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Integrating BreezyHR with Screenify

This document provides a comprehensive guide for integrating Breezy HR with Screenify.

Updated over 8 months ago

If you do not have a Screenify account yet, you can sign up here.

Step 1

Begin by navigating to the Integrations tab in your Screenify account. Locate and enable the Breezy HR integration.

Step 2

Input your Breezy HR account credentials in the email and password fields. Click outside the text box to connect your Breezy HR applicant tracking system with Screenify.

Step 3

Access your Breezy HR dashboard. To set up custom candidate fields like LinkedIn, click on Settings and proceed to Recruiting Preferences.

Step 4

Under Candidate Fields, add a new candidate field - linkedin

Step 5

Under Pipelines, modify the default one. Add stages such as Screenify Interview and Screenify Invite to your pipeline. Move these stages to the right position.

Step 6

Add a new stage and type the stage name - Screenify Completed. For Stage Type, select Feedback. This completes the update of your job pipeline.

Step 7

Go to the Roles tab to integrate a specific job. Select the role you wish to integrate with Breezy, navigate to the Automation tab, and click on Trigger Invites.

Step 8

Click on Candidate applies to Job, select Breezy HR from the integration dropdown. This will pull all your Breezy HR jobs, select the desired job.

Step 9

Choose a specific stage from your pipeline for Trigger invite status where Screenify will automatically send interview emails when candidates reach that stage, such as Screenify Interview. Optionally, select a Post-Invite Send Status for candidates after receiving the invite such as Screenify Invited.

Step 10

To publish interview feedback directly to Breezy, click on Publish to ATS. Choose another stage for the interview completed status to move candidates to, after completing the Screenify interview, like Screenify Completed.

Step 11

Enable the toggles for the specific fields you want in your feedback summary, such as feedback summary, ratings, Q&A, and links, to be posted to Breezy HR once the candidate completes the interview.

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