IntegrationsThe problem: the same details typed into six systems

Plays well with the systems you already run.

Messaging, Microsoft 365, identity checks, accounts, clocks and UK reference data. Each connection is set up in Settings by your own administrators, and each one can be left off.

Talk to us What flows each way

Both waysEvery flow is listed on this page.
Your own tenantMail and documents stay in your Microsoft 365.
Yours to switchSet up in Settings, or left off.

WhatsAppChats, both ways
Text messagesOffers and reminders out
Microsoft 365Mail in and out
CredasCheck results in

Settings

ConnectionMessages filed against each record
Automatic repliesOff until you decide

Teams notifications

Booking unfilled alert
Compliance document expiring
Invoice overdue
Shout-out given

Sage 50Invoices out, payments in
Clocking systemsHours in
SharePointDocuments, both ways
Companies HouseCompany details in

Screens are drawn from the real product with made-up data.

The connectionsThe problem: nobody is sure what a link will send

Every connection is a switch. A person decides which are on.

Nothing messages a candidate, signs anyone in or sends a file anywhere because a system decided it should. Your administrators choose, in Settings.

Messaging
WhatsApp
Text messages
Microsoft 365 email
Microsoft 365, beyond mail
Microsoft sign-in
Microsoft Teams
SharePoint
Checks, money and hours
Credas
Video identity checks
Sage 50
Clocking systems

Dom K.online

MiraHi Dom, thanks for applying for the picker role. Are you still interested?09:02

yes09:03

MiraGood. When could you start?09:04

monday09:05

Handed to Sam with Mira's notes

Sam, recruiterHi Dom, Sam here. Ringing you in five minutes.09:08

ConnectionMessages filed against each record
Automatic repliesOff until you decide

With replies off, a new message is recorded and the recruiter is told.

Messaging. The problem: chats on personal phones, mail in one inbox

WhatsApp, with Mira holding the conversation

TalentCore sends and receives WhatsApp Business messages and files every one against the person's record. Mira can chat with a candidate, check they are interested and qualified, and hand over to a recruiter. Automatic replies only go out when you have switched them on. Otherwise the chat is recorded and the recruiter is told.

The whole WhatsApp story

Works through the official WhatsApp Business platform.
Automatic replies are a setting, off unless you choose it.
Incoming messages are signature-checked before they are read.

Into TalentCore: Replies, signature-checked before they are read
Out of TalentCore: Messages, and Mira's side of each chat

Text this booking Thu 06:00, Depot 1

TemplatePre-shift reminder

MessageHi {first name}, reminder: 06:00 tomorrow at Depot 1. Report to gatehouse B.

8 workers on this bookingEach text is logged on their record
8 to send

Send 8 texts

Example Recruitment

Mon 08:30

Your Example Recruitment sign-in link: example.com/p/9d2x. It works once.

Today 16:02

Hi Kay, reminder: 06:00 tomorrow at Depot 1. Report to gatehouse B.

Fri 10:15

Shift available: Sat 06:00 to 14:00, Depot 1. Tap to answer: example.com/o/7kq2

Messaging. The problem: chats on personal phones, mail in one inbox

Text messages: one, many or automatic

Send a text from a record, text everyone on a booking in one action, or let TalentCore send pre-shift reminders, shift offers and sign-in links. Every text is logged against the worker. A text that needs an answer carries a link, so the answer lands on the record and not on somebody's phone. Bulk sends skip anyone who has withdrawn marketing consent. Texts go through Twilio.

Mail Hub, Broadcast and SMS

Reusable templates for the messages you send every week.
Sign-in links are redacted from the message log once sent.

Into TalentCore: Nothing. Answers come back through the link in the text
Out of TalentCore: Single, bulk and automated texts, each one logged

Mail Hub North branch mailbox

Connected

From	Subject	Filed as
A job board	New application: picker, days	ReadingApplicant: Dom K.
Example Foods	Two more for Thursday?	ReadingClient: Example Foods
Kay D.	Re: your timesheet	ReadingWorker: Kay D.

