introduction/update 2002 oct 15 new orleans. hr-xml: the cpo data hr-xml: the other data hr-xml: the...

Introduction/Update 2002 Oct 15New Orleans

HR-XML: the CPO dataHR-XML: the CPO dataHR-XML: the other dataHR-XML: the other dataHR-XML: the companiesHR-XML: the companiesHR-XML: the organizationHR-XML: the organization

CPO StandardsBy Tim Farlow

Approved CPO Standards

Person NamePostal AddressDateTime Data TypesEffective DatingContact MethodEntity Identifiers

Person Name

The most commonly used attribute in HR transactions

HR transactions in use today use many different schemas to represent names

Many of these schemas today do a poor job of handling the many ways Name structure varies from country to country

Examples - Dutch

Mevr. Maria de Wit<PersonName>

<GivenName>Maria</GivenName><FamilyName prefix=’de’>Wit</FamilyName><Affix type=”formOfAddress”>Mevr.</Affix>

</PersonName>

<PersonName><FormattedName>Mevr. Maria de Wit</FormattedName>

</PersonName>

Examples - MexicanSr. Fernando Martínez Urrutia

<PersonName><GivenName>Fernando</GivenName><FamilyName>Martinez Urrutia</FamilyName><Affix type=”formOfAddress”>Sr.</Affix>

</PersonName>

<PersonName><GivenName>Fernando</GivenName><FamilyName primary=”false”>Martinez</FamilyName><FamilyName primary=”true”>Urrutia</FamilyName><Affix type=”formOfAddress”>Sr.</Affix>

</PersonName>

Schema

Affix Types

aristocraticTitle - e.g. Baron, Graf, Earl, etc.

formOfAddress - contains the Salutation, e.g. Mr., Mrs., Hon., Dr., Major, etc.

generation - e.g. Sr., Jr., III (the third),etc.

qualification - contains the letters used to describe academic or other type qualifications held by a person and/or the distinctions conferred upon them. e.g. PhD, MD, CPA, MCSD, etc.

History

Person Name 1.0 – Initial release, defined using DTDs

Person Name 1.1 – Added better support for prefixes, affixes, and legal names

Person Name 1.2 – Same design, but translated into XML Schema

Implementation Considerations

Multiple last namesDifferent names for different situations (stage

names, aliases, etc.)Different alphabets (Kana, Romaji, etc.) InitialsHyphenated namesPeople with a single nameMaiden namesLegal names

Documentation Includes

OverviewSchema and DTD design, with explanations for

each element and attributeReference examples from 14 countries Implementation considerationsKnown limitationsHistoryRelated documents Implementation examples

Postal Address

A container allowing business processes to pass address information reliably and completely, and in a format that can be efficiently processed

The container houses the various sections that make up a postal address as it is used from country to country, with a country code that enables formatting according to local postal rules

Examples - USASanthi Mwanza 4982 Euclid Ave Minneapolis, MN 50493-1234

<PostalAddress> <CountryCode>US</CountryCode> <PostalCode>50493-1234</PostalCode> <Region>MN</Region> <Municipality>Minneapolis</Municipality> <DeliveryAddress> <StreetName>Euclid Ave</StreetName> <BuildingNumber>4982</BuildingNumber> </DeliveryAddress> <Recipient> <PersonName> <GivenName>Santhi</GivenName> <FamilyName>Mwanza</FamilyName> </PersonName> </Recipient> </PostalAddress>

Examples - BrazilRua Fresi, nº 470 apto. 201. Bairro Ancha. Belo Horizonte, Minas Gerais. Brasil. 30320-500

<PostalAddress> <CountryCode>BR</CountryCode> <PostalCode>30320-500</PostalCode> <Region>Minas Gerais.</Region> <Municipality>Belo Horizonte </Municipality> <DeliveryAddress> <AddressLine>Rua Fresi, nº 470 </AddressLine> <AddressLine>apto. 201. Bairro Ancha. </AddressLine> </DeliveryAddress> </PostalAddress>

Schema


Country codes, names, and translationsRecipient name passed elsewhereBest use of AddressLine elementsMultiple addressesFormatting charactersMail stops, ‘c/o’, etc.Military addressesExamples from 16 countries

DateTime Data Types

XML Schema has datetime data types, but these basic types needed extensions for use in HR

Extensions needed when we want to specify: just a date vs. a date with a time, and sometimes a

timezone specifier. Example - new hire date vs. an accident date and time.

open ended dates. Example - passing an employee termination date for an employee who is not terminated

Passing unknown dates. Example the hire date is not available.

