Astute Payroll Integration: Placement Processes

Introduction

Ready Recruit has in-depth integration with Astute Payroll allowing for users on Ready Recruit
to push the following information from Ready Recruit to Astute using the API:
PUSH

  • Hosts (Customers)
  • Host Contacts (Approvers)
  • Host Locations (Sites)
  • Candidates (Employees)
  • Jobs (Placements)

Along with the ability to Push the above information from Ready Recruit to Astute, the system will also
allow for the below information to be pulled from Astute Payroll and displayed in Ready Recruit via
the API:
PULL

  • Branches (Site)
  • Department
  • Host Information
  • Host Contacts
  • Host Locations
  • Candidate Information
  • Job Information
  • Leave Balances

CANDIDATES (EMPLOYEES) VS PLACEMENTS (JOBS)

UNDERSTANDING

Before pushing a placement to Astute, it is important to understand the links between Ready Recruit
and Astute Payroll.
In Ready Recruit, each Placement will have one single Candidate, and a Candidate can have multiple
Placements. This rule is similar to Astute, where each Job has one Employee, and an Employee can have multiple jobs.

Candidate = Employee
Placement = Job

This means that all of the core information that needs to be pushed for the Employee record to exist
will be entered against the Candidate record in Ready Recruit.

  • Name
  • Address
  • DOB
  • Email

Outside of this information will be the Job Information, this will all exist against the Placement record:

  • Job Title (Linked from vacancy)
  • Qualification
  • Pay Rate
  • Charge Out Rate
  • Employment Type (linked from Vacancy)
  • Time Basis (Linked from Vacancy)
  • Primary Approver
  • Secondary Approver
  • Branch
  • Department

PLACEMENTS (JOBS)

LINKING PLACEMENTS

Now that we have the Host, Approvers, Locations, Employees all added to Astute from Ready Recruit, we
can start linking the Placement to the Job within Astute.
If the Placement (Job) exists within Astute Payroll, you will simply need to use the Job ID from Astute,
and add this to the Astute Payroll Tab in Ready Recruit. Once the Job ID for the Placement has been
added, this will map the 2 records together allowing users to see the information for the Placement
(Job) that exists in both Astute and in Ready Recruit by using the Astute or the Ready Recruit tab. This will also then expose the Placements Pay Rate and Charge Rate information as well as the Leave Balances in their respective Tabs in Ready Recruit.

PUSHING PLACEMENTS

This can be pushed from Ready Recruit if the Placement (Job) does not exist in Astute yet. To push
the Placement information from Ready Recruit to Astute, simply ensure that the required information has
been entered into the Candidate in Ready Recruit:

  • Name
  • Address
  • DOB
  • Email
  • Job Title (Linked from vacancy)
  • Qualification
  • Pay Rate
  • Charge Out Rate
  • Employment Type (linked from Vacancy)
  • Time Basis (Linked from Vacancy)
  • Primary Approver
  • Secondary Approver
  • Branch
  • Department

Once this information has been added to the Placement record in Ready Recruit, go to the Astute Payroll tab on the left-hand side. Here users will find a Push button, allowing this Placement to be created in
Astute. Once this record has been pushed to Astute, the Job ID created for the Placement will be automatically linked to the Placement in Ready Recruit.

UPDATING PLACEMENTS

Where a Placement record has been linked to Astute, users will have the ability to push updates from
Ready Recruit to Astute.
Where an Address, Name or Address has been updated in Ready Recruit, this will display differently between the Ready Recruit tab and the Astute tab. As Ready Recruit is the primary record that will be pushed to Astute, the information in Ready Recruit will need to be the source of truth. Simply click on the Update Astute button to push the updated Ready Recruit fields over to Astute, and this will update the Astute records based on the linked Job ID.

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