Completing EOR employment onboarding
This guide will help you retrieve, update, and complete an employment onboarding form for an EOR employment using Oyster’s API endpoints. The employment onboarding is necessary to create an employment contract, and by completing the steps in this guide, you will be ready to send a contract out for signature. This guide assumes the employment has a status of In Progress, achieved either via API using this guide or submitted by the Customer Admin in the platform.
Note for Reseller partners using the API - you will need to use the X-Oyster-Customer-Id header for all of the calls in this guide. For more information, see the Reseller guide to using the Oyster API.
1. Retrieve Employment Onboarding Form
You can retrieve the onboarding form associated with a specific employment using the Fetch the onboarding form endpoint. This form contains all necessary information the worker needs to provide during the onboarding process.
Onboarding forms vary based on employment country and when the employment was submitted (i.e. when the engagement state is IN_PROGRESS. To see which countries support employment onboarding via API, see the Hiring API country coverage guide.). For this reason, it is important to get the specific onboarding form for each employment.
Example Request
curl --request GET \
--url https://api.oysterhr.com/v0.1/hiring/employments/urY7zKOm/onboarding/form \
--header 'accept: application/json' \
--header 'authorization: Bearer BEARER_TOKEN_GOES_HERE'
Response
The response will contain the details of the onboarding form, which includes sections of information that need to be filled in to complete the onboarding.
Example Response
{
"data": {
"sections": [
{
"title": "A Generic Page",
"fields": [
{
"id": "text_field",
"type": "TEXT",
"label": "A Text Field",
"isRequired": true,
"value": "Lorem the ipsum, dolor the sit"
},
{
"id": "optional_text_field",
"type": "TEXT",
"label": "An Optional Text Field",
"isRequired": false,
"value": null
},
{
"id": "date_field",
"type": "DATE",
"label": "A Date Field",
"isRequired": false,
"value": "1986-01-31"
}
]
},
{
"title": "A page with fields that have limited choices",
"fields": [
{
"id": "dropdown_field",
"type": "SELECT",
"label": "A Dropdown Field",
"isRequired": true,
"value": null,
"options": [
{
"value": "choice_1",
"label": "The first choice"
},
{
"value": "choice_2",
"label": "The second choice"
}
],
"mode": "DROPDOWN",
"select": "ONE"
},
{
"id": "radio_field",
"type": "SELECT",
"label": "A Radio Field",
"isRequired": true,
"value": null,
"options": [
{
"value": "choice_1",
"label": "The first choice"
},
{
"value": "choice_2",
"label": "The second choice"
}
],
"mode": "RADIO",
"select": "ONE"
}
]
},
{
"title": "A page with file uploads",
"fields": [
{
"id": "file_upload_1",
"type": "DOCUMENT",
"label": "File Upload 1",
"isRequired": false,
"value": null
}
]
},
{
"title": "A page with checkbox group",
"fields": [
{
"id": "checkbox_group_1",
"type": "SELECT",
"label": "Checkbox Group 1",
"isRequired": false,
"value": null,
"options": [
{
"value": "choice_1",
"label": "The first choice"
},
{
"value": "choice_2",
"label": "The second choice"
}
],
"mode": "CHECKBOX",
"select": "MULTI"
}
]
},
{
"title": "A page with field groups",
"fields": [
{
"id": "first_field_group",
"type": "GROUP",
"isRequired": false,
"title": "Field group with single field",
"fields": [
{
"id": "field_group_text_field",
"type": "TEXT",
"label": "A Text Field",
"isRequired": true,
"value": null
}
]
},
{
"id": "second_field_group",
"type": "GROUP",
"isRequired": false,
"title": null,
"fields": [
{
"id": "field_group_text_field_2",
"type": "TEXT",
"label": "A Text Field in a Field Group without title",
"isRequired": false,
"value": null
},
{
"id": "field_group_text_field_3",
"type": "TEXT",
"label": "Another Text Field",
"isRequired": false,
"value": null
}
]
}
]
},
{
"title": "A page with bank account",
"fields": [
{
"id": "bank_account_1",
"type": "BANK_ACCOUNT",
"label": "A bank account field",
"isRequired": true,
"value": null
}
]
}
],
"state": "DRAFT"
}
}
2. Update Employment Onboarding Form
Once you have the onboarding form from the previous step, you will need to fill out the required details using the Update the onboarding form endpoint.
