CRM and Sales tools
Freshteam by Maxmel Tech
32 min
freshteam is an hr software for managing recruitment, employee data, onboarding, and time off integrating freshteam with make com enables automated candidate management, employee record updates, and streamlined hr workflows across multiple business tools this is ai generated content based on official freshteam documentation the content may still contain errors—please verify important information if you have questions, contact https //support freshteam com/support/home directly how to get support on freshteam freshteam is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=freshteam\&app slug=freshteam community\&app unique id=freshteam 7ng35t requirements to use the freshteam app in make, you must have an active freshteam account and an api key, https //freshteam com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/freshteam community/ click the install button follow the on screen instructions to complete the setup connect freshteam and {{product name}} to get started, you must first create a connection between freshteam and {{product name}} , allowing the two services to communicate you can connect using the following method oauth 2 0,api key,bearer token oauth 2 0 instructions you need to obtain your access token login to your freshteam account using your credentials click the profile icon on the right side of the freshteam ui select api settings from the menu in the api settings window, locate the access token displayed under your api key copy the access token for use as the required credential api key instructions you need to retrieve your api key from the freshteam platform login to your freshteam account using your credentials click the profile icon located on the right side of the freshteam user interface in the menu that appears, select api settings in the api settings window, locate the section labeled your api key copy the displayed api key for use as your authentication credential bearer token instructions you need to retrieve your access token from your freshteam account login to your freshteam platform using your credentials click the profile icon located on the right side of the freshteam interface select the option labeled api settings from the menu in the api settings window, locate the access token displayed under your api key copy the access token for use as your bearer token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=freshteam\&app slug=freshteam community\&app unique id=freshteam 7ng35t create the connection in {{product name}} https //www make com/en/register , add the freshteam module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your freshteam account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page freshteam modules after connecting to the freshteam app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create time off request creates a new time off request in your freshteam account, allowing you to specify details like the type of leave, dates, and any additional notes create a candidate source adds a new candidate source to your freshteam account, helping you track where your job applicants are coming from create a custom employee field adds a new custom field to the employee form in your freshteam account, allowing you to collect and store additional employee information tailored to your organization’s needs create a new hire adds a new employee to the freshteam new hire queue, starting their onboarding process make sure to save the returned id, as you'll need it to find or update this new hire later—freshteam doesn't offer a way to list or search for new hires directly create an applicant adds a new applicant to a specific job posting, helping you easily track and manage candidates for that position create an employee adds a new employee to your freshteam account by creating their profile with the details you provide get employee fields this module fetches a comprehensive list of all employee fields—both default and custom—that have been set up for your organization in freshteam get hire by id fetches detailed information about a specific hire in the freshteam system using their unique identifier get time off by id fetches detailed information about a specific time off request using its unique id from your freshteam account get a job type by id fetches detailed information about a particular job post using the id you provide get an employee by id fetches detailed information about a specific employee from your freshteam account using their unique id list applicant fields fetches detailed information about the fields used for job applicants in your freshteam account, helping you understand and manage the data collected during the application process list branches retrieves a complete list of all branches set up within your organization in freshteam, giving you an overview of every branch currently configured in your account list business units fetches and displays a complete list of all business units that have been set up in your freshteam account, helping you easily view and manage your organization’s structure list candidate source categories fetches and displays a complete list of all source categories that have been set up in your freshteam account, helping you see how your sources are organized list candidate sources fetches and displays a complete list of all recruitment sources that have been set up in your freshteam account, helping you see where your candidates are coming from list departments fetches a complete list of all the departments that make up your organization, helping you see how your company is structured list employees fetches a comprehensive list of all employees set up in your freshteam account you can easily narrow down the results by filtering based on status, name, email, employee type, department, business unit, location, reporting manager, and various other details list job posting fields this module fetches a complete list of both default and custom job posting fields that have been set up for your organization in freshteam it helps you see all the fields used to collect information when creating job postings list job postings fetches and displays a complete list of all job postings that have been set up in your freshteam account, allowing you to view every available position currently configured in the system list levels fetches and displays a complete list of all levels that have been set up within your organization in freshteam list sub departments fetches and displays a detailed list of all sub departments that belong to a specific department, helping you see how the department is organized list teams fetches and displays a list of all employee teams that have been set up within your organization’s freshteam account list time off requests this module fetches a complete list of time off requests submitted by every employee in your organization if you choose to specify a start date, be sure to include an end date as well—both dates need to be provided together list timeoff types fetches and displays a complete list of all the different vacation types that have been set up for your organization, helping you easily see the available leave options make an api call allows you to make a custom api request to the service, using your own specified parameters and authorization settings send employee portal invitation email sends an invitation to a specific employee, allowing them to register and create their own account on the freshteam employee portal update a new hire updates the details of an existing new hire in the freshteam system using their unique identifier update a time off request cancels a specific time off request in your freshteam account by updating its status from approved to cancelled, using the request's unique id update a time off request approves a specific time off request by updating its status to "approved " update an employee updates the details of an existing employee in your freshteam account, allowing you to modify information such as contact details, job title, department, or other employee records watch applicant form field changes this module activates whenever any updates are made to the form fields of an applicant for a specific job posting, allowing you to track and respond to changes in real time watch branches this module activates whenever a new branch is added or when details of an existing branch are updated in your freshteam account, helping you stay up to date with changes to your organization's branch information watch business units this module activates whenever a new business unit is created or an existing one is updated in your freshteam account, allowing you to automatically respond to changes in your company’s organizational structure watch departments this module activates whenever a new department is added or when details of an existing department are changed watch employees this module activates whenever a new employee is added or an existing employee’s information is updated in your freshteam account, helping you stay up to date with any changes to your team members watch job postings this module activates whenever a new job posting is created or when an existing job post gets updated, helping you stay on top of the latest opportunities watch levels triggers whenever a new level is created in your freshteam account, allowing you to automate actions each time a new organizational level is added watch sub departments this module activates whenever a new sub department is created in freshteam, allowing you to automatically respond to the addition of new sub departments within your organization watch teams this module activates whenever a team is either created or modified in your freshteam account, allowing you to automatically respond to changes in your team structure watch time offs this module activates whenever a new time off request is created or when an existing request is updated, allowing you to easily track changes or additions to employee time off templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} freshteam resources you can have access to more resources related to this app on the following links https //community make com/search?q=freshteam https //freshteam com https //support freshteam com/support/home https //developers freshteam com/api/ https //www make com/en/integrations/freshteam community