Greenshades Integration: Employee Data Sync

Overview

If you are a Bullhorn One user and use Greenshades as your payroll provider, this integration will sync your employee-related data autonomously, ensuring accurate and frequent data in readiness for paying your payees. This article explains how the integration works and what you need to do to request the connection between Bullhorn and Greenshades.

How Does the Greenshades Integration: Employee Data Sync Work?

This service provides the integration of Candidate data from Bullhorn to Greenshades.

The following data will be created in Greenshades as part of this integration:

• New and updated Placement data relevant to the Candidate
• New and updated Candidate records with specific demographic information sufficient to accurately pay a payee
• New and updated Candidate Direct Deposit Account info
• New and updated Candidate Work Locations (or WFH flag when required)
• New and updated State and Federal Employee Tax info

The logic for updating or inserting records into Greenshades will be triggered by the following events:

• Placement: The placement trigger will execute on a new or updated placement where the Placement Status = “Approved”.
• Candidate: The candidate trigger will execute when a candidate has been updated and where Candidate Export Status = "Ready to Export"
• Direct Deposit: The direct deposit trigger will execute when a Direct Deposit Account has been inserted or updated and where Candidate Export Status = "Ready to Export"
• Tax: The tax trigger will execute when Candidate Tax has been updated and Candidate Export Status = "Ready to Export"

Pre-Requisites

Before Bullhorn can configure the integration, you must:

• Be live on a Bullhorn One system and have paid for the configuration of the integration
• Be an existing Greenshades customer
• Purchase the required workato licences to cover each connection (typically two)

Please contact your Bullhorn Representative for more information.

Enabling the Integration

You will work with the Bullhorn Professional Services team on the configuration of this integration to your Bullhorn system. The assigned Bullhorn resource will update the following settings based on your requirements:

• Create an integration specific API User
• Transition the integration template to the Client WorkSpace
• Establish/Configure connections with Bullhorn and Greenshades
• Configure the Bullhorn fields required for Greenshades

Using Greenshades Employee Sync with Bullhorn

• An Export Status will be configured on the Placement and Candidate records to indicate the status of the Greenshades export. The options are:
  • Export Successful
  • Export Failure
  • Ready to Export
• An automation will be created that will set this status to “Ready to Export” when the record is edited.
• Whenever an "Approved" Placement or Candidate record is edited, the data will be sent to Greenshades. Once the process is complete the status will change to "Export Successful".