Deltek Talent Management

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Request Process for Test Site Setup

Complete these steps to request a test site for your Integration Via Unionpoint setup.

Warning: Before you request for a test site, 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.

You can proceed with the steps detailed below after you have completed the pre-requisites.

To get started with your Talent Management - Vantagepoint productized integration test site:

  1. Submit a request for access to test integration by submitting a case via the Deltek Support Center. Our Support team works with our Cloud Operations team to obtain a copy of a sandbox environment with client data.
  2. In Talent Management, log in as a Global Administrator.
  3. Navigate to Administration > Global Settings > System Settings.
  4. Under General, set the SOA Path to one of the following client testing sites depending on your company's region.
    • https://pre-soadevus.tm.deltek.com: Choose this if your test region is US.
    • https://pre-soadevca.tm.deltek.com: Choose this if your test region is Canada.
    • https://pre-soadeveu.tm.deltek.com: Choose this if your test region is Europe.
  5. Scroll down and click Update.
  6. Navigate to Administration > Global Settings > System Administration > Features.
  7. In the Select a Group drop-down list field, select Implementation.
  8. Under Core, enable Integration Platform-as-a-Service.
  9. 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.
  10. Click Update Features.
  11. 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 from the following options:
    • User Hired Event
    • User Terminated Event
    • User Updated Event
    • Onboarding Completed Event
  12. Under Core HR, enable Core HR to set Talent Management as the system of record for the integration process. If Core HR is disabled, Vantagepoint will be the system of record for the integration process.
    Note: This feature is available only if the Core HR module has been licensed for your company. If the Core HR setting is not available, then Vantagepoint will be the default system of record for your integration.
  13. Click Update Features.
  14. 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 Test Site:Unionpoint Integration Testing
    Integration Name:Deltek Unionpoint Integration
    SOA Path: SOA Path you selected in Step 4.
    Important: You will need this authentication token to configure the settings in Unionpoint for integration with Talent Management.