Title: An Introduction to HRXML: Standards for Agile HR Services Delivery
1An Introduction to HR-XMLStandards for Agile HR
Services Delivery
2Agenda
- What are standards? Why are they needed for HR
systems integration? - How do standards cut integration costs?
- Trends HR Process improvements
- What is HR-XML? What is XML? What is Web
Services? How do they shape the future of eHR? - What is HR-XML working on? What has it
accomplished? - What are HR-XMLs localization plans?
3The best standards are the ones you take for
granted.
Electricity. A common voltage and plug within
most countries known and standard means for
converting voltages and adapting plugs when
moving between countries.
4Standards For Human Resources?
- HR is a heterogeneous environment a growing
number of software and service offerings. - This is a good thing! Having software and service
choices is good for employers! - HR was by-passed by early standardization
initiatives (e.g., Finance, Purchasing,
Insurance, Banking, Transportation) - The lack of standards makes connecting different
systems difficult and expensive
5What Is Needed?
- A Standard business vocabulary
- HR-XML, a data interchange vocabulary for human
resources - Standard Implementation Frameworks
- Web Services
6Typical HR Transactions TodayThe Spider Web
Employers
Job Boards
Recruiting Solutions
Staffing/Recruiting Cos.
HRMS Vendors
Other Recruiting Solutions
7There Has to be a Better WayEnd-User Problems
Every time I add a new HR service provider, I
have to learn another set of conventions for
communication. Even though were using XML,
some of our trading partners arent using XML at
all, while other trading partners are using their
own flavor XML. I would like to try new HR
services, but setting up our database to work
with their systems is costly.
8HR Transactions Tomorrow
Employers
Job Boards
Recruiting Solutions
Staffing/Recruiting Cos.
Standards
HRMS Vendors
Other Recruiting Solutions
9Integration Costs and Opportunities
- Agile integration capabilities are not just a
tactical requirement, they are a strategic
necessity. - Software continues to account for a mere 30 to 40
percent of the cost of making HR solutions
productive. - Integration, customization, and maintenance cost
account for the other 60 to 70 percent of the
cost. - Must deliver more for less. The expectations of
clients and employees are not static. - In their personal lives, employees conduct most
Internet transactions in real time. Have HR
processes kept up?
10Process Improvements HR Trends
- Delivering manager self-service while ensuring
uniform compliance with employer screening,
testing, and selection policies. - Giving managers and HR personnel access to an
integrated collection of real-time information
about candidates in the hiring process. - Moving from paper, fax, and batch processes to
real-time transactions. - Flexibly, integrating best-of-breed hosted
solutions with core HR systems. - Reaching ROI faster by reducing the amount of
custom work necessary for solutions to become
productive. - Outsourcing business processes without
sacrificing access to information or convenience.
11What is HR-XML?
- Independent, non-profit corporation (Dec 1999)
- Define freely available standard vocabularies to
streamline HR data interchange - Open to users, vendors, consultants, standards
bodies, employers and other end-users, and
individuals - 100 organizational members
- International Mission to produce specifications
that are relevant and useful in many countries.
12What is XML?
XML is a recommendation issued by the World Wide
Web Consortium, Feb. 1998. Designed for the
Internet a language for creating markup
languages
Jane,Brown
CSV
NM1IL1BrownJaneMI123456
EDI
ltPgtltBgtJane Brownlt/Bgtlt/Pgt
HTML
XML
ltPersonNamegt ltGivenNamegtJanelt/GivenNamegt
ltFamilyNamegtBrownlt/FamilyNamegt lt/PersonNamegt
13How XML Works
Program Asks for Data
Returns XML defining what is being
sent ltPersonNamegt ltGivenNamegtJohnlt/GivenNamegt
lt FamilyName gtSmithlt/FamilyNamegt lt/PersonNamegt
First John Last Smith
An XML document defines what the data is, not
how it is displayed. Programs parse this XML
data.
14What Are Web Services?
- A framework for using XML (Not the only one, but
a primary target). - Web Services simplify the creation and
integration of large-scale distributed systems. - A web service is an URL-addressable software
component can be integrated with other components
via well-defined interfaces. - Web services are implemented by sending and
receiving XML messages specified by the web
services. - Web services content will be based on industry
XML standards, such as HR-XML.
