Overview
Click Boarding's Production environment will be down for scheduled maintenance and the promotion of new code on Tuesday, October 3, 2023 at 12:00 a.m. CDT.
Table of Contents
Source System ID
We have introduced a new field called "Source System ID." This field can be used as a unique identifier to associate candidates / employees with your source systems. For example this field could be Employee ID from an HRIS or a payroll code from you payroll system. This field must be unique in the tenant across Team Members AND Candidates. If you attempt to use an Source System Identifier that is already in use, you will receive an error message. The Source System ID is intended to come from your system of truth. You can easily add it to Click Boarding via the API, in the UI, or via bulk import. This field can be used to search for records in the Action Center as well as in SSO.
Updating in the UI
The Source System ID can be updated via the UI by accessing the Team Member or Candidate profile you wish to add the Source System ID to.
- For new Team Members: [Home] -> [Company] -> [Team Members] -> [Create Team Member]
- For existing Team Members: [Home] -> [Company] -> [Team Members] -> [Edit]
- For new Candidates: [Home] -> [Candidate List] -> [Add Candidate]
- For existing Candidates: [Home] -> [Candidate List] -> [Select Candidate] -> [Edit Personal Information]
Updating via Bulk Import
The Source System ID can be added via import by accessing the Bulk Import section of Click Boarding. Please note that at this time, Bulk Imports only supports creating new candidates or team members. Existing candidates and team members cannot be updated. For more information on bulk imports, please visit our Bulk Import Resource Center articles.
Updating via API
We offer a variety of endpoints to update the Source System ID via API. For more information regarding our API, please visit our developer portal.
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For new Team Members:
Users-POST -
For existing Team Members:
Users/{id}-PATCH -
For new Candidates:
Candidates-POST -
For existing Candidates:
Candidates/{id}-PATCH -
Returns Team Member or Candidate API Identifier information based on the Source System ID:
SourceSystemUser-Post -
Retrieve Source System ID for Team Members:
Users/{id}-GET -
Retrieve Source System ID for Candidates:
Candidates/{id}-GET
Document Generation Changes
Click Boarding is excited to share that we are taking a significant step forward by upgrading our forms generation engine in the next release. This update will allow us to deliver forms more efficiently while ensuring scalability as we grow with our clients. While these enhancements are designed to improve overall performance, there may be some minor differences in the final output for forms. Our QA team have been thoroughly testing these changes for the last few months and we have been working to minimize any potential impact on your workflows. In addition, we want to extend a sincere thank you all of our wonderful clients and partners who helped us test this change in UAT. We understand that this change may raise questions. If you need any assistance, please don't hesitate to reach out to us.
Tax Wizard Update
Click Boarding is constantly updating our system with the latest tax changes. Our Production environment will be updated to the latest version of our tax wizard with this release. Please click here to view a full list of tax form updates.
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