This document outlines the main steps to Integrate Workable with Enboarder. Workable Integration utilizes the Webhook feature and their API. The current Integration support hired event when candidate hired and moved to hire stage.
Before you begin: Like anything worth doing, integrations take time. Please allow up to 4 weeks for this integration to be completed, this includes time for scoping, development and testing. You’ll also need to have a system expert and/or system administrator to assist in the completion of this integration.
Enboarder Integration Set up
Here are the steps for Integration:
Login as admin user and go to Settings → Integration → App center
Click on the tile Workable (or search if you can't see it) for which you want the integration setup.
Click on Add Integration button
Enter the workable subdomain. Only the prefix is required. Ex - If the custom domain is https://enboardersandboxaccount.workable.com, then enter enboardersandboxaccount only.
On the next screen, click on Integrate now button.
The system will redirect you to the Workable site. Please enter your workable credentials
If there is no error, the system will mark the tile Workable as Integrated. It will also register the webhook URL for enboarder
Field Mapping in Enboarder
Start Date mapping
By default, Enboarder uses the date when the candidate moves to the hire stage as the Start date. In case you want to set up some other date, then please ask Workable Support to create a custom field in your Workable account. The data type of this field should be Date and its label should be "Start Date". If this field is set and it has value then it will be used as the start date in our system.
Mapping Extra Managers via Custom Fields
By default, the Workable integration supports 1 manager role ( Direct Manager) which is mapped to the member who moved candidates to the hiring stage. To map extra managers with mobile numbers or emails, Workable custom fields should be used.
These custom fields need to be created on the candidate profile and will be filled by users only. The type of both fields should be text. The naming convention to be used for the Custom field should be as follows
Say we have created Recruiter as a dynamic stakeholder in Enboarder. Now to define Mobile or Email for this stakeholder, the Key name convention same as the stakeholder label but suffixed with mobile or email. ( Example: Recruiter Mobile or Recruiter Email). You need to create a minimum of 2 fields
First for the name. Its name should be the same as the stakeholder label in Enboarder
Second field either email or mobile with the name as stakeholder label suffixed with mobile or email as below
Now Enboarder will be able to map multiple stakeholders for you to launch Workflows with!
How to create Candidate Data in Workable
Login in workable
Go to jobs and click on Job for which you want to hire the candidate
On the next page, click on Add candidate → Enter Detail Manually
Fill in the candidate detail and click on Candidate detail
On the next screen, move the candidate to the offer stage
On the offer screen, make the candidate offer and fill in the detail and send it to the candidate.
Once the candidate accepted the offer, move the candidate to the hiring stage.
Mapping Extra Managers via Custom Fields
By default, Workable integration supports 1 manager role ( Direct Manager) which is mapped to the member who moved candidates to the hiring stage. To map extra managers with mobile numbers or emails, Workable custom fields should be used. These custom fields need to be created at the candidate profile and will be filled by users only. The type of both fields should be text. The naming convention to be used for the Custom field should be as follows
Say we have created Recruiter as a dynamic stakeholder in Enboarder. Now to define Mobile or Email for this stakeholder, the Key name convention same as the stakeholder label but suffixed with mobile or email. ( Example- Recruiter Mobile or Recruiter Email). You need to create a minimum of 2 fields
first for the name. Its name should be the same as the stakeholder label
second either email or mobile with name as stakeholder label suffixed with mobile or email.
TroubleShooting
You can now investigate the mapping issues very easily. The API response is now available on UI. Please go to Setting ->Integration -> Audit logs for that account to view the complete payload. There will be multiple rows. One contains the complete response message and the rest will provide candidate information regarding workflow.
Click on the row with blank Employee to see complete payload.
That completes the Workable integration setup.
Please reach out to your Customer Success Manager if you have any questions.