15Where Does HR-XML Fit In?
Web Services Stack
Reliable Messaging
- Transport Layer
- Send/Receive HTTP
Security
Workflow
- SOAP Message Layer
- write/process SOAP envelope
- write/process SOAP body
- write/process SOAP header
- Data Layer (Payload)
- HR-XML, the data necessary for an interaction w/
an HR trading partner.
16A Loosely Coupled Approach
XML Request
Business Facade
ApplicationBusiness Logic
Listener
XML Response
17Web ServicesWhat it means for eHR?
- Affordably and flexibly extend your service
offerings. - Effectively embed the intelligence encapsulated
in a partners solution within your solution. - Conversely, embedding your solution in that of a
partner expands distribution channels for your
services. - Help eliminate 2-step processes multiple
logins and processes that rely on e-mail. - Provide seamless user experience.
- Improve functionality and content continuously
without installing patches or impacting
interface. - Better support moving from batch to real-time.
- l
18Extending The Life of Legacy Apps
- Your move to XML web services doesnt mean you
have to replace everything. - Web services often can be used to extend the life
of legacy applications. - Keep your existing application and data model,
but upgrade the interface so that it can be
addressed through a web services interface.
19How is HR-XML Helping?
- HR-XML focuses on the XML content specific to the
HR domain to use within web services. - HR-XML also is releasing a series of Web Services
Interoperability Guides. HR-XML profiles
compose over WS-I profiles, leveraging the work
weve done and adding industry-specific value.
This is precisely the model weve been
encouraging vertical industry organizations to
pursue - Tom Glover, IBM, President, Web Services
Interoperability Organization.
20HR-XML Today
A Broad Library of more than 100 XML schemas
Forthcoming Indicative Data Specification
designed for outsourcers.
21HR-XML Chapters
- HR-XML Consortium Chapters put local funding and
local expertise under local initiatives. - HR-XML has two affiliate chapters
- HR-XML Consortium Japan
- HR-XML Consortium Europe
- HR-XML Consortium supports localization in a
number of ways - A localization architecture and related training
- Localization folders and logins within our schema
repository and - Mailing lists and archives to support local
projects.
22HR-XML Programming 2005
- A Stack of activities. Each level supports
those above. - Localization crosses all areas of programming.
Supporting Adoption
Localization
Creating Awareness of Standards And
Implementers Certification Level 1
Standards DevelopmentAnd Maintenance
231999-2003
Adoption
Standards Development
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262006
27Questions?
www.hr-xml.org
28Back Pocket SLIDES
29Methodology
30Organizational Structure
Board of Directors
Cross Process Object (CPO)
Recruiting
Benefits Enrollment
Indicative
Stock
Assessments
Screening
SIDES
Other Projects
Data Dictionary (HRDD)
31New Projects
- BSC requirements
- Proposal in standard template
- 3 sponsor organizations
- 8 participants
- Resources identified for major roles
32Project Methodology
33Project 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. - Liaisons coordinate activity between different
workgroups and other standards bodies.
34Maintenance
- Team lead is responsible for determining the
schedule and facilitating the project.
35Model 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!
36Model Interactions Between Partners
37HR-XML Certification
38HR-XML Certificationwww.hrcertify.org
- Launched in Oct. 2003. One of the most successful
certification programs launched by an XML group! - Level 1 certification focuses on valid and
semantically appropriate use of HR-XML schema. - The key accomplishment for Level 1 has been to
create awareness of HR-XML standards and
implementers. Level 2 will focus on supporting
interoperability. - More than 39 organizations have certified HR-XML
implementations - HR decision makers are using HR-XML certification
as procurement and partnering criteria.
39Level 1 39 Certified Organizations
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41Certification Steps
- Can be accomplished in a few days
- Pretest on http//testbed.hr-xml.org
- Submit certification request form
(www.hrcertify). - Be prepared to tell us how you use the
specification whether you use extensions and
whether your solution is actually
implemented/commercially available. - You provide us with 5 XML instances for each
schema. - We test validity examine semantics.
