Enabling and using the Hire2Retire by RoboMQ integration

Setting up the Hire2Retire by RoboMQ integration

• Log in to Hire2Retire and click Create New Workflow.

• Click Design Now, then name your workflow
• Click Create Workflow

• You will be directed to the Applications page of your workflow, under the Identity tab in the top menu bar.
• Scroll down to ATS and Onboarding Systems and select Lever.

• Now, select the IdP setup your organization uses.
• Check or uncheck different integration features below the IdP setup options
• Click Configure Connection

• On the Connections page, click on the Lever section.
• Name your connection, then click Link Account.
• Sign in to your Lever admin account to authenticate the connection.
• Review the list of requested permissions and click Accept to authorize the integration.
  • Hire2Retire will need to access all opportunities, postings, and offline access in Lever.

You will be redirected back to your Hire2Retire workflow, with your Lever connection successfully enabled.

Select the section for your chosen IdP setup and connect Hire2Retire to your IdP.

Please reference the following guides for connecting different IdP setups to Hire2Retire.

• Active Directory: On-Premise Docker Agent
• Active Directory: P2P VPN
• Entra ID
• Hybrid AD (AD and Entra ID): On-Premise Docker Agent
• Hybrid AD (AD and Entra ID): P2P VPN
• Google Workspace
• Okta Directory

Using the Hire2Retire by RoboMQ integration

Define and Map Lever Attributes to IdP Attributes

• In the ATS Data Definition page, choose how frequently Hire2Retire will pull applicant data from Lever
• Define the time zone your integration will run on.
• Then, select all the employee/applicant attributes you want Hire2Retire to process from Lever.
• Once complete, click Save & Next.

• You will advance to the ATS to [IdP] Profile Map page.
• On the right side of the page, the Lever attributes you just defined will be populated in the ATS Data menu.
• Click and drag these Lever attributes to their corresponding IdP attribute field.

• Choose the format and options Hire2Retire will use to create UPN prefixes
• Define the UPN suffix/Domain name for employee profiles.
• Once you have mapped your Lever attributes to IdP, click Save & Next.

Create Automation Workflows and Lifecycle Business Rules

Having imported, defined, and mapped Lever data to the IdP setup, the remaining steps in the Identity tab are where you create the workflows that Hire2Retire will automatically execute in the IdP when lifecycle events happen in Lever.

Lifecycle Business Rules

• In the Lifecycle Business Rules page, check the employee lifecycle you want Hire2Retire to process in the IdP setup.
• Click on the drop-down menu for each chosen lifecycle and configure the workflow options for Hire2Retire to execute.

• You can drag and drop Lever and IdP attributes from the ATS Data and Identity Data menus on the right side of the page.

Employment Status

In the Employment Status page, you will define the ATS attributes Hire2Retire will check to determine when lifecycle events happen and map them to different employee statuses.

These options can be customized to best fit your configuration, but we recommend the following setup:

Group Memberships

In the Group Memberships page, you can create custom rulesets Hire2Retire will use to assign profiles to different groups, including Security Groups, Distribution Lists, Microsoft 365 Groups, and more.

• Use the table under the chosen group membership menu tab to create your assignment rule sets.
• Click Choose Attributes, then select the attribute and logic operation to follow.

• Enter the attribute value you want to create a rule for in the value row.
• To add AND/OR logic, click on the three dots to the right of your logic operation.

• In the right column, click on the value row to pull up the list of groups available for membership assignment.
• Search for the group to assign profiles that meet the logic option to.

• To add another rule to the set, click on the plus (+) icon to the right of the last row to add another row to the table.
• Continue filling out your group membership assignment rules.

Communication Hub

In the Communication Hub, you can enable Hire2Retire to automatically send customizable email templates to specified accounts when lifecycle events are processed.

• You will see a drop-down menu for each lifecycle event type.
• Click on a lifecycle event to open the page for enabling automated email communication.

• Hire2Retire will display all of the email templates your account has created.
• Check a box to the left of an email template to tell Hire2Retire to send the email when the chosen lifecycle events occur.
• To create a new email template, click Create New Template.

• Once you have configured all the steps in the Identity tab, click Save & Next in the Communication Hub.
• You will be prompted to add an ITSM Service Desk or third-party applications to your integration in the Service Desk and Access tabs.
  • If you do not want to add these integrations, click Continue to Deploy.

Deploying Your Hire2Retire Integration

Before deploying your integration, you can configure the following options by clicking on the following drop-down menus.

• Compliance and Audit Trail: Hire2Retire can save and archive event history to AWS S3, MySQL databases, and Azure Blob Archival. Select the database you want to use for event archival and choose the Compliance and Audit Trail configuration for Hire2Retire to run. You can define configurations on the User Profile page. To learn more about Compliance & Audit Trail, visit Hire2Retire’s product documentation.
• Run Mode: Hire2Retire has two run modes. The Autopilot run mode executes profile changes without user intervention, while the Supervised run mode requires a user to manually approve all profile changes before executing them. To learn more about Hire2Retire’s run modes, visit Hire2Retire’s product documentation.
• Error Notification: Hire2Retire can automatically send error notifications to defined emails for all events processed, or only failed events and errors in the workflow. To learn more about Error Notifications visit Hire2Retire’s product documentation.

Complete the following steps to deploy the integration:

• Select the Environment type to tag your workflow’s use case.
• Select Production to deploy your workflow for use by end users.
• Finally, click Deploy to begin running your Hire2Retire integration workflow.

Get Help Whenever You Need it with World-Class Support

RoboMQ is committed to emphasizing the “service” aspect of iPaaS. When you purchase Hire2Retire, you will get a dedicated RoboMQ account manager to walk you through the workflow creation and go-live process for no extra charge. In addition, you can contact RoboMQ’s world-class, 24/7 support team for any questions about your Hire2Retire workflow.

Disabling the Hire2Retire by RoboMQ integration

1. In Lever navigate to Settings > Integrations and API
2. Under the Authorized Apps tab, locate the RoboMQ app
3. Click Revoke access to disable the integration