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Hatch ATS Integration Onboarding Guide
Hatch ATS Integration Onboarding Guide

A step-by-step guide to getting started with Hatch's ATS connection

Sam Turner avatar
Written by Sam Turner
Updated over a week ago

Hatch integrates with 40+ Applicant Tracking Systems. These ATS connections make it easier than ever to keep your hiring workflow organised, while making use of Hatch’s talent pool, application experience, and rich candidate profiles. Hatch’s ATS connection does three main things:

  1. Allows you to automatically post roles to Hatch from your ATS (like other job boards!)

  2. Syncs candidates who apply on Hatch to your ATS, so you see them in your ATS inbox

  3. Moves candidates you Shortlist in Hatch to a nominated next stage in your ATS

Meaning you’re able to:

  • Maintain a single source of truth for all of your candidates, your ATS

  • Optimise your hiring, by providing visibility over which candidates come from Hatch

  • Save time, no need to manually move candidates from Hatch to our ATS

Ready to get started? Let’s jump in!

Note: ATS connections are available to all customers and can be set up irrespective of if you're on a paid plan. However, the connection will only remain active if you're on a paid subscription tier. If you’d like to learn more about our pricing or explore setting up and integration please contact us - ask@hatch.team.

Connecting your Hatch with your ATS

Configuring Hatch’s ATS connection can be done in just a few minutes. You’ll need to:

  1. Log into your ATS and generate an API key with the required permissions

  2. Securely share your API key with us using a link that we’ll provide you (see below)

  3. Complete a Connection Checklist to provide us with the following information:

    1. What types of roles you’d like us to publish on your behalf

    2. Which stages to push candidates to in your ATS when they're actioned on Hatch

  4. We’ll take it from there. We’ll let you know each time a role goes live, and when you have new candidates who applied through Hatch.

Connecting Greenhouse to Hatch

  1. You’ll receive and email from Hatch that contains two items:

  2. A link that guides you through the experience of generating and securely sharing an API key with us.

  3. An Integration Checklist for you to share some key details about your integration

  4. Start by clicking the link to provide your API Key. When prompted, select Greenhouse as your ATS (not Greenhouse - Jobs Board API).

  5. Open your Greenhouse instance and generate a Harvest API Key. See here for more detailed instructions.

  6. You’ll need to select “Unlisted Vendor” in the Partner field

  7. Hatch’s integration needs the following permissions enabled:

    1. Applications

    2. Candidates

    3. Offers

    4. Jobs

    5. Job Posts

    6. Job Stages

    7. Job Openings

  8. Once you’ve generated a key, copy this, then jump back to the setup link and enter it into the “API Key” field, and click submit

  9. Complete the Integration Checklist by:

    1. Telling us which types of roles you’d like Hatch to publish for you

    2. Telling us which stages you’d like Hatch to push your candidates into

  10. Share this checklist with your key Hatch contact

  11. That’s it! We’ll take it from here.

Connecting Lever to Hatch

  1. You’ll receive and email from Hatch that contains two items:

    1. A link that guides you through the experience of generating and securely sharing an API key with us.

    2. An Integration Checklist for you to share some key details about your integration

  2. Start by clicking the link to provide your API Key. When prompted, select Lever as your ATS

  3. Log in to Lever instance and generate an API key. See here for more detailed instructions.

  4. Hatch’s integration needs the following permissions enabled:

    1. Read endpoints

      1. read user

      2. read stage

      3. read requisition

      4. read posting

      5. read candidate (all)

      6. read archive reason

      7. list stages

      8. list requisitions

      9. list postings

      10. list candidate (all)

    2. Write endpoints

      1. update candidate stage

      2. create candidate

      3. upload candidate file

      4. update contact

      5. update candidate panel

      6. update candidate archived

      7. apply to posting

      8. add candidate source

      9. add candidate link

  5. You do not need to give the Hatch ATS integration permission to Confidential data (unless you’d like to post confidential roles on Hatch).

  6. Once you’ve generated a key, copy this, then jump back to the setup link and enter it into the “API Key” field, and click submit

  7. Complete the Integration Checklist by:

  8. Telling us which types of roles you’d like Hatch to publish for you

  9. Telling us which stages you’d like Hatch to push your candidates into

  10. Share this checklist with your key Hatch contact

  11. That’s it! We’ll take it from here.

Connecting SmartRecruiters + Hatch

  1. You’ll receive and email from Hatch that contains two items:

    1. A link that guides you through the experience of generating and securely sharing an API key with us.

    2. An Integration Checklist for you to share some key details about your integration

  2. Start by clicking the link to provide your API Key. When prompted, select SmartRecruiters as your ATS

  3. You’ll have two options for connecting SmartRecruiters to Hatch:

    1. By authenticating through SmartRecruiters website (recommended) OR;

    2. Using an API Key or Access Token

  4. If you’d like to authenticate through SmartRecruiter’s website, you’ll be redirected to Log In using your Smart Recruiters email and password. This method is recommended because you don’t need to worry about sharing API credentials.

  5. If you’d like to use an API Key or Access Token you can log into SmartRecruiters to generate one. See here for more detailed instructions.

