We have introduced multiple methods to push candidate as a member from XeopleRecruit (XR) to Entire OnHire (EOH), facilitating shift allocation—referred to as jobs in XR—and streamlining the payroll process. Upon sharing a member with EOH, the individual receives a notification containing login credentials for the member app, allowing them to view assigned shifts and respond by accepting or rejecting them based on their availability.
In the Candidate module, you can push candidates as either Applicants or Members through the following methods:
- Creating a candidate from the Add Candidate (+) button.
- From Candidate Landing Page three-dot menu next to a candidate's name or select the checkbox and click the three-dot button in the top right.
- Within Candidate Summary Page three-dot menu in the top-right corner.
Recommend reading: How to configure EOH from the marketplace, click here: Marketplace Configuration - Entire OnHire (EOH). Subscribe to the feature Share Personnel to EOH under the EOH tab in the Marketplace.
The integration status will display as Connected. If EOH is not connected, it will read Integration Status: Not Connected, prompting you to connect the account through the Marketplace. Subscribe to the feature Share Personnel to EOH under the EOH tab in the Marketplace. If the status is Not Connected, a clickable link labelled Click here to Integrate will appear below to redirect you to the EOH Marketplace connection page.
To push a candidate as a member, from the add candidate (+) button, follow these steps:
There are two different ways to access the option to create a candidate in the XeopleRecruit CRM. Access the Candidate option from the main header bar or use the quick add candidate panel located on the top left of the navigation bar.
Optional Reading: How to create a via Form, Application Form or the Xeople SmartEmail, click here: Create Candidate via Form, Create Candidate via Application Form or Create Candidate via SmartEmail Parsing.
We have other option to create candidates in the XeopleRecruit system, click here: Create Candidate - Entire OnHire Push or Extract.
- Navigate to the main navigation header bar and click on Candidate.
- Click on the (+) button to add and share the candidate to EOH.
- Similarly, use the three-dot button next to a candidate's name, or select the checkbox and click the three-dot button in the top right to share personnel to EOH.
Sharing a candidate by selecting the checkbox and clicking the three-dot button on the right works only for single selections, not multiple.
Candidate – Add Candidate
- Fill in the remaining details and click Save & Share.
Note: The Save & Share will let you save the candidate in the XeopleRecuit application and share to EOH.
Add Candidate – Save & Share
- Upon clicking Save & Share, share personnel screen will appear.
- Enable the Member toggle. This will give you access to four tabs like Candidate Profile, Notes, Employment Status and Review & Final summary.
- Candidate Profile tab: Displays basic candidate information pre-filled from XR. Fill in all the required remaining fields and click Next.
Additional details, including professional information and the title field, will be retrieved from the EOH API.
- Notes tab:
- There are two sections within the tab:
- Notes: This field allows users to manually add general notes for each member. It supports basic text editing features, including bold, italic, text formatting, bullet points, and numbering.
- Additionally, the timestamp icon is clickable, and clicking it will auto-populate the Username, Date, and Time.
- Employment Notes: Users can manually add notes related to a member's employment status. These notes are enabled for members and help track important employment details.
Share Personnel – Candidate Profile & Notes
- Employment Status: Includes Priority, Employment Type, and Hire Date fields for member data transfer from XR to EOH. This ensures accurate data capture and seamless transfer.
- Hired Date: Defaults to the current date. You can change it to a past date but not a future date. A mandatory date picker field is required.
When sharing a member linked to a job, the system auto-selects the Hired Date based on the workflow stage mapped to the Hired stage type or any stage mapped to Ready to Hire stage type.
- Employee Type: This optional dropdown field fetches employment type values from the main master via the EOH API.
- Click on the drop-down and select an employee type.
- Member Priority: This optional drop-down field retrieves values from the priority master via the EOH API.
- The Send Workforce App Login Details checkbox will be auto selected, ensuring that the workforce app login details are sent to the selected member.
- Review and Final Summary tab provides users with a convenient overview of all information before pushing the candidate to EOH as a member.
- The Review and Final Summary tab displays all saved data from the preceding three sections: Candidate Profile, Notes, Employment Status. None of the fields in this section are enabled; you must navigate to the appropriate tab to make changes.
- Share Personnel: This option functions similarly to the existing application. Data is transferred to EOH based on selections made across all three tabs of the screen. If any required fields are left incomplete, the Share Personnel icon will be disabled, accompanied by an error message indicating that the mandatory fields must be completed.
The following candidate details will be synced to EOH: Candidate Name, Main Phone Number, Gender, Date of Birth (DOB), and Default Address (Location Details).
- Once successfully shared, EOH will pass on the MemberID to XR which will be update in the Candidate Summary page with a success message. The candidate landing page will display Share or Sync icon based on whether the candidate was shared or updated in EOH, along with an icon indicating failure if syncing fails.
Optional Reading: How to push candidate as a member, click here: Push Candidate as an Applicant.
If a member has already been pushed to EOH, the user cannot share the same record as an applicant, as the applicant form page is disabled.
If an applicant has already been pushed to EOH and you want to share the same record as a Member, you can do so. The applicant details will remain disabled, as per the current system behaviour. However, when you select the Member option, all previously shared applicant details will be prefilled, and the corresponding record in EOH will be updated as a Member. The Member ID will then be displayed, with the details remaining disabled on each page.
When you share a member, if EOH detects duplication and the member's status is inactive, XR displays a message: This candidate already exists in EOH with Member ID: MB0002, Member Status: Terminated. Do you still want to share this candidate as an Active member? If you select Yes, XR updates the member status to Active. If you select No, XR will restrict the user to push candidate as member.
EOH - Review and Final Summary
- To share candidate as a member from the Candidate Summary, click on the candidate or click on the three-dot button and select View Summary.
- Click on the three-dot on the top right and select Share Personnel and follow the above process.
Candidate Summary – Three- dot - Share Personnel
Recommend reading: How the member and their details appear in Entire OnHire, click here: MemberProfile.
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