Note: Only Admins and Super Admins can set integrations up.
What can be achieved by integrating CharlieHR and Teamtailor?
The integration with Teamtailor makes it possible to automatically sync new team member information from Teamtailor to CharlieHR; as soon as they are marked as hired on Teamtailor. The automatic sync will free you from manual data entry and the copy-and-paste errors you may have struggled with in the past.
Once the integration has been enabled team members will be synced on an hourly basis from Teamtailor to Charlie. In some cases you may want to specify when a team member is created in Charlie and in this situation you can set up a Custom Field in Teamtailor to delay this sync to your chosen date.
Integrating Teamtailor and CharlieHR
Before you can start setting the integration up you need to be an Admin or Super Admin on CharlieHR to be able to access the integration pages. You will also need to be a Company Admin on Teamtailor to have access to integrations on your account there.
Setting up a Custom Field in Teamtailor to identify when hired candidates are transferred to CharlieHR:
Sometimes there is a large gap from when a candidate is hired till their start date. You can choose to immediately transfer the hired candidates to CharlieHR, but you also have the option of deciding on the date that you want a Team Member to be created on CharlieHR, on a case by case basis. Please note that whenever a hired candidate is transferred to CharlieHR as a new Team Member, they are considered active users on CharlieHR and will count towards that month's bill, even if the start date for the team member is not in that billing period.
You'll need to create a Custom Field on Teamtailor called 'Transfer to Charlie'. Later, this field is used to identify when to add a successful applicant to CharlieHR as a team member. You can create Custom Fields on Teamtailor, here are the steps:
Go to Settings > Recruitment > Custom fields
Create a new custom field, with the Name 'Transfer to Charlie'
Select the checkbox to make the field 'Featured'
Save your changes
Team Members will be created in Charlie on the date filled in 'Transfer to Charlie' . Hired candidates who have no 'Transfer to Charlie' specified on Teamtailor will have their profiles created on Charlie immediately.
Setting the integration up in CharlieHR:
You will need to copy and paste your Access Token (API Key) from Teamtailor to CharlieHR. To do so, follow the steps below.
On Teamtailor:
Go to Settings > Integrations>API keys
Add a new API key
Set the Name as 'Charlie API Key'
Select the API scope to be 'Admin'
Select the 'Read' checkbox
Click on create
Copy the API key to clipboard
On CharlieHR:
Navigate to the Integration tab to authenticate CharlieHR using Teamtailor data, from the info you copied in the previous step:
Click on 'Integrations' from the side navigation
Select Teamtailor
Enter the API Key you copied from Teamtailor to the 'Access token' field
Done!
What data will get transferred and where to?
The table below outlines the fields within Teamtailor on the left and the fields that information will be transferred to in CharlieHR on the right.
Teamtailor | CharlieHR |
First name | First Name |
Last name | Last Name |
Phone number | Phone number |
Email address | Personal email |
Job posting title | Job title |
Candidates not showing up in CharlieHR when you expect? Check out our troubleshooting article that explains when to expect candidates to transfer to CharlieHR and how to fix probable issues.