- Extensions are okay if you use HR-XML UserArea.
- We work together to draft a conformance statement
to be published on www.hrcertify.org - HR-XML Board of Directors Reviews and Approves
42Certification Benefits
- 2 years of Benefits unmatched by any other HR
sponsorship opportunity! - Certified organizations are
- Able to satisfy customer and partner requirements
for HR-XML conformance. - Awarded use of the HR-XML Consortium Certified
logo. - Recognized on http//www.HRcertify.org.
- Given HR-XML Certified placards for trade
shows. - Included in marketing collateral distributed at
HR trade shows.
43More Benefits
- Recognized in a press release with other
certified organizations. - Announced on HR-XML's 6,000 self-subscribed
announcement list and a media list of 100
reporters/analysts. - Recognized in HR-XMLs re-branded, re-designed
trade show booth. - Assurance across multiple parser environments.
- Access to HR-XMLs knowledge specialists.
44Certification Pointers
- To get the maximum benefit from your
certification - Pre-test on http//testbed.hr-xml.org
- Involve both a technical lead and a marketing
lead. - Consider amplifying the Consortiums announcement
of your certification with your own press
release. - Deploy the HR-XML Certified logo on your website
- Display an HR-XML Certified placard at your trade
show booth. - Make sure your sales and marketing staff, trade
show personnel, know of the certification and
what it means.
45Integration Costs
46The n(n-1) Problem Before
OAGI (www.openapplications.org) has a
mathematical model for sizing the effort required
to maintain an unbounded growth of
interfaces. The number integration points between
objects (assumes two way integration) grows at a
rate of n(n-1). 4 components 12 interfaces
10 components 90 interfaces20 components
380 interfaces The formula looks like this For
n 20 components 20(20-1) 380. Multiply 380
times 0.025 FTEs (a half-day per month). The
effort required to maintain the interfaces for 20
software components could be 9 fulltime
equivalent persons. White Paper Plug and Play
Business Software Integration The Compelling
Value of the Open Applications Group,
http//www.openapplications.org
47The n(n-1) Problem After
Going from many-to-many to many-to-one
dramatically reduces integration costs. The
formula is simplified to a flat n 2. For n
20 components 20 2 40. Where 40 is the
minimum number of connections between 20 software
components. Multiply 40 times 0.025 FTEs and the
result is 1.0 FTEs. White Paper Plug and Play
Business Software Integration The Compelling
Value of the Open Applications Group,
http//www.openapplications.org
48Tools Of The Trade
49Working With HR-XML
- Altovas XML Spy and Tibcos Turbo XML are XML
editors frequently used within HR-XML. - Many other XML editors / tools available.
- All HR-XML schemas validated against
- XML Spy, TurboXML, MSXML, Stylus Studio, Oracle,
and Xerces XML tools
50Notation In HR-XML Docs
- Elements displayed as rectangles, attributes as
round-edged rectangles. - Lines connecting the elements represent the
relationships between elements.
51Notation In HR-XML Docs Cardinality
52Document Management
- TIBCOs 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.
53Canon Repositoryhttp//schemas.hr-xml.org8181/
54What is the Data Dictionary?
- Catalogue of all Vocabularies used in HR-XML
Schemas. - Allows consistent use of vocabularies
- Reduces development time due to reuse of
components - Contains detailed information for Elements and
Attributes - Includes Generic and Contextual Definitions
- Tools
- http//testbed.hr-xml.org/tools/DataDictionary/
- Users Guide
- http//schemas.hr-xml.org8181/Consortium/DataDict
ionaryUserGuide.doc
55HR Data Dictionary View
56Data Dictionary Continued
57- Localization Architecture
58Basic Concepts
- Two related, but distinct concepts
- Localization involves accommodations for legal or
business-practice requirements unique to a
particular country or jurisdiction. - Internationalization involves designing
specifications so that they can be re-used
broadly across jurisdictions. - HR-XML has an interest in both.
59Localization Principles
- Localization is an extremely complex topic.
- HR-XML will strive to re-use relevant standards /
best practices. - Above all HR-XML will strive to keep our
architectural approach simple.
