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Submitting a Candidate to Sage HR

Submit candidates directly to Sage HR

Adam Kavanagh avatar
Written by Adam Kavanagh
Updated over a month ago

Talos has several HR providers integrated within the system.

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

Note: you will need access to the 'View' and 'Send' HR Connect permissions against your user account to be able to submit candidates to Sage HR.

Completing Pre-Onboarding Checks for Submission

To submit a candidate to Sage HR, you will need to complete the internal data capture form, and any pre-onboarding checks that have been enabled on your system (Right to Work check for example) will need to be completed by you/the candidate.

Navigate to the candidate you would like to submit to Sage and click on the 'HRConnect - Sage HR' accordion and this will show you which pre-onboarding checks are still outstanding:

Data Capture Forms

The Data capture form can be sent to the candidate to complete within the 'Data Capture Form' accordion tab:

Note: data capture forms be completed in the ATS, however, we would advise the External form is sent to the candidate to complete so this is accurate.

You can send a data capture form manually to a candidate by clicking on the 'Send' button.

Alternatively, you can setup an auto action to send an email to the candidate to complete the form. Please see our setup guide for Sage HR for further information on setting up the integration with Talos.

Once all of the pre-onboarding checks have been completed, this will allow you to send the candidates details to Sage to be onboarded with your HR system:

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