Introduction 2002 Oct. 14-15, New Orleans Welcome, introductions. Introduction 2002 Oct. 14-15, New Orleans

Introduction Looking Back/Looking Ahead Meeting Agenda Report from Leaders

Next Meeting Thursday, Jan. 30 - Friday, Jan. 31 Radisson La Jolla 3299 Holiday Court La Jolla, CA 92037 858-453-5500 Sponsorships Available RSVP Page Available Later This Month

New Members Since July Convergys Employee Care Edverify Elance ECP.NL Bundesanstalt für Arbeit (German Employment Service) Halcyon Internet (Upgrade to Charter)

New Members Since April Subcontract.com Motorola Paychex Insurance Overload Systems *

Pervasively International? SIDES France: Adecco, Adia, expectra, Kelly, Manpower, VediorBis European Union is funding an “openXchange” pilot program that will implement SIDES within ebXML. Dutch ECP.NL (implementing EU project) has signed an MOU with HR-XML to promote SIDES within the Netherlands and Europe Presenting SIDES at “eHR China” Continuing interest from Japan – e.g., Sanno Institute translation of Competencies

2002 Events May 7, 2002. Staffing Industry Executive Forum, San Franciso. SIDES Launch May 14-18. American Payroll Association Annual Congress, San Antonio May 28. French SIDES Leaders meeting, Paris June 9-12. IHRIM Spring Conference, Orlando Oct. 3. IHRIM Pacific SW Conference Oct. 2-5. Staffing World 2002, Orlando, FL. SIDES Early Adoption Presentation

2002 Events Oct 22-23. VMS Decision 2002, Chicago Oct 23-25. HR Technology Measurement Conference, Scottsdale, Arizona Oct 28-29. eHR Summit 2002, Beijing, China Nov 6-7. Recruiting & HR Solutions, NYC Dec 12. IHRIM Carolina Chapter Meeting, Cary, NC Would you like to present on behalf of HR-XML or work with HR-XML in answering calls for presentations? Contact chucka@hr-xml.org

7th - 9th for Outreach 10th - 11th for HR-XML Qtrly April Meeting 7th - 9th for Outreach 10th - 11th for HR-XML Qtrly Brussells, Belgium

Reviewing 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 Progress Approved in January: Approved in April: 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 this summer: BenefitsEnrollment 2.0 Employee Stock Plans Interface 1.0 Staffing Exchange Protocol 1.2 (Technical Draft)

2003: Poised for Further Progress On the horizon for 2003: PayrollInstructions (Jan or before) BackgroundChecking 2.0 (Jan) Staffing Exchange Protocol 2.0 (July) Certification program: http://www.hrcertify.org SIDES France Initiative Metrics Reporting 1.0? Competencies? PayrollRegister? Data Dictionary HR-XML New Architecture

Projects Staffing Industry Data Exchange Standards. Recruiting and Staffing. Cross-Process Objects. 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 Human resources management is an enormous, complex domain with many areas in need of data exchange standardization. Some of the Consortium's initial standardization activities are described below. Recruiting and Staffing. The Consortium’s Recruiting and Staffing Workgroup has developed the Staffing and Exchange Protocol (SEP), an XML-based messaging specification that supports dynamic, real-time staffing transactions over the Web. Transactions supported by SEP include the posting of job opportunities to job boards and other recruiting venues and the return of resumes matching those postings. Global in scope, SEP 1.1 supports the updating and recall of job postings and the procurement of temporary and contract staff. Further extensions to SEP might include support for employment verification and reference checking. The workgroup is now moving SEP into schema.   Enrollment. The Consortium’s Benefits Enrollment Workgroup is putting the finishing touches on an XML specification for communicating employee enrollment information between employers and insurance carriers, managed care organizations, and third-party administrators. This specification will enable employers and benefits administrators to rapidly create Web-based enrollment facilities for an arbitrary set of “best-of-breed” employee benefits plan programs. Payroll. The mission of the Consortium’s Payroll Workgroup is to develop XML schemas to support a comprehensive range of interfaces into and out of payroll. The Workgroup’s first priority is to develop a set of XML schemas to support communications between HR and payroll systems. It also is developing schemas to support data exchange between payroll systems and third-party administrators of 401(k) and pension plans. Cross-Process Objects. In parallel with the efforts noted above, the Cross-Process Objects Workgroup is developing a library of schemas for “cross-process objects.” These schemas will serve as building blocks from which a wide variety of transaction-specific schemas can be readily created. The workgroup’s first two specifications were PersonName and PostalAddress. The team most recently developed a specification that provides guidelines for effective dating as well as data types for consistent description of date or time information within other HR-XML specifications. Another project the workgroup is grappling with involves how to describe personal contact information. This specification will wrap together an existing postal address with on-line communication, such as e-mail addresses, as well as telecommunications contacts, such as phone and fax numbers. The workgroup also has begun a project to standardize approaches to personal identifiers. Time Reporting. The Consortium’s newest workgroup is developing a simple, but complete, electronic version of a timecard. The Time Reporting Protocol will define message interaction between employees/contractors and employers/staffing companies. The specification is expected to be “robust” enough for a wide cross section of the HR community to embrace it. The workgroup also plans to tackle the complexities of expense reporting. Business/Life Events. HR processes are triggered and shaped by a wide range of organizational and personal events – e.g., hire, termination of employment, marriage, divorce, addition of a dependent, retirement, plant closure, etc. The Business/Life Events workgroup has developed models that describe the processes kicked off by a wide variety of events. Staffing Industry Data Exchange Standards. The objective of the Staffing Industry Data Exchange Standards 1.0 (SIDES) is to provide a basic standard for the exchange of data within the staffing industry. The initiative will use the Consortium’s existing staffing exchange standards within a broader set of specifications design to support the needs of the staffing industry. Additional transactions to be defined: Assignment; BackgroundCheck; ContactDetail; HumanResource; Invoice; Order; Qualification; StaffingAction; StaffingSupplier; StaffingSupplierCustomer; TrackingInformation