60HR-XML Localization Major Architectural
Components
- Two broad areas address by HR-XMLs localization
architecture are - Presentation of languages.
- Handling local content (new semantic components)
designed around distinct local legal requirements
and business practices.
61Presentation of Languages
- A principal way HR-XML addresses presentation of
languages is through xmllang, a data type
defined by the W3C. - xmllang references IETF RFC 3066, which in turn
draws upon ISO standards, such as ISO 639. - Allows the capture of language with
cultural/country contexts. - Examples de en-UK en-US fr-CA es-MX
- Even handles dialects en-cockney and
Klingon tlh.
62Presentation of Languages HR-XML Design Rules
- HR-XML Design guidelines
- xmllang should be an attribute available on the
root element of every major HR-XML schema.
(Enforcing this policy with this summers
release.) - Workgroups might want to use xmllang on specific
components within a schema that need to be
presented in multiple languages. Guidelines - Using xmllang only on the root element or only
on major repeatable elements up toward the
trunk is the simplest approach. We like simple
approaches! - Only makes sense for descriptive,
non-programmatically handled components. - In document types with a significant amount of
language dependent text, workgroups must consider
at what point does the complexity of specifying
xmllang on individual components out weigh the
benefit derived.
63Handling Local Content
- Local Schema Content Required as a result of
legal, cultural, or business-practice
requirements unique to a particular country or
jurisdiction. Examples U.S. health care benefits
enrollment. - Localization architecture needs to address
- How to distinguish / store / manage local
content. - XML schema design approaches.
64How to store and manage local content
- XML Canon Our web accessible repository
- Organized in folders/directories
- 2_3 (root for next release)
- DublinCore
- HR-XML-2_3
- Assessment
- CPO
- Enrollment
- Metrics
- Payroll
- Screening
- SEP
- SIDES
- Stock
- TimeCard
- OAGIS
- W3C
65How to work locally?
- 2_4
- DublinCore
- HR-XML-2_4
- Assessment
- US
- DE
- JP
- CPO
- Enrollment
- Metrics
- Payroll
- Screening
- SEP
- SIDES
- US
- DE
- JP
- Stock
- TimeCard
Add local folder to each project !!!In 2_4
Release!!!
66XMLCanon Document Repository
- Where is it
- http//schemas.hr-xml.org8181
- How to use is it
- http//schemas.hr-xml.org8181/xc/canon/TSC/XML_Ca
non_Usage_Notes-2_1.doc
67 LocalizationXML Schema Design Choices
- At design time
- xsdchoice
- xsdunion (for enumerated values)
- After design time UserArea
68Localization Enrollment example
69Localization Enrollment example
70Localization Payroll example
71Localization Payroll example
- An alternative for enumerated lists only
- Lets see the code .
72Localization
- Benefits of this design
- Satisfies 4 design principles simple, simple,
simple, and simple - Future proof
- TPA friendly
- Drawbacks
- Need to know where to localize at schema
design time. Implication -gt JAW and
coordination between local initiatives is critical
73HR-XML Data Dictionary
- How might we support localization?
- English is official language for our
specifications. Japanese have translated SIDES.
How might our Data Dictionary support other
languages?
74Questions?
www.hr-xml.org
75- Localization Goals and Strategy
76European Interest in HR-XML
www.HR-XML.org Website Hits Jun. -
Sept. 2003
Austria 15,258
Belgium 11,761
France 18,766
Germany 31,279
Italy 8,445
Netherlands 35,053
Poland 1,922
Spain 2,856
Sweden 6,964
Switzerland 4,733
UK 21,197
77Localization/Internationalization
- The leadership of the HR-XML Consortium believes
that locally funded and directed chapters are
important to achieving the Consortiums
Localization and Internationalization goals. - These are two related, but distinct concepts
- Localization involves accommodations for legal or
business-practice requirements unique to a
particular country or jurisdiction. - Internationalization involves designing
specifications so that they can be re-used
broadly across jurisdictions. - HR-XML has a clear interest in both localization
and internationalization. - Localization activities are proceeding around the
World in the France Japan, Germany,
Netherlands, Russia, Sweden, and the United
States. - Interest in localization activity from China,
South Africa, Australia, India, and other areas.
