Integrating JazzHR with bob

JazzHR is proud to partner with bob to streamline the new-hire process.

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

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

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

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

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 bob account:

  1. Select the Integrations icon on the left-side panel. 
  2. Under Applicant Tracking System, find JazzHR and click Connect.
  3. Paste the JazzHR API Key in the designated field and click Connect.
  4. A "Client ID" and "Client Secret" will be displayed, copy these.

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

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

Then, enter the following information: 

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

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Add bob as a Workflow Helper

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

To add bob as a Workflow Helper:

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

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Export Candidates to bob

Once you've hired a candidate, move him/her into the Hired Disposition you added the bob 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 bob:

  • First Name
  • Last Name 
  • Email Address 
  • Phone
  • Linkedin Profile URL
  • Twitter Profile URL
  • Job Title
  • Job Department
  • Job City
  • Job's Hiring Manager
  • Job Employment Type
The Admin of the bob account will receive a notification email when a candidate is exported.  The Admin will be prompted to Complete The Hiring Process in bob for the new employee.
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Frequently Asked Questions

Why did the Admin not receive a new hire notification email from bob when a candidate was exported?

bob will only accept candidates in a HIRED stage from JazzHR.  If the Admin did not receive a new hire notification email, confirm that the candidate was in a HIRED stage when they were exported from JazzHR to bob.

 
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