By activating our integration with Sage HR, you'll be able to add triggers to your jobs that automatically send a candidate's profile to your Sage HR workspace.
Getting started
To enable the integration, you first have to connect your existing Sage HR account through our Marketplace page. Once in the marketplace, click on the Sage HR card and press Activate.
There, you will be asked to fill out the following two fields in order to activate the integration:
To get your Sage HR API Key, log in to your Sage HR account, then click on your profile picture at the top right corner, and then "Settings". In the settings page, you should find "Integrations" on the left-side menu. Open the integration settings, and then go to "API". Once you enable API access, an API key should be displayed. Use this key for the Sage HR API Key field when activating the integration in Teamtailor.
You can find your company's subdomain by going to your dashboard, and copying the domain visible here:
In this case, the company subdomain is "teamtailor".
Once you have entered your Sage HR API Key and Company subdomain - click on the "Finish Installation" button. When that is done, the integration is fully set up on your account, and you can start adding Sage HR triggers to your job processes.
For the integration to work as expected, you also need to create a "Work Start Date"-custom field in Teamtailor.
The field type should be "Date" and the title of the custom field "Work Start Date", as seen in the image below:
*The candidate needs to have a work start date in order for you to be able to send their data to Sage HR.
Set up the workflow on Teamtailor
You can set up the Sage HR trigger and send your new hires' data automatically to the Sage HR platform when a candidate card reaches the chosen stage.
Start off by going to any job you wish to add the Sage HR trigger to.
Click on the "Triggers"-button, and add a trigger to one of the stages.
Select the Sage HR-trigger.
There, you can choose to activate the "Send signup email to candidate" option. This will automatically trigger a sign-up email to the candidate once the integration has been triggered and they have been transferred to your Sage HR workspace.
On the trigger you can also (optionally) select the employee's position and team, and where documents should be uploaded.
Click on "Add trigger" to save the trigger on the selected stage.
Now, every time you move a candidate to this stage, it will tell the Teamtailor application to send the candidate's information to your Sage HR account.
Also, if the synchronization between Teamtailor and Sage HR was successful, the candidate-card will have a "Sage HR"-box with the status "Sent."
Information being sent to Sage HR
First Name
Last Name
Email
Work Start Date (Mandatory custom field)
Send Signup email (Optional when setting up the trigger in Teamtailor)