Email

Sent from your own addressnorth@example.com, through your Microsoft 365
TemplatesMerge fields, edited as they will look
{first name}
System-generated emailOne master switch pauses it all

Messaging. The problem: chats on personal phones, mail in one inbox

Microsoft 365 email, from your own addresses

Email goes out through your own Microsoft 365, so recipients see your address. Connected branch mailboxes feed the Mail Hub and the applicant import, so an application from a job board arrives as an applicant and not as an email to retype. Everything is logged against the worker, applicant or client.

Mail Hub, Broadcast and SMS

Email templates with merge fields, edited as they will look.
One master switch pauses all system-generated email.

Into TalentCore: Mail from connected branch mailboxes
Out of TalentCore: Email sent from your own addresses

Sign-in

Single sign-onOff by default
Password sign-inKeeps working
On
New usersNever created by a Microsoft sign-in
Added by you

Microsoft 365, beyond mail. The problem: one more password, one more place to look

Sign in with a Microsoft work account

An optional "Sign in with Microsoft" door, using OpenID Connect with PKCE. One less password for staff, on the work accounts you already manage.

How sign-in is protected

A Microsoft account never creates a TalentCore user by itself, so a guest in your tenant cannot quietly gain access.

Into TalentCore: A verified identity for an existing user
Out of TalentCore: Nothing

Teams · Branch channel05:14

Unfilled booking alert
Example Foods (BK-00412) on Thu 12 Nov still needs 1 worker.

Teams · Branch channel07:00

Compliance expiry warning
Dev C.: Class 2 licence expires Fri 13 Nov.

Teams · Branch channel09:00

Invoice overdue
INV-00276 for Sample Retail is 7 days overdue.

Teams notifications

Booking unfilled alert
Compliance document expiring
Invoice overdue
Shout-out given

Three on, one off. The channel only hears what you chose.

Microsoft 365, beyond mail. The problem: one more password, one more place to look

Teams: the alerts you choose, in the channel

TalentCore can post events into a Teams channel, so the team sees what matters in the place they already talk. Each kind of event has its own switch: a booking still short of workers, a compliance document about to expire, an overdue invoice, a shout-out for a colleague.

Every event type is off until you switch it on.

Into TalentCore: Nothing
Out of TalentCore: Channel notifications for the events you choose

Method statement tender document

Make liveLive in SharePoint

JMSPJo and Sam are editing in Word online

Sync from SharePoint

Synced from SharePoint. Saved on the tender as version 2. Version 1 is kept.

Microsoft 365, beyond mail. The problem: one more password, one more place to look

SharePoint: several people, one tender response

Mark a tender document as live and it is uploaded to SharePoint for co-editing in Word online. When the editing is done, one click brings the edited copy back into TalentCore as a new version.

Inside the Tender Hub

CVs can also be stored in a SharePoint library.
Either way the documents sit in your own Microsoft tenancy.

Into TalentCore: The edited copy of a live tender document, as a new version
Out of TalentCore: Tender documents and CVs

Tia F. Right to work neededClear to work

W-00954 · Picker, days

Compliance75%100%

Check started from the recordSam, recruiter · 10:02
Sent
Tia completes it on her phoneHer document and her face, checked by Credas
In progress
Result returnedFiled on her compliance record at 10:19
Passed

Checks, money and hours. The problem: results, invoices and hours typed in twice

Credas: right to work checks that file themselves

Start a Credas check from the worker's record. The worker completes it on their own phone. The result comes back into their compliance record without anyone pressing refresh, and the outcome and any expiry feed their compliance score. No photocopies, and no chasing for a passport scan.

Right to work and vetting

TalentCore asks Credas for the result on a schedule, until it has one.
Needs your own Credas account, switched on in Settings.

Into TalentCore: The result of each check
Out of TalentCore: A check request, started from the worker record

Identity check Mei R.

Sealed. 3 snapshots and a transcript, hashed at 10:31. Audit bundle ready to download.

