Integrating Ashby ATS

Table of Contents

Overview

What Does the Integration Do?

Setup Instructions

Candidate Volume

Caveats/Known Limitations

Integration Overview

Connecting your Ashby ATS with Findem allows you to access candidate information, boost collaboration and view all applicant data in both Findem and Ashby without having to switch between platforms.

Findem’s integration with Ashby ATS is a bi-directional sync between both platforms, meaning recruiters can accelerate their workflows. With this integration, you can:

• Save time and worry knowing that up to-date candidate information is displayed in both Findem and Ashby
• Automatically create or update a candidate profile within Ashby when a candidate responds to an email message

Note:

To help expedite your implementation, Findem requires that a login to your ATS environment be created for our usage. This login will be used to test the flow of information between the ATS and Findem, and by providing it directly to Findem, our engineers and technical staff can validate functions without needing your team to be present. Once the technical implementation is over, you can remove the Findem access from your account.

When you are introduced to your Findem project team, Findem will relay the name and email address of the project team member who will need said login.

In the event your ATS integration will include a sandbox and a production environment, we would request the login be created for both environments.

What Does the Integration Do?

Candidate Export 

Findem integrates with your ATS allowing you to export candidate data directly to your ATS profiles. Candidates profiles can be exported independently or combined with an application directly to a job requisition. 

Application Review and Disposition

Findem allows recruiters to discover, score and prioritize applicants for any open role. Efficiently review candidate profiles and disposition applications with just a few clicks. 

Note:

To change your rejection email template, contact your Findem Customer Success Manager.

Candidate Rediscovery

Your ATS data is mirrored in Findem and enriches a candidate’s profile with their ATS history. Candidate statuses, stages, rejection reasons and more are recorded so you have a full picture of your company’s engagement. Search and filter to find past applicants that are qualified for open roles. 

Candidate Refresh

Findem keeps candidate profiles in your ATS up to date while also de-duplicating candidates when searching via Findem. 

Capability	Capability	Ashby
Exports	Export Candidate to Job	Yes
	Export to Job as Prospect (With an application)	No
	Export as Prosect (Not to a Job)	No
	Export with Notes	Yes
	Export with Findem Tags	Yes
	Export with Custom Tags	No
	Export with Attachments	Yes
Advance	Advance Application	Yes
	Advance Receipt in Findem Interactions	Yes
Reject	Reject an application	Yes
	Reject an application with rejection reasons	Yes
	Leverage ATS Email Templates for Rejection Email	No
	Reject in Bulk	Yes
	Reject with a delay	No
Candidate Profile	ATS Applications Appear in Enrhiched Profile (ATS Tab)	Yes
	ATS Attachments Appear in Enriched Profile	Yes
	ATS Activities Appear as events in the Activity Feed	Yes
	ATS Notes Appear in Enriched Profile (Activity Tab)	Yes
	ATS Candidate Custom Fields	Yes
	ATS Application Custom Fields	Yes
Search	Search by Job	Yes
	Search by Stage	Yes
	Search by Rejection Reason	Yes
	Search by Tags	Yes
Copilot	Copilot Cards	Yes
	Copilot Card Filters (Hiring Team)	Yes
	External JD Link	Yes
Enrichment	Enriched with Resumes	Yes
Activity	Advance Receipt in ATS	No
	Reject Receipt in ATS	No
	Action Owners in ATS (Exported By, Rejected By, Advanced By)	No
	Advance/Reject Email Content for Rejection in the ATS	No

Setup Instructions

Note you must be the Ashby admin user, as well as a Findem admin to complete the setup. Click here for full setup instructions.

Candidate Volume

Findem recommends that a candidate population of a million records will take approximately 5 days to load. If you have approximately a million candidate records, please make that clear to the Findem project team to help set expectations for candidate loading.

How long does it take for data to synchronize? 

Task	Time to synchronize
Export candidates	30 minutes
Import requisitions/candidates	1 hour + Indexing time
Live applications	2 hours
Notes/attachments/tags (if available for this ATS)	2 hours

In some rare cases, data may take up to 2 hours to sync. 

Caveats/Known Limitations

• Email template syncing is not available due to API limitations.

• Findem analytics using ATS data is unavailable due to API limitations.

• Delaying the sending of a rejection email during the rejection process cannot be performed due to limitations with the Ashby API.