General Tab of Talent Management Web Service Form

Use the General tab to set which data is transferred from Vision to Talent Management and to view the history of all transfers of data run.

Contents

Field Description
New Hires Select this option to transfer new hire records from Talent Management into Vision as new employee records. If selected, Vision retains this setting for the next data run.
Audit User Enter a user name that will be used for the audit trail of employee records that were loaded into Vision.
  • When you import a new hire record from Talent Management into a table in Vision, the value for the Audit User field becomes the value for create user and mod user.
  • When you generate the Employee Audit Detail report, the user who ran or scheduled the process server job is indicated in the report.
Changes Since Last Send Select this option to synchronize the changes that have been made in Vision with the records in Talent Management since the last data run. If selected, Vision retains the setting for the next data run.

Clear this option when loading employee records from Vision to Talent Management for the first time. Doing so loads employees in Vision as new users in Talent Management.

Employees Select this option to send employee data to Talent Management. If you are sending employee data to Talent Management for the first time, Talent Management creates new records and loads the employees as new users in the system.

You should maintain employee records in Vision. When you want to synchronize records between Vision and Talent Management, select this option and the Changes Since Last Send option. Changes are synchronized on the next data run.

Exclude Employees with Termination Date Before Enter a date in the field or click to select the date. Records of employees that have a termination date before the selected date are not synchronized with Talent Management on the next data run.
Organizations Select this option to send organization data to Talent Management. This option displays when you have set up organization codes in your company.

You should maintain the organization records in Vision. When you want to synchronize records between Vision and Talent Management, select this option and the Changes Since Last Send option. Changes are synchronized on the next data run.

Field Description
Talent Management Web Service Calls Log Drop-down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Clear Log Select this option to clear the transfer jobs that have finished running or were stopped. This option does not clear transfer jobs that are scheduled to run.
Status This column indicates if a transfer job is pending, has failed, or has been completed.
Start After This column displays the date and time when a scheduled transfer job will run.
Started This column displays the date and time when a transfer job has started.
Finished This column displays the date and time when a transfer job has finished.
Submitter This column displays the user who initiated or scheduled the transfer job.
Message This column displays the number of records imported into or from Vision when a transfer job has been completed. It also shows the error when a transfer job has failed.