Roubler - Setup Guide

In this guide, it will cover what details are required to integrate your Roubler HR system to your Talos ATS system, so you are able to onboard candidates to Roubler directly from Talos.

Setup Information

The below details will be required to integrate Roubler to Talos:

Location ID and Name of root business location
API User added to Roubler system

Gathering Required Information from Roubler

Login to your Roubler Portal. Once logged in, in the top right-hand corner of the page, there is a menu bar:

From the menu, click on ‘Management’ and then click on ‘Settings’:

From the Settings screen, click on ‘Edit Location’:

From the Location screen, locate the ‘Root Location'. This will be the location with the ‘Order’ value of 0. Once location, select the pencil icon against this location on the right-hand side:

From the Root Location screen, you will need the location ID. This is visible in the top left-hand corner of the screen.

Take a note of this ID (without the #) as this is needed to be added within your Talos ATS to setup Roubler.

Linking Roubler to Talos

In Talos, go to ‘Configuration’ and then click on ‘Marketplace’ under the ‘Marketplace’ section or click here to go to the Marketplace:

Find ‘Roubler’ within the list of Integrations and then click on ‘Connect’:

Within the ‘Roubler Integration’ screen, toggle the integration on and then click Save. This will then enable the integration on your Talos ATS:

Amending Data Capture Forms in Talos

With the integration connected, two new data captures forms will automatically be created in your system and you can view these within Form Admin here:

Within the data capture forms, you will be able to add in the data values from within your Roubler system, that were provided to you by Roubler.

To amend the data values, click on ‘Edit and Replace’ against the data capture form you need to amend:

Click on the question you would like to amend the values to and in the right-hand side of the screen, the Properties of the question will show. Here, you can amend the values by clicking on option and updating this as required:

Assigning Roubler to Profiles in Talos

Once the values have been added to the data captures forms, these will need to be linked to each profile in your system.

Please note: fields can be added to the data capture forms however this data will not form part of the transfer.

Fields can't be removed or amended but some dropdown options are configurable.

Go to Configuration via the left-hand side-menu and click on ‘Edit Profile Settings’ under the ‘Manage Progression Stages’ section or click here:

Select a profile from the dropdown list you would like to assign the integration to and on the HR Connect tab, select ‘Roubler’ from the ‘Connect To’ dropdown and then select any additional checks/steps that need to be completed before submitting the candidate’s details to Roubler:

Assigning Data Capture Forms to Progression Stages

Once this has been completed, go to Configuration via the left-hand side-menu and click on ‘Edit Progression Stages’ under the ‘Manage Progression Stages’ section to link the data capture forms that need to be completed to a progression stage or click here to go to Progression Stage admin:

Select a profile from the dropdown to assign the data capture form(s) to.

Once the milestones load, select the milestone where the progression stage is where you would like to add the data capture form to and select the progression stage from the dropdown list:

At the bottom of the screen, under the ‘Data Capture Forms’ section, select the data capture forms from the list and click on ‘Add Selected’ to add the data capture forms to that stage and then click on ‘Save’ to save the changes:

Please note: for an external data capture form (data capture form that the candidate must complete), you will also need to assign an Auto-Email to the same stage you assign the external data capture form so that the candidate is notified and provided with the link to complete. This auto email must have the placeholder of ##datacaptureformlinks## in the body of the email to generate the link to complete.

If you are assigning an external data capture form to a stage where other data capture forms are assigned (that require the candidate to complete) and an email to the candidate is already assigned, you do not need to create a new email as the link to the new form will be included in the existing email when sent to clients.

For internal data capture forms (data capture forms that an ATS users must complete), you do not need to assign an email as the form will appear against the candidate’s profile in the Data Capture Forms accordion when the candidate reaches the relevant stage the form is assigned to.

Adding Auto Action to Progression Stage (if required)

You can also setup an Auto-Action to send a candidate’s details to Roubler automatically once they’ve have been moved to a specific progression stage. On the progression stage you would like to setup the auto-action against, click on ‘Add Auto Action’ and then select the ‘Send to Talos Connect’ action from the dropdown list.

On the ‘Choose Provider’ select ‘Roubler’:

Please note: for this to work correctly, the data capture forms, and any additional details will need to be completed prior to moving the candidate to the stage with the auto action setup against.

Candidates can still be imported to Roubler manually once all mandatory information has been completed (data capture forms etc).

And that’s it! This guide has covered how to integrate Roubler within your Talos ATS.