This document provides steps to integrate Enboarder with Cornerstone recruiting module.

User Access Needed

Enboarder: User mush have Super admin access

Cornerstone: The user should be Systems Administrator as user need to set up oauth2 app and system need to pull applicant data.

The system will pull below objects:

Hired Applicant
Applicant Resume
Job Requisition
Offer information if available
Employee

Register Oauth2 App in Cornerstone

This integration will call recruiting api which only support oauth2 token.

Login to your Cornerstone portal.
Navigate to Admin > Tools > Edge > API Management.

Step 1:

Step 2:

Step 3:

Step 4:

On the Manage Oauth 2.0 Applications tab, click Register New Application.

Application Name Enter a name for your application (max 50 characters).
User ID Enter the User ID for an active user account in your Cornerstone portal. Please see Creating a User Account and Associating Security Permissions section if you want to create seperate user.
Access Token Validity Period Enter the period in seconds for which Cornerstone should issue access tokens for this application. The value should be a valid integer between 300 and 86,400. If no value is entered in this field, Cornerstone will issue access tokens that are valid for 3600 seconds (1 hour) by default.
Scopes Select the API endpoints and HTTP methods you would like your application to have access to. Please see below list for scopes required for this integration.
First select Cornerstone api and select below scopes

jobapplicant:read
jobrequisition:read
jobapplicant:read
employee:read
Then select Reporting API and select below scopes

vw_rpt_offer_letter:read
vw_rpt_offer_letter_decline_reason_local:read
vw_rpt_offer_letter_cf:read

Click on Register Application to save your application and get a Client ID and a Client Secret. You can use these in your external application that needs access to Cornerstone's APIs.

Creating a User Account and Associating Security Permissions

You must associate each application with a user account. In order to create a user account and associate the required security permissions to the user account, switch back to your main Cornerstone page and follow these steps.

Navigate to Admin > Tools > Core Functions > Users > Click 'Add User'. Enter the required details and hit 'Save'.
Navigate to Admin > Tools > Core Functions > Security Role Administration > Click 'Create New Role' > Follow the three-step process and hit 'Save'. Each Cornerstone API requires specific permissions. Be sure to associate your role with the permissions for the APIs your application will need. Please refer to the documentation for your API in the API Explorer to get the list of security permissions.
On the Security Role Administration page, search for the role you just created in step # 2.

Click on the 'Users' icon for your security role.
Click 'Add Users'.
In the 'Select Criteria' dropdown, select 'Users'. Click on the icon next to the dropdown.
In the resulting pop-up window, search for the user you created in step # 1.
In the search results, click the Add icon next to your user.
Click 'Done' and Click 'Save'.

Enboarder Tile Set up

Enboarder Tile Set up

Login as admin user and go to Settings → Integration → App & Integration → App center
Click on the tile Cornerstone (or search if you can't see it) for which you want the integration setup.

Click on Add Integration button

Please enter below information

Your Instance name (Custom domain). its part of your URL in browser https://{{yourInstanceName}}.csod.com/ui/login

Client ID
Client Secret
In case you want to apply additional filter, please enter in below format.

{{ColumnName}}={{possible values comma separated}}

Ex- if column name is Department and possible values are Sales, Marketing then filter will be

Department=Sales,Marketing

Ex 2 - if we want only candidate from department sales, engn, IT of Location USA then filter will be
department=sales,engineering,IT AND Location=USA

Once information is filled, please click on Add Integration button. The system will validate the data and show tile as Integrated

Custom fields mapping

	Payload	Workflow Field	Notes
1	id	externalid	Unique identifier from external system
2	`FirstName`	nhfnm	Combined ID with company key and employee ID
3	`LastName`	nhlnm	Profile image URL
4	`Phone` or `HomePhone`	nhmob
5	`Email`	nheml
6	`ApplicantHireDate`	hire_date	name of remote system
7	Applicant ID	externalid	Unique remote ID for each canidate
8	`PositionId PositionTitle DivisionId DivisionTitle CostCenterId CostCenterTitle Ethnicity Gender Source, Country, EEOCategory EmploymentStatus EmploymentType Location LocationId TargetHireDate Title`	custom fields/categories	All these fields will be mapped to customfields or category if same label matched
9	Apart from all custom fields in Job and candidates will all also map to workflow data	custom fields/categories	All these fields will be mapped to customfields or category if same label matched

Manager Mapping

Hiring Manager: The system will pick Hiring manager set in Job requisition and map to Enboarder Stakeholder with same label.

Approval Manager: The system will pick Approval manager of user who approved the offer letter and map to Enboarder Stakeholder with same label.

How to create Test Data

The system will run job every day and pull all applicants who are hired that day. Or you can manually run the job from tile by selecting Manually trigger option and clicking on trigger now button.