Note: BANK_ACCOUNT and DOCUMENT field types should be updated using the Create bank account and Update bank account endpoints and Upload a document to the onboarding form endpoints, respectively.
Example Request
curl --request PATCH \
--url https://api.oysterhr.com/v0.1/hiring/employments/urY7zKOm/onboarding/form \
--header 'accept: application/json' \
--header 'authorization: Bearer BEARER_TOKEN_GOES_HERE' \
--header 'content-type: application/json' \
--data '
{
"fields": [
{
"id": "first_name",
"value": "Test"
}
]
}
'
Response
If successful, the API will return the updated form details, confirming that the specified fields were modified.
Example Response
{
"data": {
"sections": [
{
"title": "A Generic Page",
"fields": [
{
"id": "text_field",
"type": "TEXT",
"label": "A Text Field",
"isRequired": true,
"value": "Lorem the ipsum, dolor the sit"
},
{
"id": "optional_text_field",
"type": "TEXT",
"label": "An Optional Text Field",
"isRequired": false,
"value": null
},
{
"id": "date_field",
"type": "DATE",
"label": "A Date Field",
"isRequired": false,
"value": "1986-01-31"
}
]
},
{
"title": "A page with fields that have limited choices",
"fields": [
{
"id": "dropdown_field",
"type": "SELECT",
"label": "A Dropdown Field",
"isRequired": true,
"value": null,
"options": [
{
"value": "choice_1",
"label": "The first choice"
},
{
"value": "choice_2",
"label": "The second choice"
}
],
"mode": "DROPDOWN",
"select": "ONE"
},
{
"id": "radio_field",
"type": "SELECT",
"label": "A Radio Field",
"isRequired": true,
"value": null,
"options": [
{
"value": "choice_1",
"label": "The first choice"
},
{
"value": "choice_2",
"label": "The second choice"
}
],
"mode": "RADIO",
"select": "ONE"
}
]
},
{
"title": "A page with file uploads",
"fields": [
{
"id": "file_upload_1",
"type": "DOCUMENT",
"label": "File Upload 1",
"isRequired": false,
"value": null
}
]
},
{
"title": "A page with checkbox group",
"fields": [
{
"id": "checkbox_group_1",
"type": "SELECT",
"label": "Checkbox Group 1",
"isRequired": false,
"value": null,
"options": [
{
"value": "choice_1",
"label": "The first choice"
},
{
"value": "choice_2",
"label": "The second choice"
}
],
"mode": "CHECKBOX",
"select": "MULTI"
}
]
},
{
"title": "A page with field groups",
"fields": [
{
"id": "first_field_group",
"type": "GROUP",
"isRequired": false,
"title": "Field group with single field",
"fields": [
{
"id": "field_group_text_field",
"type": "TEXT",
"label": "A Text Field",
"isRequired": true,
"value": null
}
]
},
{
"id": "second_field_group",
"type": "GROUP",
"isRequired": false,
"title": null,
"fields": [
{
"id": "field_group_text_field_2",
"type": "TEXT",
"label": "A Text Field in a Field Group without title",
"isRequired": false,
"value": null
},
{
"id": "field_group_text_field_3",
"type": "TEXT",
"label": "Another Text Field",
"isRequired": false,
"value": null
}
]
}
]
},
{
"title": "A page with bank account",
"fields": [
{
"id": "bank_account_1",
"type": "BANK_ACCOUNT",
"label": "A bank account field",
"isRequired": true,
"value": null
}
]
}
],
"state": "DRAFT"
}
}
3. Complete Employment Onboarding
Once the onboarding form is filled and ready, including having updated the BANK_ACCOUNT and relevant DOCUMENT fields as outlined here, you must mark it as completed using the Mark onboarding form as complete endpoint. Once you do this, the onboarding form will no longer be editable.