78HR-XMLs Opportunities/Challenges In Europe
- Opportunities
- Significant European interest and influence in
HR-XML. - Much success in modeling components in
generalized ways that can be used flexibly across
borders (e.g., PersonName, PostalAddress, etc.). - HR-XML has a record of progress at the five
HR-XML meetings held in Europe during HR-XMLs
four-year history. - There are a growing number of HR-XML-related
projects/implementations within Europe. - Challenges
- Knowledge of legal requirements and business
practices within specific European countries is
not consistently reflected in HR-XML schemas or
discussions. - The growing number of European localization
initiatives are not coordinated. - Differences in language, culture, and time-zones
present HR-XMLs existing staff with obstacles to
integrating local knowledge into specifications. - Lack of local resources (consultants or
employees) hinders the process of integrating
localizations into unified architecture.
79European Chapter Goals
- Ensure that local requirements and subject-matter
expertise are leveraged wherever possible to
strengthen core HR-XML standards. - Coordinate the proliferating number of
localization initiatives within Europe. - Expand the market awareness and adoption of the
HR-XML standards across Europe. - Deliver better service to European HR-XML members
and European organizations adopting HR-XML
standards. - Facilitate regular European meetings and project
conference calls and to host an annual European
meeting of entire HR-XML Consortium. - Implement localizations and extensions within a
unified architecture.
80HR-XML Chapters Key Elements
- Goal of funding local resources for localization
and international coordination work - A separate organization established as
appropriate under local law. Funded as
appropriate under local law/business practice. - A separate organization operating under a
Affiliate Chapter or similar agreement with the
HR-XML Consortium. - Local chapters would engage local
consultants/resources to assist with technical
coordination and local promotion of HR-XML
specifications. - HR-XML and local chapter would exchange
intellectual property rights. Local chapter would
be granted rights to HR-XML name and
specifications, HR-XML would be granted rights to
derivative works by local chapters.
81Proposed Joint Architecture Workgroup
- Each chapter would contribute local staff/member
representatives to a Joint Architecture
Workgroup or similar committee tasked with
technical coordination of HR-XML localization
activities. - A primary goal of the Joint Architecture
Workgroup would be deploying and maintaining
localized schemas and components within a unified
architecture. - Chapter representatives serving on the Joint
Architecture Workgroup would receive training on
HR-XMLs schema design guidelines, localization
architecture, and schema repository. - The Joint Architecture Workgroup also would help
identify content, design, and architectural
issues to be resolved by HR-XML Chapters and/or
Workgroups or by the HR-XMLs Cross-Process
Objects Workgroup or Technical Steering Committee
as appropriate.
82HR-XML Repository
- The HR-XML core library is large and
interdependent and grows with each calendar
quarter. - A common repository for schemas is key tool for
coordination between local chapters and HR-XML. - If you are working on localizations outside of
HR-XMLs web-accessible schema repository, you
simply are not working with HR-XML.
83HR-XML Repository
- HR-XML will update its repository structure to
accommodate localizations. - Repository structure will allow localizations to
build upon HR-XML Cross Process Objects and other
core schemas.
84Managing Localizations
- Multiple country-specific communities of
interest will contribute localized content into
a common repository. - These communities of interest are related to
HR-XML by virtue of a membership with the HR-XML
Consortium or a local Chapter.
HR-XML Repository
Localizations by ChapterMembers
ECP.NL Dutch SIDES Extensions
Swedish National Labour Market Administration
(AMV)
SIDES France
Bundesanstalt für ArbeitGerman Employment
Service
SIDES Japan
US Healthcare Benefits
85Lest we forget
- The HR-XML Consortium recognizes that
country-specific employment, tax, and social
insurance laws combined with varying business
practices make localization necessary - However, a principal goal is to use the
requirements and work of local groups to
strengthen core HR-XML specifications wherever
possible. - Consider that most of the recommendations made by
HR-XMLs SIDES France group were changes to
HR-XMLs core schemas and were not localizations.
