Introduction 2002 Oct. 14-15, New Orleans · PDF fileConvergys Employee Care ......

Introduction2002 Oct. 14-15, New Orleans

IntroductionIntroduction

Looking Back/Looking AheadMeeting AgendaReport from Leaders

Next MeetingNext MeetingThursday, 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 JulyNew Members Since JulyConvergys Employee CareEdverifyElanceECP.NLBundesanstalt für Arbeit (German Employment Service)

Halcyon Internet (Upgrade to Charter)

Subcontract.comMotorolaPaychexInsurance Overload Systems *

New Members Since AprilNew Members Since April

Pervasively International?Pervasively International?SIDES France: Adecco, Adia, expectra,

Kelly, Manpower, VediorBisEuropean 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

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 Events2002 Events

Oct 22-23. VMS Decision 2002, ChicagoOct 23-25. HR Technology Measurement Conference, Scottsdale, ArizonaOct 28-29. eHR Summit 2002, Beijing, ChinaNov 6-7. Recruiting & HR Solutions, NYCDec 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

2002 Events2002 Events

April MeetingApril Meeting

7th - 9th for Outreach10th - 11th for HR-XML Qtrly

Brussells, Belgium

Reviewing ProgressReviewing ProgressEnded 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 ProgressApproved in January:

TimeCardConfiguration 1.0PayrollBenefitContributions 1.0WorkSiteAndEnvironment 1.0ContactMethod 1.0JobPositionHeader 1.0

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

Approved this summer:BenefitsEnrollment 2.0Employee Stock Plans Interface 1.0Staffing Exchange Protocol 1.2 (Technical Draft)

2003: Poised for Further Progress2003: Poised for Further ProgressOn the horizon for 2003:

PayrollInstructions (Jan or before)BackgroundChecking 2.0 (Jan)Staffing Exchange Protocol 2.0 (July)Certification program: http://www.hrcertify.orgSIDES France InitiativeMetrics Reporting 1.0?Competencies?PayrollRegister?Data DictionaryHR-XML New Architecture

ProjectsProjectsRecruiting 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 CouncilScreening/Background ChecksEmployee Stock Purchase/Stock Options

ProjectsProjectsRecruiting 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 CouncilScreening/Background ChecksEmployee Stock Purchase/Stock Options

Get Involved!Get Involved!You cannot win, if you do not play!Business Steering Committee / Technical Steering CommitteeBoard 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

Agenda, Oct. 14 AMAgenda, Oct. 14 AM9:00 – 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 PMAgenda, Oct. 14 PM13:00 — 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 AMAgenda, Oct. 15 AM8:30 - 8:45 Introduction/Agenda Review8:45 - 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]

OrganizationUtilities Managing Contextual DefinitionsData Dictionary Issues

12:00 - 13:00 Lunch [International Ballroom]

Agenda, Oct. 15 PMAgenda, Oct. 15 PM13:00 - 13:45 Technology Demonstration - Doug Tidwell [Madewood]

Supporting HR-XML.org standards through Web services14:00 – 17:00 Breakout Sessions

SIDES and Recruiting & Staffing [Madewood]Background Checking [Nottoway A]Birds of a Feather [Shadows]

Certification?OAGIS Follow-up/Interoperability?Stock?

ReportsReportsEmployee Stock Purchase/Stock OptionsScreening / Background Check ReportsRecruiting and StaffingStaffing Industry Data Exchange Standards (SIDES).Cross-Process ObjectsHR Data DictionaryPayrollEnrollment

chuckachucka@hr@hr--xmlxml.org http://www.hr.org http://www.hr--xmlxml.org.org

Introduction/Update 2002 Oct 15New Orleans

HRHR--XML: the CPO dataXML: the CPO dataHRHR--XML: the other dataXML: the other dataHRHR--XML: the companiesXML: the companiesHRHR--XML: the organizationXML: 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 transactionsHR transactions in use today use many different schemas to represent namesMany of these schemas today do a poor job of handling the many ways Name structure varies from country to country

Examples - DutchMevr. 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 DTDsPerson Name 1.1 – Added better support for prefixes, affixes, and legal namesPerson Name 1.2 – Same design, but translated into XML Schema

Implementation ConsiderationsMultiple last namesDifferent names for different situations (stage names, aliases, etc.)Different alphabets (Kana, Romaji, etc.)InitialsHyphenated namesPeople with a single nameMaiden namesLegal names

Documentation IncludesOverviewSchema and DTD design, with explanations for each element and attributeReference examples from 14 countriesImplementation considerationsKnown limitationsHistoryRelated documentsImplementation examples

Postal Address

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

Implementation Considerations

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 TypesXML Schema has datetime data types, but these basic types needed extensions for use in HRExtensions 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 terminatedPassing unknown dates. Example the hire date is not available.

