Whitelisting a Domain
What is Whitelisting
Whitelisting is when you manage your DNS settings to allow for emails from another source to appear that they are coming from your own email server.
Why Whitelist your Teamable Domain
Adding Teamable to your domain's email whitelist will allow introductions sent from Teamable to appear as if they were sent directly from employee email accounts instead of "via Teamable," making the intros appear more natural. This also allows for the emails to get through a possibVery popularIntegrating Teamable with Greenhouse
Teamable integrates seamlessly with Greenhouse which helps get new referrals every time a new job opens and better convert the referrals into great teammates.
Enabling the Greenhouse integrations means you will get more hires with less work on your side and avoid potentially awkward situations with employees referring candidates that have already been rejected for example.
You will need to use 2 API keys to complete the process:
Teamable partner key - enables us to automatically pull in yVery popularHow to Add your LinkedIn Connections
Step by step instructions for adding your LinkedIn connections to Teamable.
Request your connections
Click the button below to begin:
Click 'Pick and choose' to select the data files you're most interested in.
Check Connections.
Click 'Request arVery popularHow to Enable Okta Integration and Configure Provisioning for Teamable (for Okta Admins)
This guide provides the steps required to configure SSO and Provisioning for Teamable.
Features
The following provisioning features are supported:
Push New Users
New users created through OKTA will also be created in the third party application.
Push Profile Updates
Updates made to the user's profile through OKTA will be pushed to the third party application.
Push User Deactivation
Deactivating the user or disabling the user's access to the application through OKTA will deacVery popularLever Integration - Obtaining API Keys
How to integrate your Lever ATS with Teamable.
Teamable integrates seamlessly with Lever which makes it easier to get new referrals every time a new job opens and convert these referrals into great teammates.
To set up Lever integration, you will need to be a Super Admin of your Lever instance.
We only need one Lever API key, but there are two places to look in Lever depending on which version of Lever you're using.
1) Enterprise Lever:
Go to Settings>Integrations>API Credentials
If yoVery popularHow to enable the Slack integration for my team
**
Enabling Slack for Teamable:**
Open the admin panel in your Teamable account
From the admin panel, navigate to the Slack integration settings.
Hit the "add to slack" button - this will take you to your Slack workspace settings in-browser.
![](httpsVery popularHow to Set Up PingOne SSO
Configurations
The Teamable application at PingOne has only SAML SSO implementation. So there are a few steps to configure it.
Go to Applications>Application Catalog, search "Teamable" in the catalog and click on it to start configuration.
Click on "Setup".
 and Oauth(Gmail).
**
We would like to place the application in Okta. Is that supported?**
Yes, please see the Okta integration instructions. Once Okta is enabled, we can disable all other methods (configurable per customer request).
**
Do you support "provisioning" which allows Okta to automatically create accounts, e.g. if we have 10 new hires, do we manualVery popularJobvite Webhook
To configure webhooks in Jobvite, you need to submit a ticket to the Jovbite support team
Public URL: Secure URL in which Jobvite will post events to https://integration.teamable.com/ats/hooks/jobvite.
Signing Key: a secret key you would like Jobvite to use when sending the notification to ensure it’s originating from Jobvite.
API Service Account Email Address: Dedicated Jobvite login used for API requests. E.g., jobviteapi@acme.com
To get the Public URL and the Signing Key, log inSome readersSingle Sign On (SSO) Quick Links
Teamable makes it easy for companies to use their existing SSO (Google oAuth, OneLogin or Okta) for login and auto-provisioning.
-GoogleAuth
-OneLogin
-Okta
-Ping
-Duo: email support@teamable.comFew readersCreate an Account
It takes just a minute or two to get started with Teamable.
New to Teamable? Welcome! You should have received an invitation email from someone at the company with your company's unique Teamable URL. Typically, it's in this format: yourcompany.teamable.com.
When you go to your company URL, you will see a number of options, depending on how your company has configured your account.
![](https://storage.crisp.chat/users/helpdesk/website/2437017adbe00800/22ec69d2-d3cd-4f70-ac9c-682f0a_1trqcx4Few readersHow to Invite Employees
Announcing Teamable during a company all-hands can be a great way to get everyone interested. Contact Customer Success
Immediately after the meeting, have someone from the C-suite send out the initial email to the company. Companies that have vocal management support get 2 - 4x the return and participation in hiring activities than those that don't.
Your Goal: 70 - 80% participation within 14 days of initial invite!
(SeeFew readersHow the ATS Integration Works
Teamable integrates directly with Greenhouse, JobVite and Lever applicant tracking systems.
