🔍 Articles in This Section

Please use the following list to see additional internal articles regarding the SmartRecruiters integration:

• (Internal) SmartRecruiters Integration: Overview
• (Internal) SmartRecruiters Integration: Pipeline Analytics Setup (📍you are here)

Setup Instructions

1. Customer’s CSM files an on call ticket to enable Pipeline Analytics for SmartRecruiters for the customer
2. Gem on call enables the feature flag smart_recruiters_full_sync for the customer
3. Customer clicks the “Connect to SmartRecruiters” button on the Gem team admin page
4. Customer connects SmartRecruiters to Gem via OAuth and waits for reports to finish generating
5. After the first sync has completed, Gem’s on call pulls all the SmartRecruiters stages for the customer
1. Use this query: select distinct concat(stage_type, ‘/’, name) as stage_name from smart_recruiters_hiring_process_stage where version_id=

order by stage_name;

2. Make sure to changeOFFEREDtoOFFERfor all stages that start with that prefix
6. Customer works with Gem’s CSM team to determine PA stage mappings
7. Gem oncall uses scripts/action/edit_pipeline_stages.py to set up PA stages for the customer (have to edit the script first before running)
1. If CSMs need to edit these stages after they have been initially setup by on call, they will need to create another on call task.
8. Gem on call enables the PA CRM module for the customer and turns on the feature flag smart_recruiters_pipeline_analytics for the customer

How is this different than Greenhouse?

SmartRecruiters Permissions

Currently users only have access to jobs where they are a member of the hiring team (unless they are an admin - they will have access to all jobs). We are working on a long term, better solution because out current one doesn’t cover all jobs users have access to.

The long term solution will be to sync all jobs that a user can see and give them access to those jobs in PA (i.e. if a user can see a job exists in SR, they will be able to see everyone in each stage of that job in PA).

• Setup Instructions
• How is this different than Greenhouse?
• SmartRecruiters Permissions