DateTime Data Types

We created data types that can be used to enforce these restrictionsAll data types are strings that are compatible with Schema’s datetime types, but add the different combinations of restrictions28 data types with a naming convention

Examples

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

2002-07-15notApplicable

LocalDateNaType

2002-07-15notKnown

LocalDateNkType

2002-07-15LocalDateType

Implementation Considerations

Lists 4 questions to answer when selecting the correct date time data typeDefault 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/TimeHow to determine the granularity required for effective datingHow to use Effective Dating with different types of processes, i.e. Inserts vs. ModificationsWhen 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 MethodMany HR transactions need to pass contact informationEach 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”>

</Mobile><InternetEmailAddress>jgold@jobo.com</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”>

</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

HRHR--XML ProjectsXML ProjectsRecruiting 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 ProgressEnded 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 ProgressApproved in January:

TimeCardConfiguration 1.0PayrollBenefitContributions 1.0WorkSiteAndEnvironment 1.0ContactMethod 1.0JobPositionHeader 1.0

Approved in April:Staffing Industry Data Exchange Standards 1.0Background Check 1.0Resume 2.0HR-XML Extension 1.0TimeCard 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.orgSIDES France InitiativeData DictionaryHR-XML New ArchitectureMetrics 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 HRWho’s Driving HR--XML?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

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 Software/ServicesWho’s Driving: HR Software/Services

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: CustomersWho’s Driving: Customers

What is HRWhat is HR--XML?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 individuals115+ 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 HRWhat Does HR--XML Deliver?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 template3 sponsor organizations10 participants Resources identified for major roles (Project

Leader; Secretary/Recorder; Schema Editor; Modeler/Facilitator; Domain Coordinator; CPO liaison)

HRHR--XML Guiding PrinciplesXML Guiding PrinciplesEmbrace multidisciplinary approachEncourage innovationPreserve open processFocus on deliverablesMeasure quality of standards by their adoptionInvolve the end-user community; obtain input from domain expertsFocus on real-world prototyping of exchanges between members

Workgroup MethodologyWorkgroup Methodology1. Model Business Process2. Identify Interaction Points3. Define Message Requirements and

Interaction Specifications4. Develop Schema

Model Business ProcessModel Business ProcessDescribe general business processIdentify roles and responsibilitiesIdentify interaction pointsUse a UML activity diagramNOT a prescriptive standard for the business process!

D e f in eJ o b P o s i t io n

J o b P o s i t io n P o s t in gS u p p l ie r

J o b P o s i t io n P o s t in gC o n s u m e r

S e le c t J P P C

P o s tJ o b P o s i t io n R e c e iv e P o s t in g

U p d a t e J o bP o s i t io n P o s t in g

U p d a t eJ o b P o s i t io n

D e t e c t E x p ir a t io n

U p d a t eJ o b P o s i t io n R e c e iv e P o s t in g

P r o c e s sJ o b P o s i t o n

P r o c e s sJ o b P o s it io n

JobPositionPosting Activity DiagramJobPositionPosting Activity Diagram

HRHR--XML and OAGIS?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 ConceptImplementation Practices – a surveyArchitecture collaboration

“HR-XML 2_0” due in January

paulpaul@hr@hr--xmlxml.org http://www.hr.org http://www.hr--xmlxml.org.org

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Supporting Web services Supporting Web services with HRwith HR--XML standardsXML standards

Doug Tidwell(I used to work for (I used to work for CariCari!)!)o developerWorksdtidwell@us.ibm.com

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Supporting Web services Supporting Web services with HRwith HR--XML standardsXML standards

Doug Tidwell((CariCari used to work for IBM!)used to work for IBM!)o developerWorksdtidwell@us.ibm.com

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AgendaAgenda• A brief Web services overview• Web services standards• Enabling HR-XML.org standards for

Web services• Resources• A humble plea for cooperation

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Web servicesWeb services

A brief overview

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Web servicesWeb services• “We believe that applications will be

based on compositions of services discovered and marshaled dynamically at runtime.”–New Orleans legend Dr. John, in the liner

notes to his 1968 album Gris Gris

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Industry trendsIndustry trends•• FromFrom 1-to-1 interactions toto many-to-many

collaborations•• FromFrom packaged software applications toto

interoperable, self-contained, modular components

•• FromFrom rigid, point-to-point application integration toto dynamic software assembly and integration

•• FromFrom software as a product toto software as a service

Thanks to: Michael Conner, IBM’s CTO for Web Services

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The Web revolutionThe Web revolution• The Web revolutionized B2C:

• Anyone can be your customer• New business models• Lower infrastructure costs• Lower complexity

•• What made this possible? What made this possible? ServerServer--toto--client standards.client standards.• HTML, HTTP, TCP/IP, etc.