86Pragmatism/Stability
- HR-XML has always pursued its work with a sense
of urgency, combined with a concern for quality. - HR-XML desires to remain nimble enough to produce
specifications in demand by member organizations
within just a few months. However, the extent of
interdependencies within the library makes it
increasingly difficult to modify one portion of
the library without affecting another portion of
the library. - As a consequence of these library
interdependencies the HR-XML Consortium is
examining the adoption of a new release policy. - In addition to providing predictability and
stability to the current scope of HR-XMLs work,
the release policy could be leveraged in
providing a flexible framework for building and
managing localizations.
87Proposed Release Policy
- Deliver a reconciled release no more frequently
than every 2 years. These releases are holistic
all relevant work brought up to the current level
of Cross Process Objects and architecture
requirements. - A reconciled release is available from and
supported by the consortium for at least 6 years
after its release. - Point releases come as needed between reconciled
releases. - Point releases are not necessarily internally
consistent across work groups or across HR-XML
local chapters.
88Release Policy / Localization
- Both point and reconciled releases would include
localized content. - The point releases provide HR-XML chapters a
flexible means to quickly to publish
specifications of local interest. - Reconciliation will be an on-going goal among
HR-XML and its Chapters. - Point releases will be assimilated as necessary
in reconciled releases.
89An 18-Month Reconciliation Proposal
- HR-XMLs chapter formation activities come at a
time when the Consortium also is evaluating a
comprehensive, reconciled release. - A first reconciled release could be scheduled as
early as June 30, 2005. - This gives us sufficient but not abundant time
to accommodate requirements from HR-XMLs
growing number of localization initiatives within
a unified architecture and reconciled release.
90Reconciliation Plan Other Key Elements
- The project will rely on multi-jurisdictional
contributions. - The HR-XML Joint Architecture Workgroup would
facilitate the process of deploying localized
schemas and components within the common
repository and release package(s). - HR-XML Consortium Europe with the assistance of
other HR-XML Consortium resources will broker
agreements as necessary between participating
parties/organizations in Europe. - HR-XML Consortium meetings and Chapter meetings
will be leveraged as necessary to work on
reconciliation topics.
91Questions?
www.hr-xml.org
92Stepping Up To WS-SecurityStandards for Agile HR
Services Delivery
- Chuck Allen,Director, HR-XML Consortium
93Agenda
- Security and the Internet, A brief history.
- Concepts Point-to-Point vs. Message Level
- Distributed Computing It is here!
- WS-security in HR-XML WS Implementation Guides
94Internet Security SSL
- Secure Sockets Layer Protocol (SSL) developed by
Netscape in 1994 in response to the growing
concern over security on the Internet. - Successfully secured billions of
browser-to-server commercial transactions! There
would be no e in e-commerce without SSL. - Adapted to support other computer-to-computer
data transfers e.g., transport layer security
(TLS). - The most common means today for providing
confidentiality for XML while it is in transit
across the Internet.
95Point-To-Point Security
When Security Is At Just The Transport Level
Security Context
Security Context
Requester
Intermediary
Service Provider
96Message Level Security
When Security Is Goes Along With The Message
Security Context
Requester
Intermediary
Service Provider
97Why Worry?
- The way HR does business has changed
dramatically. - HRs embrace of e-business, outsourcing, and
ASP-model services means that work is more
distributed than ever before. - Find a process that doesnt involve an
intermediary? - HR data by its very nature usually consists of
personal identifying information. - The data contained in common HR transactions
would server well as the complete identity-theft
starter kit. - Identity theft is on the rise being carried out
by individuals and criminal organizations.
98Why Worry?
- What could you lose if employee data that was not
secured at the message level was targeted by an
attacker at one of your business partners or
other intermediary? - Can you afford to risk a breach? What is the
trust and confidence of your employees and
customers worth? - You should work business partners with solid
security programs, but you cant put yourself in
the position of managing those programs or
individually vetting their adequacy. - Consider Egghead Software. For this one-time
first-to-market leader, a scandal surrounding the
theft of customer credit card was the last straw.
As customer confidence crumbled, Egghead was
forced to declare bankruptcy.