Integrate your Slack

Here’s a step-by-step process for integration of the Tacitbase Slack app, including user integration and functionalities:

1. Sign In to Tacitbase

  • Open your browser and navigate to the Tacitbase login page.
  • Click on the Sign In button.

2. Navigate to your organization

  • Once signed in, locate and click on your organization to select it.

3. Integrate Slack with Tacitbase

  • Go to the bottom right corner of the Tacitbase interface and click on the Settings icon.
  • In the settings menu, select Organization Settings.
  • Find and click on Connect Your Workspace to integrate with Slack.
  • Follow the on-screen instructions to complete the integration process.

4. Invite a Partial User via Slack

  • Navigate to the Members tab on the left-hand navigation bar.
  • Click on Invite User. A pop-up will appear.
  • In the pop-up, select Partial User and choose a Slack user from your workspace whom you want to invite.
  • Follow the instructions received in the invited Slack user’s DM to accept the invitation.

5. Send a Candidate for Review

  • Go to the Talent Pool service via the left-hand navigation bar.
  • This page will display a list of candidates in the database.
  • Select a candidate and click on the Send to Review button, located in the right-hand action menu of the candidate card.
  • Choose a reviewer; ensure you select the Slack user you invited as a partial user.
  • Click on Send Review. The review request will be sent to the user’s Slack DM via the Tacitbase app.

6. Interact with the Review

  • As the login user of Tacitbase, you can view the ongoing review in the Reviews tab in the left navigation bar.
  • You can comment on the review, and this comment will be sent to the review thread created in Slack.
  • The Slack user (partial user) can also comment on the candidate review from Slack.
  • Check the candidate review in Tacitbase to see the comments made by the Slack user.

7. Finalize the Review

  • Once the review process is satisfactory, go to the candidate reviews panel.
  • Click on Finalize Review button located on the right action menu in the candidate reviews panel to finalize the review.

These steps should cover the entire process from logging in to finalizing a review in Tacitbase with Slack integration. If you need further details on any of these steps or encounter any issues, feel free to ask!