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• Web services are revolutionizing B2B:• Anyone can be your partner• New business models• Lower infrastructure costs• Lower complexity

• What will make this possible? ProgramProgram--toto--Program standards.Program standards.• SOAP, WSDL, UDDI, WS-Inspection, etc.

The next stepThe next step

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A component modelA component model• If you’ve got some code that does

something useful (say, a JavaBean, maybe), you can publish that service to a registry.

• If you need some useful function, you can describe what you’re looking for and see what the broker finds.

•• All of this can be automated.All of this can be automated.

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Web services standardsWeb services standards

Where are they, what are they good for?

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SOAPSOAP• An XML format for messaging• Originally the Simple Object Access

Protocol, it doesn’t stand for anything anymore

• Normally used to describe a method invocation or the results of one

• Can be extended with any XML elements you need

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Application viewApplication view• To make your application a SOAP

service, you need to deploy it using a SOAP toolkit. (usually 0 lines of code)

• If your application uses SOAP to invoke a service, you need to build the request and parse the response.

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WSDLWSDL• An XML vocabulary for describing Web

services.• A service provider makes the WSDL

description of their service available• A service requestor uses the WSDL

description to invoke the service• Tools from IBM, Microsoft, etc., automate

generating and processing WSDL.

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WSDL structureWSDL structure• A WSDL file is often broken into three

pieces:• An XML schema (.xsd) file that describes

data structures.• A WSDL file (.wsdl) that describes the

generic interface to a service. This file imports the .xsd file.

• A WSDL file (.wsdl) that describes a specific instance of a service. This file imports the generic .wsdl file.

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Application viewApplication view• If you’re deploying a service, generate

the WSDL file and make it available, typically through your Web server.

• If you’re using a service, get the WSDL file and use it to build your SOAP request.

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Discovery standardsDiscovery standards• There are currently two standards used

for Web services discovery:• UDDI, the Universal Discovery,

Description, and Integration protocol• WS-Inspection, the Web services

inspection language• We'll talk about these more in a minute.

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Web service discoveryWeb service discovery

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Web services discoveryWeb services discovery• Easily the most overhyped and least

understood technology in the Web services universe:• "You'll write 8 or 10 lines of code, and

they'll go out on the Internet and discover other pieces of code, and you'll sit back and watch all your business processes get automated."

• Yeah, right.

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WSDL and discoveryWSDL and discovery• The key idea here is that we want to

discover the WSDL file:• When we have the WSDL, we can build

the method call.• Of course, we need to make sure we’ve

discovered the correct WSDL file…

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WSWS--Inspection and UDDIInspection and UDDI• There are two main approaches to

discovering the WSDL file:• Web Services Inspection Language

(WS-Inspection)• Universal Description, Discovery, and

Integration protocol (UDDI)

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WSWS--InspectionInspection• With WS-Inspection, I know the host I

want to work with. • I go to that host and get a list of

services it provides, then I choose one.• Typically I get the file inspection.wsil; this is the index.html of Web services.

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UDDI UDDI • With UDDI, I don’t know the host I

want to work with. • A UDDI registry is a SOAP application;

a client sends SOAP messages to the registry to find businesses, services, etc.

• When the client gets the information it needs, it contacts the service provider and invokes the service.

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Industry cooperationIndustry cooperation• Web services architects assume that

industry groups will work together to define a set of standards to describe common services. • Sounds familiar, doesn't it?

• This is where UDDI's TModels come in.

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Categories and Categories and tModeltModelss• You use categories and tModels

together to select a service provider.• The category information lets you select a

provider that is located nearby, ISO certified, etc.

• The tModel information lets you select a particular interface or other standard.

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Some approaches to Some approaches to service discoveryservice discovery

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Approaches to discoveryApproaches to discovery• We'll look at several ways we could

implement Web services discovery.• All of these are standards-based and

implementable today.• Some of them are also really stupid

ideas.

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One approachOne approach1. Someone I’ve never met sends me a

file called readme.exe.2. I immediately install it on my system

and run it.3. I discover what readme.exe does.

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Another approachAnother approach1. I write a client application that

discovers a service in a UDDI registry.2. I invoke that service, sending it vital

data about my company.3. I discover what the service does.

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Another approachAnother approach1. You discover my service in a UDDI

registry.2. You invoke my service, sending me

your name and credit card number.3. You discover what I do with that

information.

