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Workable Integration

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Workable Integration Process Tutorial

image   Pre-requisites for starting with Workable Integration.
  • Login to your InterviewVector & Workable account with credentials having admin access.
  • Create a new Interview stage “InterviewVector” in your Workable account.
  • For each job you wish to add an InterviewVector round, simply choose the pipeline containing the InterviewVector Stage, and the jobs will be linked accordingly.

How to Get Workable Access Token?

  • In the Workable dashboard, click on the profile icon, then select "Settings" from the dropdown menu.
  • In the left menu, go to "Apps" under "Integrations”, click on "Generate API token" under "API ACCESS TOKENS".
  • Name the token, set expiry time, choose all the API scopes mentioned there, and click "Generate Token".
  • Copy and securely store the API key.

How to Authenticate your Workable account with IV?

  • Go to the Integrations page in the InterviewVector dashboard.
  • Click "Authenticate" on the Workable card.
  • In the modal, paste the copied API key, enter the Workable admin user email, and click "Authenticate".

How to Create InterviewVector Stage in Workable

  • Navigate to settings in the Workable dashboard. In the left menu, go to the “Workflow” under “Recruiting”.
  • In the Pipeline section, you can either create a new pipeline or edit the existing pipeline.
  • Click the "Add Stage" button and name the stage "InterviewVector," select the stage type as "Interview," and save
  • After saving the stage name, feel free to rearrange the InterviewVector stage as needed.
Note

When adding a job, simply choose the pipeline containing the InterviewVector Stage, and the jobs will be linked accordingly

How to Configure Linked (pending) Jobs as Positions in InterviewVector

  • On InterviewVector Dashboard, in Integrations page go to see details or configure in Workable Integration card, you will see all the positions fetched from Workable which have InterviewVector stage pipeline added to there job’s Workflow
    • image  If the Linked (pending) Jobs list does not list the job you are looking for or is empty , please click the Refresh button on the right hand side to fetch the updated list of Jobs with the “InterviewVector” stage.
  • The user needs to configure each linked (pending) Position before scheduling interviews on the InterviewVector Dashboard.
  • Click on configure - in the Position modal, please add the required details including - Category and Role, Round guide and then activate it
Note
  • Each position needs to be configured only ONCE in our system. You can choose to update the details in future if needed.
  • All configuration for the Interview including interview Guide will need to be done in the InterviewVector dashboard.
  • A job will also be moved to a "Pending" state if any change in the round names or number of rounds is made on the Workable platform.

Life-Cycle of a Candidate in Workable-ATS?

How to Schedule an Interview?
  • In Workable, select the candidate you want to schedule an interview for via InterviewVector
  • Move the candidate to the Interviewvector stage to create interviews for each configured round
  • An interview(s) will be created for this candidate on our platform by pulling all the relevant info from Workable. As part of this, an automatic email will be sent to the candidate by InterviewVector, from which the candidate can auto schedule the interview or give his/her preferred slots.
  • Also, the same link to schedule interview (or give preferred slots) will be posted on the Activity stream & candidate's timeline in the form of a note.
  • Once the interview is scheduled, a notification will be triggered and interview details can be viewed on the Candidates page in InterviewVector or in Workable platform.
  • You can use Reschedule link / Cancel link in the timeline to reschedule or cancel the interview
Note

InterviewVector will keep posting all the updates related to an interview on the Workable Activity Stream & timeline of the candidate

How to Get Feedback of a Completed Interview
  • Once the interview is completed, the Result will be posted on the Workable Activity feed & candidate's timeline with the Feedback Report link
  • You can use that Feedback report link to view / download the feedback of the interview.
  • Here is an example of a sample feedback.
  • Once feedback is uploaded, candidate can be moved to the next stage

Other FAQs

How to re-trigger the Interview creation of a candidate that failed earlier due to some missing information?
  • If a candidate is missing some crucial information like the EmailID, Contact Number, Resume, etc. that is critical for InterviewVector to create an interview, a error message is posted back on Workable platform in the Activity stream/Candidate's Timeline with the error message.
  • Once the missing information has been updated, the client can use the link shared in the Activity Stream containing the error message to re-trigger interview creation process with InterviewVector.
What happens if the interview is rescheduled or cancelled by the candidate?

A note is posted on the Activity Stream/Candidate's of the candidate indicating the same and the updated date & time (in case of reschedule) is reflected on the Workable platform.

What happens if I move a candidate out of InterviewVector stage before the interview is completed?

Any active interviews of that candidate with InterviewVector will be cancelled.

How do I deactivate a Workable job configured on InterviewVector platform?

You can remove the InterviewVector Stage from the pipeline and click the refresh button on InterviewVector dashboard’s Workable section to reflect that change on our platform.


Didn’t find answer to your queries?

In case you didn’t find any helpful answer in this page or if you want to clarify some other queries, then feel free to write us at ops@interviewvector.com .

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