Walton for Zoho Recruit
The Work Opportunity Tax Credit (WOTC) Program is a Federal tax credit available to employers for hiring individuals from certain target groups who have consistently faced significant barriers to employment.
Zoho Recruit and Walton have created an integration that allows your organization to easily add a Walton WOTC Questionnaire to a job's interview pipeline.
Setting up the integration
To start, Navigate to Setup > Marketplace and locate Walton in the list of marketplace apps. Choose users/profiles to install the integration.
Now, navigate to Settings > Automation > Actions > Custom Functions > walton callback fn
Click the Edit icon and select the REST API option. Copy the URL and send it over to your Walton representative to finish configuring the integration. Request your Walton representative to for your Customer ID and API key.
Finally, to Authorize your account, enter the Customer ID, and the API Key in the Walton marketplace page and click Save.
Sending the questionnaire to a candidate
To send out a questionnaire,
- Go to the Candidates module and select a candidate
- Select Initiate Walton Screening
- Verify the details and click Initiate
- Under the Walton Screening Reports module, a new record will be created in which you will be able to check the report and the status of the screening.
An email will be sent to the candidate from Walton to fill in the questionnaire.
Alternate method:
A Walton WOTC questionnaire is automatically sent to the candidate's email once the status of the candidate is changed to Hired.
Note: If you choose "Hire and Lock", a record will be created in Walton Screening Reports without the candidate record being populated in the look-up.
Please make sure that the First Name, Last Name, and the Email Address of the candidate is available.
Note: You can turn the alternate method off by editing the Extension Settings and typing OFF under "Automate WOTC Screening initiation to Walton."
The results of the screening will be available in the Walton Screening Reports module.
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