Office 365 integration with Talexio ATS

Talexio
Talexio
  • Updated

Overview

Talexio ATS allows the user to integration their Office 365 account to their Talexio account, to view calendar availability and generate Teams video links directly from Talexio when scheduling interviews with candidates. 

 

Configuring Office365 integration by the client's IT team

  • Step 1: Registering the application in Azure

    Register an application from Azure Active Directory / Applications using your domain instead of {your-hr-url}.
    Use the web redirect URL:
    https://{your-hr-url}/authorise/ats/outlook and https://{your-hr-url}/authorise/ats/personal/outlook 

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  • Step 2: Take note of application details

    Take note of the below details for the application you just registered

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  • Step 3: Enable Implicit Grant

    Enable Implicit Grant Flow from the Authentication section

    • Access tokens
    • ID tokens

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  • Step 4: Configure application permissions

    You will need to next configure the application permissions in Azure by adding the following permissions to the App

    • Login Permissions - The following Delegated permissions are necessary to allow Talexio to detect who the user is based on their Active Directory login. It can be used to grant access into Talexio but is also the base permission necessary to allow other functions. 
      • email
      • profile
      • User.read
    • Calendar Sync Permissions - The following Delegated permissions are necessary to allow for synchronisation of interviews and leave with office 365. The base permissions required for Login are also required. 
      • Calendars.Read
      • Calendars.Read.Shared
      • Calendars.ReadWrite
      • Calendars.ReadWrite.Shared

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  • Step 5: Configuring Talexio ATS

    Go to Settings, click on Integrations, and then link Microsoft Outlook. From here, input the below information:

    • Tenant ID
    • Application/Client ID
    • Application/Client Secret

    Once the above is configured, the users who will be scheduling the interviews need to allow access to Talexio by following the rest of the instructions outlined in this article.

Setting up Office365 integration at Organisation level

Before users can set up the integration for themselves, you will need to set up the integration at organisation level by following the below steps:

    1. Go to Settings
    2. Go to Integrations
    3. Click on the "Link to Microsoft Outlook" button

 

Setting up Office365 integration by the user

Once the above steps are done, each user who wishes to link their office365 calendar with Talexio would need to enable it from Dashboard > Third Party Tokens > Connect Your Office365 Calendar.

Third Party Tokens 365.jpg

After this has been completed, their leave will be automatically synced every 30 minutes. All future leave and leave of the past 7 days will be synced.

Once the above configuration is done, each user would need to follow these instructions:

      1. Go to Settings;
      2. Go to My Settings;
      3. Click on the "Link to Microsoft Outlook" button;



      4. Type in the email address used on Office365 and click Next;

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      5. You will need to authorise the requested permissions in the next pop up. If you are not logged in on Office 365, it will first ask you to login
      6. You're now all set up!

 

Using Office365 integration on Talexio ATS

Once your Talexio account is connected to your Office 365 account, you may:

  1. View your calendar availability when scheduling interviewsm:



  2. Generate a Teams link when the interview type Video is selected. The Teams link will be automatically added to the calendar invite received by all attendees selected for the interview.

 

Login Troubleshooting

Some users experience an issue with logging in - this may be due to the security zone settings on your windows machine. To resolve this issue, you need to add your Talexio domain to the list of Trusted Sites.

  • Visit Internet Options on your windows machine.
  • Click Trusted Sites
  • Type in your organisation domain
  • Press Add

These Internet Options affect all web browsers on this computer.

 

To enable Single-Sign On, please follow these instructions Setting up Talexio HR with Azure Active Directory Single Sign On

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