Evolve RM CRM in Evolve ATS

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*This feature is included in the Winter 2025 Release

Introduction

You can view Evolve Recruitment Marketing (RM) candidate data directly in Evolve ATS, including CRM notes, tags, custom fields, and consent status in the ATS. This unified view helps you make better-informed decisions faster without navigating multiple steps and systems.

Audience 

Company Administrator

- Evolve ATS role with CRM permissions

- Evolve RM role with View in Jobvite ATS privilege in Source

(You must have Evolve - Jobvite ATS + Recruitment Marketing CRM to use this feature)

Configuration

Evolve RM Configuration

Please submit a Help Center ticket for initial configuration. Please follow the remaining steps once the team has communicated that this configuration step is completed.

Evolve ATS Configuration

In Evolve ATS, navigate to your User Menu > Users.

user menu_users.png

Click View and Edit Roles.

view and edit roles.png

Select the role you want to grant the ability to view candidates within Evolve RM.

select user role.png

Select the CRM tab, then click Edit.

Edit CRM tab.png

Click the checkbox to enable or disable the desired settings.

select crm role permissions.png

Click Save.

Using CRM in ATS

Evolve RM

In Evolve RM navigate to the Talent tab, Source is selected by default.

cropped talent tab.png

Select a candidate.

select candidate.png

On the candidate profile, select the Applications tab, then click View in ATS.

RM_Applications_View_in_ATS.png

The candidate application in Evolve ATS will open in the next browser tab, and you can continue using Evolve ATS there.

Evolve ATS

In Evolve ATS, navigate to the Candidates tab and then select a candidate.

select candidate.png

Click the + next to the candidate's name, then select CRM Profile.

+ CRM Profile.png

The candidate profile in Evolve RM will open in a new tab. You can continue using Evolve RM in that tab. If the candidate is not synced into Evolve RM, the link will open a search page with the following message: This candidate is not found. Please check again later.

candidate not found error.png

Additionally, from the candidate profile, you can select the CRM tab.

ATS_CRMTab_CandidateProfile.png

You can select one of the following sub-tabs:

  • Details (default) – This displays the candidate's Evolve RM data.

CRMTab_Details.png

  • Other Fields – This tab displays custom fields that are available on the candidate profile. You can also filter and sort fields on this tab.

CRMTab_OtherFields.png

  • Notes – This displays the notes available on the candidate profile in RM. You can also add and delete notes. Notes added in the ATS will also be reflected on the candidate's Evolve RM profile.

CRMTab_Notes.png

NOTE: You can also select the menu icon on any of the sub-tabs and select Preview Profile (CRM) or Add Note

ATS_MenuIcon_WithMenuOptions_markup.png

FAQs

Q. Since CRM will be embedded in ATS, can we source in the ATS within Requisitions (active/archived)?

A. For this release, click View Profile in CRM to access that candidate's information. Then, add them to the pipeline folder, add them to a new job, and invite them to apply for a new job. 

 

Q. If a candidate in Jobvite ATS doesn't have a CRM profile, can it be added from their ATS application so we can assign Recruitment Marketing campaigns to them?

A. If you have Evolve - Jobvite ATS + Recruitment Marketing CRM, every Jobvite candidate has a CRM profile.

 

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