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A A sensiblesensible approachapproach1. Your client application looks for a

particular service in a WSIL file.2. Your client gets the WSDL file

referenced in the WSIL file.3. You invoke the service.

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Another Another sensiblesensible approachapproach1. Your client application searches for a

particular kind of service (a tModel) in a UDDI registry.

2. Your client uses categories to select one of the providers that has the service you need.

3. You invoke the service.

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For your edification and For your edification and amusement, we presentamusement, we present……

“The Big Picture.”(It’s the multimedia portion of

today’s presentation.)

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WSIL discoveryWSIL discovery step 1:step 1: The client requests The client requests inspection.wsilinspection.wsil from the server.from the server.

Client

ServiceProvider

service

WSDLfile

WSILfileWSIL request

[over HTTP?]

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WSIL discoveryWSIL discovery step 2:step 2: The client gets The client gets inspection.wsilinspection.wsil from the server.from the server.

Client

ServiceProvider

service

WSDLfile

WSILfileWSIL file [over HTTP?]

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WSIL discoveryWSIL discovery step 3:step 3: The client requests a The client requests a particular WSDL file.particular WSDL file.

Client

ServiceProvider

service

WSDLfile

WSILfile

WSDL request[over HTTP?]

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WSIL discoveryWSIL discovery step 4:step 4: The provider returns The provider returns the WSDL service description.the WSDL service description.

Client

ServiceProvider

service

WSDLfile

WSILfile

WSDL file [over HTTP?]

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WSIL discoveryWSIL discovery step 5:step 5: The client invokes the The client invokes the service with the WSDL info.service with the WSDL info.

Client

ServiceProvider

service

WSDLfile

WSILfile

SOAP request [HTTP?]

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WSIL discoveryWSIL discovery step 6:step 6: The service delivers The service delivers the requested data to the client.the requested data to the client.

Client

ServiceProvider

service

WSDLfile

WSILfile

Service results [HTTP?]

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UDDI discoveryUDDI discovery step 1: The client queries the step 1: The client queries the UDDI registry for a service.UDDI registry for a service.

UDDIregistry

service

Client ServiceProvider WSDL

WSDLfile

Schemafile

UDDI queryOver SOAP

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UDDI discoveryUDDI discovery step 2: The UDDI registry step 2: The UDDI registry sends the query results back to the client.sends the query results back to the client.

UDDIregistry

service

WSDLfile

Schemafile

UDDI resultsover SOAP

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UDDI discoveryUDDI discovery step 3: The client uses the step 3: The client uses the UDDI results to contact the provider.UDDI results to contact the provider.

UDDIregistry

service

WSDLfile

Schemafile

WSDL request[over HTTP?]

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UDDI discoveryUDDI discovery step 4: The provider returns step 4: The provider returns the WSDL service description.the WSDL service description.

UDDIregistry

service

WSDLfile

Schemafile

WSDL file [over HTTP?]

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UDDI discoveryUDDI discovery step 5: The client invokes the step 5: The client invokes the service with the WSDL info.service with the WSDL info.

UDDIregistry

service

WSDLfile

Schemafile

SOAP request [HTTP?]

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UDDI discoveryUDDI discovery step 6:step 6: The service delivers The service delivers the requested data to the client.the requested data to the client.

UDDIregistry

Client ServiceProvider

service

WSDLfile

Schemafile

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The little pictureThe little picture

Client

ServiceProvider

service

WSDLfile

WSILfile

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Enabling HREnabling HR--XML.orgXML.orgstandards for Web servicesstandards for Web services

Using things you probably have around the house already.

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Create Create tModelstModels

• Define tModels• Create tModels for the appropriate HR-

XML standards. • Granularity is an issue here…

• Provide Java/Perl/C# code to populate a UDDI registry with the tModels.

• Does the organization want to support a private registry for members?

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Create WSDL interfacesCreate WSDL interfaces• For each of the tModels you create,

build WSDL files that model the appropriate interfaces.

• How much of an issue is versioning?• Do you need to create UDDI

categories? (Probably not…)

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WhatWhat’’s next?s next?• Create a taxonomy provider for UDDI

V2 registries• This is ahead of the market, but probably a

useful activity• Add support for UDDI V3 registries as

well• Again, ahead of the market, but it shows

HR-XML's leadership and is useful later

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WhatWhat’’s next?s next?• Create a sample client application

demonstrating Web services delivering HR-XML data on:• Windows• Linux• PocketPC• A Java console client• A mobile phone

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WhatWhat’’s next?s next?• Create a sample application

demonstrating how to create an HR-XML Web services wrapper around existing HR systems.

