SF RCM Training


K.Sathya
 WORKFLOW
Prepare a Project Plan
Iteration 1
1. Requirement Gathering ( Fill the workbooks )
2. Work Book Sign Off
3. Data templates circulation
4. Configuration of System
5. Test the system and Create Test cases ( Unit and Integration )
6. Demo of client system
Iteration 2
1. Requirement Gathering OF CHANGES
2. Work Book Sign Off
3. Configuration of System
4. Test the system and Create Test cases ( Unit and Integration )
5. Demo of client system
Final Sign off from Client for Production Migration
 Topics
Recruitment Process

Pre-Requisites

Implementation Workbooks

XML’s

Configuration and Admin Guides

Recruitment Process
 Pre Requisites
Provisioning Access

SF Instance

SFTP Credentials

Support Portal

XML editor

Notepad++
 Implementation
Workbook
Job Requisition

Candidate profile

Candidate Application

Offer Approval
 XML’s
Job Requisition ( JRDM)

Candidate Profile ( CDM )

Candidate Application (CADM)

Offer Approval

SF RCM – SF EC Integration
 Recruitment Process
Requisition Creation ( Position or JPB)
Approval of Requisition
Assignment to TA Team
Job Posting ( Internal, External, Agency, Job boards)
Source candidate profiles
Screen and Schedule Interviews
Assessment of candidates.
Background checks , Psychometric, Medical, Drug tests,
document collection etc.
Offer approval
Offer letter generation and release.
Hiring candidate as an employee.
 Cont
Hiring Manager will create requisition
Approval Process
HR Head
Department Head
TA Head
Recruiter will post the Job in to career sites
Candidates will apply
Schedule Interviews
Interview Assessment
All Checks = Background check , drug test, offer negotiation
Offer Approved from Management
Generate Offer letter and release
Accept offer as a candidate
Convert him in to employee
 ROLES
Role Name Standard Roles Operators
Hiring Manager hiringManagerName 54321 - dwalters

Recruiter recruiterName

Division Head sourcerName

Director HR vpOfStaffingName

Group CEO coordinatorName

***************** secondRecruiterName
 Create Requisition

Login as Hiring Manager

Home - > Recruiting

Click on Create New

 Requisition Template
Template Name , Label, Description Last Modified.
Field Definition ( Standard fields list 259)
Field permission
Button Permissions
Listing Fields
Assessment scale
Feature Permissions
Applicant status Configuration, Application Template Name. Single stage and
Multistage application. Also provide applicant status set.
Field definition, permission and feature permission covers 80% of template.
Template Name-
Requisition
 Minimum Posting

Min Posting days

Min Internal Posting

Field Definition Elements

ID

Type

Required

Custom
 Field Definition ids

Standard fields

Custom fields

Refer Page from 259 - 276 , Table 18 : Very Important

Job Code fields

 Type Attribute
Text ! Currency
Text area ! Questions
Date ! Attachment
Percent ! Multi attachment
Bool ! Job code
Picklist ! Competencies
Enum ! Rich text : 32000
Number
character limit
Derived
! Operator ( Page 50 )
instruction
! Operator team
 Required Attribute

True

False
 Custom Attribute

True

False
 Group Name Attribute

<field-definition id="recruiterName" type="operator" required="true"

custom="false" group-name="Recruiters">
 Field Permissions and Statuses

Permissions
Read
Write
Status
Pre Approved
Approved
Closed
<field-permission type=“read">
<description><![CDATA[Recruiter has read access to below fields in Pre
approved status]]></description>
<role-name><![CDATA[R]]></role-name>
<status><![CDATA[pre-approved]]></status>
<field refid="jobPostLanguage"/>
</field-permission>
Applicant status pipeline
Various statuses that a candidate will go through during the application process
Initial application
Shortlist
Telephonic Interview
Face to face interview
Background check
Offer negotiation
Document collection
Offer letter released
Offer acceptance
 Applicant Status Set

Admin Centre -> Recruiting -> Edit Applicant status

configuration

Create a duplicate copy of default status set

Edit the duplicate copy -> Add status , edit labels,

make it available for internal and external candidates.
How to add new status to base set.

Login in to provisioning

Select company id

Click on Applicant status configuration under

manager recruiting

Click on Edit Base

 Candidate Profile
Template
Field Definitions

Field Permissions (Role = Designators/Candidate,

Permission= Read/Write, Country Specific ISO Code ,
Source = Internal/ External)

Background elements

SM Mapping

Search and Summary Display configurations

 Candidate Application XML Template

Template name and Description ( Use it as reference in Requisition XML)

Field Definitions

Field Permissions ( Single stage application)

Override functionality ( Country ISO Code)

Button Permissions

Type of Applications

Single stage (Permission in Application XML) or Multistage ( Permission in

Requisition XML )

Late Stage
Setting instance to Single
stage or Multistage

IS Done in Provisioning

Company settings
 Field definitions –
Application Attributes
ID

Type

Custom

Required

Read only

Forward-intact

Public

Anonymize
 Sequence of XML
Uploads
Candidate Profile Template ( 1 Per Instance )

Candidate Application Template

Configure applicant status set. ( In provisioning or Instance)

JRDM – Job requisition data model/ Template.

Things to be done in instance parallel

1. Upload all picklist.
2. Define Rating scale.
3. Define recruiting-role name/Recruiting groups.
Settings in SF Instance
Load Test Users

Create Roles

Create Groups for all roles

Add users in to corresponding groups.

Add groups to roles.

Provide Permissions to the role in RBP

 Instance

Create Route Map

Link Route Map to Requisition Template

Create roles and provide appropriate permissions

Create RBP Groups and assign it to roles.

 Picklist for Virtual / Face to face

Admin Center - >Recruiting-> Manager Recruiting

Settings -> Interview Central

Upload the picklist in to system prior.

 Email Notification

Tokens – How to create tokens

Email Triggers – Trigger point and recipients

Applicant status configuration – email notifications.

 Offer Details Template

Template Name and Description

Field Definitions

template-type="job-req” or Job Application

Mobile Fields
 Additional Topics
Sub status

Mandatory status – how to make a status in talent

pipeline as required

Candidate Standardization – Resume Parsing

Password Policies

Job Posting header and Footer

Provisioning Settings
Provisioning Settings…
CONT
Provisioning Settings…
CONT
Provisioning Settings…
CONT