We’ve introduced multiple ways to push candidates as applicants from XeopleRecruit (XR) to Entire OnHire (EOH), enabling seamless applicant-to-member conversion, efficient job mapping, and maintaining a comprehensive applicant repository.
You can push candidates as either Applicants or Members through the following methods in the Candidate module:
- Creating a candidate from the Add Candidate (+) button.
- From the Candidate Landing Page, 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.
- 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.
Recommend reading: How to push a candidate as a member to EOH from inside the candidate module, click here: Push Candidate as a Member.
To push a candidate as an applicant, from the add candidate (+) button, follow these steps:
There are two different ways to access the option to create a candidate in the Xeople Recruit 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.
Optional Reading: 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.
Additional details, including professional information and the title field, will be retrieved from the EOH API.
Note: The Save & Share will let you save the candidate in the XeopleRecuit application and share to EOH.
Add Candidate – Save & Share
The share candidate as an Applicant option appears by default. You can select Member as needed.
- Upon clicking Save & Share, share personnel screen will appear. Fill all the mandatory fields and click Share Personnel (share candidate as an applicant to EOH).
The following candidate details will be synced to EOH: Candidate Name, Main Phone Number, Gender, Date of Birth (DOB), and Default Address (Location Details).
Share Personnel - Applicant
- Once successfully shared, EOH will pass on the ApplicantID 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.
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.
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.
When you share an applicant, if EOH detects duplication and the applicant's status is inactive, XR displays a message: This candidate already exists in EOH with Applicant ID: MB0002, Applicant Status: Terminated. Do you still want to share this candidate as an Active applicant? If you select Yes, XR updates the applicant status to Active. If you select No, XR will restrict the user to push candidate as an applicant.
- To share candidate as an applicant 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: To view how the applicant and their details appear in Entire OnHire, click here: Applicant Profile.
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