Pinpoint integrates with iTrent, allowing you to send any Hired candidate directly to your company's iTrent account.
Preparing your instance to be used with Pinpoint
Before you can connect your iTrent account to Pinpoint, you must first reach out to your iTrent (MHR) Account Manager and ask them to prepare your iTrent instance to be used with Pinpoint. You will need Workflow Data Publisher licence key for iTrent to be able to use iTrent API.
MHR consultant will set the Pinpoint Data Maps and Package, API User, Data Publisher Endpoint, and a firewall change that needs to be made. Once this is done they will provide you with an API Endpoint URL, username, and password. They might ask about the Webhook URL at this stage - please see this section to learn where to find it.
Certain fields in iTrent accept only a range of values (picklists/dropdown). Pinpoint offers default picklist options that are based on the iTrent defaults. For most of those fields, you can customize the list of options in their iTrent instance.
If you have any custom options for any of the "Global configuration" options in iTrent, then you will need to create a special configuration file to adjust to these values. The end goal is that Pinpoint options for dropdown fields must match options configured in your iTrent instance. We have listed some instructions below on how to carry this out.
Instructions for Checking and Customising Field Options in iTrent
If you need to check whether you have customized options for any of the fields in your iTrent instance, follow these steps. This guide will also help you understand how to prepare and send the necessary information for integration.
Access iTrent:
Log in to your iTrent instance.
Locate Field Options:
Refer to the table of options added to the end of this article. This section provides a detailed breakdown of every field and where you can find the options in iTrent.
Navigate to the fields you need to verify for customisation.
Compare with Default Values:
Review the list of default values available at the end of this article.
Compare these default values with the options available in your iTrent instance to determine if any customisations have been made.
Seek Assistance If Needed:
If you are unsure how to check the field options or lack access to these options, contact iTrent support for assistance.
Note that while iTrent support can help you obtain a list of field options, they will not prepare the configuration file for you.
If you do have any customisations please download the config file template (attached below), modify it with your values, and send it to the support team and we will pass it on to our integrations team so that they can prepare the file for you.
Enabling your integration in Pinpoint
Once your iTrent account has been prepped, you can then enable the integration.
To do this go to "Integrations" under settings in the left hand Navigation bar, then in the "Apps" tab, search "iTrent" and click "Add"
Once the integration has been added, you will need to enter the API endpoint, username, and password sent to you by your iTrent account manager, and click Save.
You then need to configure the Webhook URL in iTrent. The instructions and the URL can be found in the Integration page, below the integration credential fields
Once this has been completed in iTrent, you can go back into the integration in Pinpoint, and set the toggle to "Enabled".
Sending Candidates to iTrent
To send a candidate to iTrent, click on the three dots in the top right of the candidate's application, and click "Send to iTrent"
You will need to know the Position Reference Number of the iTrent position is being sent to - this can be found in iTrent and must be entered manually.
Complete all of the fields and submit the form.
Once the candidate has been successfully sent to iTrent the user submitting the candidate, will be notified by email.
