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Attaching Gem Sequences to ATS Jobs

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
    • SuccessFactors
    • Workday

 

How to Attach a Gem Sequence to an ATS Job

  1. 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.

  2. Navigate to Pipeline Analytics.
  3. From the "Candidates with any..." dropdown menu at the top, select "Gem Outreach".
  4. From the "Group by:..." dropdown menu underneath the funnel view, select "Job".

  5. 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

Q: Can I retro-actively attach a job to an existing sequence?

A: Yes.

 

Q: Can I attach multiple jobs to the same sequence?

A: Not yet, but this is on the roadmap.

 

Q: Can I attach multiple sequences to one / the same job?

A: Yes.

 

Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.

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