Statement of Work (SOW) – Standard CSV Flat File Integration Implementation Package

Table of Contents

  1. Project Overview
  2. Solution Scope
    1. 2.1. Solution Architecture
    2. 2.2. Import into Jobvite
    3. 2.3. Export from Jobvite
  3. Project Approach
    1. 3.1. Implementation Meeting Schedule
    2. 3.2. Assumptions
    3. 3.3. Customer Obligations
    4. 3.4. Project Completion
  4. Project Pricing
  5. Appendix A: Integration Touchpoints
  6. Appendix B: Data Field List
    1. 6.1. New Hire Export Field List
    2. 6.2. New Hire + Onboarding Export Field List
    3. 6.3. Employee Import Field List
    4. 6.4. Department Import Field List
    5. 6.5. Location Import Field List
    6. 6.6. Category Import Field List
    7. 6.7. Custom Field Value Import Field List
    8. 6.8. Requisition Import Field List
    9. 6.9. Requisition Export Field List

1. Project Overview

The Standard CSV Flat File Integration package is a Basic pre-defined integration between Jobvite and Customer HRIS. Customers can leverage these standard integrations to reduce manual data entry between systems. The Jobvite Standard New Hire Export Integration provides customers with a CSV Export file containing their NewHire Information in a Jobvite configured SFTP location. This Integration does NOT provide any customization of list of fields or data. Key Notes:
  • NO change will be made to Standard interfaces to accommodate additional fields/transformations/order of fields.
  • All transformation or any data manipulation of the fields is the responsibility of the customer.
  • Appendix A lists the Integration Touchpoints available as described in this SOW.
  • Appendix B contains the list of fields in the corresponding Integration Touchpoint.
  • Refer to the Jobvite Order Form for the Integration Touchpoint(s) purchased. Integration Touchpoints not listed on the Jobvite Order Form are beyond scope of this SOW.

2. Solution Scope

2.1. Solution Architecture All Standard CSV Flat File Integrations have the following underlying architecture:
  • File Format : CSV
  • Transfer Protocol : SFTP
  • Encryption : PGP (Optional)
Jobvite Hosts the following
  • Import/Export process to generate/consume CSV Flat Files
  • PGP to secure files (Optional)
  • SFTP Server to upload/download CSV files from Jobvite SFTP dropbox
Customer Hosts the following
  • Export/Import process to generate/parse CSV files
  • PGP to secure files (Optional)
  • SFTP client to upload/download CSV files from Jobvite SFTP dropbox
  • Parse and Translate lookup values if needed
  • Parse and import New Hires into HRIS using appropriate Integration layer provided by HRIS
NOTE : Please refer to the architecture diagrams below for Import & Export. 2.2. Import into Jobvite   The following lists the Roles and Responsibilities of the Customer and Jobvite during the import integration setup:
# Activity Owner
1 Generate CSV report/export files for Jobvite Customer
2 Encrypt and place files in Jobvite SFTP location Customer
3 Integration jobs pick files from Jobvite SFTP location Jobvite
4 Decrypt and Transform files to JSON Jobvite
5 Post JSON to Jobvite API Jobvite
6 Process results and form a single CSV result file Jobvite
7 Drop CSV result file in Jobvite SFTP location Jobvite
8 Pick CSV result file and process/update HRIS records with status Customer
2.3. Export from Jobvite   The following lists the Roles and Responsibilities of the Customer and Jobvite during the integration setup
# Activity Owner
1 Generate newhire csv export file Jobvite
2 Encrypt and place pgp file in Jobvite SFTP location Jobvite
3 Pick up the file from Jobvite SFTP location and Decrypt Customer
4 Process New hire records into HRIS system Customer

3. Project Approach

This Statement of Work is a fixed fee engagement and the project approach for all Integration Touchpoints is identical.
  • The Standard Flat File Integration must be started when the Jobvite implementation is fully completed (for new customers).
  • Jobvite will conduct a maximum of 3 calls (30 mins each) to assist with kickoff and questions.
3.1. Implementation Meeting Schedule The implementation is accomplished through a defined meeting cadence that covers the fundamentals of Jobvite with the customer’s designated implementation manager. The meeting schedule for the implementation package included in the Service is summarized below (Table 1).

