Recruiting technology works best when all the parts fit together seamlessly. Integrating Boon into your existing tech stack can make recruiting more efficient, improve data accuracy, and save your team time.

But without a good plan, integration can get cluttered. This guide will walk you through the process, making it easy for IT managers, recruiting tech specialists, and systems integrators to connect Boon smoothly and securely.

Step 1: Pre-Integration Prep

Before you start connecting Boon to your tech stack, it’s important to do a little groundwork:

• Assess your current tech setup: Review your existing HR and recruiting systems, such as your ATS (Applicant Tracking System) and HRIS (Human Resource Information System). Figure out where Boon fits in and how data moves between systems, and spot any overlaps or potential issues. This prep work helps avoid surprises down the line.
• Map out data flow: Create a simple diagram showing how data will move between Boon and your other systems. This will help you ensure that everything flows smoothly and nothing gets lost or duplicated.
• Double-check security requirements: Ensure Boon meets your company’s security standards, including data protection regulations like GDPR and CCPA if they apply. Confirm that data encryption and access controls are set up to keep sensitive info safe.
• Plan a realistic timeline: Create a detailed timeline for each stage of the integration—planning, development, testing, and rollout. Having a clear schedule helps manage expectations and resources.

Step 2: Pick Your Integration Type

Depending on your current systems and technical needs, you have a few options for connecting Boon:

• ATS Integration: Boon can integrate with over 50 ATS platforms, including Lever, Greenhouse, iCIMS, and Workday. Pre-built connectors make it easy to sync job postings and track candidate statuses. If you need a custom solution, Boon’s API can be used to build one that fits your unique requirements.
• HRIS Integration: Connecting Boon to HRIS systems like BambooHR, Zenefits, or ADP Workforce Now ensures that candidate information flows seamlessly into employee records. This reduces onboarding errors and helps keep payroll and benefits accurate.
• SSO (Single Sign-On): Simplify user logins and boost security by setting up SSO. Boon supports SSO with popular providers like Microsoft Active Directory, Google Workspace, and Okta. This reduces the number of passwords users need to remember and improves the overall user experience.
• API Integrations: Boon’s API offers detailed documentation for more advanced, customized integration projects. You can use it to set up authentication, data sync, and referral tracking based on your specific workflow needs.

Step 3: Implementing the Integration

With your prep work done and the integration type chosen, it’s time to implement:

• Map data fields: Match data fields between Boon and your other systems. This includes candidate names, referral sources, and status updates. Proper mapping prevents errors and ensures data is consistent across platforms.
• Set up security features: Set up data encryption and role-based access control (RBAC) during integration. Ensure user authentication settings are configured to protect your data.
• Test thoroughly: Run integration tests to confirm that data flows correctly and systems interact as expected. Create test cases for different data points and get input from key stakeholders to catch any issues.
• Roll out in phases: Start with a pilot phase to catch any problems before a full-scale launch. This lets you make adjustments and ensures a smoother deployment.

Step 4: Optimize Post-Integration

The work doesn’t stop once the integration is live. To get the most out of Boon and keep things running smoothly, follow these best practices:

• Monitor performance: Use analytics tools to monitor data sync speeds, system response times, and user activity. This will help you spot issues early and keep everything running smoothly.
• Keep data up-to-date: Set up real-time data updates between Boon and your other systems to ensure that everyone is working with the latest information.
• Create a troubleshooting guide: Prepare for potential problems, like data delays or integration hiccups, by having a troubleshooting guide on hand. This will save time when issues arise.
• Regular maintenance: Schedule periodic reviews of your integration to ensure compatibility with system updates and new features. This helps prevent disruptions and keeps everything working as it should.

Conclusion

Integrating Boon with your HR tech stack doesn’t have to be complicated. With a solid plan, the right integration type, and attention to detail during implementation, you can make your recruiting process smoother and more efficient.

With ongoing optimization, your team will continue to see the benefits well after the initial setup. For more help, contact Boon’s integration team or check us out online. We’re known for helping teams get started faster.

‍