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Sam | Inbound

Imports jobs and applicants from your ATS, letting SeekOut evaluate and assess prospects for a role. Utilizing the prioritized review queue, you can quickly and efficiently process your inbound talent pool to find the right candidate for the job.


Note: Inbound is an add-on available for purchase and is not included in SeekOut Recruit by default. Inbound requires a connection to a supported ATS. If you’re interested in adding Inbound to your plan, please reach out to your Customer Success Manager, who will gladly provide pricing details, confirm your ATS is supported, and help you get set up.

Accessing Inbound

When Inbound is enabled for your account, you can access it via “Sam” from the tab on the left side navigation.

The Jobs tab will list job requisitions from your ATS. Select a job to review your applicants or go through the steps below to add a job.


Add a job

To add a job to Inbound, select Add Job in the top right-hand corner and follow the four setup steps.

Step 1. Select Job

You will be prompted to Select a job to import from your ATS. Begin by typing out the job title or requisition ID.

Step 2. Intake notes

Provide any additional context that will help evaluate candidates for this role. These notes will be used alongside the job description to generate a more accurate screening rubric. Include context about hiring priorities or traits that matter but aren't listed in the job description.

Step 3. Rubric validation

Review and edit the AI-generated criteria to evaluate candidates.

Every job starts with a rubric that your recruiting team reviews and approves. The rubric is a short list of required qualifications and preferred "differentiator" criteria specific to that role. Inbound then reads each applicant's résumé (and screening responses, when used) and scores every criterion on two separate dimensions: how well the candidate's experience matches the criterion, and how strong the supporting evidence is. A passing mention of a skill will score lower than a detailed, concrete example with real outcomes. Every score is backed by direct citations to the candidate's own materials, so a recruiter can always see exactly why a candidate was prioritized and verify the evidence themselves.

In this step, you have the option to edit qualifications. You can add or remove qualifications from either section, required or preferred. The Job description is shown on the right for reference.

Once complete, select Next.

Step 4. ATS Configuration

Select the application stage of that job you would like to review candidates. Your list to choose from may be longer than the screenshot below based on the job or applicant tracking system.

All candidates within the stage(s) selected will be evaluated against the rubric. Please know that there will be a brief processing time. This can vary based on the number of candidates for the job. The estimated time of completion will be shown to you.


How to Use Inbound

The review queue is ordered directly from the rubric scores. Candidates are ranked first by how many of the required qualifications they meet, and then by how many preferred qualifications they match. In practice, this means the candidates who meet the most requirements rise to the top, and between candidates with similar qualifications, the one whose experience provides stronger evidence ranks higher. A qualification only counts as met when it is fully satisfied and supported by cited evidence. A claim with nothing behind it doesn't move a candidate up the list.

Once you open the job, you will land on the Unreviewed queue. Begin actioning applicants by reviewing what qualifications they meet and uncover more within their Profile.

The candidates who are in your designated "new applicant" stage(s) appear in Unreviewed. Anyone who has been actioned moves to the Reviewed tab. All other candidates (rejected in the ATS, moved in the ATS, etc.) appear under All Candidates.

Your list of applicants is updated in real-time as you make adjustments to your filters. They will populate in the unreviewed queue. As data changes in your ATS it will be updated within Inbound in real time.

The options to filter are unique to your organization. Most options will show filtering by AI Screen, Required qualifications, Profile check, and ATS stage.

There are a few sets of filters you can use with Inbound. The main Filter button in the center above the table of applicants which include the ability to filter by AI Screen, Required qualifications, Profile check, and ATS stage.

Additionally, you can filter by Best match on the far right or Applied at.


Profile Check

Inbound runs a holistic scan of the resume and candidate LinkedIn profile if provided to validate the profile and identify any discrepancies.

The items included in the Profile check will include a review of the candidates

  • Career history

  • Experience claims

  • Resume text

  • Applicant identity

  • Current role

  • Location

  • Education

Within the Profile check you may find areas that

  • Needs review, in which case SeekOut will call out the claims that contradict each other

  • Needs clarification, in which case SeekOut will provide you with questions to ask in the screen


Qualification Assessment

When reviewing a candidate, you will see the Preferred and Required qualifications sections showing which were met with a green check mark, anything that partially meets will be in yellow, and red means does not meet

= Meets qualification

= Partially meets qualification

= Does not meet qualification

In addition to these indicators, you will see a source referencing where that assessment was deduced from. If you select Sources you will see the referenced section within the candidates resume highlighted in yellow as well a brief summary.

Note: If you don’t see a profile check already performed for a candidate, click on the applicant’s profile to run the profile check or review how they match your required and preferred qualifications. You can run a profile check on an applicant by selecting their profile and the Run profile check button.


Take Action

Actions can be taken on an individual level and in bulk. Depending on your ATS you may not have all these options below.

  • Move Stage - will change the applicant's stage. This change will be reflected in your ATS within 15 minutes.

  • Reject in ATS - will reject the candidate from that job requisition in the ATS. You will be prompted to select a rejection reason.

  • Send AI screen - if your organization is using Sam | AI Screening to assist with initial screening.

  • Add tag - will attach a tag to the candidate profile.

  • Mark reviewed in Sam – will move the candidate from the Unreviewed queue to Reviewed without changing the status in the ATS. Your options will be to select Mark Advanced or Mark Rejected


Editing Qualifications

You can edit the rubric and re-evaluate your entire applicant pool at any time. The Rubric configurations are within Settings in the top right-hand corner of the job. Click Edit at any time to narrow down applicants by specific qualifications.

Update your required qualifications or your preferred qualifications. Click Next and review your matches.

Note: Candidates who have already been reviewed will not be re-evaluated


Visibility

Requisitions are shown based on your access in the ATS. If you have access to the job in your ATS then you will see the job within Inbound.

Alternatively, if you are an Inbound Admin, you will see all requisitions.


Personal Settings

Under Setting on the left-hand navigation, you will find an option for Notifications. By default, you will be subscribed to candidate update and initial candidate evaluation complete.


What Applicant Tracking Systems support Inbound with SeekOut?

The following applicant tracking systems currently have an Inbound integration with SeekOut: Greenhouse, Lever, and iCIMS.

Reach out to your SeekOut contact to identify if your ATS and CRM vendors are compatible with the SeekOut Inbound integration.

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