Configure your Crosschq connector with WorkableRead the sections below to learn more about the steps necessary to connect Crosschq with Workable:
- Connecting to Workable
- Set Templates
- Sending a Crosschq through Workable
Connecting to Workable
Login to your Crosschq administrator account, then click Organization Settings > Connectors item on the menu. Locate the Workable listing in the main panel, then click the Manage button.
To enable the Workable connector, click the toggle switch such that it turns green in color.
There will be three fields: API key, Access Token, and Subdomain.
To begin enabling the connector, copy the Crosschq API key, open a new tab in your browser and log in to your Workable portal.
In Workable, go to settings > Integrations and scroll down to locate the Crosschq App in the integrations list. Hover over the Crosschq app, paste the API key in the Key field and click Update Settings.
Next, between the same section scroll up, locate and copy the Access Token.
Go back to Crosschq and paste the Access Token in the Access Token field.
Navigate back to Workable, go to settings > Company Profile, locate and copy the Subdomain field.
Navigate back to Crosschq and paste the Subdomain in the Subdomain field and select save changes.
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.
Sending a Crosschq through Workable
Once you have moved your candidate to the assessment step, locate the three dots at the top of your candidate's profile and select Perform a Reference Check.
This will create a new process in your candidate's timeline. Select the Crosschq survey using the drop-down menu and click Perform Reference Check. Your candidate will automatically receive the Crosschq request.
note that the drop-down menu will show the Crosschq templates created before. It is important to create one template for each survey type.
The recruiter listed as the reference requestor will receive a notification once the reference request has been completed. You will be able to access the Crosschq report by accessing the candidate's profile and selecting View Report on Crosschq.
Requestor and Hiring Managers
Crosschq will pull the reference requestor from the Team Member list associated with each job in Workable.
Crosschq will select as the requestor the Workable user with "Recruiting Admin" permissions, listed as a team member in the job. If there is no user with recruiting admin permissions listed within the job, Crosschq will select the user with "Super Admin" permissions as the requestor. If there are no users with recruiting admin or super admin permissions, Crosschq will assign the user with "Hiring Manager" permissions as the requestor.
If there is only one team member associated with the job, that user will be selected as the requestor, regardless of their role.
note: if there are no team members listed within the job, then the Crosschq admin user will be the requestor by default.
The rest of the users in the team members list will be listed as Hiring Managers in the Crosschq request.
Crosschq will automatically update the hiring status after the candidate is moved to the hired stage in Workable.
We have implemented a new auto-cancelation feature, now when candidates are marked as rejected they will automatically have their reference request canceled within Crosschq.