Other ATS

An organization admin connects the ATS once. Each project then chooses how it uses that connection.

This article covers Workday, Lever, Workable, SmartRecruiters, and similar systems. For Ashby or Greenhouse, use those guides instead. The full list is under Applicant Tracking Systems (ATS).

To start, an organization admin connects the ATS once under Org Admin → ATS Integration. That connection does not attach any project yet. Afterward, anyone who can edit a project (an owner or editor) chooses a sync mode for that project separately.

Organization setup

Someone on your team who is an organization admin in Apployent completes this step once. They also need permission in the ATS to approve integrations. ATS Integration is included on the Enterprise plan. If you do not see an Org Admin section in your account, you are not an organization admin — ask someone who is or contact us to request access. If your ATS Integration page is disabled, contact us to upgrade to the Enterprise plan.

Connect the workspace

In Apployent, go to Org Admin → ATS Integration and select org-wide connection.
Select the ATS you want to integrate with and follow the setup steps. Grant jobs and candidates. If you want scores posted back, also allow activity or notes.

Individual projects are not synced with the ATS by default. A project owner or editor still needs to explicitly choose a sync mode for that project. See the Project Setup section below for more details.

Additional options

Not every ATS supports every option. Only the options your connected ATS supports are available. Enabling them does not change existing projects. It just makes the option available for each project.

(Optional) Auto-import from a stage

Required only if a linked project should automatically import and invite candidates from a linked job when a candidate reaches a stage the project owner or editor chooses.

You do not need this for a manual import from ATS Sync.

(Not yet available) Assessment Ordering

It is currently not available on these connections. If your ATS supports this, please contact us — we are happy to enable it for you.

Note author

Some systems require an ATS user for score write-back. If that field appears on ATS Integration, an organization admin chooses it there after the connection is saved. Write-back support varies by system. If scores do not appear in the ATS, they are still in Apployent.

Project setup

Each project controls its own ATS setting under each project's ATS Sync page. Owners and editors can change it. Below are the sync modes available for each project. You can only choose one at a time.

No ATS sync

Leave the project standalone. You can manually add candidates to the project, invite and review them in Apployent. The ATS is not used for this job.

(Recommended) Link to a job

This mode ties the project to one job in your ATS that the project owner or editor chooses. When enabled, you can import candidates manually from ATS Sync, or import them automatically when a candidate reaches a stage you choose. You can also write the completed score back as a note if the ATS allows writes and sync-back is on. If the ATS supports stage moves and you map Advance and Pass, those decisions will be synced back and move the candidate.

(Not yet available) Reserve for Assessment Ordering

This mode would make the project appear as an assessment in your ATS so recruiters can add it to an interview plan or send it from a candidate profile. It is not available on these connections.

FAQ

My ATS is not in the list when I connect.

This should not happen if you are already on the Enterprise plan. If you want to upgrade to the Enterprise plan and want to check whether your ATS is supported, please contact us.

The authorization window failed or closed.

Try again from ATS Integration, using an ATS account that can approve integrations. If your company allowlists applications, IT may need to approve Apployent first.

Is Auto-import from a stage required?

No. Auto-import from a stage is required only for stage import on a linked job. The project owner or editor chooses the stage.

Where do scores appear in the ATS?

When the ATS allows writes and sync-back is on for the project, the score appears as a note or activity on the candidate. If nothing appears there, the result is still in Apployent.

A candidate is missing from the project.

Confirm that the project is linked to the right job, then import from ATS Sync.

Can recruiters start an assessment from this ATS?