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Submitting a Candidate to Fourth

Submit candidates directly to Fourth HR

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Written by Ben Gilchrist
Updated yesterday

Talos has several HR providers integrated within the system.

Learn how to manage and submit candidates from Talos, so candidates details are populated within Fourth HR.

Note: you will need access to the Fourth HR module against your user account to be able to submit candidates to Fourth.

Submitting a Candidate

Completing the New Starter Form

To submit a candidate to Fourth HR, you will need to complete part of the New Starter Form in the system.

Navigate to the candidate you would like to submit to Fourth and click on the 'Fourth HR Integration' accordion:

This will load the Fourth New Starter Form which is split into the below sections:

  • Employment Information

  • Employee Information

  • Employee Emergency Contacts

  • Employee Bank Details

  • Employee Right to Work

The Employment Information section will need to be completed within the ATS (candidates do not have visibility of this section) before the rest of the form is sent to the candidate to be completed.

Note: all of the sections can be completed in the ATS, however, we would advise the Employee sections are sent to the candidate to complete so these are accurate.

For the Location, Division and Job Title fields, these will need to be completed in that order, as divisions are linked to locations and job titles are linked to divisions within Fourth. Upon selecting a job title, some of the other fields can be pre-populated based upon how your Fourth data is structured:

Once the Employment Information section has been completed, scroll to the end of the page/form, click on 'Save Progress' to save the form and click on 'Email Candidate' to send the form link to the candidate to complete the Employee Information fields:

Once the candidate has completed the Employee Information fields, you can review this under each section in Talos. You can also click on the 'Send to Fourth' button at the end of the form to submit the candidates details to Fourth HR.

Viewing the Status

The status of the submission can be viewed under the 'Fourth HR Integration' accordion for the candidate and this will show you where the submission is up to:

Below are the statuses which can be shown against a candidates Fourth submission in Talos:

  • Onboarding not started

  • Onboarding form sent to candidate

  • Onboarding form completed by candidate

  • Completed

  • Error

Info: if an error status is shown for the candidates submission the error will be returned by Fourth to Talos. The error will be shown within a red banner message under the 'Fourth HR Integration' accordion detailing what has caused the failure.

Fourth & DocuSign Integration

We also have a feature in the system where DocuSign and Fourth are linked via an internal Talos integration.

This allows candidates to complete the New Starter form during the completion of their DocuSign documents. The benefit of this is the candidate does not need to be sent the Fourth New Starter Form directly from the Fourth accordion in the system, preventing the candidate from receiving multiple emails/documents to complete.

If you would like more information on this feature and for this to be setup, please speak to our Support Team who will be able to pick this up with you in further detail.

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