Managing Opportunity Marketplace as an administrator

Administrators with Manage Opportunity Marketplace permission can access this tool to:

• Enable/Disable types of opportunity to be recommended in OMP, such as Assignments, Learning or Job Roles.
• Choose a role recommendation source for the Explore Career Options section. The available options are Suggested Roles or Career Explorer*. Both are Career Development Planning features, where Suggested Roles is based on an algorithm that suggests future roles to an employee based on the proximity in the career path, popularity of the role within their team or competencies associated with the role, whereas the Career Explorer uses machine learning technology to recommend career opportunities to the employees based on career paths of people similar to them in the organization. This option will only be visible if all the prerequisites are met.
• Enable/Disable sections, like Broaden Your Experience or Learn New Skills, as well as their order in the landing page of Opportunity Marketplace.

Navigate to Configure Assignments using Action Search, to control the following actions:

• Configure General Settings.
• Create custom fields to be utilized in assignments.
• Edit standard assignment types.
• Create custom assignment types.

Configure General Settings

The general settings are configured selecting the wheel icon. From there, administrators can define the following options:

• Display or Hide the Job Role on the Assignments.
• Define how the Part-Time Participation should be measured in Assignments (as % of time or based on hours/week).
• Choose a user to replace inactive assignment owners to be purged in DRTM Master Data Purge.
  Hint

  To have a better understanding of the DRTM Master Data Purge, make sure to review the following topic in the Implementing and Managing Data Protection and Privacy guide: DRTM Purge Request Types
• Set the notification preferences (in days) in regards of reminders prior to start/end date of the assignments. More information about the notifications for assignments in Opportunity Marketplace can be found here: Notifications for Assignments Users

Configuring Custom Fields for Assignment Types

Custom fields can be defined and determine for which assignment types they should be available. An administrator can easily create fields, with the following options:

• Fields can be of type Boolean, Text, Textarea and Generic Object (GO).
• Except for the GO's, a maximum of 10 custom fields for each type can be created.
• The following Generic Objects are available to create custom fields. For each GO, you can only create one custom field:
  • Department
  • Business Unit
  • Division
  • Country/Region
  • Job Function
  • Job Classification

Note

Except for the Country/Region, to view these Generic Objects, it is necessary to have Employee Central Foundation Objects enabled, and View permission for the different objects, granted on MDF Foundation Objects category, in RBP.

To create a custom field in Configure Assignments, follow these steps:

1. Select Field Type from the dropdown list.
2. Enter a Field Name (maximum 256 characters). For Generic Objects, the field name is essentially the GO type (Department, Division, Business Unit...).
3. Enter an Input Prompt (optional), which works as a hint to describe this field (maximum 256 characters). This is not available when selecting Boolean or Generic Object as the field type.
4. If you need to restrict to which assignment types the custom field should be available, use Related Assignment Types and select one or multiple from the list. If nothing is selected, the custom field will be available to add into any assignment type.

Configure Assignment Types

There are 5 standard Assignment Types in Opportunity Marketplace, which includes:

• Project
• Fellowship
• Vocational Training
• Internship
• Other

Additionally, assignment types can be created to the customer's preference, to a maximum of 50 in total.

The following actions can be completed for the Assignment Type configuration:

• Define Assignment Type name including translations. Standard assignment types can also be renamed if needed.
• Upload an image to be the default for the assignment type. The file size should be no larger than 2 MB and in JPEG, JPG, or PNG format.
• Change Status (Active/Inactive)
• Require Notifications or Approvals. Whenever an assignment needs to be published, someone applies and/or accepts an offer, notifications can be sent Managers to keep them informed. Additionally, approvals can be set for each of these actions.
  Note

  The only "standard" approval is to Accept an offer, which can be sent to the Manager to confirm his/her acceptance before the direct report can accept an offer to an assignment. For other type of approvals (Advanced Approval Workflow), it is required to have Employee Central enabled. More information can be found in this guide: Implementing and Managing Workflows
• Configure Custom Fields. If these fields have been created in the general configuration, and they are available for our assignment type, they can be included. Additionally, the fields can be made required, if needed.

Hint

The assignment type configurations and the custom fields created in Opportunity Marketplace can be easily copied over another instance using Configuration Transport Center. More information about this tool will be discussed in the next unit.

The following image shows an example of an assignment created and sent to be published, but before the assignment can be found in Opportunity Marketplace, an Assignment Publishing workflow is sent to the different approvers involved.

Administrators can mass create assignments using a CSV template. Download the template and follow the instructions included. The template will include the following files:

• AssignmentType.csv: This is just informative, the file indicates the IDs of the different assignment types which will be required for creation of assignments.
• AssignmentTemplate.csv: This is the template to create assignments (with Draft or Published status).
• ApplicationTemplate.csv: You can optionally add applicants on these assignments. If you don’t include application data, it cannot be created in bulk at a later stage.
• Instructions.txt: Includes instructions on how to mass create assignments.

Enable e-mail notifications so that the target recipients can receive e-mail notifications when applicants apply for assignments, the assignment offer is received, accepted, or rejected, and the applications for assignments are declined.

1. Navigate to E-Mail Notification Templates Settings using Action Search.
2. Select the following types of email notifications that you want to enable for assignments:

   Types	Description
   Offer Received Notification for Applicants	Applicants receive e-mail notifications when they receive the assignment offer.
   Application Canceled or Hiring Closed Notification for Applicants	Applicants receive a notification when an assignment is canceled or the hiring has been closed and they are invited to apply to other assignments.
   Application Declined Notification for Applicants	Applicants receive e-mail notifications when their applications are declined.
   Offer Accepted Notification for Assignment Owner and Co-Owners	The assignment owner and co-owners receive a notification when applicants accept the offer.
   Offer Rejected Notification for Assignment Owner and Co-Owners	The assignment owner and co-owners receive a notification when applicants reject the offer.
   Assignment Applied Notification for Assignment Owner and Co-Owners	The assignment owner and co-owners receive e-mail notifications when applicants apply for the assignment.
   Co-Owner Added Notification	A co-owner added for an assignment is notified, including the assignment type, assignment name and owner.
   Assignment Published Notification for Non-Publishing Owners	An owner or co-owners receive a notification if the assignment has been published by someone else.
   Assignment Start Notification for Applicants, Assignment Owner and Co-Owners	All roles receive a notification when the assignment starts, including the applicant name and start date.
   Assignment End Notification for Applicants, Assignment Owner and Co-Owners	All roles receive a notification when the assignment ends, including the applicant name and end date.
   Assignment Feedback Request Notification	A recipient that has been invited to share their feedback about a participant to an assignment is notified
   Opportunity Fulfilled Notification	An applicant that completed an assignment is notified when the opportunity has been completed.
   New Opportunity Recommendations Notification	A recipient is notified of new opportunity recommendations to explore.

3. These notification templates can be customized, if needed. A checkbox Specify Different Templates for Assignment Types can be selected and it will allow to define a different email body for each assignment type.
4. 

Some of the key takeaways for this lesson are:

• Administrators can control different options in Manage Opportunity Marketplace, such as enabling or disabling types of opportunities to display to end users, choose a role recommendation source in Explore Career Options or enable and disable sections like Broaden Your Experience or Learn New Skills.

• There are 5 standard assignment types in OMP: Project, Fellowship, Vocational Training, Internship and Other.

• In the Configure Assignments tool, admins can control general settings, create custom fields to be utilized in assignments, create custom assignment types, to a maximum of 50 and edit standard types.

• When defining custom fields for assignment types, Boolean, Text, Textarea or Generic Objects are the supported types available.