Audience
Internal
Displayed Description
Page Type
Article
Product | Workable integration |
Expert(s) | Enterprise EPD team |
Slack channel | |
This article was last verified on | 04/30/2024 |
Enabling for Customers
- When a customer wants to turn on their Workable integration, please let the Outreach Pod know (cc @Lacey K) so that we can turn on their “ATS integration type = Workable” first.
- For the Workable integration, customers need to gather a few Workable-specific details:
- their Workable subdomain [ https://XYZ.workable.com]
- Every Gem user will authenticate based on their company’s Workable Access Token (should be the same token for every user). They can get this token from their IT/Workable admin, under the ‘Integrations’ admin section of Workable. [token should look like a long string of numbers/characters]
Once #1+2 steps are done, customers are now ready to turn on the integration.
- Open up your Gem sidebar
- Click ‘Connect’ button, which will then display an authentication modal
- Enter you Workable Subdomain
- Enter the Workable Access Token in ‘Enter your Workable API key’ and submit
- Now you’re all set!
Dedupe & Upload Functionality
Duplicate check against Workable
- We surface potential duplicates based on name & email
- As with our other ATS integrations, we first check whether the candidate exists in Workable and show you in the minimized Gem extension.
- When duplicates are surfaced, user can ‘Merge with selected profile’ or ‘Upload as new candidate’
Upload as new candidate
Workable requires the following fields for upload:
- First Name, Last Name
- Application (via association to a Job)
Here’s an example of a candidate profile that’s ready to be uploaded - once you select a Job (thus creating an Application), the candidate can be successfully uploaded into Workable.
Successfully uploaded to Workable and associated with Job with Product Manager application!
Additional information
- We upload the following information to Workable
- Name
- Title
- Email address
- Application
- Resume PDF
- The uploaded candidate will show up as ‘Sourced’ status in Workable
- Watch-outs
- Workable requires an Application (as shown above) to upload the candidate initially. After this initial upload, you CANNOT upload another application to the same candidate.
- Since we authenticate based on the Workable team-wide Access Token, there’s a possibility that some permissions are not respected (for ex. you may be able to upload to jobs you may not have access to in the Jobs drop-down). We do by default hide any jobs listed as “confidential”.
- If the Gem user’s email doesn’t match their email in Workable, we’ll ask you to enter the email associated with Workable

📖 Customer-facing Resources
- Setting up Your Workable Integration
- Enabling for Customers
- Dedupe & Upload Functionality
- Duplicate check against Workable
- Upload as new candidate
- Additional information