Connect a Recruiting Integration to Expensify

Connect your applicant tracking system (ATS) to your Expensify workspace to automatically import candidates so they can submit travel, relocation, and interview expenses for reimbursement. You choose which candidates to import once, and Expensify keeps the workspace in sync with daily candidate syncs.

Once connected, a recruiting integration can:

• Add candidates who match your import settings to your Expensify workspace.
• Set each candidate’s expense approver, including a member of their hiring team from your ATS.
• Automatically sync candidates every day.

You can connect only one ATS to a workspace at a time.

To sync employees from an HR system, use the HR page instead of the Recruiting page. Learn how to connect an HR integration to Expensify.

Who can connect a recruiting integration to Expensify

To connect a recruiting integration, you must:

• Be a workspace admin on a Control plan workspace in Expensify.
• Be an administrator in your ATS.
• Have Recruiting enabled under More features in the workspace.

To enable Recruiting, select Workspaces > [workspace name] > More features, and under Integrate, enable Recruiting. If your workspace is on the Collect plan, you’ll be asked to upgrade to the Control plan. After you upgrade, Recruiting is enabled automatically.

You can connect and manage recruiting integrations on web and mobile.

What ATS platforms you can connect to Expensify

The Recruiting page lists the ATS platforms you can connect:

• Ashby
• Greenhouse

Learn how to connect Ashby to Expensify or connect Greenhouse to Expensify.

How to connect a recruiting integration to Expensify

1. In the navigation tabs (on the left on web, on the bottom on mobile), select Workspaces > [workspace name] > Recruiting.
2. Next to your ATS, select Connect.
3. In the connection window that opens, follow the prompts to connect your ATS. For Ashby, you enter an Ashby API key. Learn how to create an API key in Ashby.
4. When the connection completes, select Complete setup in the Connected. Complete setup to import candidates. message under your ATS. You can also select More (⋮) next to your ATS, then select Complete setup.
5. On the Import settings page, enable Job stages, Tags, or both, and optionally enable Offices. Then select Save.
6. On the Recruiting page, select Default approver and choose who approves candidate expenses.

Nothing is imported until you enable Job stages or Tags and select Save.

What happens after you connect a recruiting integration to Expensify

• Candidates who match your import settings are added to the workspace and appear on the Members page.
• Candidates who don’t already have an Expensify account receive an email invitation to finish setting up their account.
• The connection displays the Last synced timestamp.
• Expensify checks your ATS about once a day for new matching candidates and updates candidate details to match your ATS.
• Expensify doesn’t remove candidates automatically.

FAQ

Can I connect more than one ATS to a workspace?

No. You can connect only one ATS to a workspace at a time. If you try to connect another, you’ll see Cannot connect to multiple ATS platforms. Disconnect your current ATS first.

Which hiring team roles can I use as the first approver?

It depends on your ATS. With Ashby, choose Recruiter, Hiring manager, or Recruiting coordinator. With Greenhouse, choose Recruiter or Recruiting coordinator.

What if I don’t see my ATS on the Recruiting page?

To request another ATS integration, select Ask Concierge on the Recruiting page, or message Concierge from anywhere in Expensify.