Table of contents:
Overview
This article details how to map Gem sequences to ATS jobs so that sequences' outreach activity (sends/replies) to prospects is captured in Gem Talent Compass reporting (Gem Outreach in Pipeline Analytics).
Attaching a Gem sequence to an ATS job can help you quantify the impact of your outreach activity as it relates to hires made. For example, you can:
Visualize the complete funnel, including the volume of sourcing activity that was required.
Project the volume of outreach needed to hit current hiring targets.
Forecast the investment required in sourcing for upcoming roles and hiring goals.
Report a more accurate analysis of source type attribution (e.g., how many referrals, inbound, sourced candidates it takes to fill one role).
Requirements
To be able to access this feature, you must:
Have access to Talent Compass/Pipeline Analytics.
Use an ATS from the following list:
Greenhouse
Lever
SmartRecruiters
Workday
How to Attach a Gem Sequence to an ATS Job
Navigate to the Configure page of a Sequence and you will see "Job" on the left-hand side. Start typing in the name of the job in the text box to search for the job, select it, and click “Save” in the bottom right-hand corner of the window.
Navigate to Pipeline Analytics.
From the "Candidates with any..." dropdown menu at the top, select "Gem Outreach".
From the "Group by:..." dropdown menu underneath the funnel view, select "Job".
Now you are able to see how many sends and replies can be attributed to a hire! In the below example, it took 514 messages sent and 37 replies to hire 1 person for the Software Engineer position.
FAQ
Can I retro-actively attach a job to an existing sequence?
Yes.
Can I attach multiple jobs to the same sequence?
Not yet, but this is on the roadmap.
Can I attach multiple sequences to one / the same job?
Yes.
Have any questions about this feature? Please contact our Support team at support@gem.com for assistance.