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Integrating JazzHR with Sapling

Avatar Laila Firouzan
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JazzHR is proud to partner with Sapling to streamline the new-hire process.

Sapling automates and simplifies your HR workflow with streamlined onboarding, PTO, benefits administration, and more. 

Integrate JazzHR with Sapling to export hired candidates and accompanying data for a seamless hire-to-onboard experience. Don't have an existing Sapling account? Learn more here!

You must be a Super Administrator in Sapling to configure the integration with JazzHR.  

  1. Set Up the Integration
  2. Add Sapling as a Workflow Helper
  3. Export Candidates to Sapling

Set Up Integration

Start the integration process by copying your API Key from JazzHR. Note that only Admins will be able to access this. To navigate there:

  1. Click Settings.
  2. Click Integrations.
  3. Copy the string of characters in the API Key field.

Next, navigate to your Sapling account:

  1. Select the Integrations icon on the left-side panel. 
  2. Under Applicant Tracking System, click to toggle JazzHR on.
  3. Paste the JazzHR API Key in the designated field. 
  4. Copy your "Client ID" and "Client Secret."

 

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Once you have your integration credentials from Sapling, head into JazzHR:

  1. Click Settings.
  2. Click Integrations.
  3. Scroll down to the "Sapling" panel.
  4. Click Connect.

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Then, enter the following information: 

  1. "Client ID" (copied from Sapling) into the "Client Id" field in JazzHR.
  2. "Client Secret" (copied from Sapling) into the "Client Secret" field in JazzHR.
  3. Click Save.

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Add Sapling as a Workflow Helper

Add the Sapling export as a Workflow Helper to further streamline your onboarding process. This will allow you to automatically export candidates to Sapling upon moving them into a Hired Disposition.

To add Sapling as a Workflow Helper:

  1. Click Settings.
  2. Click Workflows.
  3. Click into the template on which you'd like to add the Sapling export.
  4. Scroll down to the "Hired Dispositions".
  5. Click Add on the hired disposition(s) you'd like candidates exported to Sapling.

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Export Candidates to Sapling

Once you've hired a candidate, move him/her into the Hired Disposition you added the Sapling Workflow Helper to in order to export. Then, click Confirm Status Change.

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Note that the following information will be included in the export from JazzHR to Sapling:

  • First Name
  • Last Name 
  • Address  
  • City 
  • State 
  • Zip Code 
  • Phone Number 
  • Email Address 
Newly exported candidates will appear in your Sapling account under "Pending Hires." Click View All and Start (next to the new employee's name) to view and complete the rest of his/her profile.
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