DateTime Data Types

We created data types that can be used to enforce these restrictions

All data types are strings that are compatible with Schema’s datetime types, but add the different combinations of restrictions

28 data types with a naming convention

Examples

LocalDateType 2002-07-15

LocalDateNkType 2002-07-15

notKnown

LocalDateNaType 2002-07-15

notApplicable

DateTimeType 2002-07-15T10:30+01:00


Lists 4 questions to answer when selecting the correct date time data type

Default valuesStart and end date inclusivityDTD versus schema

Effective Dating

This standard has no schema!Provides clear, concise terms for discussing

effective datingIncludes guidelines use of effective dating

in HR-XML Consortium standards

Guidelines

When to use Transaction Date/Time vs. Effective Date/Time

How to determine the granularity required for effective dating

How to use Effective Dating with different types of processes, i.e. Inserts vs. Modifications

When to use the various types in the DateTime Data Types when applying effective and transaction dating

Examples<EmploymentHistory>

<HireDate>2001-06-01</HireDate><TerminationDate>2002-02-16</TerminationDate>…

</EmploymentHistory>

<EmploymentHistory><HireDate>2001-06-01</HireDate><TerminationDate>notApplicable</TerminationDate>…


<EmploymentHistory><HireDate>2001-06-01</HireDate><TerminationDate>notKnown</TerminationDate>…


Contact Method

Many HR transactions need to pass contact information

Each contact person may have more than one method of contact –telephone, mobile phone, email address, SMS, fax, etc.

Methods have use – business, business direct, personal, etc.

Methods have location – office, car, home, etc.Methods have times of availability – weekends,

24x7, etc.

Example<Recruiter>…<ContactMethod> <Use>direct</Use> <Location>onPerson</Location> <WhenAvailable>Weekdays</WhenAvailable> <Mobile smsEnabled=“true”> <InternationalCountryCode>44</InternationalCountryCode> <AreaCityCode>7765</AreaCityCode> <SubscriberNumber>402837</SubscriberNumber> </Mobile> <InternetEmailAddress>[email protected]</InternetEmailAddress></ContactMethod>

Supported DevicesTelephoneMobile phoneFaxPagerTTYTDDInternet AddressInternet Web AddressPostal Address

Schema

Entity Identifiers

HR transactions pass objects aroundA subsequent transaction may need to refer

to objects passed in an earlier transactionObjects need identifiers for this to happenMuch like foreign keys in relational

databases

Example

<BenefitEnrollmentRequestList> … <RequestToEnrollEmployee> … <SenderEmplID validTo=“2003-01-01” idOwner=“Jobo Ltd”> <IdValue name=“SubsidiaryID”>KD49</IdValue> <IdValue name=“EmployeeID”>4853905</IdValue> </SenderEmplID> </ RequestToEnrollEmployee >….</BenefitEnrollmentRequestList>

Schema

Standard Addresses:Identifiers made up of multiple partsAbility to describe within the data what the

identifier representsIdentification of the issuer of an identifierEffective dating of an identifierManagement of identifier change as a business

and transactional processMultiple identifiers for the same entity

Standard does not Address:

Guaranteeing the uniqueness of identifiersMethod of issuing identifiersTaxonomies of identification owners (such as

company names or IDs, government names or country codes, etc.) or typical data used (such as Social Security Number, employee ID, driver’s license number, name, date of birth, etc.)

Current CPO Work

HR Data DictionaryOrganizationUnit

HR-XML ProjectsHR-XML Projects Recruiting and Staffing. Cross-Process Objects. (currently focusing on OrganizationalUnit) Data Dictionary. Benefits Enrollment. Payroll. Job/Position. Competencies. Business/Life Events. Time-Expense Reporting. Staffing Industry Data Exchange Standards (SIDES). Employer Advisory Council. Screening/Background Checks. Employee Stock Purchase/Stock Options.

Reviewing ProgressReviewing Progress Ended 2000, with 3 approved specs.

End 2001, with 10 additional:

Competencies Version 1.0 (2001-Oct-16) DateTime Data Types Version 1.1 (2001-Oct-16) Effective Dating Version 1.0 (2001-07-17) PersonName Version 1.2 (2001-Oct-16) PersonName Version 1.1 (2001-07-17) PostalAddress Version 1.2 (2001-Oct-16) PostalAddress Version 1.1 (2001-07-17) Enrollment Version 1.0 (2001-10-16) Staffing Exchange Protocol Version 1.1 (2001-07-17) Time Expense Reporting Version 1.0 (2001-10-16)

2002: Continuing Progress2002: Continuing Progress Approved in January:

TimeCardConfiguration 1.0 PayrollBenefitContributions 1.0 WorkSiteAndEnvironment 1.0 ContactMethod 1.0 JobPositionHeader 1.0

