Admin: how to integrate ATS/CRM for the team

If you are the Admin of the team, you are able to connect hireEZ with the chosen ATS by providing the needed credentials in the Admin Console.

If it is the first time that you are connecting hireEZ to your ATS, you will find a notification on top of the page asking you to review hireEZ's Data Processing and Security Addendum and allow hireEZ to import and export candidate profile data from your systems. Please read through the document carefully and check the box if you agree to the content.

Please note, after you check the box, it will apply to all your team members. If you want to reverse the action, please contact your Customer Success Manager and we will assist from our side.

Then, hover your mouse over the ATS/CRM card and click on Connect. You may then click Learn More to view the integration tutorial.

When you click on Connect, you will be asked to input the information in the pop-up window.

You will receive both email and in-app notifications when you successfully integrate the account with hireEZ, and your team members will receive notifications as well.

Once the ATS is integrated, you can click "Manage" to adjust the Push Permission, Data Field Mapping, and match hireEZ Activity Fields with the ones in your ATS.

If you obtain a full Enterprise seat in addition to the Admin license, you can also set the integration through the Apps page of hireEZ.

Please be aware that as the Admin of the team, if you disconnect the ATS, you will also disconnect other members of your team.

Once you have set it up, your team members will be able to connect their hireEZ accounts with the ATS/CRM through their end. If the integration is team-based, they will be connected automatically and can choose to link hireEZ with their specific ATS accounts if applicable. If the integration is user-based, the team members will need to provide their own ATS/CRM account information to set up the connection. Please refer to the article on ATS Integration: Team-Based v.s. User-Based for more information.

Here is the list of team-based and user-based ATS/CRM: