Core Administration and Setup

View learning aids that explain how to establish global settings and organization elements such as approval chains, job profiles, locations, skills, and users.

Use the following Quick Steps , Click Guide , and Video links to navigate to the learning aids that you want to explore.

Type Title Description

Global Settings: System Administration

Drop-down and Multi-Select Lists (Video)

Administrators manage the options available in the drop down boxes and select lists throughout Talent Management.

Groups and Features (Video)

Administrators create and manage Groups to determine access permissions to the various Talent Management Features. Administrators enable and configure Features, by Group, to determine the functionality your Organization will use.

Notifications (Video)

Administrators manage how and when the many Talent Management notifications are sent, and customize the content of the email notifications.

Create News and Announcements

Administrators learn how to Define News & Announcement categories, create and activate announcements, and define announcement content.

Enforce and Enable 2FA

Administrators enforce and enabled Two-Factored Authentication (2FA) for users.

Survey Tool Administration

Administrators create, launch, and manage surveys, as well as tailor the survey launch notification, if desired.

Page Options Configuration (Video)

Administrators configure what details display for various areas of Talent Management on the Page Options screen.

Global Settings: Your Organization

Approval Chains

Administrators create and manage lists of users who can approve or reject a requisition, an offer, a performance appraisal, and/or a Self-Service edit to the Total Talent Profile.

Competencies

Administrators manage Competencies (Behaviors, traits or knowledge), and Competencies categories, which are used to help match candidates to positions, to provide a basis for appraisal ratings, and to help employees succeed in reaching career goals.

Job Families

Administrators use Job Families to establish associations and enhance workflows.

Job Profiles

Administrators configure Job profiles, which are used when creating a requisition, when associating performance appraisals, as a guide for advancement within an organization, and to describe the role of an employee with that job title within your organization.

Locations and Location Groups

Administrators create and manage the Locations used by your Organization.

Create and Manage Company Organizational Structure

Administrators create and manage the company Organizational Structure. For quick entry of your Organizational Structure, you can use the Bulk Upload option.

Scales

Administrators configure Scales to customize methods of measuring competency experience as well as rating an employee's performance.

Skills

Administrators manage Skills (developed through training and experience) and Skills categories, which are used to match candidates to positions and provide a basis for appraisal ratings.

Users

Administrators view and manage all of the Users that have been added to Talent Management from the Users screen.

Unions and Seniority

Administrators learn how to add and manage union-related information on the Edit User Profile screen for employees who are union members.