Table 1: Implementation Meeting Schedule

Meeting Duration Meeting Name Meeting Frequency Meeting Description
30 min Integration Kickoff  Once Kickoff call with your team to walk thru the integration approach, quick overview.
30 min Integration Q&A (Optional)  Once An integration consultant will answer questions related to integration
30 min Final Review[Optional]  Once An integration consultant will review the test and results before closing the project
3.2. Assumptions
  1. Jobvite resources will be available during standard business hours in their respective time zone to assist the Customer, unless otherwise agreed for exception by the project managers on both sides. Calls will be scheduled at a mutually agreed time by Jobvite and Customer.
  2. All project work will be done remotely in English. All training sessions and knowledge transfer sessions will be done remotely via Web-Ex.
  3. Jobvite has no responsibility in setting up or configuring customer’s internal HRIS environment.
  4. Jobvite assumes that the Customer has proper resources who has extensive knowledge of their HRIS systems.
  5. Jobvite assumes that customer will be solely responsible for internal processes to extract and transform data to be sent to Jobvite.
  6. Integration Services will be performed based on the existing product features and tools available.
  7. Customer will send and receive Flat Files based on the Standard Specifications defined by Jobvite.
  8. Customer is responsible for any data transformations.
  9. Customer’s downstream HRIS process to import Standard CSV file is not part of this project timeline.
  10. During Implementation, Jobvite Implementation resources may access, assign or grant other Jobvite resources access to the customers instance and/or author Jobvite support request on behalf of the customer. For the services hereunder to be fulfilled, the customer approves such access and permission to Jobvite Implementation resources for the duration of Implementation.
3.3. Customer Obligations
  1. Secure HRIS IT resources to build CSV exports from HRIS system to send to Jobvite.
  2. Secure HRIS IT resources to develop processes to consume NewHire CSV files into HRIS system.
  3. Define test scenarios and provide data for testing Jobvite Integration Scripts.
  4. Secure resources to create and/or enter data in HRIS as necessary for the Integrations.
  5. Validate Jobvite environment on Jobvite imports.
  6. Validate HRIS system for outbound from Jobvite.
  7. Secure Network/Infrastructure resources to setup connectivity with Jobvite SFTP Server.
3.4. Project Completion
  • This project is deemed complete when the CSV Flat File is configured and scheduled according to design.
  • Customer’s downstream process to import to HRIS/HCM will not affect the project completion.

4. Project Pricing

Refer to the Jobvite Order Form for the pricing of services. Changes to scope specified herein and/or delays by the Customer will likely cause changes to the project scope and thus to the timetable and the fees payable to Jobvite hereunder.

5. Appendix A: Integration Touchpoints

The following table lists available integration touchpoints. The Jobvite Order Form specifies which Integration Touchpoints are included within this SOW (Statement of Work). Any Integration Touchpoint not listed in the Jobvite Order Form is beyond the scope covered by the SOW.
Integration  Description
New Hire Export Hired Candidates from Jobvite to HRIS (New Hire/Rehire/Internal Transfer)
Onboarding Export Hired + Export with SSN & DOB (NewHire + Onboarding Data)
Requisition Export Requisitions/Jobs exported from Jobvite into HRIS
Employee Import Employees from HRIS into Jobvite
Requisitions Import Requisitions/Jobs from HRIS to Jobvite
Location Import Locations from HRIS to Jobvite
Department Import Department from HRIS to Jobvite
Category Import Category from HRIS to Jobvite
Custom Field Values Custom Field Setup to Jobvite