  6. Once you’ve generated a key, copy this, then jump back to the setup link and enter it into the “API Key” field, and click submit

  7. Complete the Integration Checklist by:

    1. Telling us which types of roles you’d like Hatch to publish for you

    2. Telling us which stages you’d like Hatch to push your candidates into

  8. Share this checklist with your key Hatch contact

  9. That’s it! We’ll take it from here.

If you'd like to configure one of these other Applicant Tracking Systems please check out documentation from our Integration Partner, Merge for more detailed instructions.

ATS Integration Support

While Hatch can integrate with most major ATS, the features that we can support will vary depending on what each ATS allows us to do.

Fully Supported ATS ⭐️

The following support all of our integration features: Posting jobs, pushing candidates, syncing stages and outcomes:

  • Lever

    • Note: Candidates declined in Hatch will not be automatically archived in Lever.

  • Greenhouse

  • SmartRecruiters

    • Note: Candidate resumes will not be passed through to SmartRecruiters.

  • Workable

  • SAP SuccessFactors

  • Cornerstone TalentLink

Partially Supported ATS 🔄

Hatch works with the following ATS, but they may not support all of our integration features.

  • ApplicantStack

  • Ashby

  • BambooHR

  • Breezy

  • CATS

  • ClayHR

  • Clockwork

  • Comeet

  • EngageATS

  • Employ

  • Fountain

  • Freshteam

  • HR Cloud

  • Harbour

  • Homerun

  • Infinite

  • JazzHR

  • JobAdder

  • Jobsoid

  • Jobvite

  • Lano

  • Oracle Fusion Recruiting Cloud

  • Taleo

  • Personio

  • Polymer

  • Recruitee

  • Recruiterflow

  • Recruitive

  • Sage

  • TalentLyft

  • TalentReef

  • Teamtailor

  • UKG

  • Workday

  • ICIMS

If your ATS is in this list, or if it's not listed at all, please get in touch with us at ask@hatch.team to explore your integration options.

FAQs

What is Merge and how is Hatch using it?

Merge is a unified API provider of B2B integrations that companies use to add hundreds
of integrations to their app. Trusted by the world's top companies, Hatch uses Merge to provide a single interface to all ATS'. This allows us to provide seamless support to a wide range of ATS and improves security by taking care of authorization and data access.

Is my data secure?

Hatch's data security policies are outlined in our Privacy Policy.

Merge’s data security is at the highest level of industry standards and they hold SOC II Type 2, ISO 27001, and HIPAA certifications. See here for the most up-to-date information on Merge’s security compliance and features.

Why am I asked to provide login credentials for certain ATS connections?

Certain ATS providers choose to allow connections to be setup using OAuth, making it easier for you to connect your ATS with other tools. Hatch can't change the authentication process that has been chosen by these providers e.g. Breezy, Job Adder. It is important to note that the link we share ensures these credentials are passed to Hatch securely.

What data does Hatch have access to inside my ATS?

Hatch requests access to certain 'read' and 'write' fields that are needed to pull the information needed to set up your role on Hatch, and to create and update candidate records in your ATS when candidates are pushed into your ATS for review. Hatch does not request or have access to information such as notes and feedback you capture in your ATS about candidates during the hiring process.

What if my ATS isn’t available on the list?

If you're using an ATS that isn't listed above, please get in contact with us at ask@hatch.team and we'll explore what this might look like.

What can I do if I’m having difficulty authorizing a connection?

If you're having issues getting started with Hatch's ATS connection. Please get in contact at ask@hatch.team and we'll guide you through the process.

How long does it take to get the connection set up?

Getting set up with Hatch's ATS connection only takes a few minutes with our guided tool.

How long will my role take to appear on Hatch?

All roles will be live on Hatch within 12 hours of posting them in your ATS. Though you can commonly expect them to appear more immediately than this.

How quickly will candidates appear in my ATS once they’ve applied on Hatch?

Hatch passes candidates through to your ATS immediately after they submit an application on Hatch, though it can take up to 5 minutes after applying before a candidate is visible in your ATS.

What if I don’t want certain roles posted on Hatch?

When you set up your connection, Hatch will post all entry, junior and mid-level roles. Hatch will never post the following roles:

  • Senior or executive roles that require six or more years of experience

  • Roles that are marked as "confidential" in your ATS (some ATS' might refer to this differently)

Hatch reviews each role before it goes live, so if we're uncertain, we'll check with you. If you have a particular role that you'd like to prevent from going live on Hatch, please reach out to us at ask@hatch.team to let us know.

Once a role is live the contact associated with the job req in your ATS will be sent an email with a link to the live role. If they'd like the role closed, they can do so via the link included in the email.

How can I disconnect/turn off my connection with Hatch?

Currently, disabling Hatch's connection has to be done manually. Please get in contact with us at ask@hatch.team and we'll organise this for you.

How does the connection work?

Once you’ve set up your connection, roles that you’ve nominated will go live on Hatch automatically and you’ll see candidates appear in your ATS with Hatch as the source. You’ll need to review these candidates in Hatch by clicking the Hatch link associated with that candidate. Once you make a decision on them in Hatch, we’ll push through the remaining information on that candidate for you to move them forward in the hiring process.

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