ATS Connection ProcessUpdated 3 months ago

This guide walks you through connecting your Applicant Tracking System (ATS) to FactoryFix. The process typically takes 1-2 business days to complete.

Before You Begin

Ensure you have:

• Admin access to your ATS
• Authority to grant integration permissions
• A list of which jobs should sync to FactoryFix
• Decided how you want applications to sync (immediately or after screening)

Connection Steps

1. Initial Setup Discussion

Schedule a call with your FactoryFix account manager to:

• Confirm your ATS is supported
• Review integration capabilities and limitations
• Discuss your specific requirements
• Plan the connection timeline

2. Receive Your Connection Link

Your account manager will provide:

• A secure connection link
• Setup instructions specific to your ATS
• Preview of the connection process

3. Complete the Connection Flow

The exact steps vary by ATS:

For OAuth-supported systems (like Bullhorn and Lever):

1. Click the connection link
2. Log into your ATS
3. Review and approve the permissions
4. Click to connect

For other ATS systems:

1. Click the connection link
2. Follow your ATS-specific setup guide
3. Generate the required credentials in your ATS
4. Enter these credentials in the connection flow

Note: Some ATS platforms (like UKG) may require you to contact their support team to enable API access.

4. Initial Sync

After connecting:

• Allow up to 3 hours for your jobs to sync
• Your account manager will verify the connection
• You'll receive confirmation once everything is working

5. Final Configuration

Your account manager will help you:

• Verify jobs are syncing correctly
• Test candidate sync
• Set up source tracking
• Configure any custom requirements

Common Questions

How long does the connection take?

Most connections complete within 1-2 business days. The timeline depends on:

• Your ATS platform
• Whether you need to involve ATS support
• How quickly you can complete the connection steps

What permissions are required?

The integration needs permission to:

• Read jobs and screening questions
• Create applications and candidates
• Track application sources

Can we connect multiple locations?

Yes! If you have multiple FactoryFix organizations, we can connect them all to your ATS with a single integration.

What if we need to test first?

We're happy to test with your ATS sandbox environment before connecting to production.

Troubleshooting

Common Issues

Jobs aren't syncing:

• Verify the jobs are active in your ATS
• Confirm they're US-based positions
• Allow up to 3 hours for sync

Can't complete connection:

• Check you have the required ATS permissions
• Ensure credentials are entered exactly as shown
• Try clearing your browser cache

Source tracking not working:

• Verify your ATS source field setup
• Check if additional channel configuration is needed

Getting Help

If you encounter any issues:

1. Contact your account manager
2. Provide any error messages you see
3. Share screenshots if possible
4. Have your ATS admin available if needed

Security and Compliance

We take security seriously:

• All data transfers are encrypted
• Permissions are limited to only what's needed
• You can revoke access at any time

Contact your account manager anytime you need help with your ATS connection.