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JazzHR

Connecting Crosschq with JazzHR

JazzHR

Configure your Crosschq Connectors with JazzHR

  • Connecting to the JazzHR platform
  • Set Connector Templates
  • Sending a Crosschq from JazzHR
  • Reviewing a Completed report from JazzHR

Connecting to JazzHR

Within JazzHR go to the settings section, then go to integrations, and then copy the API Key from the following section.

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Adding the token to Crosschq

  1. Login to your Crosschq administrator account, then click Organization Settings > Connectors item on the menu. Locate the JazzHR listing in the main panel, then click the Manage button.

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  2. To enable the JazzHR Connectors, click the toggle switch so that it turns green in color. Next, paste the API key from JazzHR within the API Key section.
    Screen Shot 2021-08-31 at 10.57.34 AM

  3. Select save. 
  4. Copy the API token and navigate back to JazzHR.
  5. Locate the Crosschq Connector within the Connectors page, and select More Details.
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  6. Select Manage, paste the API Token copied from Crosschq, and click Save Credentials.
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  7. The Crosschq Connector will be successfully enabled. 

Set Connector Templates

On this page, 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 and create a description of the template. 

Within the Request Settings, add in the position, select the appropriate survey, and configure the number/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. 

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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. 

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Sending a Crosschq from JazzHR

  1. To send a Crosschq request from JazzHR, select the candidate profile.
  2. Make sure the candidate has been added to a job.
  3. When you are ready to send the candidate through the Crosschq process. Select the Assessments tab.
  4. Then scroll down to Crosschq, and select Send to Crosschq.
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  5. Select the Crosschq template you want to send to the candidate.
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  6. This candidate will receive the standard assessment email from JazzHR, please review and select Send Crosschq. The Crosschq request will then be sent to the candidate. (The candidate will receive an email from JazzHR and the standard Begin Providing References email from Crosschq, the candidate can choose to respond to either email)Screen Shot 2021-08-31 at 11.24.48 AM
    We have included some suggested text to use for the email from JazzHR:

    Hi [applicant_first_name],

    The next step in the hiring process is a brief assessment, which provides us with information about your abilities and qualifications. The link to start the assessment can be found at the bottom of this email.

    Please note that you may receive a separate email from the assessment provider. You can begin the assessment using the link from either email.

    Please complete the assessment as soon as you are able so that we can move forward with the process.

    If you have questions or need assistance, please reply to this email or lookout for support information within the assessment platform.

    Best Regards,
    [my_full_name]

  7. Once sent the status on the request will update to Sent.
  8. When the request is in process, the status will update to in-process.
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  9. Once completed the status will be listed as complete. 
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  10. To view the completed report, select Assessments, then View Details.
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