JobAdder

Connect JobAdder

Go to Settings → Integrations, find the JobAdder card and click Connect. You’ll sign in to JobAdder, approve access and be returned here. There’s no key to copy.

Then, on the same card, choose which candidate statuses mean “do not contact”. JobAdder has no off-limits flag of its own, so until you pick some, nobody is blocked by status.

There’s nothing to set up in JobAdder. We register a webhook for candidate changes when you connect, so edits arrive within a minute, and a check every fifteen minutes picks up everything else, including new candidates. The card shows whether live updates are on.

Disconnecting removes the webhook and revokes our access in JobAdder as well as removing it here.

JobAdder chase rules

Open Settings → Integrations → Manage, click New rule, and pick who to chase from three lists: statuses, recruiters and folders. Within one list any pick will do; across lists, candidates must match all of them. JobAdder’s API can’t filter on custom fields, so those three are the choice.

Writing a rule, then previewing it Replay

GettingDocs / JobAdder auto-chase

GettingDocs

Dashboard Clients CampaignsJobAdder Notifications Settings

Integrations

JobAdder auto-chase

Rules decide which candidates Amy chases, and for which documents.

Rule name

Placed care staff

Who to chase

Candidates in JobAdder matching everything you pick below. Within one list, any of the picks will do.

Statuses 1 picked

PlacedActiveInterviewing

Recruiters 1 picked

Hannah LeeSam PatelChris Wood

Which documents

Each candidate is chased for what their own JobAdder record says they owe.

How to decide

Read it from Compliance Documents (List)

Standard

PassportRight to WorkDBSReferencesProof of address

Care

PassportRight to WorkDBSReferencesProof of address

Preview: 9 would be chased

Nothing has been sent. This is what would happen if the rule ran now.

Sarah JonesWould chase

Would be chased for Passport, Right to Work.

Tom OkaforWould chase

Would be chased for DBS, References.

Priya KaurWould chase

Would be chased for Passport, Right to Work, DBS, References.

PreviewSave pausedSave and start chasing

For the documents, pick a candidate custom field that lists what each person owes and map each of its values to your document types. A multi-select list works too: each ticked value adds its documents. Unmapped and empty values fall back to the set you nominate, or leave the field out and ask everyone for the same set.

Preview and Run now work exactly as described for Recruit CRM.

Filing to JobAdder

Documents are attached to the candidate in JobAdder, under the attachment category whose name matches the document type. With no match, references are filed as Reference, licences and certificates as License, background checks as Check, and everything else as Other.

Where documents land in JobAdder Replay

JobAdder / Candidates / Sarah Jones

SJSarah JonesCare Assistant · Brighton

OverviewAttachmentsNotes

NameCategory

Sarah Jones CV.pdfResume

sarah-jones-passport.jpgGettingDocsPassport

dbs-certificate.pdfGettingDocsCheck

reference-care-home.pdfGettingDocsReference

Documents collectedAll requested documents have been collected and attached to this record: Passport, DBS, Reference. Collected automatically by GettingDocs.

Nothing is ever filed as the candidate’s Resume: JobAdder treats the newest one as their CV, so a collected document filed there would replace it.

With the note option on, Amy adds one note titled Documents collected once everything is in.