Example: Set Up a HiredScore Recruiter Job Requisition Progress 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 Recruiter Job Requisition Progress Template.

This example illustrates:

How to configure the template for the Recruiter Job Requisition Progress (Longest Awaiting Actions) 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 Recruiter Job Requisition Progress (Longest Awaiting Actions) template, which helps recruiters to review the most critical actions awaiting attention across their requisitions and decide on next steps, such as progressing candidates or following up with the hiring manager.

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

Depending on how it’s configured, recruiters receive this notification according to a schedule you specify. Customization options include:

A specific message title.

A tag that mentions and notifies the recruiter that handles the requisition.

A specific message introduction.

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

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 in Workday

Changes submitted on this tab impact your HMTAC configuration in MS Teams, and existing configurations (including custom rules or filters) are overridden. Changes can take up to 30 minutes to display in MS Teams. In some cases, this may take longer.

Access the

HiredScore Tenant Setup

task in Workday.

On the

HM <> TA Collaborator

tab, select the

Recruiter Job Requisition Progress 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 relevant values for these fields. For the purposes of this example, the values are

Field	Value
Schedule	Monday Wednesday Friday
Time (In UTC)	9:00 AM
Message Title	My Reqs Tasks: Longest Awaiting Actions
Mentioning	Recruiter
Intro Sentence	The following requisitions may require your attention, ranked by the length of time the most overdue critical task has been stuck awaiting action. Please consider taking action on candidates or reaching out to the Hiring Manager for further steps.

To customize the table label headers in the message, enter these these values in the

Column Titles

section:

Field	Value
Job Requisition ID	Req ID
Job Requisition Title	Req Title
Hiring Manager	Hiring Manager Name
Longest Awaiting Action	Name of the Longest Awaiting Task
Waiting	Number of days awaiting action
Task Owner	Task Owner
Action	Relevant action to take. Contact Hiring Manager or link to the task.

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

Message Body

, and

Column Titles

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.

Recruiters receive the message illustrated in the screengrab every Monday, Wednesday, and Friday at 09:00AM in this example.

Any users selected in the

Mentioning

field receive an MS Teams notification.