Here are a couple of points to help you understand how the integration works:
Teamable will ping your ATS approximately every 30 mins. During this ping we will:
Check for any new open and published positions.
Check for any changes in your current roles, i.e. any change in the assigned recruiter.
Check the status of any active candidates. (Employees can follow the status of their referrFew readersHow Prospects Get Imported from Teamable to Greenhouse
Teamable sits on top of your ATS to help you build a healthy pipeline of strong referral candidates. Now that you've done the work of finding and engaging the best candidates in your networks via Teamable, leveraging your first degree connections to get introductions, you can use your Greenhouse workflow to close them.
How does a candidate become a prospect in Greenhouse?
The trigger for candidates being imported to Greenhouse from Teamable is when someone, either an employee or recruiterFew readersIntegrating Jobvite with Teamable
How to Integrate Jobvite ATS with Teamable.
When Jobvite is integrated with Teamable, Teamable automatically synchs your company's jobs and job owners to Job Lists and pushes candidates who have been emailed or passed back to the recruiter to contact. Teamable also has a listener to obtain the latest status on any candidate and display it within Teamable.
Jobvite Engage
In order to connect Teamable with Jobvite, you will need to have the Jobvite "Engage" module enabled and request theFew readersHow Teamable Works
Here's how to quickly help your company by making referrals with Teamable.
The fastest growing and healthiest companies in the world have over 60% of their hires from employee referrals and passive candidates--people who aren’t actively looking for a job but would likely be more engaged and productive in a different job and on a different team. At Teamable, it’s our mission to helpFew readersLever Webhook
Below you can find step by step instructions on how to enable and disable webhooks from Lever
Requirement: The person who will enable and disable webhooks from Lever must have "Super Admin" role.
All webhooks provided by Lever are supported in Teamable.
Enable
Log in to your Lever account.
Go to the settings page.
Click on the "Integrations" link.
![](https:Few readersGreenhouse Webhook
Below you can find step by step instructions on how to enable, edit, and disable webhooks from Greenhouse
Requirement: The person who will enable and disable webhooks from Greenhouse must have permission "Site Admin" and developer permissions on managing and configuring webhooks.
Currently supported web hooks:
Application updated
Candidate has been hired
Candidate has been unhired
Candidate has changed state
Candidate has submitted application
Candidate or prospect rFew readersAdmin Panel
What's new with the Admin Panel?
Admins can now set up and manage their Teamable instance at the click of a button:
Reporting and analytics
Manage users: Change Users Account Type (Single and Bulk Actions)](https://app.intercom.io/a/apps/uvmnk9dy/articles/articles/3499346/show), [Add department and location filter on Current Users
SSO Auto Provisioning ConfiguratFew readersHow to Start a Lever Nurture Campaign
Q: My prospective candidates in Teamable have been introduced to me by employees and I see they've moved into Lever, our ATS, but now I'm not sure what to do with them from here. Help!
A: If you have a lot of candidates, it can be overwhelming to continue to manage outreach to each one by one, until you get a response. Lever has recently introduced a module called Lever Nurture which makes it really easy to set up a messaging campaign to reach out to your leads on an iterative basis. YoFew readersHow to Enable OneLogin Integration & Set up Provisioning for Teamable (for OneLogin Admins)
OneLogin is one of the many supported SSO security authentication services that can be used with Teamable. This guide provides the steps required to configure Provisioning for Teamable.
Features
The following provisioning features are supported:
Push New Users
New users created through Onelogin will also be created in the third party application.
Push Profile Updates
Updates made to the user's profile through Onelogin will be pushed to the third party application.
Push UserFew readersSetting up Lever Tracking Reports
You can use the following reporting within your ATS, Lever, to track all Teamable candidates. In this article, you can find the instructions to create the following 3 reports:
Teamable All Candidates Tracking. This report provides you with a breakdown of all candidates found in Teamable and created in Lever. This report should be run on a weekly basis.
Teamable Offer Tracking. This report provides insight to offers from Teamable referrals. This report should be run on a weekly bFew readersReporting and Analytics
Admins can get pipeline reporting from the “Analytics” section of the Admin Panel. These reports show key activities such as number of referrals via Teamable, number of hires and offers that we were able to automatically capture, number of employees who have signed up and have connected their networks, and Top Talent marked. Currently, there are three dashboards: “Users”; “Referrals” and “Talent”.
Please note that the reporting covers only the last 3 months. We are working on expanding the daFew readersSetting up Greenhouse Tracking Reports
You can use the following reporting within Greenhouse to track all Teamable candidates.
