By activating the Aboard integration, you'll be able to add triggers that automatically send new hires from Teamtailor to Aboard
Congratulations, you've made a hire!
Now, it's time for creating the onboarding plan for your new hire, and so you need to send this new employee to Aboard to begin the process. How does this work?
Getting started in Teamtailor
1) Ask Aboard's support team to activate Aboard for you in Teamtailor.
2) In your Marketplace Activations in Teamtailor, click on Aboard, then this will generate an Integration key on the below pop-up:
3) Copy this Integration key, then press Update and close the window.
4) In Aboard, go to your Company settings (where you can also access your general, departments, locations, and time-off settings):
5) Under Integrations, you'll find Teamtailor. This is where you can paste your Integration key from Teamtailor into Aboard under "Teamtailor API token".
6) Click Connect, and then you'll have the following screen to show that it has connected successfully:
7) Back in Teamtailor, you'll then be able to send the candidate manually to Aboard, or more commonly, use the Aboard trigger that will be in your list of triggers now that you have activated it in your Marketplace. When you create the "Add candidate as new employee in Aboard" trigger on that job, you'll have the option to select the Job Title, Department, Location, and Manager that exist in Aboard:
8) You're done! You can now add candidates into this stage and they will be sent to Aboard.
Set up the trigger in Teamtailor
Now the integration is activated you can head over to one of your jobs in Teamtailor. From the applications view, you should click on the Triggers symbol (1).
Select the stage from which you want the transfer to trigger by clicking the ➕ (2) in that stage. Candidates that are moved to this stage will be automatically send to Aboard.
Select Send to Aboard as new employee to add the trigger.
What happens next?
When you then move a candidate into the Hired stage in Teamtailor, you'll receive the following pop-up in the bottom-left corner:
Click on "Review now" and then there will be a link to the candidate's profile in Teamtailor, as well as an option to add the new hire's Start Date.
Once added, you can then view the employee's profile and add any further details.
What data is transferred?
Once the Aboard integration is triggered the following information will be transferred from Teamtailor to Aboard:
First name
Last name
Email address
Job title (selected when setting up the trigger)
Department (selected when setting up the trigger)
Location (selected when setting up the trigger)
Manager (selected when setting up the trigger)