Basic Setup – can be completed independently by following the step-by-step guide.
Talos has several HR providers integrated within the system.
Learn how to setup People HR within your ATS, so you can onboard candidates directly into your HR system.
Note: you will need access to the Integrations Management administration permission to setup the integration
Setup
Required Information
The below details will be required to integrate People HR to Talos:
API Key
This will be provided by People HR support.
There are also two toggles which need to be enabled if you want to sent Right to Work documents or other candidate documents:
Send Employee Right to Work Documents
Send Employee Documents
You will also need the data values for the below field, from your People HR system, so these can be added to the relevant data capture forms in Talos:
Job Role
Company
Location
Department
Employment Type
Payroll Company
Document Category
Employee Access
Manager Access
Gender
Once all the details have been provided by People HR to you, you will be able to set this up in Talos Marketplace. Search for 'PeopleHR' within the Marketplace and click on 'Connect':
Click on 'Enable this Integration' and complete the required fields and click on 'Save' to link the integration with your ATS:
Once the details have been saved, the integration tile will be updated on the home page of the Integrations to show this is connected.
Additional Setup
Please see our 'HR Connect - Additional Setup' guide for further information on additional configuration options and linking your HR Provider to your ATS workflows. Linking the integration to your workflows in Talos is mandatory and must be completed for People HR to be an available option on job posts.
Transferred Fields
Please see the below table which shows what fields are transferred to People HR and where this information is populated from in Talos.
Any fields which have been highlighted in the table below are mandatory and must be included for a submission to be successful to Cascade.
Description | Notes | Talos Field Source | Talos Name |
API Key for employee api to create New Employee | <= 50 characters | Marketplace | Marketplace |
Action name = Create New Employee |
| Hard: Create New Employee | Hard: Create New Employee |
Employee id for create new employee | <= 15 characters | Internal Data Capture Form | Employee ID |
Title for create new employee | <= 100 characters | External Data Capture `form | Title |
FirstName for create new employee | <= 50 characters | Core Data | First Name |
Last Name for create new employee | <= 50 characters | Core Data | Surname |
Email for create new employee | <= 254 characters | Internal Data Capture Form | Work Email |
Gender value for create new employee | Female/Male | External Data Capture `form | Gender |
Start date for create new employee |
| Internal Data Capture Form | Start Date |
Date of birth for create new employee |
| External Data Capture `form | Date of Birth |
Reports To for create new employee | <= 256 characters | Internal Data Capture Form | Reports To |
Job role for create new employee | <= 100 characters | Internal Data Capture Form | Job Role |
Job role effective date for create new employee |
| Internal Data Capture Form | Start Date |
Company name for create new employee | <= 100 characters | Internal Data Capture Form | Company |
Location for create new employee |
| Internal Data Capture Form | Location |
Department for create new employee |
| Internal Data Capture Form | Department |
National insurance number for create new employee | <= 30 characters | External Data Capture `form | NI Number |
Nationality for create new employee | <= 100 characters | External Data Capture `form | Nationality |
Employment type for create new employee | <= 100 characters | Internal Data Capture Form | Employment Type |
Address for create new employee | <= 512 characters | External Data Capture `form | Address |
Personal Phone Number for create new employee | <= 80 characters | Core Data | Mobile Number |
Payroll company for create new employee | <= 200 characters | Internal Data Capture Form | Payroll Company |
ATS id for create new employee | <= 200 characters | Core Data | Application ID |
Personal email for create new employee | <= 254 characters | Core Data | Email Address |
API Key for employee api to Upload Employee Document | <= 50 characters | Marketplace | Marketplace |
Action name = Upload Employee Document |
| Hard: Upload Employee Document | Hard: Upload Employee Document |
Employee id for upload employee document | <= 15 characters | Success Message | Create Employee |
Category for upload employee document | <= 100 characters | Internal Data Capture Form | Document Category |
Employee Access for upload employee document | false/true | Internal Data Capture Form | Employee Access |
Manager Access for upload employee document | false/true | Internal Data Capture Form | Manager Access |
Signature Required for upload employee document | false/true | Hard: false | Hard: false |
Document Name for upload employee document | <= 100 characters | Core Data | Document Name |
Description for upload employee document | <= 256 characters | Core Data | Document Type |
File for upload employee document |
| Core Data | Document |
API Key for right to work api to add right to work detail | <= 50 characters | Marketplace | Marketplace |
Action name = add right to work detail |
| Hard: add right to work detail | Hard: add right to work detail |
Employee id for add right to work detail | <= 15 characters | Success Message | Create Employee |
Document type for add right to work detail | <= 100 characters | Hard: RTW Report | Hard: RTW Report |
Valid To for add right to work detail |
| Trust ID | Follow Up Date |
Document Name for Right to Work Detail | <= 100 characters | Core Data | Document Name |
File for add right to work detail |
| Core Data | Document |
Comments for add right to work detail | <= 256 characters | Trust ID | Notes |
Transferred Documents
Please see the below table which shows what documents are transferred to Sona and and what file types are exported:
Document Name | Document Type | Detail | Talos Area |
Trust ID RTW Reports |
| TrustID | |
Applicants CV | Multiple | Type depends on what document file type has been used when uploaded to TalosATS | Application |
Applicants Application Form | App Form is converted to PDF from HTML before transferring | Application | |
Completed DocuSign Documents |
| DocuSign | |
Data Capture Forms | DCF(s) converted to PDF from HTML before transferring | Data Capture | |
Credence Reports(DBS) |
| Certn (Credence) | |
Any Documents stored in Manage Files | Multiple | Type depends on what document file type has been used when uploaded to TalosATS | Manage Files |
Completed Reference Reports |
| Referencing |
FAQ
Can I add additional fields into the form?
Yes, you can add additional fields into the data capture form however this information will not be transferred to People HR. The integration will only transfer information for the fields indicated above.
Can I remove fields from the form that I don't want to transfer?
Yes, you can remove any optional fields from the forms that you don't wish to include in the transfer. However, some fields are mandatory, these mandatory fields cannot be removed and must be completed.
Are documents transferred to Cascade?
Any documents which are linked to a candidates application in Talos are transferred to People if the options have been switched on within the Marketplace.