Ways to contact a prospective candidate
Teamable only uses publicly available information to enrich our database. Improvements in privacy laws and increased personal control over data means that sometimes Teamable will be missing the email address of a candidate.
If you have already requested further enrichment of a candidate's card (via the find email workflow or the bad data reporting feature) and the email address is still missing, there are a couple different ways you can continue your sourcing workflow in Teamable.
If an emPopularHow to Report a Data issue
Teamable works by taking the names of your contacts that you opt-in to provide on popular social networks and email address books. We crawl the web to connect the names of your contacts with publicly available data about their work and education history, skillsets, and location. This helps better match them to jobs at your company.
We also provide social links such as LinkedIn, Twitter and Github for easier engagement.
While we try to be as accurate as possible, and we have a team that regulPopularAll of My Published Greenhouse Jobs Don't Appear in Teamable
Q: All of My Published Greenhouse Jobs Don't Appear in Teamable. Why?
A: Depending on how you create your Job in Greenhouse, it may not appear in Teamable currently.
**Greenhouse Jobs vs Job Postings
**There is an issue with the new Job Postings functionality in Greenhouse where jobs created with the Job Postings feature aren't compatible with their API for reliably pulling into third-party systems like Teamable.
Q: What are Job Postings?
A: Job Postings are a quick anSome readersWhat type of Information Gets Written to Greenhouse?
What is the difference between a prospect and a candidate?
From the Teamable perspective:
A prospect is a person sourced for a job (not yet contacted, but might be asked for an introduction or a referral can be made which is not approved). Not yet pushed to ATS.
A candidate is a person who is messaged. Once the message is sent out or a resume is uploaded (after approval) the prospect becomes a candidate and is pushed to ATS.
From the Greenhouse perspective:
A prospect is somSome readersGamification for Employee Referral Programs
Q: Gamification. Everyone has heard of it but what does it mean exactly and how is it going to help solve our recruiting problems?
A: Simply put, gamification for employee referrals means using game mechanics to encourage employee participation in the referral process.
Q: What are game mechanics?
A: Game mechanics appeal to a basic human need to achieve and to be recognized. Examples of game mechanics abound, including frequent flyer programs, Starbucks virtual points rewardSome readersHow to Edit a Template on Teamable
You can now edit templates if you are the owner of the job. You can also provide access to colleagues by changing the Template Owner.
Log in to your Teamable Account
Go to Account Settings and Click SETTINGS
Choose TEMPLATES from the bar
![](https://storage.criSome readersHow Does your Boolean Search Work?
To do a boolean search, choose 'Boolean' from the search mode for any job.
The boolean search can be used for both job titles and skills. Teamable matches based on current title and skills anywhere that we can find them on the web including LinkedIn, Facebook, Google and Github.
Be sure to include synonyms in order to return the most results, for example:
_"software engineeSome readersHow to Source for Top Talent
Any employee in your Teamable network can proactively identify top talent by clicking 'Mark Top Talent' next to a connection.
Many companies specifically ask engineering team members (or for other hard-to-source roles) to proactively go through their network and mark top talent to make it easier for the recruiting team to request introductions.
Every employee in your TeamableSome readersHow to Manually Change the Stage of Any Candidate
By default, Teamable will manage stages for you. For example:
When you source a candidate, they're automatically added to the Sourced stage.
When you request an introduction, they're automatically moved to the Intro Requested stage.
When an employee doesn't respond within 7 days, they move to the Action Required stage.
You can also manually change the stage of any candidate, by clicking on the Lists tab and changing the stage and clicking the 'Update' button.
![](https://stoSome readersHow to Configure Advanced Search Filters
The following Advanced Search filters are displayed by default but any or all can be hidden for your account.
Include/Exclude employees
Company filter
Diversity filter
Experience
Advanced filters - Show current employees
Advanced filters - Show past employees
Advanced filters - Show candidates already in ATS
Advanced filters - Show snoozed prospects
Advanced filters - Show hidden prospects
Advanced filters - Top talent only
Note: for the Advanced filtersSome readersHow to Complete a Pipeline Referral Review
A leaky funnel results in great prospects going to your competitors so it's important to periodically complete a pipeline referral review in order to make sure that everything is flowing smoothly. Teamable will help you identify the appropriate next actions for each stage of your funnel and it takes just a moment to understand each of the funnel stages.
On the jobs page, you can see a quick summary of the total number of prospects that have been sourced, are in progress, or engaged.
![](https:Some readersWhat is a Prospect Card?
Let's take a closer look at the prospect card in Teamable.
The prospect card in Teamable contains tons of valuable information that you can use to determine to manage your company's communication with a potential candidate.
From the summary, you can see the prospect's name, location, job title, and education. .
If you click on the Info tab, you will see more detailed informationSome readersHow and Why to 'Snooze' a Candidate
Snoozing is good for deferring action on a candidate match. Perhaps they've recently changed jobs and it's too soon to reach out. Or maybe the candidate has messaged back saying, "happy where I am but let's check in again in x months."
Whenever you snooze a candidate for a period of time, you'll receive an email reminder to reach out again after they "wake up."
How to Snooze
Click on the Snooze button
Choose the duration of deferment, for example 1 week, 1 month, 3 months (oSome readersHow can I Find New College Grads in Teamable?
Q: We're hiring new college grads. How can I find them in Teamable?
A: We've found you can get great results of recent college graduates by including terms like "Intern" and "Internship" in your boolean or synonym search. Why? Most grads have a formal internship or two during their junior and senior year and typically add their internships to their social accounts like LinkedIn, Google+ and Facebook.Some readersHow to Add a Job to Teamable
Note: If you plan to add jobs automatically through an ATS integration, please read the following article:
How the ATS Integration Works
Adding jobs you want to fill through employee referrals or roles that you always have open and could use more leads on, such as software engineer or sales, takes just a few steps:
From Recruiter>Current Jobs, scroll to the bottom of the page and click on 'Create Job'.
The required fields will contain a red asterisk.
Mark as a hot job (optionaSome readersHow Does Your Synonym Search Work?
The best talent doesn't always update their public profiles, and many titles are different but mean the same thing.
Teamable makes it easy to see matching candidates who are connected to your employees and then ask those connected whether they'd be a good match for your job opening. Getting the opinions of your employees who know your prospective candidates allows for real-world vetting and validation.
Three factors are weighted to deliver the most relevant results for any synonym search:Some readersHow does your matching algorithm work?
While we can't share all of the details, here are some things that are happening under the hood:
We automatically normalize job titles to increase relevant search results.
We automatically extract skills from your job description.
We automatically determine seniority level from job title.
We automatically determine location.
We then do our best to match people by ranking them based on their location, title, seniority and skillset.Some readersHow to Use the Diversity Filters
The Teamable diversity filters allow you to search by gender and race or ethnicity. To use both gender and race or ethnicity, select race or ethnicity AND gender.
Teamable uses machine learning to identify ethnicity with image matching. While not foolproof, it works pretty well!
You can also choose multiple ethnicities if you wish. Just click what you would like to see and the search results will automatically update.
.
To review job owners for a specific job, from the recruiter view, click on the job and then choose 'Basic Info'.
Then scroll down to the job owners section.
Note: there can only be one CC'd owner. But you can have as many people (or group addrSome readersJob Owner in Teamable
Q: How is the Job Owner in Teamable determined?
A: In cases where we are connected with your ATS, we will automatically associate the owner with the req in Teamable as long as that owner has a Teamable account, otherwise, we will fall back on a default job owner, which is usually the primary point of contact at your company (however, you can let us know who you would like this to be).
In Greenhouse, the job owner displayed in Teamable is the first name listed under the Recruiters fSome readersHow to Make Private Lists
There are some cases where you don't want to share new or pipeline positions with the entire company but you still want to source your employees' networks. Teamable allows to set/edit the visibility of created job postings.
There are 3 levels of visibility for each Job:
Company-Wide (default)
Recruiters Only
Private
To set the visibility during the list creation just choose the option during setup.
To edit the visibility of any job, click on the job, choose settings and look forSome readersWhere do I go to see candidates referred in Teamable?
Q: I have already started receiving emails from employees referring candidates through Teamable. However, I can’t find those candidates in Teamable. Can you instruct me where I can find referred candidates, so that I can follow up with them?
A: That's great! Timely follow-up with all warm referrals will ensure you get into substantive conversations faster.
From the Teamable email notification, you can see the job for which the candidate has been referred.
Go to Teamable, click onSome readersHow do I filter out my own connections from search results?
Q: As a recruiter, how can I remove connections from search results who are only connected to me?
A: You can add yourself to the 'Exclude employee' filter under the advanced search options.Some readersHow to Move a Candidate to a Different Job
On occasion an employee will refer a candidate whose skillset is better matched to a different open role than the one for which they were initially identified. Here’s how to move them to another role without losing any progress in the referral process.
