Sapling - SmartRecruiters Integration Guide

Introduction

Finding the best talent is the key to any successful organization, but it doesn’t stop at hiring – it’s just as important to support new hires, empower them to be productive and successful in their new role.

By leveraging Kallidus Sapling, you can provide significant improvements to your People Operations team and Hiring Managers, while completely streamlining the Candidate and Employee experience through the SmartRecruiters integration.

How It Works

Setting up the Integration and Data Flow

Please note: You DO NOT need manually create a Client ID and Secret in Step 1. Once you've enabled the integration slider, click "Next" to skip to Step 2. From there, click "Connect" and you'll be prompted to log in and authenticate the integration. Once authenticated, the Client ID and Secret will be automatically populated for you. Finally, click "Activate" to complete the integration. 

Overview

The SmartRecruiters integration with Sapling lets you:

• Pull hired candidate information automatically from SmartRecruiters into Sapling to populate a new employee profile. No more spreadsheets or manual data entry required!

• Assign paperwork, welcome the new-hire, initiate team and role onboarding through a company-branded pre-boarding experience.

• Automate onboarding workflows, triggered notifications, and reminders across multiple departments, locations and stakeholders

• Empower managers to ramp up new-hires with objective-based onboarding roadmaps that support new hire success from day one

Integration Fields

Kallidus is continually expanding the number of fields that sync between SmartRecruiters and Sapling. Here is the full list of fields currently supported:

• First Name

• Last Name

• Start Date

• Job Title

• Department

• Location

• Employment Status

• Personal email address

Key Factors to be aware of

Field Names in SmartRecruiters and Sapling

• For the Fields to sync correctly, the field names and field options naming conventions must match between SmartRecruiters and Sapling.

Data Sync Management

• Sapling syncs with SmartRecruiters every 60 minutes, so when a candidate is marked as Hired in SmartRecruiters, Sapling will collect the new hire data and pull into Sapling at the next sync interval.

💡Looking to do more? Check out our API or Check out our Customer Success Stories.