NOTE: You can set up ATS integration if you use JobAdder, Bullhorn or Vincere as your ATS (in this case read on). To set up automated review collection with a different ATS or CRM, you can use the Email Sync method - click here to find out how.

Connecting your ATS is a great way to reduce admin and create consistency in your review collection. By automating review collection you can ensure timely invites are sent at the perfect moment, when both are still flying high from the new placement.

It's simple to do and once set up every time a placement is recorded in your ATS review invites will be sent automatically to clients and candidates. 

NOTE: Stats show response rate increases by over 100% if sent within 48 hours after placement.

Step 1: Connecting your Account - Head to the placement tab and hit 'Connect To ATS' (JobAdder, Bullhorn or Vincere).

Once you click 'Connect To ATS', you can then choose your ATS from the pop-up as seen below.

Once you make your selection you will open a connect modal such as below.

On the confirmation modal, read and approve, and hit connect where you will be redirected to your ATS to complete.

NOTE: Only Admins have access to the ATS integration
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Step 2: Once successfully connected your ATS will import the previous 12 months placements for all your recruiters. These will be displayed in the REVIEWS tab under 'INVITE NOT SENT'.

NOTE: Sourcr will automatically send invites for the last 6 months of past placements - 10 business days after ATS integration takes place.

Either you or your recruiters can action invites for the remaining placements or delete the ones you don’t want to request reviews for, whichever applies.

For all future placements created within your ATS.

When we receive a new placement we will notify the recruiter associated with the placement that we are due to send the review requests in 2 business days' time. If the recruiter would like to change the client or candidate owner, update the job title, or change any other information or stop a client or candidate review from being sent:

This method gives you and your teams complete control over which reviews are requested and what information is sent on the review request, whilst reducing the admin required to capture reviews.

​Why do you import the previous 12 months of placements?

Most recruiters want to get their profiles filled with reviews and placements quickly so the best way to do this is with previous placements. To save you time from adding each placement and reviewer details manually, we import them. If there are any you don't want to collect you can simply delete the placement.

Will you send review requests automatically to my last 12 months' placements?

Our process is automated to send out review requests for the last 6 months' placements, 10 business days after ATS integration. The remaining 9 months are on the admin/recruiter to action and decide upon. If you do not want to send review requests for any of the past placements, you can go to the 'Placements' tab and delete them.

How do I send the review requests to my last 12 months' placements?

Go to the 'Placements' tab and go to All Placement Status and select Invite needed. Click 'Edit' next to the placement and complete any missing information. When you press 'save' it will send the review requests.

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