Teamtailor: Native Integration with intelliHR

With Teamtailor, businesses can attract the best talent with an easy to build career site, grow their talent pool and manage multiple hiring processes, all in one Applicant Tracking System (ATS).

Teamtailor has designed and built an integration that is native to its platform and accessible for any users of both Teamtailor and intelliHR. Administrators will be able to add triggers in Teamtailor that automatically send a candidate's information from Teamtailor to a connected intelliHR platform. 

This article covers:

• What will the integration do?
• What data pushes across to intelliHR?
• How do I get started?
• Setting up Triggers on Teamtailor
• Video Demonstration
• FAQ's

What will the integration do?

✅ The integration takes fields from Teamtailor hired candidates and pushes them to the intelliHR platform and in turn creates a new person on the intelliHR platform. 

✅ The integration also has the capacity to use data from the Teamtailor candidate record to create a new job on the intelliHR platform against the new person created. 

✅  The automatic triggering of intelliHR workflows (i.e. Onboarding) can be achieved via the integration. 

✅ The integration will transfer files & documents from the candidates Teamtailor record onto the intelliHR new starter record. 

✅ Teamtailor job or candidate custom fields can be mapped across into corresponding custom fields in intelliHR. (Text, Number, Select and Multi-select field types supported). 

Common Considerations

• The integration does not send any information or data from intelliHR back to Teamtailor. 

Data Mapping

Create Person

The only required information to create a person in intelliHR from the Teamtailor application to your intelliHR app is a candidates last name & company start date. However you can also add the below additional information to the candidate card and they will also be sent when the trigger is activated.

Required:

• Last Name
• Company Start Date (Candidate Custom Field required)

Additional:

• First Name
• Email Address
• Phone Number
• Candidate Custom Fields in Teamtailor:
  • Preferred Name
  • Title
  • Gender
  • Date of Birth
  • Employee Number
  • Emergency Contact Name
  • Emergency Contact Relationship
  • Emergency Contact Phone
  • Emergency Contact Email
  • Work Right
  • Work Right Expiry Date
  • Address Type (Required if Country is chosen)
  • Country (Required if any Address field below is chosen)
  • Postcode
  • State
  • Street
  • Suburb
  • Full Address

⚠️ Note: Anything listed under Candidate Custom Fields will need to be built into the candidate card on Teamtailor. To add a custom field to the candidate card in Teamtailor, please read the following support article. 

Create Job

Refer to the Setting up Workflows & Triggers on Teamtailor section below to review what data can be configured to push across from Teamtailor to the person's job record in intelliHR. 

Documents

If a candidate card in Teamtailor also has a Resume or supporting documents, this will be sent automatically when the trigger is activated and dropped into Documents Tab of the new starters intelliHR record. 

How do I get started?

Obtaining the API Keys

You'll be taken to the Settings/intelliHR section on the Teamtailor application where you can then follow these steps:

① Go to Settings/API Keys and create a new API key

• • Name: intelliHR

  • API Scope: Admin

  • Select: Read

② Log into your intelliHR application at https://yourtenantname.intellihr.net/

• Once you've logged in, go to the Settings/Public API Access Keys section.

• Click "Create Access Key" (you can name the key Teamtailor for convenience)

• Make sure to copy the API key once it's been created and store the key somewhere secure for future reference.

③ Go back to your Teamtailor application, and under Settings/intelliHR, paste the key under "IntelliHR API Key"

④ Return to your intelliHR application one more time and copy the tenant name from your url bar. (E.g. the yourtenantname component of: https://yourtenantname.intellihr.net/)

⑤ Finally, go back to your Teamtailor application and open up the Settings/intelliHR section.

• Paste the "tenant" (e.g. yourtenantname) under "IntelliHR Tenant URL"

• Set the "Teamtailor API key" to intelliHR: Admin - Read

• Click Finish Installation or Update

Your integration with intelliHR is now connected! People data should now begin pushing through to intelliHR from this point on when candidates are hired. 

Setting up Workflows & Triggers on Teamtailor

You can set up the intelliHR trigger and send your new hires data automatically to the intelliHR platform with their attached documents when a candidate card reaches the chosen stage.

To add a trigger:

1. Click on the triggers tab under applications in a chosen Job.

2. Go to a stage where you want the event to happen.

3. Click the plus button ✚ to add the trigger.

4. Choose required job fields:

   1. Business Entity

   2. Business Unit

   3. Work Class

5. Choose optional job fields:

   1. Location

   2. Work Type

   3. Pay Grade

   4. Supervisor (Note: Select supervisor from dropdown after search has completed)

Now every time you move a candidate to this stage, it will tell the Teamtailor application to send their candidate information to your "People" section on intelliHR, and also transmit the job fields selected to their "Job" section of their intelliHR record. 

You will also see the candidates card in Teamtailor now has a status of "sent" under the name intelliHR.

Video Demonstration

The below video provides a rough outline of how the integration between Teamtailor and intelliHR can function. 

FAQ's

Q: What happens if I activate a trigger without the resume but then want to add a resume after?

A: You will need to add the resume directly to the person's card on the intelliHR app.

Q: Do I need to integrate directly from intelliHR to Teamtailor in addition too integrating with Teamtailor?

A: As long as you already have an account with intelliHR, you only need to complete the integration on Teamtailor.