Sage HR integration

What Alfa writes back to Sage HR

• Applicants. When screening finishes, Alfa sends each applicant whose status you map to a Sage HR stage, with their name, email address and, where Alfa has them, phone number and LinkedIn profile. Their resume goes with them.
• Notes. Sage HR does not accept notes through this integration, so the score and screening results stay in Alfa.
• Stages. Alfa asks Sage HR to put candidates you have already shortlisted in the stage you map for Shortlisted, but we have not yet confirmed whether Sage HR accepts a stage for new candidates through this integration. Applicants marked Suitable or Not suitable go where Sage HR 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. Alfa does not change a candidate's stage in Sage HR after sending them. If you shortlist someone later, move them in Sage HR yourself.
• Applicants you do not sync. In Alfa's ATS settings you can choose a Sage HR job for applicants who are not synced. Alfa then adds applicants whose status is set to Don't sync to that job, where Sage HR puts new applications, so you keep them in Sage HR. 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 Sage HR

• Open jobs. Alfa lists your open Sage HR jobs, up to the 250 most recently opened, so you can link each Alfa job to its Sage HR job.
• Pipeline stages. Alfa reads your Sage HR stages so you can choose where each Alfa status goes.
• Your hiring history. If you turn on Search your ATS history, Alfa copies the candidates and applications in Sage HR, so you and Lisa can search everyone you have considered before. The first copy can take a few hours.

How to connect Sage HR

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 Sage HR. Open Select your ATS, pick Sage HR, then select Connect Sage HR.
4. Approve access. A secure connection page opens in a new tab. Sign in to Sage HR 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 Sage HR.
• If Sage HR 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 Sage HR does not change their status in Alfa.