Best Practices & How To Discussions

Hi! I raised the following product idea and your customer team answered this functionality is already available, can you walk me through it ? Skills Intelligence & Role Design are our source of truth for skills and proficiency mappings linked to job codes. Today, changes can be reviewed through the Change Log, but there is no easy way to analyze changes over time, compare previous versions of mappings, or report on what has changed. The current workaround is to regularly export data, store snapshots externally, and compare files manually. While feasible, this requires customers to build and maintain their own audit trail outside the platform.We would like a simpler way to track historical changes, for example through either:An exportable Change Log/report for skills and proficiency mappings including what changed, previous value vs new value, date of change & user who made the change, or A built-in dashboard where Admin can select two dates (or versions) and compare skills and

What are some of the use cases where you have used workflow automations? Any inputs on how it is best used?

I am leading a global team tasked with growing our Talent Network within Eightfold and we’re running into some challenges tracking the new talent that we’re importing from external sources or anyone that may stumble upon our landing page and click to join our Talent Network.  We have several ideas however each requiring some enhancements to the Eightfold platform, so sharing here to see if any others are facing similar challenges or have implemented alternative approaches to effectively identify and engage with talent that has joined your talent network. Primary product limitations causing challenges: Inability to filter candidates within Eightfold to show who has “opted-in” to our Talent Network and accepted our data privacy consent. Inability to create multiple Opt-In Sequence automatic emails.  The same email is not relevant to every candidate being added to our database however is currently the only option.    Inability to customize the “Join Talent Network” landing page to include

Hi There.I am an admin user in the Eightfold platform. I am wondering if there is a way to get a report of all Candidates who have a specific tag.Our Talent Acquisition team adds certain tags to Candidates based on their historical applications. I am interested to get a report of all such Candidates who have tags attached.Is that possible in Eightfold?

We’re exploring third-party candidate assessment tools and how they integrate with Eightfold, and I’d love to hear how others have approached this.Are you using any external assessment platforms (e.g., coding tests, cognitive/behavioral assessments, etc.) with Eightfold?  How are your integrations configured (native integration, custom API, middleware, etc.)? It looks like some platforms (SHL, Criteria Corp) have delivered connectors with Eightfold directly. Have you run into any issues with workflow automation (e.g., triggering assessments at the right stage, status updates) or with how/where assessment results are surfaced in Eightfold? Anything you wish you’d known before setting it up?Any details about your setup, lessons learned, or best practices would be greatly appreciated. 

AI cannot think like humans, even though it can solve complex problems and learn from data. AI operates based on algorithms and patterns, not emotions, intuition, or human reasoning. It processes information faster and more accurately than we can, but it doesn’t have the ability to think, feel, or understand the world as humans do.

Hello There.We have a number of User Types in Eightfold Sandbox instance. They are: (1) Employee, (2) Hiring Manager, (3) Talent Acquisition Staff, (4) Talent Design Staff. Does the Eightfold system have a default Home Page (or Landing Page) for each User Type?Currently when an Admin User impersonates as other User Types, the landing pages are not consistent.Is there a configuration screen where we can set specific Landing Pages for each type of user?Please share the best practices on this, along with any System Admin documents for more details.

HelloWe have set up integration between SuccessFactors (ATS) and Eightfold in the Sandbox environment. I would like to monitor any errors in API calls on a regular basis. Please let me know where can I see the log of all API calls / integration flows between Eightfold and SuccessFactors.It will be also helpful to get an email notification to myself and my team members whenever an error occurs - not for each and every API error (that may be hundreds), but a daily summary of errors if that is possible?Thanks in advance

We are using SAP SuccessFactors as ATS that connects to Eightfold for Talent Acquisition activities.In Eightfold, we’d like to set up Job Application Questions that are specific to certain type of positions. For positions created from a certain business division (or contains a certain Job Code from ATS), the Eightfold is expected to display Job Application Questions accordingly. Is this possible in Eightfold? If possible, please describe how this can be achieved.

Currently we are in Testing phase using Eightfold Sandbox. We are planning to move the configurations (and codes) from Sandbox to Production. This Production instance of Eightfold will be built newly, as we are a new customer. Please share the details of how the Sandbox configurations (and codes) will be moved to Production.Any documentation on the options and methods of moving configurations (and codes) to Production will be helpful.

I am an Admin User planning to monitor Candidate Sync from SAP SuccessFactors Recruiting to Eightfold Talent Acquisition. This integration is set up using Eightfold APIs for SuccessFactors Recruiting.I have access to Integration, Platform Tools and Security & Compliance menu options in Admin Console. To investigate an issue where user email addresses got overwritten (in bulk) by a process, I need to access the Audit Logs. I tried searching in the Security & Compliance area, but could not find any suitable logs that can indicate the data update.Please advise where I can get such logs that capture the details of data updates triggered by a backend process (or integration). The aim is to have the view of what actions happen on Eightfold data from a process that is not UI based.

As we see more of our hiring managers work in a hybrid environment, we are running into issues where we don’t have a way to identify the days HMs are in the office vs remote. It would be awesome if this was part of the calendar settings within Eightfold. Anyone else running into this issue and finding workarounds? Currently, our coordinators have to message the managers directly to discover this Information for each interview. 

