X.0 - XeopleRecruit Integration into Entire OnHire

Content

Introduction
Getting Started
Share  and Synchronise  the Member Profile
Share  and Synchronise  the Applicant Profile
Share and Synchronise  the Client Profile
Share and Synchronise  the Professional Profile
Share Job Profile

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Introduction

The XeopleRecruit and Entire OnHire integration feature is designed to share, exchange, and synchronise data automatically and efficiently between XeopleRecruit and Entire OnHire systems. This integration allows both applications to access and use the same data, ensuring consistency, reducing duplication, promoting efficient collaboration, and improving overall workflow.

In this version, the XR-EOH integration focuses on the sharing and synchronising of Member, Applicant, Client, Job, and Professional data between the two systems. The key functionalities available are: 

1. Share and Synchronise  Member Profile

2. Share and Synchronise  Applicant Profile

3. Share and Synchronise  Client Profile

4. Share and Synchronise  Professional Profile

5. Share  Job  Profile

Getting Started

Before sharing and synchronising Member, Applicant, Client, Job, and Professional data between XR and EOH platforms, ensure that the Xeople EcoSystem for Entire OnHire is enabled within the Marketplace in XeopleRecruit, and the necessary credentials for synchronisation are configured in the Entire OnHire. This will facilitate effective two-way synchronising between XR and EOH.

In the XeopleRecruit application:

•  Subscribing to 'Share Personnel' will allow you to synchronise the personal information of members and applicants across both the XR and EOH platforms
  
  
•  Subscribing to 'Share Client(s)' in XR will allow you to synchronise the information of client(s) across both the XR and EOH platforms
  
  
•  Subscribing to 'Share Contact(s)' in XR will allow you to synchronise the information of contact(s) across both the XR and EOH platforms
  
  

🔗Click to access the XR article for detailed instructions on  - 'Marketplace Configuration - Entire OnHire'

1. Share  and Synchronise  the Member Profile

To share the Member from XR to EOH, an XR recruiter can share an existing Candidate (Share  Personnel)  or add and share a new candidate (Add Candidate) as 'Member'.

🔗 Click to access the related XR articles for detailed instructions on:

•  'Create Candidate Via Form'
• 'Push Candidate as a Member - Candidate Landing & Summary'
•  'Push Candidate as a Member - Job Action'

Personnel Card

When a member is shared from XR to EOH,   the XR logo with a Last Sync button is displayed. Hovering over the Last Sync details shows the synchronisation information.
During the initial synchronisation, the creation date, timestamp, and the recruiter's name are displayed. Subsequent synchronisations will show the last sync date, timestamp,  and the recruiter's name.

Upon successful integration of a member with the EOH system, the Personnel Card page will  be updated to include the following  details: 

Member Sync Details

When a Member profile is updated in XR or EOH, the field  details are updated with the synchronisation details are displayed in both systems, showing the Last Sync information, including the date, timestamp, and the recruiter's name as shown in the figure below. Any  modification provided in the listed below fields will the updated in XR:

•  Member’s Name
• Phone Number
• Gender
• DOB
• Address (location details-default) 

2. Share  and Synchronise  the Applicant Profile

To share a Candidate (or Applicant) from XR to EOH, an XR recruiter can share an existing Candidate (Share  Personnel)  or add and share a new candidate (Add Candidate) as 'Applicant'.

🔗 Click to access the related  XR articles  for detailed instructions on:

•  'Push Candidate as an Applicant - Candidate Landing & Summary'
• 'Job Action'

Onboarding Dashboard  -Inbox

When an applicant is shared from XR to EOH,   the XR logo with a Last Sync button is displayed. Hovering over the Last Sync details shows the synchronisation information.
During the initial synchronisation, the creation date, timestamp, and the recruiter's name are displayed. Subsequent synchronisations will show the last sync date, timestamp,  and the recruiter's name.   

