SuccessFactors

Configure your Crosschq connector with SuccessFactors

Read the sections below to learn more about the steps necessary to connect Crosschq with SuccessFactors:

• SuccessFactors Configuration
• Connecting to SuccessFactors
• Success Factors Configuration Continuation
  • Picklist configuration
  • Adding Fields to Templates
  • Webhooks configuration
  • Configure Intelligent Services Center (ISC)
• Set Templates
• Reference Request Process
  • Prospects

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SuccessFactors Configuration

Crosschq uses SuccessFactors OData API, to enable it please follow these steps:

Log into SuccessFactors, search for "API Center" within the navigation bar, next click the arrow to the next page and locate the OAuth Configuration for OData option and then click Register Client Application.

Complete the form by typing "https://api.crosschq.com" in the Application URL field. Then generate and download an X.509 certificate and save it in a safe place. This certificate must be uploaded later in Crosschq's SuccessFactors connector configuration.

Go back again to the Client Application section, click "view" on the client application you created in the last step, and copy the API KEY. This will be required to configure the connector with Crosschq.

Connecting to SuccessFactors

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

Fill out the following fields within Crosschq:

1. OAuth URL
2. API URL
3. Certificate PEM: upload the X.509 certificate generated before
4. API Secret Key: paste the API key copied before
5. Username: this user should have access to modify information in the job requisition and candidate's profiles.
6. Company: SF company code

Then press save.

Success Factors Configuration Continuation

Picklist configuration

Search for Picklist Center within the navigation bar and select create a new picklist.

Create the new picklist by typing "crosschq" (all lowercase) in the Code field. Then modify the other fields as needed and press Save.

Adding Fields to Templates

Search for Manage Templates within the navigation bar, then access Recruiting Management > Job Requisition.

Here, you must add a new field for each job requisition template, according to the following:

• Field-ID: "crosschq" (all lowercase)
• Field Type: picklist
• Field Label: "Crosschq"
• Field Description: "Crosschq"
• Picklist ID: select the picklist generated in the last step

 

Navigate back to the Manage Templates section and select Job Application.

Here, you must add two new fields for each job application template, according to the following:

1) First Field

• • Field-ID: "crosschqReport"
  • Field Type: hyperlink
  • Field Label: "Link to Crosschq Report"
  • Field Description: "Link to Crosschq Report"

2) Second field

• Field-ID: "attachment1" (all lowercase)
• Field Type: multiattachmentselection
• Field Label: "Additional Documents:"
• Field Description: "Please attach any additional document"

Webhook Configuration

Within SuccessFactors, configure the webhooks to utilize Crosschq for the Background Check and Hired stages by using the information provided above. If you are asked for the common name, use Crosschq.

1. Search for Security Center within the navigation bar
   
2. Select Destination Settings and add a new destination setting.
   
   
3. Complete the form with the following parameters:

• Name: "Crosschq"
• Type: Rest
• Authentication Type: Basic Authentication
• Endpoint URL, User Name, and Password: for these fields, navigate back to Crosschq > Organization settings > Connectors > SuccessFactors. Here you will find three values:

• • • Webhook URL must be pasted into the Endpoint URL field within SuccessFactors.
    • Basic Username must be pasted into the User Name field within SuccessFactors.
    • Basic Password must be pasted into the Password field within SuccessFactors.

Configure Intelligent Services Center (ISC)

Crosschq allows SuccessFactors to provide notifications as a candidate moves through the process. Two definition files will be required to set up the webhook calls within SuccessFactors:

1. Reference request definition - triggers the Crosschq request;
2. Hire status definition - updates the hiring status within Crosschq.

Both files can be found here and here.

Within SuccessFactors go to Integration Center > My Integrations > Create > Import an Integration Definition and import both files.

*Note: Review the filter applied for Request (Background Check) and for Hired (Hired).

1. Reference request definition

In the Filter step, select the ID of the applicant status workflow (step in your pipeline) that triggers Crosschq.

*note: you can find the applicant status ID by searching for "edit applicant status configuration" and accessing the workflow in question:

In the Destination Settings step, scroll down, select the "REST Server Settings from Security Center" option and then select the REST destination created before.

And add the following data within the REST Operation Settings section:

• Operation Name: Candidate Request ;
• Operation URI*: /webhook-request/ ;
• HTTP Method: POST ;
• Enable diagnostics for Run Now: ENABLED ;
• Execute with exceptions: ENABLED ;
• Exclude empty requests: DISABLED.

2. Hire status definition

In the Filter step, select the status name of the applicant status workflow (step in your pipeline) that triggers the Hired webhook (hire in our case).

*note: you can find the applicant status name by searching for "edit applicant status configuration" and accessing the workflow in question:

In the Destination Settings step, scroll down, select the "REST Server Settings from Security Center" option and then select the REST destination created before.

And add the following data within the REST Operation Settings section:

• Operation Name: Candidate Hire ;
• Operation URI*: /webhook-hire/ ;
• HTTP Method: POST ;
• Enable diagnostics for Run Now: DISABLED ;
• Execute with exceptions: DISABLED ;
• Exclude empty requests: DISABLED.

 

Once you have configured the TWO Integration Definitions go to Admin Center > Intelligent Services Center, search for Update of Job Application Status event and click on it.

Next, create a new flow: Crosschq, click on integration, select both events Hired and Request and add them to the flow. Then save the flow.

Set Templates

Within Crosschq, go to Organization Settings > Templates. Select Create New Template. 

Enter the required information such as the 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.

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. 

Once you set up your templates in Crosschq, select the specific template for each Job Requisition within the Job Requisition Detail in SuccessFactors by using the picklist created in the last steps.

User

In order for Crosschq to ingest information into the candidate's profile, such as the PDF report and comments, you will need to add the user with whom you connected Crosschq to SuccessFactors in step 2 to the job requisitions in SF. You can add this user as a Recruiter Assistant.

Remember this user should have access to modify information in the job requisition and candidate's profiles.

Reference Request Process

Once a candidate is moved to the Crosschq stage within the job application process, a webhook will trigger the reference request process in Crosschq.

Crosschq will send the recruiter a notification via a comment in the Job Application for each status change, and once the request is completed or concluded we will add a link to the report on the Crosschq Report field.

If the Candidate is marked as hired within SuccessFactors, another webhook will update the hiring status within Crosschq.

If a candidate is marked as rejected, we will also automatically cancel the request within Crosschq.

Prospects

Prospects (references that opt-in to express interest in potential jobs with Crosschq customers) generated during the reference request process can either be exported automatically during the process or manually selected within Crosschq on the Prospects/Recruit section and exported directly to SuccessFactors. The prospects will have a crosschq tag so they can be easily identified.