By activating the iTrent integration, you'll be able to add triggers that automatically send candidates from Teamtailor into iTrent.
iTrent is an integrated HR and payroll platform, allowing you to automate data transfer between systems with ease, simplify HR and payroll processes, and report on all your people data. It's time to take the stress out of your HR and Payroll: we've got you covered.
Simplify and automate even more by using the Teamtailor and iTrent integration!
Getting started in Teamtailor
To enable the integration between iTrent and Teamtailor, you connect your existing iTrent account to Teamtailor through our Marketplace page.
First things first: to activate the iTrent integration you need to request (A) user, (B) password, (C) organisation, (D) domain, and (E) conname from iTrent. Mention you like to activate the Teamtailor integration.
Once you have the iTrent credentials you can head over to the marketplace in the Teamtailor application, search for iTrent, and click Activate. Next you can request the Teamtailor support team to activate the integration using the credentials.
Required (custom) fields
Note: to make the iTrent integration work there are multiple required custom fields you need to set up in Teamtailor, and those fields needs to be available in iTrent too.
You find the custom fields setting in your Teamtailor account. Go to the settings in your Teamtailor application and find 'custom fields'. Click 'new custom field' to start adding the below fields (only field type and title need to be defined).
Required fields
During the configuration of the trigger you can choose which files should be sent. If you leave this configuration field empty only the default 'Personnel data' file will be sent. This Personnel data file is always transferred. If you select additional files this requires extra custom fields.
Please take note of the difference between the underscore ( _ ) in iTrent fields and dash ( - ) in Teamtailor fields.
Field in iTrent (required) | Field in Teamtailor (required) | Required for sending the below file to iTrent |
SS_NO | ss-no | Always required |
START_DATE | start_date | Always required |
TITLE | title | Always required |
CONTACT_NAME | contact_name | For Emergency Contact |
DEFAULT_ADDRESS_I | emergency-default-address-i | For Emergency Contact |
DEFAULT_ADDRESS_I | default-address-i | For Next of Kin |
PRIMARY_CONTACT_I | primary-contact-i | For Emergency Contact |
CONTACT_NUMBER | contact-number | For Emergency Contact |
NAME | name | For Next of Kin / Organisation |
PARENT_POST_NO | parent-post-no | For Organisation |
ASSESS_DEF_TYPE | assess-def-type | For Pension |
ASSESS_DEF_DATE | assess-def-date | For Pension |
OFFICE | office | For Office held |
OFFICE_START_DATE | office-start-date | For Office held |
OFFICE_END_DATE | office-end-date | For Office held |
PAY_START_DATE | pay-start-date | For Payroll |
DEFAULT_LEGISLATION | default-legislation | For Payroll |
TAX_EFF_DATE | tax-eff-date | For Payroll |
TAX_CODE | tax-code | For Payroll |
TAX_BASIS | tax-basis | For Payroll |
PAYROLL | payroll | For Payroll |
TAX_CODE_SOURCE | tax-code-source | For Payroll |
NI_EFF_DATE | ni-eff-date | For Payroll |
NI_CATEGORY | ni-category | For Payroll |
SORT_CODE | sort-code | For Payroll |
ACCOUNT_NAME | account-name | For Payroll |
START_REASON | start-reason | For Student loan |
USER_NAME | user_name | For Users |
USER_EMAIL | user_email | For Users |
ACTIVE | active | For Users |
ALLOW_CHANGE | allow-change | For Users |
REQUIRE_CHANGE | require-change | For Users |
CAN_EXPIRE | can-expire | For Users |
Optional fields
There are various standardized optional custom fields available within the iTrent integration. You can use these fields to transfer more candidate information. Each file you select during trigger configuration gives access to more optional custom fields. Check the below file for a full overview.
Note: only the indicated fields are available to transfer to iTrent, there is no possibility to transfer other custom fields.
Download overview: iTrent integration fields.pdf
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 iTrent.
Select Send iTrent webhook to add the trigger.
The integration will prompt you to complete a few settings. When you’re done with the trigger setup, click Add Trigger. When the trigger is activated by moving a candidate into the stage, the candidate and information will automatically moved to iTrent.
Note: During the configuration of the trigger you can choose which files should be sent. If you leave this configuration field empty only the Personnel data file will be sent. If you select additional files this requires extra custom fields.
Some files depends on other files conversions, if a file requires other file conversions, both of the files should be selected in config.
Connected files:
1. Organisation - Payroll (if you want to send Payroll, you always have to send Organisation)
2. Organisation - Inheritance (if you want to send Inheritance, you always have to send Organisation)
3. Payroll - Student Loan (if you want to send Student Loan, you always have to send Payroll)
Transferring data from questions
Within Teamtailor you can set-up questions to ask to candidates. These questions and answers show on the candidate card.
Using this integration, besides (custom) fields, you can also transfer the candidate's answers to iTrent. For example by asking the question 'What is your favourite number?' the answer can be transferred to the 'favourite-number' field in iTrent.
It's important to precisely plan the mapping of the questions in Teamtailor to the fields in iTrent.
You need to create the fields in iTrent. Names of iTrent fields must be either one word or words divided by “-”, for example 'favourite-number'.
The iTrent field name must occur in the Teamtailor question to map it. If favourite-number needs to be mapped, the question in Teamtailor should include the text 'favourite number'.
There shouldn't be multiple questions using the same key words, otherwise the data might be transferred to the wrong fields.
The data transferred via questions can be overwritten by creating custom fields.
Need support?
Contact Teamtailor directly via:
Chat: open your Teamtailor app and chat live
Email: support@teamtailor.com