Overview
Updated 09/13/2021
WorkN is an on-demand staffing platform that combines mobile-first technology, industrial grade workforce management, and a robust, white-labeled mobile app to create a centralized mobile experience.
WorkN and Avionte partnered to create an integration that was built with the expectation that while BOLD remains the system of record, critical entity data is syncing between BOLD and WorkN automatically. This helps by reducing the amount of manual work for the recruiter and increasing efficiency for the front office.
Required Fields for Successful Sync to WorkN
Integration Features
- Talent created in BOLD automatically sync to WorkN
- Companies created in BOLD automatically sync to WorkN
- Jobs created in BOLD automatically sync to WorkN
- Accepted interests and offers from WorkN automatically sync to BOLD
- Placements created in BOLD automatically sync to WorkN
- Users created in BOLD automatically sync to WorkN
Integration Setup
Before integrating Avionté's software with WorkN, your company must have a contract with WorkN. WorkN will then contact Avionté to request the integration be made available for you.
The setup for WorkN in BOLD first requires an Avionte resource to enable the WorkN System Feature.
Marketplace Configuration
Once the WorkN System Feature has been enabled by an Avionte resource, you will find the WorkN integration enabled in the Avionte Marketplace.
\
- Click the Settings button to complete the configuration in the WorkN Integration Settings screen
a. Enter WorkN Client Username
b. Enter WorkN Client Password
c. Set the Environment toggle - allows you to switch between WorkN’s staging and production environments
i. Note: There will be separate sets of credentials for staging and for production that will need to be entered into the Client Username & Client Password fields.
ii. Note: This is a critical setting that can interrupt the integration service if not configured properly so the messages below will be displayed when the toggle is updated.
d. Set the Data Syncing toggle – allows you to turn on and off data syncing from BOLD to WorkN
i. Note: This is a critical setting that can interrupt the integration service if not configured properly so the messages below will be displayed when the toggle is updated.
e. Click Save
User Setting
Users must have the Marketplace Admin user permission to be able to set the Environment & Data Syncing toggles in the Marketplace. If the user does not have Marketplace Admin permissions, the Environment & Data Syncing toggles will be greyed out.
Standard WorkN Fields in BOLD
Once the integration is enabled and configured in the Marketplace, there are standard WorkN fields that automatically get added in BOLD.
To leverage all of WorkN’s features and functionality, it is important that these fields are not deleted nor renamed.
Custom Job Details
These can be found in Account & Settings > Utilities > Table Editor > Custom Job Details
-
- 01 | WorkN | Start Time
- 02 | WorkN | End Time
- 03 | WorkN | Offer = Yes; Interest = No
- 04 | WorkN | Pick List = Yes; Dynamic Distribution = No
- 05 | WorkN | Monday Work Day
- 06 | WorkN | Tuesday Work Day
- 07 | WorkN | Wednesday Work Day
- 08 | WorkN | Thursday Work Day
- 09 | WorkN | Friday Work Day
- 10 | WorkN | Saturday Work Day
- 11 | WorkN | Sunday Work Day
Nominate Stages
These can be found in Account & Settings > Utilities > Table Editor > Nominate Stages
-
- WorkN Interest Accepted
- WorkN Offer Accepted
Best Practices
There are a few features and practices you can leverage to work more efficiently in BOLD with the WorkN integration.
Required Fields for Successful Sync to WorkN
In order for the company, job, and talent records to sync to WorkN, ensure the records have the following:
|
Company Fields |
Job Fields |
Talent Fields |
|
Company Name Office (Department) Address |
Start Date >= Current Date WorkN Custom Job Detail Fields Primary Position Category Skill Category Skill(s) |
Address Email Address Skill Category Skill(s) |
New Job Order Requirements
These can be found in Account & Settings > Utilities > Table Editor > New Job Order Requirements. If all of the WorkN custom job detail fields are selected, all 11 fields will automatically be added to new jobs, saving multiple clicks.
Job Templates
These can be created in the Company > Requirements screen. If job templates are created and all of the WorkN custom job detail fields are selected, all 11 fields will automatically be added to new jobs when the template is applied, saving multiple clicks.
Create Similar Job
Once a new job, with the WorkN custom job detail fields, is created, you get an option to create a similar job. If you click the “Create Similar Job” button, a copy of the original job is created and it includes the WorkN custom job detail fields, saving multiple clicks.
Integration Usage
Supported Data Syncing
Supported Workflows
Troubleshooting
- Can we mass import/add existing Jobs/Assignments?
The following fields are required to send the Jobs/Assignments. An alternative way would be to add the relevant WorkN Custom Job Details and selection in BOLD. For placements, changing an end date and then changing it back, is probably one of the easier updates to make.
Comments
0 comments
Please sign in to leave a comment.