Example: Set Up a HiredScore Open Tasks Template

These instructions are for customers who are implementing the Unified Experience version of HMTAC. For the legacy experience, see Example: Set Up a HiredScore Open Tasks Template.

This example illustrates:

How to configure the template for the Open Tasks message that is triggered by the Hiring Manager Talent Advisor Collaborator (also known as HMTAC or the HM-TA Collaborator) functionality in Microsoft Teams.

The impact of this configuration in MS Teams.

Your organization uses the HMTAC functionality to facilitate team communication about specific requisitions. It triggers the sending of messages in MS Teams at various stages throughout the process. You want to customize the Open Tasks message template, which prompts the hiring manager to review their open tasks across different hiring phases, such as new candidates to screen, assessments to review, or candidates awaiting interview.

The Open Tasks message retrieves allowed action data from your organization’s business process definitions to compile a list of remaining tasks for each requisition the hiring manager owns.

Customization needs to include:

A schedule that triggers the message according to preferences. Example: Every Monday and Wednesday at 09:00AM.

An introductory sentence.

Your business process definition configuration determines the allowed actions associated with business process steps, and the roles that are assigned to them.

After configuration is complete, the message should display as follows in MS Teams:

Your administrator must configure the Scheduled Process Management
domain so that authorized security groups can use the

Create Schedule

and

Edit Schedule

features.

Configure inherent permissions:

Access the Scheduled Process Management
domain.

From the related actions menu, click

Domain

Edit Inherent Permissions

For

View

and

Modify

, add the security groups that manage HMTAC message templates. Example:

Implementers

For

Get

and

Put

, add the same security groups.

Click

Activate pending security policy changes:

Access the

Activate Pending Security Policy Changes

task.

Enter a

Comment

Click

Confirm

and

Your implementer must complete the steps to configure and authenticate the HiredScore MS Teams integration.

Access the

HiredScore Tenant Setup

task in Workday.

On the

HM <> TA Collaborator

tab, select the

Open Tasks Template

sub-tab.

Click

Edit

Select the

Enable in HM-TA Collaborator

check box to ensure that any changes you make on this task are effective in MS Teams after submitting them in Workday.

In eligible tenants, you can click the Edit Schedule
button to launch either of these tasks:

Create HMTA Schedule

task if no schedule exists.

Edit Scheduled Future Process

task to modify an existing schedule.

If this button isn’t available, enter and select the desired values, for example:

Field	Value
Schedule	Monday Thursday
Time (In UTC)	9:00 AM
Intro Sentence	Here are your open tasks. To view all candidates and tasks for this req please visit the Candidate Grid.

Click

Done

(Optional) You can add translations for supported languages by selecting

Add Translation

in the

Translations

section.

Select the language you want to add and provide the translated text for both the

Message Title

and

Message Body

fields.

Verify that any dynamic parameters in the original message are maintained in all translations.

After you add translations, verify that the message renders correctly in the Adaptive Cards Designer and that all parameters and links are correct.

Hiring managers receive the message illustrated in the screengrab every Monday and Thursday at 09:00AM.