For your organization to begin using Haiilo's ATS integration features, you need to set up a connection between your Haiilo platform and your Applicant Tracking System. You need the "Manage integrations" permission to connect an ATS.
Connect an ATS
First, go to Administration > Integrations > ATS and toggle the integration on. Then, you have two options, depending on the platform you're connecting to:
- Connect directly: You can quickly connect to a few systems: BambooHR, Personio Recruiting, UKG Pro Recruiting, Workable, and Workday. For these, you can establish the connection yourself through a guided process. Jump to section.
- Manual setup: For other ATSs, you'll need to provide a few more details and coordinate with our Service Desk for the setup. But don't worry-the setup is still simple! Jump to section.
Let's walk through each option below.
Connect directly
- Select Connect next to your ATS.
- Assign a name to the connection so you can easily identify it. This name will appear in the Connected ATSs list and in the Open positions widget configuration.
- Select Create name to move forward.
- Next, select Continue on merge.dev to open a pop-up window to complete the setup on your ATS. The specific steps you see will vary depending on the provider, but generally, they involve authenticating with the required permissions to access resources and entering the requested information on each screen.
- Once you've completed the steps, your connection is successfully established, and your ATS will appear in the list of Connected ATS systems in Haiilo's Administration.
- Find the ATS in the list and select > Activate to make it active and ready to use.
- You can set up the Open positions widget before activating the ATS, but keep in mind that users won't see any positions in it until you activate the ATS.
Manual setup: Other ATSs
- Contact our Service Desk with a request for ATS activation. Our team will provide you with a magic link.
- Access the provided magic link and follow the steps to establish a connection to your ATS.
- The link needs to be used within 7 days, or it expires. Please ask our team for a new link if the link expires before you can establish the connection.
- Inform our Service Desk that the connection has been established. Our team will retrieve and share an access token and ID.
- In Haiilo, go to Administration > Integrations > ATS and open the Other ATS systems. Fill out these fields:
- Name: Assign a name to the connection so you can easily identify it. This name will appear in the Connected ATSs list and in the Open positions widget configuration.
- ID: Input the ID that you received from Haiilo's Service Desk.
- Token: Input the token that you received from Haiilo's Service Desk.
- Select Add connection.
- Once you've completed the steps, your connection is successfully established, and your ATS will appear in the list of Other ATS systems in Haiilo's Administration.
- Find the ATS in the list and select > Activate to make it active.
- You can set up the Open positions widget before activating the ATS, but keep in mind that users won't see any positions in it until you activate the ATS.
Edit, deactivate, or delete an ATS
You can use Test Connection at any time to verify that your connection to an ATS is still working.
If you need to change the configuration, you can easily update a directly connected ATS by selecting > Relink Flow. If you're using a manually set-up ATS, please don't hesitate to contact our Service Desk for assistance with the configuration.
Lastly, you can easily deactivate or delete an ATS by selecting > Deactivate or Delete.