New Member Orientation Heidelberg, Germany July 2003 Kim Bartkus Welcome, introductions.

Introduction The HR Problem Domain What is XML? What is HR-XML? Project Methodology Tools of the Trade Accomplishments Continuing Work Guten Morgen. Ich hiesse Kim Bartkus. This morning, I will be giving an overview of the domain problem within HR. I will also give a brief description of XML and the HR-XML’s mission. Then we will go into more detail on the methodology a workgroup would follow. We will touch on some of the tools we use to develop our standards, and finish up with the accomplishments and work-in-progress.

going shopping for a toaster… Imagine going shopping for a toaster… You find the one meets all your requirements. Powerful Easy-to-clean Guaranteed to never burn you toast

However, when you get it home, you find that there is one problem... This terrific toaster doesn’t have a standard electrical plug, and you’re not really sure what type of voltage it requires.

Transactions without Standard HRMS Vendors Employers Staffing/Recruiting Cos. Job Boards Our toaster story is absurd in that no one really wants to go to the trouble of custom wiring his or her toaster to a home electrical system. Nor would anyone buy a toaster that didn’t adhere to well-known electrical standards. But there is a point to our slightly stretched analogy – Today, most HR decision makers, similar to our hypothetical toaster shopper, do not include standards as part of the criteria they use in procuring HR information solutions. Consequently, most HR information solutions require expensive custom integration before they become truly productive.

What is XML? eXtensible Markup Language is a language for creating “markup” languages or “vocabularies”. Looks like HTML, but XML allows the definition of custom tags to describe information explicitly. XML is a recommendation issued by the World Wide Web Consortium, February 1998 XML Schema moved to Proposed recommendation by W3C 3/16/2001. Last step before Recommendation (Final) NEXT: How HTML Works

How XML Works… Program Asks for Data Returns XML defining what is being sent: <Employee> <First>John</First> <Last>Smith</Last> </Employee> First: John Last: Smith NEXT: Why XML? An XML document defines what the data is, not how it is displayed. Programs “parse” this XML data.

What is HR-XML? Independent, non-profit corporation (Dec 1999) Define standard vocabularies to streamline HR data interchange Open to vendors, consultants, standards bodies, employers and other end-users, and individuals 100+ organizational members International – Mission to produce specifications that are relevant and useful across many country contexts.

Transactions using Standards HRMS Vendors Employers HR-XML Standard Job Boards Staffing/Recruiting Cos.

What Does HR-XML Deliver? Transport (e.g. HTTP, FTP, SMTP) Protocol (e.g. XP, SOAP) HR-XML focuses on specifications for message payload, but aims to provide context and guidance to enable the entire exchange. Framework (e.g. ebXML, BizTalk) Payload (e.g. JobPositionSeeker) Payload Includes the information necessary to complete an interaction within a business process.

Organizational Structure Board of Directors Business Steering Committee (BSC) Technical Steering Committee (TSC) Cross Process Object (CPO) Recruiting & Staffing Payroll Benefits Enrollment Stock Competencies Time Reporting SIDES Other Projects

Project Team Team lead is responsible for determining the schedule and facilitating the project. Secretary records all decisions and posts minutes to team web page. Schema editor makes schema changes and provides graphical illustrations. Document editor responsible for consolidating documentation. Domain experts share knowledge of the business process, enabling team to build a comprehensive standard. Team holds weekly conference calls utilizing the knowledge of the domain experts, implementers, and schema editors. E-mail used for receiving feedback and comments.

Project Methodology Proposal in standard template 3 sponsor organizations 8 participants Resources identified for major roles

Model a 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!

Tools of the Trade

Create or Update Your Personal Profile Go to Profile Tool on main members page Select your name from the company participant list Enter your contact information Sign up for workgroup e-mail lists

Document Management TIBCO’s “XMLCanon” repository to store all documents in a central location. Administrator gives access to team members based on their roles, following the consortium security procedures. Files checked in and out of repository, ensuring most current files are available to team members. All members have access to view and download files.

Schema Development Schema editors free to use most any XML editor. Typically, XML Spy and Turbo XML used. All schemas validated against: XML Spy, TurboXML, MSXML, Stylus Studio, Oracle, and Xerces XML tools

Graphical Notation Elements displayed as rectangles, attributes as round-edged rectangles. Lines connecting the elements represent the relationships between elements. A square line connector indicates that the elements must occur in the specified sequence. An angled line connector specifies that only one of the elements may exist.

Cardinality Ind icator Definition Related Example None Element must appear once and only once. Required_ One_Occurrence + Element must appear one or more times. Element required to appear at least once, but multiple consecutive occurrences may be present. Multiple_Occurrence ? Element may appear zero or one time. Element optional, but only allowed to appear once. Optional_ * Element may appear zero or more times. Element may appear as many times consecutively as needed, or even zero times.

Approved Workgroup Standards Staffing Exchange Protocol (version 1) Time/Expense Reporting Time Card Configuration Benefits Enrollment (version 1, 2) Payroll Defined Contributions Payroll Instructions Staffing Industry Data Exchange Standard (SIDES) Competencies (version 1) Background Check (version 1, 2) Work Site and Environment Resume (version 2) Stock Options

Approved CPO Standards Person Name Postal Address DateTime Data Types Effective Dating Contact Method Organization and Organizational Unit Worksite and Worksite Environment Identifier Types ISO Utility Guidelines

Continuing Work… Assessments Staffing Exchange Protocol (version 2) Resume 2.1 up for vote in August SIDES Enhancements Stock Plans up for vote in August Data Dictionary

Questions? www.hr-xml.org Chuck Allen, Director, chucka@hr-xml.org Kim Bartkus, Deputy Director, kim@hr-xml.org Paul Kiel, Chief Architect, paul@hr-xml.org