TempBuddy

TempBuddy is an award-winning temporary recruitment software that provides contingency recruiters a cloud based real-time workforce management platform.

In order to integrate with TempBuddy, steps need to be taken within both Adapt and TempBuddy to ensure that the two are able to communicate with each other.

Setting Up TempBuddy

The following steps sets up TempBuddy Account information and integration required fields:

  1. Log in to TempBuddy using valid Username and Password.

    Note: Contact your System Administrator for TempBuddy URL and credentials.

  2. Navigate to Settings > API and Hooks tab.

  3. Click Generate Keys under API settings. The Client Id and Client Secret values will be generated.

    Note down the Client id and Client secret values.

Setting Up Adapt

The following steps sets up Adapt to integrate with TempBuddy:

  1. Log in to Adapt.
  2. Navigate to Administration > Administration > Manage Partner Integration. The Partner Setup screen displays.

  3. Click on TempBuddy in the Partner Setup grid. The TempBuddy Summary screen displays.

  4. Make sure that the correct TempBuddy URL is displayed.

  5. Click on TempBuddy service type in the Services grid. The detailed Summary screen displays.

  6. Click Edit.
  7. Select Y in the Active field.
  8. Enter your TempBuddy Username and Password in the Integration ID and Integration Password fields respectively.
  9. Enter the Client_ID and Client Secret values generated earlier in TempBuddy Settings section.
  10. Click Save to complete your Adapt TempBuddy integration.

Workflow between Adapt and TempBuddy

Staffing Agencies using Adapt may also have Candidates using TempBuddy. TempBuddy is a mobilie application that allows Candidates to search for Jobs and connect to those jobs through an Assignment. Once on the Assignment, TempBuddy captures time that the Candidate works for the assignment. Those timecards flow through a Contact approval process so that the time can be submitted for payroll.

Candidate

While Candidates can sign themselves up on TempBuddy, the integration uses Adapt as the system of record for Candidates. Adapt user manually pushes one or more qualified Candidate(s) over to TempBuddy to link. Once linked, updates (some, but not all) made to the record in one application is reflected on the other application.

For information on how to link a single candidate to TempBuddy, click here.

For information on how to link multiple candidates to TempBuddy, click here.

Company

Adapt functions as the system of record for Companies and Contacts too. Adapt user manually pushes a Company to TempBuddy and all its associated Contacts and Worksites (at least one Worksite and Contact should be available) are linked to TempBuddy automatically. Once linked, updates (some, but not all) made to the Company and associated records in one application is reflected on the other application.

For information on how to link a Company and its associated records to TempBuddy, click here.

Job Orders and Assignments

TempBuddy functions as the system of record for Jobs and Assignments. Only those Job Orders/Assignments that are created in TempBuddy from a Company/Contact that is Linked to Adapt, creates a linked Job in Adapt. Once a Job and/or Assignment is created, TempBuddy initiates creating both the Job and/or Assignment in Adapt with a TempBuddy ID and links them.

Note: While updates made in TempBuddy are updated in Adapt, any updates made in Adapt are not updated in TempBuddy.

While creating a record in TempBuddy:

  • TempBuddy checks for WC/State matching with Adapt WC Code/State and uses it.

    • If not available, it uses the Client Default WC Code (if valid for the Job Work Location).
    • If not available, it uses Admin Default WC Code (if valid for the Job Work Location).
    • If none of the validation is fulfilled, the Job and Assignment is not created in Adapt and an error message is displayed on the Job or Assignment screen.
  • If no Payroll Tax Record matching the Job's Corporation available for the candidate in Adapt is found, which is a required record for payroll processing, the Assignment is not created in Adapt and an error message is displayed.

Note: When records are sent from TempBuddy to Adapt which are unknown, i.e. they do not have a TempBuddy ID present in Adapt, they are not created in Adapt and an internal notification called 'TempBuddy Failure Notification' is triggered.

For information on how to subscribe to the TempBuddy Failure Notification, click here.

Timecards

Candidates in TempBuddy log their time on the TempBuddy app. TempBuddy provides an export format to allow for the extraction of approved time so that this information can be brought into Adapt through Timecard Import functionality to follow through the normal payroll and billing processes.