6. Appendix B: Data Field List

Refer to each section below for the list of fields included in the Integration Touchpoint as specified by the Jobvite Order Form. Key Notes:
  • For detailed field description and format please refer to the Data Mapping document which would be provided at the start of implementation
6.1. New Hire Export Field List
Candidate Fields Application Fields Requisition Fields Custom Fields
Candidate_Id Application_Id Job_Company All Custom Fields marked for “Data Feed” in Jobvite HIRE module
Candidate_Title Application_HireDate Job_RequisitionId
Candidate_FirstName Application_StartDate Job_Title
Candidate_LastName Application_VeteranStatus Job_JobType
Candidate_Email Application_Gender Job_Department
Candidate_HomePhone Job_Location
Candidate_WorkPhone PrimaryHiringManager_EmployeeId
Candidate_CellPhone PrimaryHiringManager_FirstName
Candidate_Address PrimaryHiringManager_LastName
Candidate_Address2 PrimaryHiringManager_Email
Candidate_City
Candidate_ZipCode
Candidate_State
Candidate_Country
Candidate_Race
6.2. New Hire + Onboarding Export Field List
Onboarding Fields Application Fields Requisition Fields Custom Fields
Onboarding_FirstName Application_Id Job_Company All Custom Fields marked for “Data Feed” in Jobvite HIRE module
Onboarding_MiddleName Job_RequisitionId
Onboarding_LastName Job_Title Note: NO Custom Fields from Onboarding are provided in the Standard CSV Export
Onboarding_Email Job_JobType
Onboarding_Address Job_Department
Onboarding_Address2 Job_Location
Onboarding_City PrimaryHiringManager_EmployeeId
Onboarding_State PrimaryHiringManager_FirstName
Onboarding_ZipCode PrimaryHiringManager_LastName
Onboarding_Country PrimaryHiringManager_Email
Onboarding_DateofBirth
Onboarding_SSN
Onboarding_HomePhone
Onboarding_CellPhone
Onboarding_StartDate
Onboarding_Gender
Onboarding_Race
Onboarding_VeteranStatus
Onboarding_HireDate
Onboarding_StartDate
6.3. Employee Import Field List
Employee Fields Comment
EmployeeId
FirstName
LastName
EmailAddress
Role
Title
ReportsTo
Address
Address2
City
State
PostalCode
Country
HomePhone
WorkPhone
Mobile
ReportsTo_2 Organizational Custom Field
ReportsTo_3 Organizational Custom Field
ReportsTo_4 Organizational Custom Field
ReportsTo_5 Organizational Custom Field
6.4. Department Import Field List
Department Fields
Department Code
Department Name
6.5. Location Import Field List
Location Fields
Location Code
Location Name
Country
State
City
Address
Address2
ZipCode
6.6. Category Import Field List
Category Fields
Category Code
Category Name
6.7. Custom Field Value Import Field List
Custom Field Values Fields
Custom Field Name
Custom Field Value
6.8. Requisition Import Field List
Requisition Fields
Department
Location
Requisition Id
Requisition Title
Job Link
Apply Link
Brief Description
Description
Category
Job State
Recruiter Email
EEO Category
Position Count
Location Postal Code
Location City
Location State
Location Country
Primary Hiring Manager Email
Other Hiring Manager Email
Creator Email
Job Type
Posting Type
Workflow
Subsidiary Name
Pre Interview Form Name
Evaluation Form Name
Agency Access Email
Referral Bonus
Start Date
End Date
Sent Date
Distribution
6.9. Requisition Export Field List
Requisition Fields
Department
Location
Requisition Id
Requisition Title
Job Link
Apply Link
Brief Description
Description
Category
Job State
Recruiter Email
EEO Category
Position Count
Location Postal Code
Location City
Location State
Location Country
Primary Hiring Manager Email
Other Hiring Manager Email
Creator Email
Job Type
Posting Type
Workflow
Subsidiary Name
Pre Interview Form Name
Evaluation Form Name
Agency Access Email
Referral Bonus
Start Date
End Date
Sent Date
Distribution

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