In this article we will cover the full ATS integration capabilities from connecting Visage to your ATS, to synchronizing jobs and candidate not to source list, up to exporting leads in your ATS.
Table of contents:
Supported Applicant Tracking Systems
Visage supports an increasing number of Applicant Tracking Systems (ATS). We are working hard to support the most widely used ATS. If your ATS is not available, please reach out to your dedicated customer success manager.
How to integrate Visage to your ATS
Integrating Visage with your ATS is fast and easy. You'll need administrator rights on the ATS side, which most likely means that you will have to involve your IT/HRIS department to setup the integration.
In any case, all the instructions to generate the API key, or other methods of authentication, are explained inside Visage directly.
If you need help integrating Visage with your ATS, please reach out to your dedicated customer success manager.
You can find detailed linking documentation for each ATS here.
Once the connection between your ATS and Visage is confirmed, Visage will start synchronizing data, which may take up to a few hours.
How to import and synchronize an ATS job with Visage
Import an ATS job with Visage
Once the initial synchronization is complete, you and every member of your team can start importing jobs from your ATS into Visage in just a few clicks.
To do so, simply click on the Import job from ATS button on the top right corner of your screen in the job list view. This will open the ATS job import window.
From this window, you will be able to search for jobs present in your ATS to import into Visage. Here is a small video on how this can be done with SmartRecruiters as an example.
You can search for the job you want to import in a few different ways:
If the job was recently posted on your ATS, it should be available via scrolling through the most recent jobs
You can use the search bar to narrow the list of job by typing the following:
Job title: any word(s) present in the job title
Job location: words present in the location such as city, region and country code
Job reference or ID number: partial or complete
Once you have found the job you want to import click on it to select it and click on the Import job button. After importing the job, you will have to go through the job creation form in order to add the missing information manually and complete job posting.
After you have successfully posted the job on Visage, this job will now be synchronized with your ATS. This enables the following features:
Synchronization of Candidates Not To Source list
Automatic export of Visage leads in your ATS
This also means that if you close the job on your ATS, it will also close the job in Visage.
Changes in job title, job description or other requirements will not, however, be reflected in Visage. You will have to edit your job in Visage directly instead.
Link an existing Visage job to your ATS
Sometimes a job already exists in Visage, created directly on the platform rather than imported, and you want to connect it to its counterpart in your ATS. As long as your ATS integration is active, you can link the two so the job benefits from the same synchronization as an imported one.
To do so, open the job you want to link, click the " ... " (more actions) menu in the top-right corner of the job header, and select Link to ATS job. This option only appears when your account has an active ATS integration and the job isn't already synchronized with your ATS.
This opens the Link to an ATS job window, where you can browse and search the jobs available in your ATS, exactly as you would when importing a job. You can search by job title, location or reference, and sort the list (newest first, oldest first, or alphabetically) to find the right one faster.
Once you have found the matching job, select it and click the Link job button. Your Visage job is now synchronized with your ATS, which enables the following:
Synchronization of your Candidates Not To Source list
Automatic export of Visage leads in your ATS
Any candidates already marked as interested on this job are exported to your ATS right away
As with an imported job, closing the job on your ATS will also close it in Visage.
Note that an ATS job can only be linked to a single Visage job at a time. If the ATS job you selected is already linked to another Visage job, you will be asked to choose a different one.
Just like imported jobs, changes made to the job title, description or other requirements on your ATS will not be reflected in Visage. You will have to edit your job in Visage directly instead.
Unlink a Visage job
If you no longer want a job to synchronize with your ATS, whether it was imported or manually linked, you can unlink it at any time.
To do so, open the job, click the " ... " (more actions) menu in the top-right corner of the job header, and select Unlink from ATS job.
A confirmation window will ask you to confirm the action. Once unlinked, the job is converted into a standalone Visage job and stops synchronizing with your ATS. Concretely, this means:
The Candidates Not To Source list is no longer synchronized from your ATS
New Visage leads are no longer automatically exported to your ATS
Job status and closing are no longer synchronized between the two
Candidates that were already exported to your ATS remain there, unlinking never removes anything from your ATS. And if you change your mind, you can always link the job to your ATS again later.
How to view your synchronized Candidates Not To Source list
Once your ATS job is imported and synchronized, you can view the list of candidates that are synching from your ATS to the "Candidates Not To Source" on Visage. This means that Visage will not source candidates already present in your ATS job pipeline for this specific job.
In order to view the list, go to your job "About the job" tab and click on the + Add candidates button in the Candidates Not To Source section.
This opens the Candidates Not To Source window. Click on the Imported from ATS tab to list all candidates automatically imported from your ATS. This list is used by our system to make sure that we do not source candidates already present in your pipelines.
This list will be updated every few hours to include the updated candidate list from your ATS. You can use the search function on the tab to make sure your candidates are present in the list.
You can always import more candidates not to source from any other source via the CSV or Excel file imports in the other tab. Learn more about it in its dedicated help center article.
How to export your Visage generated leads to your ATS
Once you have found and engaged top talent for your ATS imported job, you will start generating leads through Visage.
Leads generated by Visage are automatically exported to the right job in your ATS. When available we will complement the candidate creation with additional information such as their education or professional experience detailed information. In most cases the Resume or CV will be uploaded to the ATS candidate, as well as their LinkedIn profile url when possible.
Candidates status updates in the ATS will also be reflected in the Visage job view so you can see at a glance how Visage is performing for you.
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