Navigate to the Job where the candidate exists by clicking on {Job Name}>Tracking>Intro Made
Click on Lists for the candidate you want to move.
Choose a new job from the 'Select a job...' dropdown.
Add to list.Some readersHow can I optimize my searches?
Search Mode is designed to help users to go from a wide search (Synonym Search) to more narrowed and specific search (Boolean Search or Name Search).
In each search mode there are handful of advanced search fields and filters where you can narrow the results.
All of the search results are ordered by their relevancy, total number of connectors (people connected at the companSome readersTeamable for Engineering Leaders
As an engineering leader in a growing company, you care about six things when adding teammates and building high performing teams.
Hiring the best talent.
Hiring quickly.
Ramping new hires quickly and maintaining psychological safety and productivity as you grow.
Retaining great talent.
Not turning your engineering team into full time interviewers as you scale (interview hours/hire).
Building diverse teams to capitalize on the benefits of diverse teams on overall team anSome readersSending Sourced Candidates for Review
When you are ready to send your messages:
Open the job.
Click on Tracking.
click on Sourced.
The sourced candidates will appear in a column on the left and the total number of candidates in that stage will appear next to the stage name. In this case, we can see that 42 prospective candidates have been identified for this position.
, reach out to CS
Q: What is the default bonus?A: This is the amount and currency that Teamable will display for open jobs.
This amount appears under Basic Info on the recruiting side (where it can be manually overwritten at any time by a recruiter):
This amount also appears for employees from the jobs page whenever they click refer:Some readersWhat Emails are Sent via Teamable?
There are currently 14 different types of emails sent via Teamable ( including direct messages (company-wide templates) and product notification emails).
Below, please find a description, subject, content, and trigger for each:
Email type
Message from Employee to Prospect
Subject
Join the team
Content
Hi,
Our company Teamable is growing rapidly, not sure about your current situation, but I thought of you as someone who'd enjoy the work and teamSome readersPromoting user to Recruiter
When you need to promote an employee to the Recruiter View you need to have admin access. You will know if you have Admin access if you see a "Admin Panel" icon on the top right of your Teamable Account Page. If you don't see this please send an email to support@teamable.com
To promote employee to Recruiter view:
1 - Click Admin Panel
2 - Find User (by Search by name or scrSome readersSourcing Jams with Your Employee(s)
For busy employees and hiring managers with great networks, it can be worthwhile to have sourcing meetings where they can fire off 10 - 20 messages in 30 minutes to the best talent in their networks for your most critical roles. Here is a guide to making these sessions super efficient.
**Quick note: Remember it can take up to 24 hours for an employees' network to be fully enriched, so be sure to invite your participants to sign up and share their networks at least 24 hours before the sourcing jSome readersTemplate Migration
Most of your existing templates will migrate to the new Teamable, except in these cases:
'Message from Recruiter to Employee' - template no longer available since this workflow currently does not exist in new product.
There are no 'No List' and no 'No URL' templates - simplified and roll up under master template.
Invite templates ('Invite as Recruiter' and 'Invite as Employee') don’t currently exist.
Some snippet tags have also been removed.
Sender firsSome readersHow to follow up or tag someone
With @mention you can directly request follow-up or action on any prospective candidate from anyone at the company.
It's easy to pull in a colleague whenever specific follow-up action is requested in Teamable.
When adding notes to any candidate in Teamable, simply do the following:
Type @ and then start typing the employee's name and select it from the dropdown.
Type your note.
Click the save button.
For example, below, I'm going to send Pukar a follow-up citation to see if we caSome readersHow to Approve and Follow Up on Referral Candidates
For any job, click on Workflows to see all prospective candidates for that job and their respective statuses.
You can also search for a specific candidate, filter by status, or filter by the sourcer.
A quick definition of the various candidate statuses in Teamable:
Sourced. Prospective candidate(s) identified and added to job list in Teamable.
Intro Requested. ASome readersHow Does Job Synchronization Work in Teamable
It's easy for you to connect your Greenhouse](https://intercom.help/teamable/applicant-tracking-systems/greenhouse/integrating-teamable-with-greenhouse), Lever, or [Jobvite
Job synchronization means that any time you create a new req in your ATS, we will create that job in your Teamable account. This means that any activity that occurs in Teamable for talent messaged will result in prospectsSome readersHow to Manage Job Lists and Visibility Settings
By default, all jobs in Teamable are publicly viewable; meaning, anyone with access to your Teamable instance will be able to see the job and make referrals.
