Connecting your Click Boarding account to Breezy makes it simple to export candidates from Breezy and create them as employees in Click Boarding.
HRIS integrations are available to customers on Business and Pro plans.
You’ll need to have an account with Click Boarding before enabling the integration.
In this article:
How to enable the Click Boarding integration
If you’re an Admin and already have a Click Boarding account, you can enable the integration in your Breezy recruiting preferences.
Click the gear icon ⚙️ in the left sidebar.
Hover over Platform Integrations and click HRIS Connections.
Click the Click Boarding tile to enable the integration.
Enter your Click Boarding Client ID and API Key.
Contact Click Boarding support to request your Client ID and API key.
Click Save Changes.
Once your Click Boarding integration is enabled, you can use it to move candidates to Click Boarding in a couple of different ways:
Manually from any candidate profile
Automatically with stage actions
How to add a new employee to Click Boarding manually
Once a candidate is moved to the Hired stage, you can manually add them to your Click Boarding account.
Open the candidate's profile in Breezy.
Click Add to Click Boarding in the top-right corner of the window.
The candidate will be added to your Click Boarding account and Click Boarding will appear in the candidate details section under Added to.
How to add new employees to Click Boarding automatically
You can automatically add candidates to Click Boarding with stage actions.
To set up the stage action:
Open the pipeline view of the correct position.
Click the settings menu (three dots) for the stage where you want to set the action.
Select Edit Stage Actions in the dropdown.
Click the dropdown for Available Stage Actions and select Add to Click Boarding.
Click + Add.
Click Save Changes.
Now, any candidate that reaches the stage will automatically be added to your Click Boarding account.
Supported Fields
As part of the integration with Click Boarding, the following candidate properties are supported:
Email
First Name
Middle Name
Last Name
Phone