In today's competitive talent landscape, missing qualified candidates can cost your organization valuable opportunities. Eightfold's Screening Dashboard empowers recruiters to efficiently manage high application volumes while ensuring no promising candidate falls through the cracks. This guide will walk you through leveraging the dashboard's powerful features to optimize your screening process, prioritize candidates strategically, and take timely actions that lead to better hiring outcomes. See attached for PDF

I am an Admin User, currently looking to document all the workflow automations in our Sandbox instance. Is there a way to view all the workflow automations currently active? In my document describing the automated workflows, I am also planning to add brief notes on each workflow, with details of when they are triggered and what they achieve.Any expert advice will be appreciated.

The following are tips and best practices for calibrating positions & how to leverage filters afterwards. Not every practice may be pertinent to every role that is calibrated, but these principles are meant to be holistic.  Guiding Principles ❏ It is important to remember that there is no 100% “correct” calibration. Calibrations may differ from even position to position based on what a hiring manager needs.  ❏ Calibrations may not always result in match scores of 5. Some roles may only have match scores of 3 as the highest score based on an employer’s defined criteria and the availability of the skills in the existing talent pool.  ❏ A candidate’s match score for a position can change as candidate profiles, including Ideal Candidate profiles, are refreshed. This typically does not result in a significant change in the match score, such as 2 to 4 or 4 to 2. ❏ It is not necessary nor recommended to use all of the available Calibration filter criteria. Using a lot of filters, you will

In EF, why the CSP/CSW can’t be the simple configuration, similar like other Cloud applications like Taleo or ORC. For any minor changes in the CSP (ATS) like state /Phase / steps, we may need to work with EF support to get that change implement it in EF, its a huge effort. 

Which will be the key jobs for human workforce when the usage of AI explodes in Telecommunications?

Not all candidates will have one degree from one university. Enabling the option for candidates to include multiple universities and degrees (as well as majors/minors) at the point of profile creation would allow the candidate to add granular details re their qualifications.  (image included to highlight the point in the experience)

We're exploring best practices for how coordinators manage being out of office. Specifically, we've identified a process gap: when candidates message a coordinator through Eightfold communications while the coordinator is OOO, they don’t receive the coordinator’s Outlook auto-reply which leaves a gap. Also wanting to explore options to route Eightfold communications to a backup coordinator during OOO periods to ensure coverage. I have seen the ‘email forwarding’ section in My Account but curious if the original , intended recipient would also receive a copy of that. Has anyone implemented a process or workaround for this at your company? Would love to hear what’s worked well for others!

We’re currently looking to address a requirement regarding capturing candidate consent at the point of application (outlined below). I’m looking to hear from other Customers of Eightfold and Workday to hear how you were able to meet this requirement. Our Talent Acquisition team are currently looking to address the following requirements:Candidates should have the ability to provide consent for their data to be stored solely for the requisition they applied for, with an option to consent for consideration for other roles and future opportunities If a candidate has consented to be considered only for the role they applied for, they should receive communications solely related to that specific role, i.e. recruiters should not be able to contact them about any other roles.  Additionally, their record should be purged from Workday after their application has been rejected. The purge should not happen if they have other active applications, despite being rejected from one job requisitionWe’v

When my campaign is live and I want to pause the campaign, I don’t see the ability to select this option. Additionally, when my campaign has come to closure, how do I stop the campaign or archive this? Finally, where am I able to associate a name for the campaign in which they were hired? When I hover over the Hired on the Metrics tab of the campaign it does not allow me to see hires. Any guidance on these items would be appreciated!  

When Importing Resumes directly in Eightfold, we can add Tag. If we want to send the Resumes import@eightfold.ai instead, can we still request to add Tag too?  

Does any one have the 2025 Q1 release dates?  Would be helpful for resource planning

We Want to Hear from You!At Eightfold your insights drive the innovation behind our products. Whether you're a Recruiter, Sourcer, HRBP, Hiring Manager, or Admin, we’d love for you to join our Research Panel and share your experiences.Here’s what’s in it for you: Quick sessions: Just 45 minutes max. Engaging activities: Participate in interviews, surveys, and try out new features. Exclusive perks: Help shape our products, earn recognition as a Research Ambassador, and enjoy some exclusive Eightfold swag.Joining is simple—complete a 2-minute survey to get started! Rest assured, your privacy is our priority, and participation is always voluntary.Let’s create the future of talent together! (edited) 

Welcome to the discussion page for Symetra's integration between Docebo and Eightfold Talent Management. Below are frequently asked questions from the community regarding this integration. If you have further questions please add them in the discussion below.  1. How often does Symetra refresh the learning content from Docebo into Eightfold TM?We have a dynamic learning environment and send information daily. 2. What kind of learning content does Symetra transfer from Docebo into Eightfold TM?We chose to bring in voluntary learning content only, which includes:eLearning courses. Instructor-Led Training (ILT) sessions focused on professional development.We opted not to include compliance training, department-specific trainings, or learning programs requiring applications, as these are not open for self-enrollment, and there’s no way to control visibility on the Eightfold side. 3. How does Symetra manage compliance training?Compliance training is fully managed in Docebo. 4. What is Symet