Configure your Crosschq connector with JobviteRead the sections below to learn more about the steps necessary to connect Crosschq with Jobvite:
- Connecting to Jobvite
- Set Templates
- Setting up Jobvite
- Adding templates to Jobvite
- Creating a job requisition with a Crosschq template
- Sending a Crosschq from Jobvite
- Report status
- Hired status
Connecting to Jobvite
Login to your Crosschq administrator account, then click Organization Settings > Connectors item on the menu. Locate the Jobvite listing in the main panel, then click the Manage button.
To enable the Jobvite connector, click the toggle switch such that it turns green in color.
There will be 4 fields: APIkey, Secret Key, URL, Hired URL.
- Secret key: will be provided by Jobvite and must be added manually
- URL: triggers 360 request
- Hired URL: marks a candidate as hired or not hired within Crosschq
Within Crosschq, go to Organization Settings > Templates. Select Create New Template.
Enter the required information such as template name, add in an ATS Tag for that template if required, 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.
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.
Setting up Jobvite
Once the connector and template are configured within Crosschq the next step is configuring the job requisition within Jobvite.
Adding templates to Jobvite
The first step is adding the templates generated on Crosschq to the job requisition custom field within Jobvite. For this, access Jobvite > Admin and locate the “custom field” in the search bar within the top right corner.
Once in the custom field section, scroll down, locate the “Crosschq 360 Template” field, and click edit.
Within this section, the “values” field must be filled out with the names of the templates that were created within Crosschq, as you can see in the image below:
Once you click "save" the templates will be available to be used.
Note: The following image shows the name that must be copied from Crosschq and pasted on the “Values” field within Jobvite. Be careful to copy the name of the template, not the name of the survey. You can copy this name within the template’s section on the organization settings.
Creating a job requisition with a Crosschq template
Once Crosschq templates are added to Jobvite, the next step is to link the template you would like to use to a job requisition within Jobvite.
Access job requisitions > Add requisition, configure the requisition according to your needs, scroll down, and select the Crosschq template you would like to use. All the templates you have added in the last step will show up in the drop-down menu. Confirm the job requisition settings by clicking “Save”.
Note: the email address associated with the Hiring Manager you select while creating the job requisition is the email that will be used to generate the Crosschq user. If no Hiring Manager is added then no user will be generated.
Sending a Crosschq from Jobvite
Once the candidate profile has been created, you will be able to trigger the Crosschq request from the candidate profile within Jobvite.
To do this, access the candidate profile and change the workflow step to “Crosschq 360”. When this step is selected Crosschq will send the reference request to the candidate.
Note: While creating the candidate profile, remember to select the job requisition linked to the Crosschq template. Otherwise, the Crosschq request won’t send.
You can follow the request status within the Application details section in the Candidate’s profile. You can also click the Crosschq 360 Report link and you will be redirected to your Crosschq account.
Once the requisition is completed the report link will redirect to the Crosschq Report within the Crosschq platform.
When the hired status is modified on Jobvite, it will automatically be modified on Crosschq.