Gem Internal

[DRAFT] Gem AI sourcing: Intake

(Internal) AI sourcing: Overview

(Internal) AI sourcing: How to write filters

(Internal) How is ATS location derived?

(Internal) Gem ATS feature capabilities, syncs and permissions

(Internal) How is ATS location derived for candidates?

(Internal) How to use Upflow to help your customers

(Internal) How to reverse a credit memo

(Internal) Customer billing addresses that will result in taxes on their invoice

(Internal) How to update a billing address for a customer

(Internal) Rules that trigger a Deal Desk review in Dealhub

(Internal) Gem software W9

(Internal) Convenience fee for customers who pay with a credit card

(Internal) January 2026 Eightfold AI Ranking litigation

(Internal) Application Review: Overview

(Internal) Application Review: Branded no-reply

(Internal) Application Review: Custom QA filter FAQ

(Internal) Avionté integration

(Internal) Jobvite integration

(Internal) Bullhorn integration

(Internal) Workable integration

(Internal) JazzHR integration

(Internal) Ashby integration

(Internal) Avature integration

(Internal) Breezy integration

(Internal) Recruitee integration

(Internal) Taleo integration

(Internal) ATS candidate rediscovery (ATS search) overview

(Internal) Countries that Gem will not sell into

(Internal) Basic GDPR information to share with customers

(Internal) Does Gem undergo external security and penetration testing?

(Internal) Gem product architecture diagram

(Internal) Is Gem a Privacy Shield participant?

(Internal) Is Gem Scheduling covered under our SOC audit?

(Internal) Security/compliance package for prospects and renewing customers

(Internal) Is Gem ISO 27001 certified?

(Internal) Data usage and model training for Gem AI features

(Internal) How Gem uses the requested email permissions

(Internal) Gem Chrome extension data collection disclaimer

(Internal) Is Gem SOC2 compliant?

(Internal) Is Gem FedRamp or GCC High certified?

(Internal) Content Stats: Overview

(Internal) Customers with whom we have marketing rights

(Internal) SMS registration (for CSMs)

[DRAFT] Admin's Getting Started Guide (DRAFT FOR OVERHAUL)

(Internal) Vitally Overview

(Internal) Gem Usage by User - Definitions for Reference

(Internal) Data refresh overview

(Internal) Data import

(Internal) Gem Design Principles

(Internal) Color

(Internal) Design at Gem

(Internal) Gem Brand Guide and Resources

(Internal) Gem Product Personas

(Internal) SAML identity authentication

(Internal) Gem email permissions: Overview

(Internal) Setting and updating a team's domain mail agent

(Internal) Gem <> Microsoft Graph API permissions

(Internal) Process for setting up teams using an on-premise exchange server: Nylas

(Internal) Email reply tracking bugs

(Internal) Email reply tracking: Overview

(Internal) Exec Recruiting confidentiality options in Gem

(Internal) Gem Help Center

(Internal) Folders

(Internal) Gem's role as a data processor under data privacy regulations

(Internal) Japanese data privacy regulations

(Internal) Source and access to candidate data

(Internal) OFCCP questions for Gem customers

(Internal) How to integrate consent into your Gem workflows

(Internal) Where does Gem store data and do we have a Transfer Impact Assessment

(Internal) Current list of data subprocessors supplying supplementary candidate data

(Internal) Gem API overview

(Internal) Gem Scheduling: Overview

(Internal) Extension warnings from LinkedIn

(Internal) Gem extension sourcing site overview matrix

(Internal) Allowlisting Chrome extension permissions (Microsoft 365)

(Internal) Permissions requested by the Gem Chrome extension

(Internal) Gem extension: Overview

(Internal) Gem jobs: Talent Compass

(Internal) Template for Data Use Agreement

[DRAFT] Gem Not Loading or Seeing an Error

(Internal) License and user management options

(Internal) General interface FAQs

(Internal) Domain and email address changes

(Internal) Gem custom fields

(Internal) Gem domains

(Internal) The approved slide deck for generating external presentations

(Internal) Objection handling around LinkedIn's CRMConnect

(Internal) What customers do we have in specific verticals?

(Internal) What is the Office Wi-Fi?

(Internal) Setting up your Yubico - Yubikey

(Internal) I need a spare mouse/keyboard/cable(s)

(Internal) How do I get access to software? | Create a ticket with IT?

(Internal) Android MDM Setup Instructions

(Internal) How do I request WFH equipment?

(Internal) How to check and free up hard disk space on your Mac

(Internal) Using the All Hands Space

(Internal) Traveling Internationally?

