Deltek Talent Management

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Request Process for Clients With Legacy Integration

Complete these steps if you are migrating from legacy integration into Integration Via Unionpoint.

Warning: Before you request to migrate from legacy integration into Integration Via Unionpoint, you must first accomplish the pre-requisites for Talent Management Integration Via Unionpoint. If you have not completed the pre-requisites, stop here and follow the steps for Integration Via Unionpoint Request Process Pre-Requisites.

To migrate your existing legacy integration to Unionpoint:

  1. In Talent Management, log in as a Global Administrator.
  2. Submit a request to disable legacy integration and deactivate any Talent Management-Vantagepoint integration tasks on Collective by submitting a case via the Deltek Support Center, with the following details:
    Required InformationExample
    Client Site information:https://clientname.hrsmart.com
    Purpose 1: Disable Legacy Integration:Disable Talent-Vision Integration, or

    Disable Talent-Vantagepoint Integration

    Purpose 2: Deactivate Collective Integration Tasks:Disable Deltek-Vantagepoint Integration
    Integration Name:Deactivate the following Deltek Talent-Vision integration Collective Task
    • client_name Vision Users Import
    • client_name Vision Jobs Import
  3. Perform the following steps in Vantagepoint.
    1. Disable the Talent Management-Vantagepoint integration by logging in to the Vantagepoint site and navigating to Utilities > Integrations > Talent Management.
    2. Under Integration Setup, unselect Enable Talent Management Integration.
  4. In Talent Management, navigate to Administration > Global Settings > Administration > Features.
  5. In the Select a Group drop-down list field, select Implementation.
  6. Under Core, enable Integration Platform-as-a-Service.
  7. Make sure Use Webhooks is unselected.
    Important: This is a deprecated feature, and it will cause your integration to malfunction when it is removed in a future release.
  8. Click Update Features.
  9. As the screen refreshes, navigate back to Core > Integration Platform-as-a-Service, then select or unselect the events you would like to monitor. Please enable only the features you would like to monitor from the following options:
    • User Hired Event
    • User Terminated Event
    • User Updated Event
    • Onboarding Completed Event
  10. Click Update Features.
  11. Submit a request for a Talent Management authentication token to configure Unionpoint Integration by submitting a case via the Deltek Support Center that includes the following details:
    Required InformationExample
    Client Site information:https://clientname.hrsmart.com
    Purpose 1: Request for Authentication Token:Talent Management Authentication Token
    Purpose 2: Request for Integration:Unionpoint Integration
    Integration Name:Deltek Unionpoint Integration
    Important: You will need this authentication token to configure the settings in Unionpoint for integration with Talent Management.

    This concludes the setup requirements for Talent Management. However, to complete the Integration Via Unionpoint setup process, you must deploy the integration through the Unionpoint Portal. For information, see Deltek Unionpoint: Set Up an Integration in the Unionpoint Portal.

    Also please refer to the Talent Management - Vantagepoint Productized Integration Reference