How to Connect Crosschq with SuccessFactors
Crosschq uses SuccessFactors OData API, to enable it please follow these steps:
Go to API Center > OAuth Configuration for OData > Register Client Application
Complete the forms, 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. Copy the API KEY, this will be required to configure the connector with Crosschq.
Please note that OAuth and OData URLs have different domains.
Here is a list of API URLs for different Data Centers
See screenshots below:
How to configure SuccessFactors and Crosschq
Use the information obtained to complete the configuration section of the SuccessFactors connector in Crosschq. Log in using an administrator account and go to Settings > Connectors > SuccessFactors and click on Manage.
Complete the form just like in the screenshot below.
After a successful configuration, the following information will be provided. Please save the webhook URL, username, and password.
Success Factors Configuration Continuation
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.
Configure Intelligent Services Center (ISC)
Crosschq allows SuccessFactors to provide notifications as a candidate moves through the process. There are two definition files that will be required to set up the webhook calls within SuccessFactors. Both files can be found here and here.
In SuccessFactors go to Integration Center > My Integrations > Create > Import an Integration Definition
Review the filter applied for Request (Background Check) and for Hired (Hired)
Go to Destination Settings and set the configuration just like in the previous section.
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
- Create a new Flow: Crosschq
- Click on Integration and select both events Hired and Request
- Save Flow
In the Filter step, you need to use the ID selected when you configure the applicant status workflow to trigger Crosschq. (9 in our case)
Repeat the same process for both the Candidate hired and application status changes.
Finally, add the following fields to the templates.
On the job requisition template add a text field called crosschq.
Add a field called crosschqReport (type hyperlink) to the Candidate detail info template.
Configure Template Survey Settings in Crosschq
Please go to https://org.crosschq.com, log in as an administrator, and follow the steps below to configure the default survey settings.
In Crosschq, go to Connectors > Success Factors > 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 connections. 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 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 connector.
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.
This tag must be used on SuccessFactors in the Job Requisition setup, in the crosschq field.
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.
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 screen and exported directly to SuccessFactors. The prospects will have a crosschq tag so they can be easily identified.