Intermediate Setup – may require occasional guidance, but generally manageable to setup using the step-by-step guide.

Talos has several HR providers integrated within the system.

Learn how to setup AccessPeople 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

Organisation ID
Subscription Key

These details will need to be provided by AccessPeople support.

There is also a list of toggles for all the optional fields in the dynamic form, these have to be enabled in order to show in the form.

Continuous Start Date
Username
National Insurance Category
Opted Out of WTD
Contract End Date
Salary Value
Grade
Spinal Point
ID Checked By
ID Checked Date

There are multiple fields in the external data capture form that require field values to be added to the form for the drop-down fields, they should be provided by Access People.

Note: Take care to ensure they match values provided by Access People as they are case sensitive fields.

Field	Data Capture Form	Section
Title	AccessPeople - New Starter Form - External	Personal Details
Gender	AccessPeople - New Starter Form - External	Personal Details
Marital status	AccessPeople - New Starter Form - External	Personal Details
Religion	AccessPeople - New Starter Form - External	Personal Details
Disabled	AccessPeople - New Starter Form - External	Personal Details
Ethnicity	AccessPeople - New Starter Form - External	Personal Details
Nationality	AccessPeople - New Starter Form - External	Personal Details
Sexual Orientation	AccessPeople - New Starter Form - External	Personal Details
Permanent Disability	AccessPeople - New Starter Form - External	Personal Details
Disability Affects Work	AccessPeople - New Starter Form - External	Personal Details

Once all the details have been provided by AccessPeople to you, you will be able to set this up in Talos Marketplace. Search for 'AccessPeople' 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 AccessPeople to be an available option on job posts.

Transferred Fields

Please see the below table which shows what fields are transferred to AccessPeople and where this information is populated from in Talos.

AccessPeople Field Name	Talos Field Source	Talos Name
Title Guid	External Data Capture Form	Title
Forename	Core Data	First Name
Surname	Core Data	Surname
Gender Guid	External Data Capture Form	Gender
Continuous Start Date	Internal Reactive Form	Continuous Start Date
User Name	Internal Reactive Form	User Name
Preferred Forename	External Data Capture Form	Preferred Forename
Middle Name	External Data Capture Form	Middle Name
National Insurance Category Id	Internal Reactive Form	National Insurance Category
National Insurance Number	External Data Capture Form	National Insurance Number
Opted Out Of Wtd	Internal Reactive Form	Opted Out of WTD
Date Of Birth	External Data Capture Form	Date of Birth
Marital Status Id	External Data Capture Form	Marital Status
Religion Id	External Data Capture Form	Religion
Disabled Id	External Data Capture Form	Disabled
Ethnicity Id	External Data Capture Form	Ethnicity
Sexual Orientation	External Data Capture Form	Sexual Orientation
Permanent Disability	External Data Capture Form	Permanent Disability
Disability Affects Work	External Data Capture Form	Disability Affects Work
Foster Carer	External Data Capture Form	Foster Carer
Post Start Date	Internal Reactive Form	Post Start Date
Contract Basis Guid	Internal Reactive Form	Contract Basis
Contract Type Guid	Internal Reactive Form	Contract Type
Contract End Date	Internal Reactive Form	Contract End Date
Payroll Guid	Internal Reactive Form	Payroll Type
Post Guid	Internal Reactive Form	Post
Salary Value	Internal Reactive Form	Salary Value
Grade Guid	Internal Reactive Form	Grade
Spinal Point	Internal Reactive Form	Spinal Point
Salary Type Id	Internal Reactive Form	Salary Type
Contract Hours	Internal Reactive Form	Contract Hours
Contract Days	Internal Reactive Form	Contract Days
Address House Number	External Data Capture Form	House Number
Address Street Name	External Data Capture Form	Street Name
Address Area	External Data Capture Form	Area
Address Town	External Data Capture Form	Town/City
Address County	External Data Capture Form	County
Address Post Code	External Data Capture Form	Post Code
Personal Mobile	Core Data	Mobile Number
Personal Number	Core Data	Home Number
Personal Email Address	Core Data	Email Address
Account Name	External Data Capture Form	Account Name
Sort Code	External Data Capture Form	Sort Code
Account Number	External Data Capture Form	Account Number
Building Society Ref	External Data Capture Form	Building Society Ref
Nationality	External Data Capture Form	Nationality
Passport Number	External Data Capture Form	Passport Number
Passport Expirey Date	External Data Capture Form	Passport Expiry Date
Identification Checked By	Internal Reactive Form	ID Checked By
Identification Checked Date	Internal Reactive Form	ID Checked Date
Emergency Forename	External Data Capture Form	Emergency Contact First Name
Emergency Surname	External Data Capture Form	Emergency Contact Surname
Emergency Number 1	External Data Capture Form	Emergency Contact Number 1
Emergency Number 2	External Data Capture Form	Emergency Contact Number 2
Emergency Email	External Data Capture Form	Emergency Contact Email Address
Emergency Relationship	External Data Capture Form	Emergency Contact Relationship
RTW File Content	Documents	TrustID Document
RYW File Name	Documents	TrustID Filename
RTW File Type	Documents	TrustID File Type
Contract File Content	Documents	DocuSign Document
Contract File Name	Documents	DocuSign Name

Transferred Documents

Please see the below table which shows what documents are transferred to Sona and and what file types are exported:

Document Type	File Type	Detail
TrustID RTW Reports	PDF
Applicants CV	Multiple	Type depends on what document file type has been used when uploaded to TalosATS
Applicants Application Form	PDF
Completed DocuSign Documents	PDF
Data Capture Forms	PDF
Certn Reports (DBS)	PDF
Any Documents stored in Manage Files	Multiple	Type depends on what document file type has been used when uploaded to TalosATS
Completed Reference Reports	PDF

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 Sona. 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.

Can I change a free text question into a dropdown list?

Yes, a question type can be changed, however, this will need to be completed by our support team. Please raise a support request with the field(s) you would like to change, and a list of the dropdown values per question and our support team will be able to action this for you.

Are documents transferred to People HR?

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.