Approved in April: Staffing Industry Data Exchange Standards 1.0 Background Check 1.0 Resume 2.0 HR-XML Extension 1.0 TimeCard 2.0

Approved in October: Employee Stock Plans Interface 1.0

Approved in July: BenefitsEnrollment 2.0

2003: Poised for Further Progress2003: Poised for Further ProgressOn the horizon: PayrollInstructions 1.0*

Organization/OrganizationUnit 1.0*

BackgroundChecking 2.0*

Staffing Exchange Protocol 2.0* Certification program: http://www.hrcertify.org SIDES France Initiative Data Dictionary HR-XML New Architecture Metrics Reporting 1.0? (Proposed) Competencies 1.1 or 2.0? (Proposed)

Acord; Adecco Corporation*; ADP*; Aetna US Healthcare*; Allegis Group, Inc./Thingamajob.com*; American Background Information Services, Inc.; American Staffing Association; ARINSO International; Association of Test Publishers; Authoria*; BEA Systems, Inc.; Best Software; BP; BrassRing, Inc.; CareerBuilder; CDI Corp/MRI*; Ceridian*; Cisco Systems; CitiStreet*; CompuCorps Mentoring; Crestone International*; Cross Current Corporation; Cyborg Systems, Inc.*; Defense Finance and Accounting Service; Development Dimensions International; Dobbs Temporary Services, Inc.; eBenX*; Embrace Ltd*; Employease, Inc.*; Enrollcom; e-peopleserve ltd; esohXML.org; European Community Telework Forum; EVolve Software; ExecuTRACK Software GmbH; Fidelity Investments*; Fieldglass, Inc.; Great Plains*; Halcyon Internet plc; HayGroup; Hewitt Associates LLC*; Hewlett-Packard Co; Hire.com*; HireCheck*; HireRight, Inc.; HotJobs.com, Ltd.*; IBM*; International Association for Human Resource Information Management (IHRIM); Intuit*; iXmatch Inc.; J.D. Edwards*; Job Partners Ltd; JobScout24; Kadiri,Inc.*; Kelly Services*; Kenexa, Inc.*; Korn/Ferry International*; Kronos Incorporated; MagnaWare, Inc.; Manpower, Inc.*; MBH Solutions, Inc.; Microsoft HRIT; Minnesota Life; Modis Professional Services, Inc.*; Monster.com; MrTed; MSX International; National Resume Writers' Association; nextSource; Northrop Grumman Corporation; Object Management Group; Online Benefits, Inc.*; Oracle*; Peopleclick*; PeopleSoft*; Personic*; ProAct Technologies, Inc.*; ProBusiness Services, Inc.; Profile Up; Prudential Financial; Randstad Holding*; Recruitsoft, Inc.; Reed Business Information; RewardsPlus; Robert Half International, Inc.*; Rompetrol Refining -- Petromidia Complex; SAP*; Schlumberger; Shell Oil Company -- Shell People Services; Siemens Business Services oHG; Society for Human Resource Management; Spherion Corporation*; StepStone; Swedish National Labour Market Board; Synhrgy HR Technologies, Inc.; Tesseract Corporation*; The 401(k) Company; The Aviant Group; The People Business Network, Inc.; Towers Perrin*; Transcentive; Ultimate Software*; Unicru; Unifi Network; Vedior NV; Volt Services Group*; Watson Wyatt Worldwide*; William M. Mercer, Incorporated; Workscape, Inc.; and WOWemployers Network, Inc.

Who’s Driving HR-XML?Who’s Driving HR-XML?

