The Smart Recruiters Plugin allows users to automate data flows between Smart Recruiters and DocQ. The two tools for doing this are Smart Recruiters Plugin, for incoming data, and the Workflow Plugin, for outgoing data. They can be synced with the candidate data on Smart Recruiters and can update profiles or documents as data is updated through DocQ forms.

WebHooks are used to trigger operations inside DocQ. You can set a webhook to trigger with different events - either upon job applicant creation or a status update (NEW, IN-REVIEW, OFFERED, HIRED, …). For example, when an applicant profile is moved to the Offered status in Smart Recruiters a webhook is triggered initiating creation of an offer letter in DOCQ.

1. Find the Plugin Settings in the main menu on the left of the screen.
2. Expand the SmartRecruiters Plugin settings to show more properties.
3. Click on Add WebHook.
4. Start by ensuring the Active switch is to the right enabling the WebHook to trigger. Settings for inactive WebHooks are saved, but will not activate upon the appropriate change from Smart Recruiters.
5. Choose a new Webhook name.
6. On DocQ operation you’ll have 3 supported options to select from: Send form to Candidate Email, Send form to Static Email and Candidate/Job Fields into DocQ Template.
   When mapping fields between Smart Recruiters and DocQ take extra caution, incorrect mapping errors are frequent and hard to identify. See below for more details about the operations.
7. Now, select Edit triggers to configure the trigger for this WebHook. You can choose to trigger it based on either applicant creation or a status update in Smart Recruiters. Furthermore, sub-statuses can be selected as triggers.
8. Select the Update button to save WebHook changes.

The Smart Recruiters Plugin allows users to export DocQ form data and documents to Smart Recruiters. Furthermore, the plugin can update the status in Smart Recruiters upon automatic completion of the workflow step.

1. Enter the Workflow edit page and create a new plugin workflow step from the list of workflow steps.
2. In the Edit step section (which can be accessed with the pencil icon on the left-most step pane) select the Smart Recruiters plugin from the dropdown.
3. Select review mappings and click the new mapping button. You should now see the following modal.
4. Enter a Mapping name. This will be used to identify a reusable map which can be used in other workflows or plugin steps.
5. Select a DocQ template. The form values from the template will be used as the DocQ fields which will be mapped into Smart Recruiters. It is recommended that this template is the same as the workflow template to ensure the workflow and plugin fields align, although this is not necessary. As a counter-example, differing templates may be used if running multiple templates through a single workflow.
6. Select an Operation type which will transfer data to SR. Most operations will have mappings where you map some DocQ Template field to an SR field - for either a Canidate or a Job application. View below for details about the operations.
7. Optionally the Hiring Process can be used to update the SR status when the mappings are updated.