Configure your Crosschq connection with SmartRecruiters
Connecting to the SmartRecruiters
Follow these steps:
Log in to your Crosschq administrator account, click Organization Settings > Connections. Locate the SmartRecruiters listing in the main panel, then click the Manage button.
To Enable the connector, click on the “Add to SmartRecruiters” button.
Within SmartRecruiters, allow Crosschq access to integrate.
After a successful login and authorization on SmartRecruiters, Crosschq will present the connection configuration. Navigate back to Crosschq and enable the slider to Make Candidate Requests from SmartRecruiters so it is Green.
Next in the Settings section of the SmartRecruiters admin facility, locate the Job Fields link within the Configuration section and click that link.
On the Job Fields page, create a new field with the name Crosschq tag. Set the Visibility for this field to be internal, set the Category to be a job, and set the Type to be free text. Also, be sure that it is Active.
Next, navigate to Configuration > Hiring and click Select.
On the Custom Hiring Process page, click Edit, add Crosschq as a step in the hiring process, then click save.
Within the Crosschq Organization Settings, scroll down to the Templates section. Click the Edit/Create Templates link to create templates to determine the type of references you would like to collect on each type of job requisition. This will then take you to the Templates section of Crosschq where you can build out the desired reference templates for your ATS. Select Create New Template. Enter the required information such as template name, add in an ATS Tag which is required for SmartRecruiters, and create a description of the template.
Within the Request Settings section, add in the position, select the appropriate survey, configure the number, and type of references you want to be associated with this request. Please note, the relationship type can either be specified or you can select any relationship type and let the candidate determine the type of reference. Additionally, you can add customized notes to each specific reference-request i.e., "Please provide a manager reference from X company."
From there, add in optional hiring manager information. Finally, you can create custom emails or text messages associated with each template by filling out the custom notifications section. When you are done, select Create Template and this will automatically be linked to your ATS.
At any point, if you need to edit or delete a template select the three dots next to the template and you can manage from there.
Adding Template Tags to SmartRecruiters
When using SmartRecruiters, it's important to ensure that any job that you create contains the same tag - so the correct Crosschq request is sent to the candidate. In the figure below, you can see where to add the tag.
Add the Crosschq tag to the corresponding job in the SmartRecruiters platform by taking the following steps. Select the job you want to add a Crosschq tag to, click the edit button on the job, within the details section of the job description, add the correct Crosschq tag you created within the corresponding template in Crosschq. Continue editing the job and select save. Once you have completed this process, make sure the candidate you are sending through Crosschq is applying for the same job where you have updated the Crosschq tag, this will ensure they receive the correct Crosschq request.
Initiating a reference request
To initiate a Crosschq request for a specific candidate, ensure that the candidate has been converted to a lead and has applied for a job with a Crosschq tag.
Then move the candidate along to the Crosschq stage, this will kick off the Crosschq for a candidate.
When a Crosschq request is complete, the owner will receive an email message.
To view the Crosschq report, locate the link in the Notes section on the Candidate page in Smart Recruiters. Copy that link and paste it into the search bar to view the report.
Exporting prospects to SmartRecruiters
You can control how to export prospect data from Crosschq to SmartRecruiters. On the SmartRecruiters Connection page in Crosschq, locate these two slider buttons:
- Export Prospects from Crosschq to SmartRecruiters— export all existing prospects from Crosschq to SmartRecruiters.
- Automatically Export New Prospects to SmartRecruiters— automatically export any future prospects over to SmartRecruiters.
Once these are turned on be sure to enable the following setting in SmartRecruiters so Crosschq has access to "Company Settings"
Then within Crosschq please fill out the information below:
Source type (There is a drop-down to select from)
Source id (There is a drop-down to select from)
Jobs (There is a dropdown listing all the jobs the org has created)
Tags (There is a dropdown of multiple selections. Organizations should be able to type and get autosuggestions from their tags.)
Be sure to fill out the "Custom Candidate Sources" within the Settings section in SmartRecruiters, so you can identify these leads as Crosschq prospects.