Overview

Important: After the new hire is transferred by following the steps in this article, you must access the recently transferred new hire in Paycor and send the Onboarding Registration email to initiate the onboarding process. 

• This article is part of the Paycor Recruiting Transfer Hired Employees Integration Guide

What Is the Transfer Hire Feature?

Recruiting allows employers to mark applicants as hired and easily transfer the information to Onboarding to kick-off the onboarding process for the new hire.

Recruiting can support Transfer Hire integrations with other HRIS providers as well via our Export Hire Web Service. 

Recruiting Direct customers can coordinate with their HRIS provider to determine if the provider can write to our Export Hire Web Service via REST API. If they have an API or web services layer that can accept HTTP POSTs, they should be able to support industry-standard real-time integrations.

Because Recruiting is already connected with multiple systems via our open API, it is not standard practice for us to modify the API or write custom integrations. If your HRIS and payroll provider are able to connect to our API, then our Support team will be happy to help test it out.

Who Can Transfer Hires from Recruiting?  

• Administrators: Can export hires by default.
• Staffing and Standard Users: Can be authorized in your integration settings. You can even specify individual users to have this permission.

Step 1 to Transfer a Hire from Recruiting 

There are two methods to transfer a hire:

Method 1 Mark the Candidate as Hired

1. Mark a candidate as Hired. Recruiting automatically opens the Transfer a Hired Candidate popover and prompts you to review/update the Candidate Information.

2. Make sure to review all required fields. 

3. Look in the Attachments section:

• Any files in the Document section of the Candidate Profile appear in this section. 
• By default they are all marked and will transfer. 
  • Remove the mark from any document you do not want to transfer. 
    
    

4. If you configure the Transfer Hire integration with Paycor, you are prompted to enter additional Onboarding Information in the next step. 

• This information includes the Client ID, Job Title, and Work Location. 
• If you configure the Transfer Hire integration with another HRIS provider will not see this step in the workflow.

5. After reviewing/updating the Candidate Information and Onboarding Information, you are presented with a final overview of the data being transferred. 

• You can select the Transfer Candidate button to complete the transfer.

6. You will see a confirmation message appear in the popover window, indicating the successful transfer of data.

This occurs: After the new hire is transferred, they are added to the Pending New Hires screen. 

Note about Attachments you transferred: 

• The files you marked to transfer are accessible in Paycor in People > People Settings > Document Library. 
• These files are not displayed during the Onboarding experience and are visible in Paycor only after the Onboarding experience is completed.

7. After the new hire is transferred, you must access the recently transferred new hire in Paycor and sent the the Onboarding Registration email to initiate the onboarding process. 

• Follow the steps in this article: Steps to Send Registation Emails for Onboarding in Recruiting

Method 2 Use the Integration Dashboard in Recruiting

1. In Recruiting at the top click Integrations and select Perform Integration.

• The Transfer Your Hires to Perform screen appears. 

2. From this tab, you can track candidate transfers that are Pending, Transferred, and Not Transferred.

3. After the new hire is transferred, you must access the recently transferred new hire in Paycor and sent the the Onboarding Registration email to initiate the onboarding process. 

• Follow the steps in this article: Steps to Send Registation Emails for Onboarding in Recruiting