(Internal) Updating my laptop's MacOS

(Internal) Gem Travel Policy for IT

(Internal) In-Office | Conference Room Tips

[DRAFT] Talent Compass: Free & Starter

(Internal) Greenhouse sync timings

(Internal) Parent/child application linking in Talent Compass

(Internal) Greenhouse integration: User permissions

(Internal) How to turn on parent/child for a team

(Internal) Greenhouse integration: Overview

(Internal) Greenhouse integration: Customer eligibility and setup

(Internal) How to provision access to Gem Support dashboard

(Internal) How to reset a Gem's Macbook password

(Internal) Adjusting a user's role for Stripe

(Internal) How Greenhouse anonymization affects candidate data in Gem

(Internal) Where are the Gem Product Roadmaps?

(Internal) Gem Internal Repository

(Internal) Mutual Non-Disclosure Agreements

(Internal) Gem's current subprocessor listA copy of Gem’s current subprocessor list for attaching to DPAs or sending directly to customers can be found here, and consists of the following:

(Internal) OFCCP compliant search history reports

(Internal) Internal Sales and Commercial Resources

(Internal) Gem AI and compliance

(Internal) Gem ATS: Scheduling

(Internal) Offboarding from Gem Scheduling (when interviews are already scheduled)

[DRAFT] Scheduling interviews in Gem ATS

(Internal) Gem ATS: JobTarget (job boards) Integration

[DRAFT] What is the Jobs page?

(Internal) Gem ATS job postings not appearing in Google searches

(Internal) LinkedIn Partnership Objection Handling

(Internal) Less common legal questions from customers

(Internal) Lever integration: How to set up Lever EEO data import

(Internal) Lever integration: Available features and FAQs

(Internal) Lever integration: Customer eligibility and setup

(Internal) Lever integration: Metrics API

(Internal) Lever integration: Overview

(Internal) Gem's SLA for inclusion in negotiated MSAs

(Internal) What is the minimum deal size where we will review redlines?

(Internal) Online and offline MSA

(Internal) Gem's use of Customer Data and Aggregate Data

(Internal) Rationale behind not accepting higher limitations of liability or changes to indemnification in our MSA negotiations

(Internal) Master Services Agreement (Services Terms and Conditions Agreement)

(Internal) Data Processing Addendums

(Internal) Account Authorization Agreement

Gem Scheduling: Create and send smart scheduling links

[DRAFT] How do I schedule custom interviews not found in my ATS?

[DRAFT] How do I configure a job for availability requests?

(Internal) Gem ATS: Migration from Greenhouse/Lever (TSE version)

(Internal) Gem ATS: Migration from Greenhouse/Lever (CSM version)

(Internal) Gem ATS: Migration Guidance

[DRAFT] What is the Tasks page?

(Internal) Order Form language to include a cap on renewal pricing

(Internal) Approved Order Form contract notes for scheduled expansion pricing

(Internal) Making discounts contingent on marketing commitments in the Order Form

(Internal) One-time concession discounts for Order Forms

(Internal) Approved Order Form language to use with Early Renewals

(Internal) Order Form Replacement

(Internal) Referencing a previously signed Order Form or MSA on a new Order Form

(Internal) Setting up an Order Form to support a billing agent

(Internal) Approved opt out language

(Internal) Offline Order Forms

(Internal) Gem ATS Design Partners contract language

(Internal) SmartRecruiters integration: Pipeline Analytics setup

(Internal) Rippling allowlist sync

(Internal) Calendly integration

(Internal) Outreach Stats: In dashboards

(Internal) Outreach Stats: Odds and ends

(Internal) Outreach Stats: DEI race/ethnicity breakdowns

(Internal) Outreach Stats: Overview

(Internal) Outreach Stats: Improvements

(Internal) Parent/child requisitions overview

(Internal) Parent/child application linking in Talent Compass

(Internal) PH Creative (Happy Dance) partnership

(Internal) Differences in Pipeline Analytics vs. the ‘Current Pipeline’ dashboard widget

(Internal) Profile page and Activity feed

(Internal) Cross-team Project sharing

(Internal) Projects: Overview

(Internal) Gem Software Privacy Policy

(Internal) OFCCP, Diversity, and URM Best Practices

(Internal) Gem Acceptable Use Policy

(Internal) Do Not Sell My Personal Information Request

(Internal) Google API Services Usage Disclosure

(Internal) Gem Security Policy

(Internal) Gem Candidate Privacy Statement

(Internal) Gem Terms of Service

(Internal) Gem Cookies Policy

(Internal) Gem Software, Inc. Responsible Disclosure Policy

(Internal) Gem Software Privacy Policy for Non-B2B Customers

(Internal) Brand and Events Marketing Documentation

(Internal) DUNS number for Gem Software

(Internal) Identifying reference customers by Gem product

(Internal) Gem demo instance next steps

(Internal) Gem ATS: Configurable Scorecards

(Internal) Send on behalf of (SOBO): Overview

(Internal) Sequences: Linking Gem Sequence activity for an ATS job

(Internal) Sequence replies: Using Gem AI to automatically set “Interested” reply status

(Internal) Sequences: Premium email finding auto-send when email is returned

(Internal) Sequences: Auto-sequence upon form submission

(Internal) WhatsApp Business integration

(Internal) Sequences: GoodTime Meet integration

(Internal) Sequences: Call forwarding overview

(Internal) Sequence bounces

(Internal) Sequences: InMail reply tracking

(Internal) Sequences: SMS launch overview

(Internal) Sequences: Overview

(Internal) Sequences: Manual stages

[DRAFT] What is the Interview Templates page?