Projects Staffing Industry Data Exchange Standards. Recruiting and Staffing. Cross-Process Objects. 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 Human resources management is an enormous, complex domain with many areas in need of data exchange standardization. Some of the Consortium's initial standardization activities are described below. Recruiting and Staffing. The Consortium’s Recruiting and Staffing Workgroup has developed the Staffing and Exchange Protocol (SEP), an XML-based messaging specification that supports dynamic, real-time staffing transactions over the Web. Transactions supported by SEP include the posting of job opportunities to job boards and other recruiting venues and the return of resumes matching those postings. Global in scope, SEP 1.1 supports the updating and recall of job postings and the procurement of temporary and contract staff. Further extensions to SEP might include support for employment verification and reference checking. The workgroup is now moving SEP into schema.   Enrollment. The Consortium’s Benefits Enrollment Workgroup is putting the finishing touches on an XML specification for communicating employee enrollment information between employers and insurance carriers, managed care organizations, and third-party administrators. This specification will enable employers and benefits administrators to rapidly create Web-based enrollment facilities for an arbitrary set of “best-of-breed” employee benefits plan programs. Payroll. The mission of the Consortium’s Payroll Workgroup is to develop XML schemas to support a comprehensive range of interfaces into and out of payroll. The Workgroup’s first priority is to develop a set of XML schemas to support communications between HR and payroll systems. It also is developing schemas to support data exchange between payroll systems and third-party administrators of 401(k) and pension plans. Cross-Process Objects. In parallel with the efforts noted above, the Cross-Process Objects Workgroup is developing a library of schemas for “cross-process objects.” These schemas will serve as building blocks from which a wide variety of transaction-specific schemas can be readily created. The workgroup’s first two specifications were PersonName and PostalAddress. The team most recently developed a specification that provides guidelines for effective dating as well as data types for consistent description of date or time information within other HR-XML specifications. Another project the workgroup is grappling with involves how to describe personal contact information. This specification will wrap together an existing postal address with on-line communication, such as e-mail addresses, as well as telecommunications contacts, such as phone and fax numbers. The workgroup also has begun a project to standardize approaches to personal identifiers. Time Reporting. The Consortium’s newest workgroup is developing a simple, but complete, electronic version of a timecard. The Time Reporting Protocol will define message interaction between employees/contractors and employers/staffing companies. The specification is expected to be “robust” enough for a wide cross section of the HR community to embrace it. The workgroup also plans to tackle the complexities of expense reporting. Business/Life Events. HR processes are triggered and shaped by a wide range of organizational and personal events – e.g., hire, termination of employment, marriage, divorce, addition of a dependent, retirement, plant closure, etc. The Business/Life Events workgroup has developed models that describe the processes kicked off by a wide variety of events. Staffing Industry Data Exchange Standards. The objective of the Staffing Industry Data Exchange Standards 1.0 (SIDES) is to provide a basic standard for the exchange of data within the staffing industry. The initiative will use the Consortium’s existing staffing exchange standards within a broader set of specifications design to support the needs of the staffing industry. Additional transactions to be defined: Assignment; BackgroundCheck; ContactDetail; HumanResource; Invoice; Order; Qualification; StaffingAction; StaffingSupplier; StaffingSupplierCustomer; TrackingInformation