Checks, money and hours. The problem: results, invoices and hours typed in twice

Video identity checks, built in

This one is not a connection at all. TalentCore has its own browser video call for face-to-face identity checks, with no app for the candidate to install.

Onboarding and video checks

Snapshots are captured, with a transcript in browsers that support speech recognition, and the finished check is sealed into an audit bundle you can download.
Evidence is hashed when the call ends, so later tampering shows.

Import payments from Sage 50

PreviewSaved

Invoice	Client	Paid	Result
INV-00311	Example Foods	£11,347.20	MatchedPaid 10 Nov
INV-00312	Sample Retail	£4,180.00	MatchedPaid 10 Nov
INV-00314	Demo Logistics	£2,956.80	MatchedPaid 11 Nov
INV-00290	Test Wholesale	£1,020.00	Already paid
INV-00399	Not recognised	£640.00	Unmatched

Confirm 3 matched payments3 invoices marked paid, with date and reference.

Checks, money and hours. The problem: results, invoices and hours typed in twice

Sage 50: files out, payments back

TalentCore produces files in the layout Sage 50 imports, for invoices, credit notes and payroll, with the tax code worked out for each line. Going the other way, upload a Sage payments file and invoices are matched by number. You see what matched, what did not and what was already paid, before anything is saved.

Invoicing and credit control

A file-based link, not a live connection. CSV and Excel.
BACS and EDI payment files are produced too. TalentCore prepares the files. It does not move money or submit to HMRC.

Into TalentCore: A payments file, previewed before anything is saved
Out of TalentCore: Files for invoices, credit notes and payroll

Worker	Mon	Tue	Wed	Thu	Fri	Hours	Source
Kay D.Forklift	8	8	8	8	8	40	Clocked
Raj K.Picker	8	8	10	8	8	42	Clocked
Nia W.Nights	8	8	8	8	-	32	Clocked

Filled from the clock at Depot 1. A person still approves the week.

Checks, money and hours. The problem: results, invoices and hours typed in twice

Clocking systems: hours backed by a clock

Clock-in and clock-out times flow into timesheets. TalentCore connects to a clocking service through its API, and can import a clocking system's weekly export file for a client, matching the workers and filling in the week.

How timesheets are approved

Timesheets fill themselves for clocked sites, and there is less to dispute.

Into TalentCore: Clock-in and clock-out times
Out of TalentCore: Nothing

Eight smaller connectionswhat3words, postcodes, Companies House, GOV.UK bank holidays, calendar feeds, Facebook pages, password breach checks and live weather. Reference data and the rest

What flows each way

No mystery about what goes where.

13 systems

Before you connect anything, you should know what it will send and what it will bring back. Here is the whole list.

System	Into TalentCore	Out of TalentCore
WhatsApp	Replies, signature-checked before they are read	Messages, and Mira's side of each chat
Text messages	Nothing. Answers come back through the link in the text	Single, bulk and automated texts, each one logged
Microsoft 365 email	Mail from connected branch mailboxes	Email sent from your own addresses
Credas	The result of each check	A check request, started from the worker record
Sage 50	A payments file, previewed before anything is saved	Files for invoices, credit notes and payroll
Clocking systems	Clock-in and clock-out times	Nothing

See the other 7 systems

System	Into TalentCore	Out of TalentCore
Microsoft sign-in	A verified identity for an existing user	Nothing
Microsoft Teams	Nothing	Channel notifications for the events you choose
SharePoint	The edited copy of a live tender document, as a new version	Tender documents and CVs
Companies House	Registered address, status, SIC codes, directors	A look-up by name or number
GOV.UK	UK bank holiday dates	Nothing
Your calendar	Nothing	Feeds of bookings and team leave
Facebook pages	Engagement on your posts	Posts, now or scheduled

Reference data and the rest

Small connections that save a morning a week.

8 more connections

The problem: small look-ups that eat a morning. None of these is a reason to buy a platform. Together they are the difference between a record you trust and one you check twice.

what3words on every site
Postcode look-up and distance by road
Companies House
Bank holidays from GOV.UK
Calendar subscriptions
Facebook pages
Password breach checking
Live weather

what3words on every site

Store a three-word address against a client site. It appears on booking confirmations, the worker's assignment details and the phone app's site card. Workers find the right gate on a big estate first time.