Acord; Adecco Corporation*; ADP*; Aetna US Healthcare*; Allegis Group, Inc./Thingamajob.com*; American Background Information Services, Inc.; American Staffing Association; ARINSO International; Association of Test Publishers; Authoria*; BEA Systems, Inc.; Best Software; BP; BrassRing, Inc.; CareerBuilder; CDI Corp/MRI*; Ceridian*; Cisco Systems; CitiStreet*; CompuCorps Mentoring; Crestone International*; Cross Current Corporation; Cyborg Systems, Inc.*; Defense Finance and Accounting Service; Development Dimensions International; Dobbs Temporary Services, Inc.; eBenX*; Embrace Ltd*; Employease, Inc.*; Enrollcom; e-peopleserve ltd; esohXML.org; European Community Telework Forum; EVolve Software; ExecuTRACK Software GmbH; Fidelity Investments*; Fieldglass, Inc.; Great Plains*; Halcyon Internet plc; HayGroup; Hewitt Associates LLC*; Hewlett-Packard Co; Hire.com*; HireCheck*; HireRight, Inc.; HotJobs.com, Ltd.*; IBM*; International Association for Human Resource Information Management (IHRIM); Intuit*; iXmatch Inc.; J.D. Edwards*; Job Partners Ltd; JobScout24; Kadiri,Inc.*; Kelly Services*; Kenexa, Inc.*; Korn/Ferry International*; Kronos Incorporated; MagnaWare, Inc.; Manpower Inc.*; MBH Solutions, Inc.; Microsoft HRIT; Minnesota Life; Modis Professional Services, Inc.*; Monster.com; MrTed; MSX International; National Resume Writers' Association; nextSource; Northrop Grumman Corporation; Object Management Group; Online Benefits, Inc.*; Oracle*; Peopleclick*; PeopleSoft*; Personic*; ProAct Technologies, Inc.*; ProBusiness Services, Inc.; Profile Up; Prudential Financial; Randstad Holding*; Recruitsoft, Inc.; Reed Business Information; RewardsPlus; Robert Half International, Inc.*; Rompetrol Refining -- Petromidia Complex; SAP*; Schlumberger; Shell Oil Company -- Shell People Services; Siemens Business Services oHG; Society for Human Resource Management; Spherion Corporation*; StepStone; Swedish National Labour Market Board; Synhrgy HR Technologies, Inc.; Tesseract Corporation*; The 401(k) Company; The Aviant Group; The People Business Network, Inc.; Towers Perrin*; Transcentive; Ultimate Software*; Unicru; Unifi Network; Vedior NV; Volt Services Group*; Watson Wyatt Worldwide*; William M. Mercer, Incorporated; Workscape, Inc.; and WOWemployers Network, Inc.

Who’s Driving: Staffing FirmsWho’s Driving: Staffing Firms


Who’s Driving: HR Software/ServicesWho’s Driving: HR Software/Services


Who’s Driving: CustomersWho’s Driving: Customers

What is HR-XML?What is HR-XML? Independent, non-profit corporation (Dec 1999) Define standard vocabularies to streamline HR

data interchange Open to users, vendors, consultants, standards

bodies, employers and other end-users, and individuals

115+ organizational members International – Mission to produce specifications

that are relevant and useful across many country contexts.

Transport (e.g. HTTP, FTP, SMTP)

Payload

Includes the information necessary to complete aninteraction within a businessprocess.

HR-XML focuses on specifications for message payload, but aims to provide context and guidance to enable the entire exchange.

Protocol (e.g. SOAP)

Framework (e.g. BOD, BizTalk, Prov Env)

Payload (e.g. JobPositionSeeker)

What Does HR-XML Deliver?What Does HR-XML Deliver?

Board of Directors

Business SteeringCommittee

Technical Steering Committee

Recruiting &Staffing

Benefits EnrollmentPayroll

Time Reporting

Stock Plans

Competencies

Cross Process Objects

Organizational StructureOrganizational Structure

SIDES Other Projects

New ProjectsNew ProjectsBSC requirements: Proposal in standard template 3 sponsor organizations 10 participants Resources identified for major roles (Project Leader; Secretary/Recorder; Schema Editor; Modeler/Facilitator; Domain Coordinator; CPO liaison)

HR-XML Guiding PrinciplesHR-XML Guiding Principles Embrace multidisciplinary approach Encourage innovation Preserve open process Focus on deliverables Measure quality of standards by their adoption Involve the end-user community; obtain input

from domain experts Focus on real-world prototyping of

exchanges between members

Workgroup MethodologyWorkgroup Methodology1. Model Business Process

2. Identify Interaction Points

3. Define Message Requirements and Interaction Specifications

4. Develop Schema

Model Business ProcessModel Business Process Describe general business process Identify roles and responsibilities Identify interaction points Use a UML activity diagram NOT a prescriptive standard for the

business process!

DefineJobPosition

JobPositionPostingSupplier

JobPositionPostingConsumer

Select JPPC

PostJobPosition

Receive Posting

Update JobPositionPosting

UpdateJobPosition

Detect Expiration

UpdateJobPosition Receive Posting

ProcessJobPositon

ProcessJobPosition

JobPositionPosting Activity DiagramJobPositionPosting Activity Diagram

HR-XML and OAGIS?HR-XML and OAGIS? HR BODs

Simply make BODs with HR-XML payloads? Draft of this already exists

Data integration – what, how, how much! “Follow the bandwidth!”

Framework Binding Proof Of Concept Implementation Practices – a survey Architecture collaboration

“HR-XML 2_0” due in January

[email protected] http://[email protected] http://www.hr-xml.org

introduction/update 2002 oct 15 new orleans. hr-xml: the cpo data hr-xml: the other data hr-xml: the...

Documents

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wit slide

notknown slide

organization slide

xml schema slide

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new orleans slide