Get Involved! You cannot win, if you do not play! Business Steering Committee / Technical Steering Committee Board of Directors – Accepting nominations for election in January (as many as six positions opening). Join a project team – As simple as making time for a one-hour weekly or bi-weekly call Human resources management is an enormous, complex domain with many areas in need of data exchange standardization. Some of the Consortium's initial standardization activities are described below. Recruiting and Staffing. The Consortium’s Recruiting and Staffing Workgroup has developed the Staffing and Exchange Protocol (SEP), an XML-based messaging specification that supports dynamic, real-time staffing transactions over the Web. Transactions supported by SEP include the posting of job opportunities to job boards and other recruiting venues and the return of resumes matching those postings. Global in scope, SEP 1.1 supports the updating and recall of job postings and the procurement of temporary and contract staff. Further extensions to SEP might include support for employment verification and reference checking. The workgroup is now moving SEP into schema.   Enrollment. The Consortium’s Benefits Enrollment Workgroup is putting the finishing touches on an XML specification for communicating employee enrollment information between employers and insurance carriers, managed care organizations, and third-party administrators. This specification will enable employers and benefits administrators to rapidly create Web-based enrollment facilities for an arbitrary set of “best-of-breed” employee benefits plan programs. Payroll. The mission of the Consortium’s Payroll Workgroup is to develop XML schemas to support a comprehensive range of interfaces into and out of payroll. The Workgroup’s first priority is to develop a set of XML schemas to support communications between HR and payroll systems. It also is developing schemas to support data exchange between payroll systems and third-party administrators of 401(k) and pension plans. Cross-Process Objects. In parallel with the efforts noted above, the Cross-Process Objects Workgroup is developing a library of schemas for “cross-process objects.” These schemas will serve as building blocks from which a wide variety of transaction-specific schemas can be readily created. The workgroup’s first two specifications were PersonName and PostalAddress. The team most recently developed a specification that provides guidelines for effective dating as well as data types for consistent description of date or time information within other HR-XML specifications. Another project the workgroup is grappling with involves how to describe personal contact information. This specification will wrap together an existing postal address with on-line communication, such as e-mail addresses, as well as telecommunications contacts, such as phone and fax numbers. The workgroup also has begun a project to standardize approaches to personal identifiers. Time Reporting. The Consortium’s newest workgroup is developing a simple, but complete, electronic version of a timecard. The Time Reporting Protocol will define message interaction between employees/contractors and employers/staffing companies. The specification is expected to be “robust” enough for a wide cross section of the HR community to embrace it. The workgroup also plans to tackle the complexities of expense reporting. Business/Life Events. HR processes are triggered and shaped by a wide range of organizational and personal events – e.g., hire, termination of employment, marriage, divorce, addition of a dependent, retirement, plant closure, etc. The Business/Life Events workgroup has developed models that describe the processes kicked off by a wide variety of events. Staffing Industry Data Exchange Standards. The objective of the Staffing Industry Data Exchange Standards 1.0 (SIDES) is to provide a basic standard for the exchange of data within the staffing industry. The initiative will use the Consortium’s existing staffing exchange standards within a broader set of specifications design to support the needs of the staffing industry. Additional transactions to be defined: Assignment; BackgroundCheck; ContactDetail; HumanResource; Invoice; Order; Qualification; StaffingAction; StaffingSupplier; StaffingSupplierCustomer; TrackingInformation

Agenda, Oct. 14 AM 9:00 – 9:15 Introduction/Welcome 9:15 – 10:15  Introduction of Workgroup Leaders and Review of Progress 10:15 – 10:30   Refreshment Break 10:30 – 12:00   Breakout sessions Recruiting & Staffing/Metrics Reporting [Madewood] HR-XML Competencies for Newbies (45 min) [Shadows] Background Check/Screening [Nottoway A] 12:00 – 13:00   Lunch [ International Ballroom ]

Agenda, Oct. 14 PM 13:00 — 13:45  Technical Steering Committee Presentation [Madewood] 14:00 – 17:00   Breakout Sessions (Refreshment Break at 14:45) Open Applications Group Integration Specification (OAGIS) Training Class [Madewood] Competencies [Shadows] Birds of a Feather [Nottoway A] 18:00 – 21:00 Board of Director Meeting/Dinner (Board Members Only) [Nottoway B]