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What's next?What's next?• Create a downloadable toolkit to help

members get started with Web services.• Publish an article on developerWorks

illustrating how an industry organization is moving from data exchange standards to Web services.

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Resources from IBM Resources from IBM and Apacheand Apache

Free tools and informationto help you get started

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developerWorksdeveloperWorks zoneszones• dW features technology zones,

including:•• Web ServicesWeb Services• Java• XML• Security• Linux• Open Source• Components

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• developerWorks has just launched ibm.com/developer/ webservices, a free portal for Web services resources.

• Free tools, tutorials, links to other sites, sample code, etc.

• Let us know what you’d like to see added to the zone...

dWdW’’ss Web services zoneWeb services zone

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Web services tutorialWeb services tutorial• There is an “Intro to Web services”

tutorial at the developerWorks Web services zone.

• More tutorials are coming soon:• SOAP• Building Web Services• Etc.

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ibm.com/alphaworksibm.com/alphaworks

•• Web Services ToolkitWeb Services Toolkit• Supports UDDI, WSDL, EJBs, and SOAP

with digital signatures; Embedded WebSphere AS 3.5 included.

•• XML Security SuiteXML Security Suite• XML and world-class security technology

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• The Web services (r)evolution• A four-part series (so far) that covers the

basics, including installing tools, writing SOAP applications, etc.

• The Web services insider• A ten-part series on Web services issues,

including security, authentication, micropayments, etc.

dWdW Web services articlesWeb services articles

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Apache XML ProjectApache XML Project• xml.apache.org

• This site contains free parsers, stylesheet engines, server-side XML publishing tools, PDF generators, the SOAP toolkit, etc.

• Everything is free, everything is open source, and quite a bit of it was written by IBM.

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The standardsThe standards• SOAP V1.2

• http://www.w3.org/TR/SOAP/

• SOAP Messages with Attachments• http://www.w3.org/TR/ SOAP-attachments/

• SOAP Security Extensions: Digital Signature• http://www.w3.org/TR/SOAP-dsig/

• WSDL• www.w3.org/TR/wsdl/

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UDDIUDDI

• uddi.org

• In addition to the specs, has some very useful best practices documents.

• IBM’s registry:• www.ibm.com/services/uddi/

• Microsoft’s registry:• uddi.microsoft.com/

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WSWS--InspectionInspection• You can find the WS-Inspection spec at www-106.ibm.com/ developerworks/webservices/ library/ws-wsilspec.html.

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LetLet’’s get started!s get started!

The revolution is here…

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Start now!Start now!““Businesses that ignore its potential or Businesses that ignore its potential or

decide to sit out its early stages will decide to sit out its early stages will find themselves outpaced by rivals find themselves outpaced by rivals that take advantage of Web services that take advantage of Web services to improve their agility and even to to improve their agility and even to transform themselves into new kinds transform themselves into new kinds of enterprises.of enterprises.””— David Smith, VP and

Research Director for Gartner

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ISBN 0596000537

Order your copy at amazon.com today!

Makes a great holiday gift!

Show your loved ones how much you care

by showing them the power of XSLT!

Shameless selfShameless self--promotionpromotion

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SchamlosSchamlos –– TeilTeil zweizweiWer XML bereits kennt und einProblem schnell lösen möchteoder noch nach einem Problem sucht, für den ist XSLT genau

richtig. Doug Tidwell richtet sich an XML-erfahrene Entwickler, die schnell in die komplexen Sphären von XSL eintauchenmöchten und Antworten auf ihre eigenenProblemstellungen suchen. – Norbert HartlSee www.oreilly.de/catalog/xsltger.

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ISBN 0596000952

Co-Written with James Snell (soap-wrc.org)

and Paul Kulchenko(soaplite.com).

Available at amazon.comalso.

Shameless Shameless –– Part 3Part 3

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SemiSemi--shameless shameless –– Part 4Part 4ISBN ISBN 06723218150672321815

Written by several talented folks from IBM,

Macromedia, and Saffron Technologies, it’s a great

book on XML, SOAP, WSDL, and UDDI.

Highly recommended! Highly recommended! (After you’ve bought the (After you’ve bought the

other two books…)other two books…)

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SemiSemi--shameless shameless –– Part 5Part 5

ISBN 067232363X ISBN 067232363X

Written by IBM’s Arthur Ryman and Francisco

Curbera, along with other technical luminaries.

Also highly Also highly recommended!recommended!

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Thanks!Thanks!

Doug Tidwello developerWorksdtidwell@us.ibm.com

Introduction 2002 Oct. 14-15, New Orleans · PDF fileConvergys Employee Care ......

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