Recruitment - Teamtailor

Teamtailor is a recruitment and applicant tracking system. Once it's connected, a candidate you move to the Hired stage in Teamtailor is added to Microkeeper as a new employee, and sent a welcome letter to start their onboarding.

This guide covers how to:

1. Connect Teamtailor to Microkeeper.
2. Send hired candidates automatically, with a trigger.
3. Finish setting up a new employee.
4. Send Teamtailor custom fields to Microkeeper.

Before you connect Teamtailor

• You need a Teamtailor account. To turn on the Teamtailor integration for your Microkeeper account, contact Microkeeper.
• New hires go into each of your Groups set to Auto Add. Check those are the Groups new staff should start in. See Groups.

Connect Teamtailor to Microkeeper

1. In Teamtailor, go to Settings > Integrations > Marketplace, and activate Microkeeper.
2. In Microkeeper, navigate to Menu > Settings > Employees, and click Connect Teamtailor.
3. Click Generate Activation Key.
4. Copy the key, paste it into Microkeeper's activation in Teamtailor, and save it.

The key shows once. Generating a new key replaces it, so Teamtailor needs the new one before it can send candidates again.

Send hired candidates automatically with a trigger

A trigger on a job's Hired stage sends each candidate moved there to Microkeeper. Set one up on each job.

1. In Teamtailor, open the job's hiring pipeline.
2. On the Hired stage, click the three dots, then Triggers.
3. Under Integrations, choose Send Microkeeper webhook.

Then move a candidate to Hired to send them. To send several, click Bulk Select, choose the candidates, click Move and choose Hired.

Before you move a candidate to Hired, check they aren't already one of your employees with the same email.

What happens when a candidate is sent

Microkeeper adds them as a new employee, and sends their welcome letter by email and SMS, if they have a valid email and Australian mobile. They log in and complete their onboarding. See Onboarding.

These details come from Teamtailor:

Finish setting up a new employee from Teamtailor

On the new employee's profile, set what Teamtailor doesn't send:

• their start date, Employment Type, pay cycle, pay rate and Rate Rule, under Payment & Employment;
• their Groups, Location and access.

Their address and other personal details come from their onboarding. See Add an Employee.

Send Teamtailor custom fields to Microkeeper

A Teamtailor custom field is copied to Microkeeper when its API name matches a Microkeeper field. API names are compared in lowercase letters and numbers only, so "favourite-pizza" matches "favouritepizza".

Microkeeper's own fields

Your custom fields

Make the API name your custom field's Name or its ID. For example, "emergency-contact" fills in a custom field named Emergency Contact, or with the ID emergency_contact. See Custom Fields.

Each value must suit the field's Validation. Send dates as YYYY-MM-DD, and Yes or No answers as "yes" or "no". A value that doesn't suit is left blank.

Teamtailor troubleshooting

Guides related to Teamtailor

• Recruitment - Manatal
• Onboarding
• Custom Fields