Agenda, Oct. 15 AM 8:30 - 8:45 Introduction/Agenda Review 8:45 - 9:30 Continental Breakfast/Technology Demonstration - TIBCO Horizontal Solution: Employee Data Synchronization Using HR-XML 9:30 - 12:00 Breakout sessions (catered break available after 10:00) Benefits Enrollment [Shadows] Background Check/Screening [Nottoway A] Cross-Process Objects [Madewood] Organization Utilities Managing Contextual Definitions Data Dictionary Issues 12:00 - 13:00 Lunch [International Ballroom]

Agenda, Oct. 15 PM 13:00 - 13:45 Technology Demonstration - Doug Tidwell [Madewood] Supporting HR-XML.org standards through Web services 14:00 – 17:00   Breakout Sessions SIDES and Recruiting & Staffing [Madewood] Background Checking [Nottoway A] Birds of a Feather [Shadows] Certification? OAGIS Follow-up/Interoperability? Stock?

Reports Staffing Industry Data Exchange Standards. Employee Stock Purchase/Stock Options Screening / Background Check Reports Recruiting and Staffing Staffing Industry Data Exchange Standards (SIDES). Cross-Process Objects HR Data Dictionary Payroll Enrollment Human resources management is an enormous, complex domain with many areas in need of data exchange standardization. Some of the Consortium's initial standardization activities are described below. Recruiting and Staffing. The Consortium’s Recruiting and Staffing Workgroup has developed the Staffing and Exchange Protocol (SEP), an XML-based messaging specification that supports dynamic, real-time staffing transactions over the Web. Transactions supported by SEP include the posting of job opportunities to job boards and other recruiting venues and the return of resumes matching those postings. Global in scope, SEP 1.1 supports the updating and recall of job postings and the procurement of temporary and contract staff. Further extensions to SEP might include support for employment verification and reference checking. The workgroup is now moving SEP into schema.   Enrollment. The Consortium’s Benefits Enrollment Workgroup is putting the finishing touches on an XML specification for communicating employee enrollment information between employers and insurance carriers, managed care organizations, and third-party administrators. This specification will enable employers and benefits administrators to rapidly create Web-based enrollment facilities for an arbitrary set of “best-of-breed” employee benefits plan programs. Payroll. The mission of the Consortium’s Payroll Workgroup is to develop XML schemas to support a comprehensive range of interfaces into and out of payroll. The Workgroup’s first priority is to develop a set of XML schemas to support communications between HR and payroll systems. It also is developing schemas to support data exchange between payroll systems and third-party administrators of 401(k) and pension plans. Cross-Process Objects. In parallel with the efforts noted above, the Cross-Process Objects Workgroup is developing a library of schemas for “cross-process objects.” These schemas will serve as building blocks from which a wide variety of transaction-specific schemas can be readily created. The workgroup’s first two specifications were PersonName and PostalAddress. The team most recently developed a specification that provides guidelines for effective dating as well as data types for consistent description of date or time information within other HR-XML specifications. Another project the workgroup is grappling with involves how to describe personal contact information. This specification will wrap together an existing postal address with on-line communication, such as e-mail addresses, as well as telecommunications contacts, such as phone and fax numbers. The workgroup also has begun a project to standardize approaches to personal identifiers. Time Reporting. The Consortium’s newest workgroup is developing a simple, but complete, electronic version of a timecard. The Time Reporting Protocol will define message interaction between employees/contractors and employers/staffing companies. The specification is expected to be “robust” enough for a wide cross section of the HR community to embrace it. The workgroup also plans to tackle the complexities of expense reporting. Business/Life Events. HR processes are triggered and shaped by a wide range of organizational and personal events – e.g., hire, termination of employment, marriage, divorce, addition of a dependent, retirement, plant closure, etc. The Business/Life Events workgroup has developed models that describe the processes kicked off by a wide variety of events. Staffing Industry Data Exchange Standards. The objective of the Staffing Industry Data Exchange Standards 1.0 (SIDES) is to provide a basic standard for the exchange of data within the staffing industry. The initiative will use the Consortium’s existing staffing exchange standards within a broader set of specifications design to support the needs of the staffing industry. Additional transactions to be defined: Assignment; BackgroundCheck; ContactDetail; HumanResource; Invoice; Order; Qualification; StaffingAction; StaffingSupplier; StaffingSupplierCustomer; TrackingInformation

chucka@hr-xml.org http://www.hr-xml.org