Perview integration

What Alfa would write back to Perview

• Sending candidates needs Perview to share its pipeline stages with Alfa through this integration, which we have not yet confirmed. If it does, this is what Alfa sends.
• Applicants. When screening finishes, Alfa sends each applicant whose status you map to a Perview stage, with their name, email address and, where Alfa has them, phone number and LinkedIn profile.
• Notes. We have not yet confirmed whether Perview accepts notes through this integration. If it does, Alfa adds the score and screening results as notes.
• Stages. Alfa asks Perview to put candidates you have already shortlisted in the stage you map for Shortlisted, but we have not yet confirmed whether Perview accepts a stage for new candidates through this integration. Applicants marked Suitable or Not suitable go where Perview puts new applications: mapping their status to a stage tells Alfa to send them to the linked job, but does not place them in that stage.
• Later changes. If you shortlist a candidate after Alfa has sent them, Alfa asks Perview to move them to your Shortlisted stage. We have not yet confirmed whether Perview accepts stage changes through this integration.
• Applicants you do not sync. In Alfa's ATS settings you can choose a Perview job for applicants who are not synced. Alfa then adds applicants whose status is set to Don't sync to that job, where Perview puts new applications, so you keep them in Perview. Only applicants who apply after you choose the job are added. If you later shortlist one of them and Shortlisted is mapped to a stage, Alfa also sends them to the job they applied for.
• Sourced candidates. If you map Sourced potential candidates to a stage, Alfa also sends sourced candidates who have an email address. Rejected and removed candidates are not sent, and sending them does not start any outreach.

What Alfa reads from Perview

• Open jobs. Alfa lists your open Perview jobs, up to the 250 most recently opened, so you can link each Alfa job to its Perview job.
• Pipeline stages. We have not yet confirmed whether Perview shares its stages through this integration.
• Your hiring history. We have not yet confirmed whether Perview shares the candidate and application records that ATS history search needs.

How to connect Perview

1. Open Settings. Sign in as an Owner or Admin on a computer, select your name at the bottom of the sidebar, then Settings.
2. Go to ATS integrations. Under Workspace, select ATS integrations.
3. Choose Perview. Open Select your ATS, pick Perview, then select Connect Perview.
4. Approve access. A secure connection page opens in a new tab. Sign in to Perview there, approve the access it asks for, then return to Alfa.
5. Wait for the first sync. The first import usually takes a few minutes. When it finishes, the status reads Connected.
6. Map your stages. Under Stage mapping configuration, pick a stage for each Alfa status, or choose Don't sync to keep it in Alfa. Then select Save ATS settings.
7. Link your jobs. In a draft job's Basics, open Advanced and choose the matching job under ATS job. You can also ask Lisa to link a job, including one that is already published.

Limits

• Your organization connects one ATS at a time.
• Only Owners and Admins on a paid plan can connect an ATS, on a computer. The integration is not available during a trial.
• Alfa sends each candidate to a job once, after screening finishes, and checks for new candidates every 20 minutes.
• Alfa only sends candidates who have a valid email address.
• Rejecting a candidate in Alfa does not change their stage in Perview.
• If Perview reports that a linked job is closed or no longer accepts candidates, Alfa unlinks the job and stops sending candidates to it.
• Moving or rejecting a candidate in Perview does not change their status in Alfa.