When completing the onboarding form if a field is required (isRequired: true) it must have a value in the valid type for the completion to be successful.
Example Request
curl --request POST \
--url https://api.oysterhr.com/v0.1/hiring/employments/urY7zKOm/onboarding/form/complete \
--header 'accept: application/json' \
--header 'authorization: Bearer BEARER_TOKEN_GOES_HERE'
Response
A successful completion will return a confirmation that the form has been marked as completed.
Example Response
{
"data": {
"sections": [
{
"title": "A Generic Page",
"fields": [
{
"id": "text_field",
"type": "TEXT",
"label": "A Text Field",
"isRequired": true,
"value": "Lorem the ipsum, dolor the sit"
},
{
"id": "optional_text_field",
"type": "TEXT",
"label": "An Optional Text Field",
"isRequired": false,
"value": null
},
{
"id": "date_field",
"type": "DATE",
"label": "A Date Field",
"isRequired": false,
"value": "1986-01-31"
}
]
},
{
"title": "A page with fields that have limited choices",
"fields": [
{
"id": "dropdown_field",
"type": "SELECT",
"label": "A Dropdown Field",
"isRequired": true,
"value": null,
"options": [
{
"value": "choice_1",
"label": "The first choice"
},
{
"value": "choice_2",
"label": "The second choice"
}
],
"mode": "DROPDOWN",
"select": "ONE"
},
{
"id": "radio_field",
"type": "SELECT",
"label": "A Radio Field",
"isRequired": true,
"value": null,
"options": [
{
"value": "choice_1",
"label": "The first choice"
},
{
"value": "choice_2",
"label": "The second choice"
}
],
"mode": "RADIO",
"select": "ONE"
}
]
},
{
"title": "A page with file uploads",
"fields": [
{
"id": "file_upload_1",
"type": "DOCUMENT",
"label": "File Upload 1",
"isRequired": false,
"value": null
}
]
},
{
"title": "A page with checkbox group",
"fields": [
{
"id": "checkbox_group_1",
"type": "SELECT",
"label": "Checkbox Group 1",
"isRequired": false,
"value": null,
"options": [
{
"value": "choice_1",
"label": "The first choice"
},
{
"value": "choice_2",
"label": "The second choice"
}
],
"mode": "CHECKBOX",
"select": "MULTI"
}
]
},
{
"title": "A page with field groups",
"fields": [
{
"id": "first_field_group",
"type": "GROUP",
"isRequired": false,
"title": "Field group with single field",
"fields": [
{
"id": "field_group_text_field",
"type": "TEXT",
"label": "A Text Field",
"isRequired": true,
"value": null
}
]
},
{
"id": "second_field_group",
"type": "GROUP",
"isRequired": false,
"title": null,
"fields": [
{
"id": "field_group_text_field_2",
"type": "TEXT",
"label": "A Text Field in a Field Group without title",
"isRequired": false,
"value": null
},
{
"id": "field_group_text_field_3",
"type": "TEXT",
"label": "Another Text Field",
"isRequired": false,
"value": null
}
]
}
]
},
{
"title": "A page with bank account",
"fields": [
{
"id": "bank_account_1",
"type": "BANK_ACCOUNT",
"label": "A bank account field",
"isRequired": true,
"value": null
}
]
}
],
"state": "COMPLETED"
}
}
Conclusion
Once you have successfully submitted the onboarding form, the contract can be generated for signature. To see how to handle the contract signature process via API, please see the Managing EOR employment agreements via API guide.
Updated 2 months ago