Overview
The TempWorks integration within the Onboarding Portal is primarily one-directional. Beyond is the system of record for the data, and the Onboarding Portal pulls that data in to drive onboarding tasks. A smaller set of data is then sent back to Beyond including:
- Completed forms as PDF documents on the employee record
- Task status as onboarding actions
- Employee profile updates collected during onboarding
Data that Syncs to the Onboarding Portal
*Note* Please see the article titled Onboarding - Terminology for a table that highlights verbiage that is used within the Onboarding Portal and their relation to TempWorks Software.
Employee/Candidate
- First Name
- Middle Name
- Last Name
- Phone Number
- Email Address
- Address
- The TempWorks Employee ID and Branch ID are stored as Custom Attributes so they can be referenced in field mappings and onboarding actions.
Customer/Client
- Customer Name
- Customer ID
Job Order/Job
- Job Title
- Worksite Address
- The TempWorks Job Order ID is stored as a Custom Attribute.
Employer
- Employer Name
- Legal Name
- FEIN
- Phone Number
- Address
Assignment/Placement
- An assignment ties an employee to a customer, job order, and employer. When syncing an assignment, it chains through all four entities, syncing the employee, client, job, and employer if they haven't been synced yet, then creates a Placement record that links them together.
Field Mappings
- Field Mappings determine exactly which fields in Beyond map to which field paths within the Onboarding Portal.
- Default mappings cover the standard fields for all five entity types.
- You can add custom mappings to pull in additional fields. For example, mapping a custom data field to a Custom Attribute within the Onboarding Portal.
Data that Syncs to Beyond
Onboarding Actions (Tasks)
- Every task created, updated, or deleted in within the Onboarding Portal is synced to Beyond as an Onboarding Action.
Completed form PDFs
- When an employee completes a form that has a document mapping configured, the completed form is then uploaded to the employee's profile within Beyond as a PDF.
Employee Profile Updates
- When an employee updates their personal information through a form, those changes are pushed back to their employee record within Beyond.
- The following employee fields are synced automatically to Beyond:
- First Name
- Last Name
- Middle Name
- Address
- Email Address
- Phone Number
- SSN
- Date of Birth
- Branch
*Note* Field Mappings is separate from the above list and do not sync back to Beyond from the Onboarding Portal.
*Note* Employee profile information is only updated within Beyond once an onboarding task has been completed, such as submitting a finished form.
For example, updating an employee's phone number or address manually within the Onboarding Portal will not update that same field within Beyond.
*Note* In the event you want additional fields to be synced back to Beyond from the Onboarding Portal, you will need to create an Automation.
Please see the article titled Onboarding - Logging an Employee Message in Beyond via Automation for an example on how to create an Automation that syncs additional information back to Beyond.