:

  • Connect their LinkedIn Recruiter seat to their Taleo user account. Only one Taleo account can use a LinkedIn Recruiter seat.  Seat sharing is not permitted.
  1. In Fluid Recruiting, click the arrow next to your login name.
  2. Click Connect.
  3. A page may appear to request that you authenticate into LinkedIn, if your device is not already authenticated.
  4. A window appears where you grant LinkedIn permission to bring information about you from LinkedIn into Taleo.

After you successfully connect your user account to a seat, your first and last name at LinkedIn appears in the menu.

Connect to LinkedIn

  • See which candidates are LinkedIn members. In the Submissions list, a blue LinkedIn icon appears for candidates who were automatically matched by LinkedIn. When a gray LinkedIn icon is displayed, you can manually match the candidate to a LinkedIn member.

LinkedIn Icon in Submissions List

  • View the LinkedIn profile of a candidate from the Submissions list and from within candidate submissions and candidate profiles by clicking the blue LinkedIn icon. Seat holders have access to more features.

LinkedIn Icon in Summary Card

  • LinkedIn Recruiter seat holders can select the LinkedIn information event category to view LinkedIn Notes and InMails in the candidate profile History tab.

History Tab with LinkedIn InMails and Notes

Steps to Enable

Below are the main steps to enable this partner service. A detailed procedure will be available in a white paper.

Get a License for LinkedIn Recruiter

Your organization must get a license for LinkedIn Recruiter. That license will give you a set of seats which can be assigned to LinkedIn member accounts. The administrator then assigns seats to LinkedIn member accounts for the recruiters.

Log a Service Request

You must log a Service Request (SR) with My Oracle Support to have the LinkedIn Recruiter System Connect partner service enabled. When the SR is processed, the partner service is available for configuration and activation under Configuration > Recruiting Administration > Integration > Recruiting Services.

Recruiting Services

Connect to Linkedin

You need to make a connection to LinkedIn.

  1. Click the LinkedIn Recruiter System Connect service.
  2. Enter your Taleo zone URL.
  3. Click Connect to LinkedIn.
  4. A Client ID will be generated by LinkedIn, and populated in the Client ID field.
  5. The Zones field will be populated with the value you entered in the field.  This value is also stored at LinkedIn.

Recruiting Service Settings

Request the RSC Service

A configuration section appears at the bottom of the LinkedIn RSC partner service page. Click the Request button. The integration returns an Application ID and other values.

Configure Data Scope

You can configure how much data you choose to synchronize with LinkedIn. For example, you can synchronize a universal data set, or limit the data to specific populations. You may filter on candidate locations, requisition locations, user groups, or include internal candidates. If you decide to configure a limited dataset, you need to work with LinkedIn.     

Activate the Partner Service

Click Activate on the LinkedIn Recruiter System Connect page. A legal agreement is presented.

Activate the LinkedIn Recruiter System Connect

Configure User Type Permissions

You need to grant these user type permissions.

  • Connect LinkedIn account to user: With this permission, users who were granted a LinkedIn Recruiter seat can connect their LinkedIn account to their Taleo user account. It’s recommended to only grant this user type permission to your audience of recruiters who are granted a LinkedIn Recruiter seat.  This mitigates confusion for users who don’t have a seat, as they will not see the ability to make the connection.
  • Access the LinkedIn Profile Widget: With this permission, users can see the LinkedIn icon and access LinkedIn profiles. Users don’t need a LinkedIn Recruiter seat to access the LinkedIn profile widget.

SmartOrg Administration > User Types > Select a User Type > Recruiting > Other > Edit

Configure History Event Category

You need to add the LinkedIn Information category to view LinkedIn InMails and Notes in the candidate profile History tab.

Recruiting Administration > Settings > Default History Event Categories

Configure Candidate List Column

You need to add the LinkedIn Member Profile column to the candidate list format.

Recruiting Administration > List Formats > Candidate

Manage OTAC Users with LinkedIn Seats

The seat connected to a user appears in the user account, in the partner Information section.

SmartOrg Administration > User Accounts > Select a user > Personal Information > Partner Information

Sourcing

Email Confirmed Sign Up - Phase 2

Expands on the Email Confirmed Sign Up feature delivered in 19C that requires users who sign up for an account or job alerts to confirm their email address prior to using their account or receiving marketing emails.

The expansion of this feature enhances both the job seeker and administrator experience. Job seekers benefit from a more consistent experience while administrators benefit from expanded capabilities. The enhanced experiences include:

  • Users with unconfirmed email addresses cannot use forgot password.

    • The email which allows them to confirm their account is resent instead.

  • Changing the email address in the Settings page prompts sign out and email confirmation.

    • The email which allows users to confirm their account is reset, and after clicking OK they are signed out.

  • Sign up confirmation emails are sent immediately after the email is confirmed.

  • Supported on the Apply Modal.

    • With 19C, the Email Confirmed Sign Up feature only respected View Type otac_17.4 (Direct Apply). Now, with 19D, the Email Confirmed Sign Up feature also works on the  legacy View Type taleo_14b.

  • Grants a session to Job Alert users if they are confirming their account from the same device as they signed up with.

  • A new Setting, Delete Unregistered Users, allows you to require email confirmation, but not force the purge of those candidates who do not confirm their accounts.

  • Displays email status and user status in User Management for Administrators.

    • New Email Status column helps Administrators understand why a user may not be receiving emails.

    • Status column renamed to User Status for better clarity.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Customers with the Email Confirmed Sign Up setting enabled will upgrade to the Delete Unregistered Users setting enabled, while customers with the Email Confirmed Sign Up setting disabled will upgrade to the Delete Unregistered Users setting disabled. New Customers will have both the Email Confirmed Sign Up and Delete Unregistered Users settings enabled by default.

Onboarding

Expanded Onboarding Process Filters

Enables users to filter on up to four parameters at once, instead of two allowing for more focused searches and results. A new Process Initiated filter is introduced to allow you to target the onboarding processes that began within a specific date range.

The Process Initiated filter defaults to Within last 30 days and is configurable using the Process Initiated Filter Default Value setting.

You can select the provided recent ranges, or set up a custom range. The maximum custom range is one year.

This feature is available as of 19D.2.

Steps to Enable

You don't need to do anything to enable this feature.