Automatically start onboarding journey when a candidate is hired on Teamtailor. This article covers how to connect the services, and how to use the integration.
Seamlessly continue that great candidate experience once the top talent is hired on Teamtailor. Introist helps HR teams and hiring managers to save time and improve the employee experience by automating repetitive tasks in key employee moments - from onboarding to offboarding.
- 1. Activate Introist in Teamtailor
- 2. Connect Introist in Teamtailor
- Step 1 - Choose Trigger in Teamtailor
- Step 2 - Select pipeline stage and action
- Step 3 - Finish!
- 2. How the integration works inside Introist
- Hired on Teamtailor
1. Activate Introist in Teamtailor
Log in to your Teamtailor account and navigate to "Marketplace" and select Introist. You can find us in the "onboarding" category.
Select "Activate".
Teamtailor then asks for the API Key
Log in to your Introist account to generate your API key. You can generate the required API key from your Introist app under settings, and paste the API Key to Teamtailor:
Once activated, you can trigger In workflow for each job pipeline.
2. Connect Introist in Teamtailor
Step 1 - Choose Trigger in Teamtailor
To Connect Introist with Teamtailor is simple. Log in to your Teamtailor account and under "Jobs" select a job listing you want to trigger the Introist workflow. You can create custom Introist workflows for each role, location, recruiter and/or department.
Select the listing.
And choose "Triggers" from the top right.
Step 2 - Select pipeline stage and action
Next, click the (+) icon on the stage you want to activate the Introist onboarding workflow. Generally, the "hired" stage is the optimal stage to trigger onboarding workflows. Select “Add trigger” and, as you activated Introist in Step 1 above, you should be able to find “Start onboarding” option in the menu.
Now you are good to go! Everytime a candidate is moved to “Hired” stage, they’ll be sent to Introist to start the onboarding workflow.
Step 3 - Finish!
Enjoy success!
2. How the integration works inside Introist
To fully benefit from Introist, we suggest creating custom fields for candidates. Introist workflows need to know when the new hire starts, so “start date” is mandatory. A good practice is also setting up the work email address for the new hire, which will be used for communications once they start.
Hired on Teamtailor
Once the candidate is hired and dragged into the hired-stage, that will trigger an action on Introist.