In this article, you can find the instructions to create the following 3 reports:
Teamable All Candidates Tracking. This report will provide you with a breakdown of all candidates found in Teamable and created in Greenhouse. This report should be run on a weekly basis.
Teamable Offer Tracking. This report provides insight to offers from Teamable referrals. This report should be run on a weekly basFew readersOnboarding Best Practices
It's easy to get everyone at your company onboarded with Teamable.
Prior to launch, be sure to check out our pre-rollout checklist.
**What's the best way to launch?
**Depending on the culture of the company, we recommend the following as best practices.
Provide an introduction to Teamable at your company all-hands. Teamable has created a short online deck](https://docs.google.com/presentation/d/1djJsvGNd8TY4ahJdtN8J9p9KpO3-ODS9UlrieWPHsfA/edit?usp=sharing), which can be customized,Few readersWhat's the Leaderboard?
Increase employee participation in referrals by assigning points for various activities to encourage friendly interdepartmental competition.
You now have the option of customizing your Teamable leaderboard.
What is the Leaderboard? It's the place where every teammate can see how they're doing in relation to everyone else in the company when it comes to helping make referrals.
More on the leaderboard here
These are the columns that are available for your leaderboard:
Info
NetworFew readersSupported Browsers
Teamable supports the following Desktop browsers:
Chrome 64 and Later
Edge 15 and Later
Firefox57 and Later
IE 11
Safari 10.1 and Later
Teamable supports the following Mobile browsers:
Chrome for Android 64 and Later
iOS Safari 10.3 and later
For the best experience, we recommend downloading the newest version of your preferred browser.Few readersWhat is Teamable?
Teamable supercharges warm referrals at your company by making it easy for any employee to introduce more qualified candidates.
Teamable makes it easy for your company to create a personalized employee network of incredibly talented people you know and would love to work with.
We match the people you know with the open jobs at your list of companies.
Uniquely this system protects that network by making all communication go through the employee's approval. No more worrying about recruiters reaFew readersHow to Set up Searches for Best Employee Matches
Initial candidate matches in Teamable come from the search strings that recruiters enter into their jobs in the job settings. Let's take a quick look on how to optimize them.
Click on a Job. Then choose Settings>Search Terms.
Choose 'Boolean Search Terms'.
Build out your search using quotes around nested terms, parenthesis around clauses, and ANDs, ORs, or NOTs as needed.
Example of a boolean search string for a Market Development Representative:
_("Market DevelopmeFew readersPre-rollout Checklist
Before you invite your company's employees to join Teamable, we recommend the following steps:
☑Login and Connect Your Networks.
Invite your recruiters into the tool as “Hiring Leaders” - follow the instructions here
☑Send List of Current Employees.
Send to cs@teamable.com
☑Review Messaging Templates.
Come to a decision on what messaging templates you would like to use, both from recruiter to employee and from employee to candidate.
☑Review Referral Bonuses.
MakFew readersSetting up your Teamable account
We’re so excited to partner with you! Getting setup today can save you countless hours in the future. Teamable makes referrals easy for your employees and less time-intensive for recruiters, delivering personalized, right-fit opportunities for candidates for better and faster business results.
With Teamable, we're here to help you cut through the noise of cold outreach for quicker and more effective hiring. This guide will help you get setup with Teamable and get comfortable sourcing topFew readersWhat Permissions Are Required to Use Google oAuth SSO for Sign-in?
Q: What Permissions Are Required to Use Google oAuth SSO for Sign-in?
A: Teamable requires permission to view your email address, view your basic profile info, and view your contacts.
Click the 'allow' button to grant access.
If this is your first time connecting to your company's Teamable account, a Teamable account will be created for you and you will be asked to connect your networks
Teamable is your one stop shop for referrals!
Part 1: Intro
Think of Teamable as a curated list of first degree connections from your existing employees who opt in, sharing their first degree connections in networks like Facebook, Twitter, GitHub and LinkedIn.
We match the jobs in your applicant tracking system with the data we’re able to find about these connections online. We show the connections your employees know who may not have been ‘top of mind’ for the roles you’re working on.Few readersQuickstart Guides for Teamable
Employee and Recruiter Resource Guides are a great instructional tool for use with Teamable.
Just click on the images below to download either guide as a PDF.Few readersHow Do I Enable Additional Questions for Employees Submitting a Resume?
When a candidate submits a resume, they are asked the following by default:
Now you can have your employee give you additional optional answers about a candidate whose CV they've submitted for an opening at your company.
Once enabled, the employee will receive an email after submitting a resume:
![](https://storage.crisp.chat/users/helpdesk/website/1a166d3483700100/27a4f4bc-099d-Few readers