(Internal) SmartRecruiters integration: Overview

(Internal) SuccessFactors integration: Customer eligibility and setup

(Internal) SuccessFactors integration: Expected real-time webhooks

(Internal) SuccessFactors integration: Overview

(Internal) SuccessFactors integration: User permissions

(Internal) SuccessFactors integration: Available features and FAQs

(Internal) Support dashboard: General how to's

(Internal) One-click candidate data export

(Internal) Full data export process for churning customers

(Internal) Support: Data export policy

(Internal) Support: Holiday, wellness, and FTO guidelines

(Internal) Support: Handling outages (all teams)

(Internal) Support: Sales conversation hand-offs (to/from)

(Internal) Support: Customer layoffs guide

(Internal) Support: Hand-offs to Support checklist and best practices

(Internal) Who oversees our Pendo account and where do I go if I have questions?

(Internal) Reset and grant Gem Extension Permissions

(Internal) Audit logs

(Internal) Gem processes dashboarding

(Internal) Enabling SMS for a Gem team (for TSEs or Engineers)

(Internal) Support: General error message debugging guide

(Internal) Support: Gem ATS migration guide

(Internal) Support: Gem sandbox

(Internal) Capacity Planner overview

(Internal) Pipeline Analytics filter guide

(Internal) Talent Compass: Definitions and terminology

(Internal) Dashboard library

(Internal) Dashboards overview

(Internal) Dashboards presentation view

(Internal) Pipeline Analytics overview

(Internal) Dashboard reference lines for time-series widgets

(Internal) Pipeline Analytics debugging

(Internal) How is time in stage calculated?

(Internal) Gem Pages

(Internal) Branded campaigns: Collaboration and privacy overview

(Internal) Career sites

(Internal) Branded campaigns overview

(Internal) Events module

(Internal) Branded campaigns: Onboarding checklist

(Internal) Talent Pipeline overview

[DRAFT] Talent Compass: Dashboard Current Pipeline View

[DRAFT] Custom Roles

(Internal) Workday integration: Customer eligibility and setup

(Internal) Workday integration: Overview

(Internal) SF Office | Adding a printer/in-office printing

(Internal) 525 Market Street | SF office WiFi

(Internal) Where can I find the General documentation index

(Internal) Gem's fax number

(Internal) What is Gem's office address and phone number?

(Internal) I lost my badge | How do I get a new badge to the office?

(Internal) How do I order Forkable?

(Internal) iCIMS integration: Customer eligibility and setup

(Internal) iCIMS integration: Overview

(Internal) How to use Upflow to help your customers

(Internal) How to reverse a credit memo

(Internal) Customer billing addresses that will result in taxes on their invoice

(Internal) How to update a billing address for a customer

(Internal) Rules that trigger a Deal Desk review in Dealhub

(Internal) Gem software W9

(Internal) Convenience fee for customers who pay with a credit card

(Internal) Adjusting a user's role for Stripe

(Internal) Gem Help Center

(Internal) How to provision access to Gem Support dashboard

(Internal) Support dashboard: General how to's

(Internal) One-click candidate data export

(Internal) Full data export process for churning customers

(Internal) Support: Data export policy

(Internal) Support: Holiday, wellness, and FTO guidelines

(Internal) Support: Handling outages (all teams)

(Internal) Support: Sales conversation hand-offs (to/from)

(Internal) Support: Customer layoffs guide

(Internal) Support: Hand-offs to Support checklist and best practices

(Internal) Who oversees our Pendo account and where do I go if I have questions?

(Internal) Reset and grant Gem Extension Permissions

(Internal) Audit logs

(Internal) Gem processes dashboarding

(Internal) Enabling SMS for a Gem team (for TSEs or Engineers)

(Internal) Support: General error message debugging guide

(Internal) Support: Gem ATS migration guide

(Internal) Support: Gem sandbox

(Internal) Basic GDPR information to share with customers

(Internal) Does Gem undergo external security and penetration testing?

(Internal) Is Gem SOC2 compliant?

(Internal) Countries that Gem will not sell into

(Internal) Objection handling around LinkedIn's CRMConnect

(Internal) What customers do we have in specific verticals?

(Internal) PH Creative (Happy Dance) partnership

(Internal) Identifying reference customers by Gem product

(Internal) Gem demo instance next steps

(Internal) SF Office | Adding a printer/in-office printing

(Internal) 525 Market Street | SF office WiFi

(Internal) Where can I find the General documentation index

(Internal) Gem's fax number

(Internal) What is Gem's office address and phone number?

(Internal) I lost my badge | How do I get a new badge to the office?

(Internal) How do I order Forkable?