Depot 1Site

three.word.address

Gatehouse B, staff entrance

Postcode look-up and distance by road

Type a postcode and the address and coordinates fill in. Matching then scores travel by real driving routes and not as the crow flies, so a suggested worker can realistically get there.

PostcodeXX1 1XX

1 Example Road, Northtown

Kay D. to Depot 14 miles by road

Companies House

Look up a client or lead by name or number and bring in the registered address, status, incorporation date, SIC codes and directors. An accurate lead in seconds, and a quick check on who you are supplying.

New leadCompanies House

Example Packaging LtdActive

Registered address, SIC codes, 2 directors

Bank holidays from GOV.UK

UK bank holiday dates are synced from GOV.UK and used in leave calculations, the booking calendar and recurring bookings. Correct working-day counts, and nobody maintaining a list.

Week of 28 DecemberGOV.UK

2 bank holidays, 3 working days

Calendar subscriptions

Subscribe to a feed of bookings or of team leave from Outlook, Google Calendar or anything else that reads the standard .ics format. Your week, in the calendar you already live in.

Your calendarSubscribed

Thu 06:00 Depot 1, 8 booked

Fri: Priya on leave

Facebook pages

The Social Engine connects to your Facebook pages to publish, schedule and report on engagement, so social activity sits beside the placements it produced.

The Social Engine

Facebook pageScheduled 08:00

Pickers wanted, days, Depot 1

Engagement read backPublished

Password breach checking

When a password is set it is checked against the Have I Been Pwned breach list using a partial hash, so the password itself never leaves the server. It removes the easiest way into any system.

New passwordBreach check

First 5 characters of a hash sent

Found in a known breachChoose another

Live weather

Current conditions for the branch location show in the top bar and beside bookings. A small touch that lets you warn an outdoor crew before they set off.

North branch4° Heavy rain

Thu 06:00 Yard4° Heavy rain

Why it matters

The systems talk. Your people stop retyping.

For recruiters and for leaders

Reach people where they actually answer.WhatsApp, text and email, all sent from the record and all filed back against it. Not on personal phones, and not trapped in one person's inbox.
Uses the licences you already pay for.Sign-in, Teams and SharePoint all work with the Microsoft 365 you already have. Your documents sit in your own tenancy, not in ours.
Where retyping costs the most.A right to work result, a payment and a clocked shift are each typed once, by the system that knows them. TalentCore takes them in and a person confirms what matters.

For recruiters

The record is already up to date.

Applications from job boards arrive as applicants, not as emails to retype.
Text a whole shift in one action, with every message logged on the record.
Send a right to work check, carry on with your day, and the record updates itself.

TalentCore for recruiters

For business leaders

No double keying between the desk and the accounts.

Messaging that is logged, consent-aware and not on personal phones.
One version of who has paid, and hours backed by a clock.
Built on the Microsoft 365 licences you already pay for.

TalentCore for business leaders

The specifics

How each link works.

8 details

The details an IT manager or finance lead will ask for first.

Official WhatsApp Business platform: With every incoming message signature-checked.
Off unless you choose: Automatic WhatsApp replies and Microsoft sign-in are both deliberate switches.
OpenID Connect, PKCE: Microsoft sign-in, with no automatic account creation.
CSV and Excel: Sage 50 exports for invoices, credit notes and payroll.
A preview first: Sage payments are shown as matched, unmatched or already paid before anything is saved.
A weekly file: How a clocking system's export is imported for a client, alongside the clocking API link.
Standard .ics feeds: Bookings and team leave, in Outlook or Google Calendar.
5characters: Of a hash are all that is sent to the password breach check.

How it connects

Where each connection shows up.

6 links

Tell us which systems you run today.

Ask us, and the reply comes from a person who knows recruitment. We will say plainly which of your systems TalentCore connects to, and which it does not.

Talk to us info@talentcorecrm.com