Teamtailor Integration Set Up

Modified on Thu, 7 Aug at 11:27 AM

Overview:  

With reference to how we have integrated with other ATS in the past (Manatal, Lever, BreezyHR, Zoho Recruit), we have now added a new ATS that we integrate with — Teamtailor!


Just a quick recap of how the integration works, we will sync over candidates to Omni HR under the “Pending hires” tab in People module, so you can add the pending hires into the system with important information filled up!

TABLE OF CONTENTS


Let’s walk through the steps to integrate your Team Tailor account with Omni HR and see how the integration works.


How to Set up Teamtailor

  • Step 1 : Activating Omni HR app on Teamtailor

    1. Open Teamtailor > Go to Settings
    2. Go to Marketplace on Teamtailor and search for Omni HR and click on it. 
    3. Click on “Activate” 
    4. Note down the “Integration key*" as you will need this when activating Teamtailor on Omni HR App


  • Step 2 : Activating Teamtailor on Omni HR
    1. Open Omni HR apps > Navigate to Apps > and search Teamtailor 
    2. Click on “Configure
    3. Paste the “Integration key” that you gotten from Teamtailor and click "Connect"



  • Step 3 : Triggering Omni HR sync for Jobs

Example : Trigger sync to Omni HR in "Hired" stage 

  1. Open Teamtailor and go to any of job
  2. Under the “Hired” stage, hover over “Triggers” and click on “Send Omni HR webhook


3. You can specify additional configuration if needed, then click on “Add trigger"


4. You should only have 1 “Send Omni HR webhook trigger” 



When are candidates synced over to Omni HR  ?

Once a candidate is marked as Hired in Teamtailor and the integration is active 

  1.  Open any job in Teamtailor
  2. Move the candidates as the stages to "Hired" Stage
    • Notes : 
      • You can also change the trigger status for syncing if you want to by update the triggers from the Job Templates
      • If there are changes to any candidate information, admin might need to move the candidate to another status and back to 
        Hired
        to re-trigger the information update sync to Omni HR.
  3. Open the Omni HR App >navigate to People > Go to Pending Hire tab. You’ll see the newly synced candidate listed there with their key details already filled in
    • When you “Add Employee”, the relevant information will already appear in the Add Employee form.

 

Notes : 

  1. The fields that will be synced from Teamtailor to Omni HR are : 
    • First Name
    • Last Name
    • Phone
    • Email
    • Department
    • Position (Job Title)
  2. Start date is tied to each offer letter created for an employee, instead of tied to an employee’s profile. Which means that employee can also have multiple offer letters.
  3. In this case, we will only read start date from the latest created offer letter if there’s more than 1 offer letters for the candidate when the candidate is moved to “Hired” status.



Still Need Help? 

Reach out to our support team should you need further assistance.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article