Breakdown of Picklist fields
Field name | Pinpoint Mapping Field | iTrent options definition | Comments |
PersonTitle* | Manual | Global configuration table > Person Title | No mapping |
EthnicOrigin | Equality Monitoring > Ethnicity | Ethnic classifications | To improve the mapping please adjust Equality Monitoring options to match the iTrent options |
Gender | Equality Monitoring > Gender | Hardcoded (Female, Male, Other) | To improve the mapping please adjust Equality Monitoring options to match the iTrent options |
Country | Manual | Hardcoded | Mapping is done via country name. Most of the Pinpoint names map to iTrent names. However, some countries are named differently and won't match. |
MartialStatus | Equality Monitoring > Martial Status | Global configuration table > Marital Status | To improve the mapping please adjust Equality Monitoring options to match the iTrent options |
Nationality | Manual | Nationality | No mapping |
Religion | Equality Monitoring > Religion | Global configuration table > Religion | To improve the mapping please adjust Equality Monitoring options to match the iTrent options |
EmploymentBasis | Manual | Global configuration table > Employment Basis | No mapping |
EmploymentCategory | Manual | Global configuration table > Employment Category | No mapping |
EmploymentType | Job > Employment Type | Global configuration table > Employment Type | There is some naive mapping based on the default iTrent Employment Types. Custom Employment Types are not supported. In the future, this can be done via a Job Custom Field. |
Relationship | Manual | Global configuration table > Relationship | Used for Emergency Contact and Next of Kin. No mapping. |
Location | Job > Custom Town or Job > Structure Link > Location Name | Global configuration table > Location | To improve the mapping please adjust Locations names in Pinpoint to iTrent options. |
SalaryFrequency | Offer > Salary Frequency or Job > Compensation Frequency | Hardcoded |
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Default iTrent Values
iTrent Field Name | Default Values |
Person Title | Captain Dr Miss Mr Mrs Ms Prof Professor |
Ethnic classifications | Any other Asian background Any other White background Any other background Bangladeshi Black African Black Caribbean Chinese Indian Irish Not Stated Other Mixed background Pakistani White British White European White Scottish White and Asian White and Black Caribbean |
Martial Status | Divorced Married Not Specified Not married Partner Single Widowed |
Nationality | Afghanistani Albanian Algerian Argentinian Australian Austrian Barbadian Belgian Bolivian Brazilian Brunei Bulgarian Burma Burundi Canadian Central African Republic Sri Lankan Chad Chilian Chinese Congo Cuban Cyproit Czech Danish Dominican Ethiopian Fijian Finnish Taiwanese French Gambian German Ghanan Gibraltarian Greek Honduran Belize Hong Kong Hungarian Icelandic Indian Indonesian Iranian Iraqi Irish Israeli Italian Jamaican Japanese Jordanian Kenyan South Korean North Korean Kuwaiti Lebanese Libyan Luxembourg Malaysian Mali Maltese Mauritanian Mauritius Mexican Mongolian Monserrat Moroccan Mozambiquan Nepalese Dutch New Zealander Niger Nigeria Norwegian Pakistani New Guinea Peruvian Philippino Polish Portuguese Qatari Zimbabwan Romanian Rwandan St Lucian Saudi Arabian Seychelles Sierra Leone Singapore Somali South African Spanish Surinamese Swedish Swiss Syrian Thai United Arab Emirates Tunisian Turkish Ugandan Egyptian Uruguay American Vietnamese British Virgin Islands West Indian Yemeni Zambian Not Known Senegalese Bangladeshi Namibian French Overseas Territories Monaco Estonian Latvian Lithuanian Croatian Slovenian Moldovan Russian Ukrainian Georgian Slovakian Bosnian Bermudan British Channel Islander Isle of Man English Welsh Scottish Northern Irish |
Religion | Agnostic Atheist Buddhist - Hinayana Buddhist - Mahayana Christian - Orthodox Christian - Protestant Christian - Roman Catholic Confucianism Hinduism Islam - Shiite Islam - Sunni Judaism - Hassidic Judaism - Orthodox Judaism - Reformed Muslim Not Specified Other Shintoism Sikhism Taoism |
Employment Basis | Full time Job share No Time SMP Only Part time |
Employment Category | Dependant EWSS - qualify EWSS_PHR Employee Employee - Clerical Employee - HR only Employee - Management Established Furloughed Pensioner Pre-emp (checks required) Spouse Tenure Reached (SMP) |
Employment Type | Absent (Maternity/LT Sick) Casual Fixed Term Open Ended Pensioner Permanent Rolling Contract Supply Teacher Temporary Term Time only |
Relationship | Daughter Father Husband Mother Not Specified Partner Son Wife |
Location | Birmingham Bristol Dalkeith Derby Nottinghamshire Derbyshire Leicestershire, Dublin East London Kent London East Luton Newmarket Nottingham Nottingham Region Nottinghamshire Nottinghamshire Derbyshire Leicestershire School A School B Scotland South Shields Stockport UK Based Wales Windsor |