OrgChart Now Help Guide

Table of Contents

iCIMS Connector Setup (Viewer)

Audience

Audience: Administrator Users Edition: Enterprise & Premium

Overview

iCIMS is an Applicant Tracking System. OrgChart Now directly integrates with iCIMS. The following article provides step-by-step instructions for setting up an iCIMS connector in OrgChart Viewer. Reference the iCIMS Connector Setup (Workbench) article for instructions on setting up an iCIMS connecting in OrgChart Workbench.

Setting Up an iCIMS Connector
  1. Sign into OrgChart Viewer.

  2. Click More > Chart Settings.

  3. Click on the RefreshPlus.png icon (under the Merge Data heading).

  4. Click on the Excel icon. A list of available connectors is displayed.

  5. Click on the iCIMS icon, and then click Select.

    iCIMS_AppendDataSource.png
  6. Enter the following information into the corresponding text boxes:

    • Customer ID -Your iCIMS Customer ID

    • User - Username provided by your iCIMS integration specialist

    • Password - Password provided by your iCIMS integration specialist

    • Filter - Enter a JSON filter query to determine which jobs to query. To pull all open jobs on your careers portal, do not enter a filter. Contact your iCIMS representative for information on how to specify a query that imports only specific folders and statuses into OrgChart Now.

    • Additional Fields - Enter a comma-delimited list of additional fields you'd like to query from your jobs. Contact your iCIMS representative for more information on what fields may be relevant to you.

    • Custom Base Profile checkbox - Check to alter the reporting relationship of open positions

    • Custom Base Profile text box - Name of field to establish the reporting relationship

  7. Select the field associated with Email from the Email Field dropdown menu (under the Configuration heading).

  8. Click on Save. The Field Mapping Configuration Alert appears.

    MappingAlert.png
  9. Click on Load Now.

  10. Click on Refresh.