Upon successful integration of the applicant with the EOH system, the shared applicant will be pushed into the 'Inbox' of the Onboarding Dashboard  with the following  details:

• Applicant Personal Details, Address Details
• Screening Notes -  notes provided in the XR are added/appended

• Once the interview is scheduled, an applicant  shared from XR will be accessible in the Applicant Portal with all Personal and Address Details

Applicant Sync Details

When an Applicant profile is updated in XR or EOH, the field  details are updated with the synchronisation details are displayed in both systems, showing the Last Sync information, including the date, timestamp, and the recruiter's name as shown in the figure below. Any modification provided in the listed below fields will the updated in XR:

•  Applicant’s Name
• Phone Number
• Gender
• DOB
• Address (location details-default) 

3. Share and Synchronise  the Client Profile

To share a Client from XR to EOH, an XR recruiter can share an existing client (Share Contact) or add and share a new Client (Add Client). 

🔗 Click to access the related XR articles for detailed instructions on:

•  'Create Client'
• 'Client Landing'
•  'Client Summary'

Client Details

When a client is shared from XR to EOH,   the XR logo with a Last Sync button is displayed. Hovering over the Last Sync details shows the synchronisation information. 
During the initial synchronisation, the creation date, timestamp, and the recruiter's name are displayed. Subsequent synchronisations will show the last sync date, timestamp,  and the recruiter's name.

Upon successful integration of the client with the EOH system, the Client Details page will be updated to include the following details:

• Profile Details
• Address and Contact Details
• Professionals  - Linked professional  details will be displayed
• Location Type - Clients categorised under 'Admin and Service' and 'Service' location types are shared from XR

Client Sync Details

When a Client profile is updated in XR or EOH, the field  details are updated with the synchronisation details are displayed in both systems, showing the Last Sync information, including the date, timestamp, and the recruiter's name as shown in the figure below. Any modification provided in the listed below fields will the updated in XR:

• Client Name
• Client Email
• Client Phone No
• Client Address (location details)

4.  Share and Synchronise  the Professional Profile

To share a Professional from  XR to EOH, an XR recruiter can share an existing professional (Share Contact) or add and share a new Professional (Add Contact).

🔗 Click to access the related XR articles for detailed instructions on:

•  'Share Contact with Entire OnHire – Contacts Landing Page'
• 'Contacts Landing'
•  Contact Summary – Share Contact'

Update  Professional

When a professional is shared from XR to EOH,   the XR logo with a Last Sync button is displayed. Hovering over the Last Sync details shows the synchronisation information. 
During the initial synchronisation, the creation date, timestamp, and the recruiter's name are displayed. Subsequent synchronisations will show the last sync date, timestamp,  and the recruiter's name. 

 Once the professional is successfully shared with the EOH,  the following details are  added to the  Professional page:

• Personal Details
• Contact Details 
• Phone Details
• Linked Client Details

Professional Sync Details

When a Professional profile is updated in XR or EOH, the field  details are updated with the synchronisation details are displayed in both systems, showing the Last Sync information, including the date, timestamp, and the recruiter's name as shown in the figure below. Any modification provided in the listed below fields will the updated in XR:

• First Name
• Last Name
• Gender
• Email
• Contact Number

5.  Share  a Job Profile

To share a Job from  XR to EOH, an XR recruiter can share  an existing Job (Share Job) or add and share a new Job (Add Job). You can share the job with or without assigning a member to the job.

🔗 Click to access the related XR articles for detailed instructions on:

•  'Share Job with Entire OnHire (EOH) - Jobs Landing '
•  'Share Job with Entire OnHire (EOH) - Job Summary'
• Jobs Landing
• Job Summary

Allocations

When a job is shared from XR to EOH:

• Job source as XeopleRecruit with the job created date, timestamp,  and the recruiter's name are displayed as shown in the figure below
• When the job is shared with member(s), the Shift Status will be designated as 'Shift Booked'; otherwise, it will be marked as 'Shift Entered'

•  The job will be created with the following field details:
  • Service Location
  •  Qualification
  • Job Period
  • Shift Type
  • Job Time
  • Serving Office  - if selected
  • Booking Notes - provided booking notes
  • Professional Name
  • Member(s) - if the XR Recruiter has assigned the member to the shift, the member's name(s) will appear

• Shift Log -   shows the log created for the job, including the source details within the Notes section

• Booking Note -  the notes provided in the XR and EOH are reflected

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