Integrating your ATS with Handshake helps you increase efficiency, enhance the candidate experience, and connect your activities to outcomes.
The owner or admin of the company profile can seamlessly integrate their ATS with Handshake via Merge in just a few minutes.
Premium features are for Handshake Premium accounts only. For more information, please check out this resource!
Integrate your ATS via Merge
1. Click on your name in the upper-right corner of any page, then select Company settings from the dropdown.
2. From the menu on the left of the page, click ATS Integration., then click the gray button Set Up Integration.
3. In the pop-up modal, either select your ATS integration or type the name of the ATS in the keyword search bar.
- After selecting the ATS integration, the modal may display the message "Adminstrator role required. You must be an administrator of [Integration Name] in order to link to Handshake successfully." To continue, click the black button I am an admin.
- Review your data permissions, then click the black button Next.
4. Read the instructions provided, enter the required information (e.g., API key, username, password, or API Server URL) in the appropriate fields, and then click the black button Next.
- In the following screenshots, we will use Greenhouse as the example. For instructions on other ATS integrations, refer to: https://help.merge.dev/en/collections/3033005-authentication-guides.
5. The message 'Setting up your account. This might take a while!' appears, followed by a rotating black circle indicating that the account setup is in progress.
6. In the next pop-up modal, you can choose to map additional fields or skip this step.
- To map additional fields, click the black button Map fields.
- To skip this step, click the gray button Skip for now.
7. When your account is connected, the message "Success! You've connected your account." appears. To finish your account setup, click the black button Finish setup.
8. Next, define your application statuses mapping, then click the gray button Save.
- Which application statuses from your ATS should be mapped to the status “Hired” and “Rejected” in Handshake?
- Make sure to list all the application statuses that should be linked (exact matches, caps sensitive), separated by a comma. All other statuses will be automatically mapped to “In Review” in Handshake.
Update integration
1. Click the gray button Update integration on the ATS Integration page.
2. In the pop-up modal, you can select to relink your integration or create mappings for custom fields.
- To relink your integration, select Relink integration.
- To map additional fields, select Map additional fields.
- To close the window, click the black button Finish.