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Polaris

Learn how to setup Polaris within Talos to onboard candidates.

Written by Adam Kavanagh

Talos has several HR providers integrated within the system.

Learn how to setup Polaris 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 information will be needed to setup Polaris within Talos Marketplace:

  • API URL

You will be able to enable the Polaris integration in Talos Marketplace. Search for 'Polaris' 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:

You will also need to toggle on any of the below fields you would like to be shown on the interactive form in the ATS:

  • Is House Login

  • Is Living In

  • Visa Type

  • Visa Number

  • Visa Expiry

  • Passport Number

  • Passport Expiry Date

  • Visa Notes

  • Contract Type

  • Job Class

  • End Date

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 Polaris to be an available option on job posts.

Transferred Fields

Please see the below table which shows what fields are transferred to Polaris 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 Polaris.

Polaris Field

Talos Source

Talos Name

first_name

Application form

First Name

last_name

Application form

Surname

email

Application form

Email Address

mobile

Application form

Mobile

role_hierarchy_id

Internal Reactive Form

Role Hierarchy

is_house_login

Internal Reactive Form

Is House Login?

emp_living_in

Internal Reactive Form

Is Living In?

visa_type_id

Internal Reactive Form

Visa Type

visa_number

Internal Reactive Form

Visa Number

visa_expiry_date

Internal Reactive Form

Visa Expiry Date

passport_number

Internal Reactive Form

Pasport Number

passport_expiry_date

Internal Reactive Form

Passport Expiry Date

visa_notes

Internal Reactive Form

Visa Notes

job_id

Internal Reactive Form

Job

contract_type

Internal Reactive Form

Contract Type

job_terms_and_conditions

Internal Reactive Form

Terms and Conditions

job_class

Internal Reactive Form

Job Class

job_start_date

Internal Reactive Form

Start Date

job_end_date

Internal Reactive Form

End Date

contracted_hours

Internal Reactive Form

Contracted Hours

contracted_days

Internal Reactive Form

Contracted Days

rate_of_pay

Internal Reactive Form

Rate of Pay

rate_frequency

Internal Reactive Form

Rate Frequency

pay_frequency

Internal Reactive Form

Pay Frequency

emp_pay_method

Internal Reactive Form

Pay Method

emp_hmrc_starter

Internal Reactive Form

HMRC Checklist

middle_name

External data capture form

Middle Name

preferred_name

External data capture form

Preferred Name

gender

External data capture form

Gender

preferred_pronoun

External data capture form

Preferred Pronoun

date_of_birth

External data capture form

Date of Birth

nationality

External data capture form

Nationality

address_line_1

External data capture form

Address Line 1

address_line_2

External data capture form

Address Line 2

address_line_3

External data capture form

Address Line 3

postcode

External data capture form

Postcode

national_insurance_number

External data capture form

National Insurance Number

student_loan_plan

External data capture form

Student Loan Plan

nok_address_line_1

External data capture form

Next of Kin Address Line 1

nok_address_line_2

External data capture form

Next of Kin Address Line 2

nok_address_line_3

External data capture form

Next of Kin Address Line 3

nok_postcode

External data capture form

Next of Kin Postcode

nok_telephone

External data capture form

Next of Kin Telephone Number

nok_mobile

External data capture form

Next of Kin Mobile Number

nok_name

External data capture form

Next of Kin Name

nok_relationship

External data capture form

Next of Kin Relationship

nok_email

External data capture form

Next of Kin Email Address

gdpr_consent

External data capture form

GDPR Consent Given

bank_name

External data capture form

Bank Name

bank_address

External data capture form

Bank Address

bank_ref_no

External data capture form

Bank Ref No

bank_account_name

External data capture form

Bank Account Name

bank_account_number

External data capture form

Bank Account Number

bank_account_sort_code

External data capture form

Bank Account Sort Code

Transferred Documents

Please see the below table which shows what documents are transferred to Polaris 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's

Are documents transferred to Polaris?

Yes, documents are transferred from Talos to Polaris, however, the Document Field IDs will need to be provided in Talos when setting the integration up to allow documents to be transferred successfully.

One ID is needed for Right to Work documents, and one ID is needed for all other documents.

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