Pre-Requisites

Importing Job Data

Purpose: Import existing job data to populate TalentBox with roles, templates, and families, enabling automated profile creation.

Steps:

1. Navigate to Import Job Data from the left menu.

2. Upload your job data file on the SFTP.

3. Schedule and Run the Job.

4. Monitor the import status:

• Details: Check Start Time, End Time, Status (e.g., Success), and Comment (e.g., "Job Profile roles imported: 35, Job Profile templates imported: 2, Job Profile families imported: 8").

• Actions: Use Re-Schedule to retry failed imports or view the Log File for details.

Outcome: Your job data is imported, ready for profile generation.

Setting Up Your Company Profile

Purpose: Define your organization’s details to ensure job profiles reflect your company’s identity and values.

Steps:

1. Go to Company Profile Setup in the left menu. You can find this under System Configuration>Company Profile Setup

2. Fill in the following fields:

• Persona: The primary user role (e.g., Senior Human Resources Specialist). Aligns system tone to the user’s perspective.

• Company Name: Your organization’s name (e.g., Eurobank). Ensures branding consistency.

• Company Size: Number of employees (e.g., 12000). Provides context for role complexity.

• Company Overview: A brief description (e.g., "Eurobank is one of the leading financial institutions in Greece and Southeast Europe..."). Introduces your company in profiles.

• Headquarters Location: Main office location (e.g., Athens, Greece). Specifies the company’s base.

• Operational Regions: Regions of operation (e.g., Greece, Cyprus, Luxembourg, Serbia, Bulgaria). Defines geographical scope.

• Industry and Sector: Your industry (e.g., Banking and Financial Services). Aligns AI suggestions to your sector.

• Core Values: Guiding principles (e.g., Customer Centricity). Attracts culturally aligned candidates.

• Target Market: Primary customers (e.g., Retail customers, SMEs, large corporates). Tailors profiles to your audience.

• Main Products/Services: Key offerings (e.g., Retail Banking, Loans, Mortgages). Provides role context.

• Mission and Vision: Long-term goals (e.g., "To be the preferred financial partner..."). Sets the tone for profiles.

• Language Tone: Communication style (e.g., English UK, Professional, Forward Thinking). Ensures consistency in tone.

1. Save your changes.

Outcome: Your company profile is set, providing a foundation for all job profiles.

Company Profile Settings

Configuring Job Profile Templates

Purpose: Set up templates to standardize job profile generation, ensuring consistency across roles and alignment with SuccessFactors.

Steps

1. Retrieve Section IDs from SuccessFactors (if integrating with SuccessFactors):

• Log into your SuccessFactors instance.

  • To locate Section IDs:

    • Go to Job Profile Templates in the Job Profile Builder module.

    • Open the template used for the role (e.g., "JBP1"). Click Next

    • Note the Section IDs for each field (e.g., Job Title: Section ID: 9956043, Job Description: Section ID: 1000941).

    • Copy the Section IDs for use in TalentBox.

Manage Job Profile Templates in SuccessFactors

Job Description Section ID

Job Title Section ID

1. Configure the Template in TalentBox:

• In TalentBox, navigate to Edit Job Profile Templates from the menu.

• Select an existing template (e.g., "JBP1" for Lightcast) or create a new one.

• Add the Section IDs from SuccessFactors to the corresponding fields:

  • Job Title: Role title (e.g., "Section ID: 9956043"). Identifies the position.

  • About Us: Company/team overview (e.g., "Section ID: 9980946"). Attracts candidates with company details.

  • Job Description: Role purpose and duties (e.g., "Section ID: 1000941"). Outlines job expectations.

  • Compensation Data: Salary/benefits (e.g., "Section ID: 9956045"). Sets candidate expectations.

  • Job Responsibilities: Specific tasks (e.g., "Section ID: 9956047"). Defines daily duties.

  • Competencies: Required skills/behaviors (e.g., "Section ID: 9956049"). Highlights soft skills.

  • Skills: Technical skills (e.g., "Section ID: 9956051"). Specifies hard skills.

  • Qualification: Certifications/requirements (e.g., "Section ID: 9956053"). Sets minimum standards.

  • Education: Academic requirements (e.g., "Section ID: 1000951"). Defines educational needs.

  

• For each field, select a content generation option:

  • Fixed Text: Use manually entered text for consistency.

  • AI-Generated: Allow TalentBox to generate content based on company data and industry trends.

  • Do Not Generate: Skip the section for manual entry later.

1. Save the template.

Outcome: Your template is configured with SuccessFactors Section IDs, ensuring seamless integration and consistency.