Anyone with the recruiting view can change the visibility of any company-wide or recruiters only job.
Figure One: The three visibility settings on the Job page (accessible from Job Lists>Edit/Send)
Changing VisibilitySome readersHow to Source
Sourcing in Teamable provides you with the warmest of warm introductions, that of a current employee.
There are three ways to source in Teamable: Synonym, Boolean, and Name search. This success note will walk you through each way.
Getting Started
Log into your company's **Teamable site, e.g. mycompany
Open the job you want to source for. For example, we're looking at a Market Development Representative below.
Select single or multiple users to upgrade to Recruiter or downgrade Admins to employee
If admins want to downgrade with bulk action, all they need is to select users with admin account type, choose “Make recruiter” option from bulk action drop down and click on “APPLY” button.Some readersHow to Approve an Employee's Referral
New in Teamable: As a recruiting or hiring manager, you can decide for each position whether to enable Referral Auto-Approval. By default, this option will be on for each job, which means that messages will be sent out to prospects as soon as an employee makes a referral, without requiring a recruiter to review the prospect. This is the recommended setting.
However, if you wish to uncheck the box, any referrals made for that position will be routed to the recruiter to review and approve befSome readersWhat is the Difference Between a Passive and Active Candidate?
The Resume Upload feature allows any employee to refer a friend or former colleague directly for any open position at your company. These prospects should be reviewed first as they're actively interested and the easiest to close.
To submit a referral, the employee simply provides the following information for their referral candidate:
Prospect's full name.
Prospect's eSome readersCreate sense of urgency and excitement by holding a company raffle
Studies have shown that the average person has at least 25-100 great people in their network that could positively impact company hiring--and some have many more!
One way to encourage and reward employee participation in Teamable, is by holding a company or department wide raffle. These are especially useful during the first month of launch when you're trying to introduce Teamable and incentivize your employees for their participation.
You can customize the raffle eligibility criteria to meetSome readersHow Can I Fix a 500 Internal Server Error Issue?
The 500 Internal Server Error is a server-side error, meaning the problem probably isn't with your computer or internet connection but instead with the website's server.
While not probable, it is possible that there's something wrong on your end, in which case we'll look at some things you can try:
Reload the web page. You can do that by clicking the refresh/reload button, pressing F5 or Ctrl-R, or trying the URL
Clear your browser's cache
Delete your browser's cookiesSome readersReporting : Tracking Candidates in the Teamable Funnel or Applications Report
Teamable reporting is available upon request to help you track and manage your funnel and any prospects that have moved to your ATS.
Note: Teamable funnel and applications reports are now available for your account as requested or on whatever cadence you establish please contact Support.
Funnel Report
The funnel report makes it easier to see all of the valuable information from the funnel view in Teamable in spreadsheet form.
![](https://storage.crisp.chat/users/helpdesk/website/6ec485f8Some readersSending Request for Intro to Multiple Connections at my Company
Q: What happens when you see multiple teammates are connected to a candidate and you request intros from everyone?
Figure One: Example of multiple "connectors": various people at the company who are connected to a prospective candidate.
Notes: By default, everyone is selected. You can click 'Clear' to remove selections and hand pick below. Once you're ready to send, clicSome readersWhat is the difference between 'Intro' and 'Source'?
Q: In Teamable, when I click on a job from the Recruiter view, I see an Intro button and a Source button next to each candidate profile. What is the difference between the two?
Figure One: Example of a candidate profile and the 'Intro' and 'Source' buttons.
A: When you click on 'Intro' you're able to request an introduction to an employee who is a first degreeSome readersWhere Can I Find a Resume on a Candidate Card?
To find any prospective candidate's resume, once it's been added, simply click on the card and then click on the green resume icon in the links section to open the resume.
Teamable will also show in the notes, the teammate who uploaded the resume and when.
_Figure One: Example candidate card where a resume was submitted.
_
![](https://storage.crisp.chat/users/helpdesk/website/Some readersHow to Give Recognition for Hires Made via Teamable
Everyone appreciates a quick shout out!
When you publicly thank employees for introducing you to someone who joins the team, you're ensuring that everyone at the company knows that leadership understands and genuinely appreciates the value of warm referrals. This will result in more employees making more referrals.
Suggested best practices:
Send a Thank You email to the referring employee and recruiter from your Head of Talent or CEO, cc-ing their manager.
Add a slide to your departmeFew readers