Folks ATS Parameters

Set Up Single Sign-On (SSO) with Folks ATS

Single Sign-On (SSO) allows Folks ATS users to log in to the platform using their existing work credentials, making access simpler while increasing security.

Enable the Feature in Folks ATS

  1. In the left menu, select Parameters > Module Configuration.

  2. Click the Single Sign-On (SSO) button and click Enable.

  3. Fill in the following fields:

    • Company code: you can choose any code as long as it is not already taken.

    • Authentication provider: Google Workspace or Microsoft.

Configuration with Microsoft

  1. Log in to the Azure portal.

  2. Go to Enterprise Applications.

  3. Click New application, then Create your own application.

  4. Name your application Folks ATS and click Create.

  5. Once the application is added, set up Single Sign-On by selecting the SAML method, then click Edit.
    👉 For more information, see the SAML configuration for Microsoft Azure documentation.

  6. In the first section (Basic SAML Configuration), fill in the following fields:

  7. Click Save.

  8. In the third section (SAML Certificates), download the federation metadata XML file.

  9. Go back to Folks ATS, upload the XML file in the designated spot (identity provider), then click Finish.

Configuration with Google

  1. Go to the Google Admin portal.

  2. Select Apps.

  3. Click Web and mobile apps, then Add App > Add custom SAML app.

  4. Name your application Folks ATS, add an icon if desired, then click Continue.

  5. On the Google IdP Information screen, click Next.

  6. On the Service Provider Details screen, enter the following information, then click Next:

  7. On the Attribute Mapping screen, click Add New Mapping and map the primary email address to the email field.

  8. Make sure the Service Status button is enabled.

  9. Download the federation metadata XML file.

  10. Go back to Folks ATS, upload the XML file in the designated spot (identity provider), then click Finish.

User Login

When a user goes to the Folks ATS login page, they will see a new button allowing them to log in via Single Sign-On. They will need to enter the company code you provided to them to complete the login.

Require SSO Login 

To increase security, you can require SSO for all users:

  • Simply enable the Require SSO login for all users button.

⚠️When this option is enabled, the standard login (manual entry of email address and password) is no longer available. Therefore, it is important to make sure that all your users have a work email address linked to Microsoft or Google.

Adding Users and Managers in Folks ATS

It is very likely that multiple people will be using Folks ATS. The person with the first access will need to add the other users.

There are two types of licences:

  • The Recruiter licence allowing full access
  • The Manager licence with more limited access, allowing management only of the accounts assigned to them (see Navigating Folks ATS as a Manager)

Adding a User (Recruiter)

  1. In the main menu, click on Settings > Users > tab User list
  2. To add a user, click on the Add a user icon located at the top right of the list.
  3. In the window that opens, fill in the required information, including the user's name, their email, and a temporary password. You can then send the temporary password to your colleague for their first login. 
    ⚠️Warning: make sure to note it down somewhere, as it will not be saved for security reasons. Upon their first login, the user will have to change their password. If desired, you can enable two-factor authentication and SSO for the user.
  4. You can also add other information such as permissions, a title, a photo, and access rights (Recruiter, Approve, and See all jobs). Permissions correspond to access groups previously created in Settings > Roles and permissions.
  5. When you have finished, click Validate. The user will appear in the list.

Once the user is added, the following actions are available: Edit, Change access, Access time (Enable / disable), View as (Show permissions in the profile), and Licence (Enable / disable).

Don’t forget to provide the login details to the user concerned so they can log in for the first time and change their password.

 

  • Permission: to assign different access levels to users
  • See all positions checked: To see all jobs displayed in the ATS
  • See all positions unchecked: Will not see any jobs UNLESS the user has been added to > the recruiter team of the job, in which case they will only see the jobs where they are a recruiter.


 

/!/ If one or more “Accessible customers only” are added from > Settings > Users > User list > Change access:

  • Permission: to assign different access levels to users
  • See all positions checked: To see all jobs for this client displayed in the ATS

See all positions unchecked: Will not see any jobs UNLESS the user has been added to > the recruiter team of the job, in which case they will only see the jobs where they are a recruiter.

 

Adding a Manager

  1. In the main menu, click on Settings > Users.
  2. On the user and manager management page, click on List of managers.
  3. To add a manager, click on the Add a manager icon located at the top right of the list. 
    _icon.svg Warning! The term manager in Folks ATS is used both to describe a manager-type user and the client manager in the CRM (section Companies). These are two completely different accesses (see Creating Clients and Managers).
  4. In the window that opens, fill in the required information, including the user's name, their email, and a temporary password. You can then send the temporary password to your colleague for their first login. 
    _icon.svg Warning! Make sure to note it down, as it will not be saved for security reasons. Upon their first login, the user will have to change their password. If desired, you can enable two-factor authentication and SSO for the user.
  5. In the Accessible clients field, you can select the clients for which the manager will be able to see the jobs.
  6. If you want the manager to be able to create job postings, enable the Creation request option. You can add an approval by a recruiter if needed in Settings > Jobs.
  7. Enable the See all positions option if you want the manager to see all jobs for the selected client(s) even if they are not part of the recruiter team, or all jobs for all clients if no client is selected above. If the See all positions option is not enabled, the manager must be added to the recruiter team on the job in order to see that job.
  8. When you have finished, click Validate. The user will appear in the list.

One of the possible interactions for the manager will be to view the profile, documents, and additional information of candidates presented in the details of a job posting.

Type_light-bulb__Size_small.svg Tip: Share our introduction guide with your managers to help them navigate the platform.

To hide documents from the manager, disable the Default document sharing option in the configuration dashboard > System. To share only specific documents, enable sharing in the candidate's documents (under the Documents icon) by clicking the Toggle sharing icon under the Actions column.

Managing Roles and Permissions in Folks ATS

The Roles and Permissions page allows you to customize user access within Folks ATS. It helps organise rights according to each person's role. With this feature, you can create groups, add users, and define their access to various platform options.

  1. In the main menu, click on Settings > Roles and Permissions.
  2. To add a group, click the green + icon (Add a group) at the top right of the list. To edit an existing group, click the purple pencil icon (Edit).
  3. In the window that opens, under the Information section, you can add users to the group by selecting them from the dropdown list. You also have the option to remove a user from the group. _icon.svg Attention! Only users with a Recruiter licence can be added. Additionally, "manager" users cannot join a group, as their access is already restricted.
  4. In the lower section, all available features are listed on this page and sorted by categories. Select each category one by one to check the access rights you wish to grant to users in this group. When creating a new group, all features are unchecked by default.

Type_light-bulb__Size_small.svg Tip: After each update, return here to enable new options if necessary.

Writing Assistant - ATS Artificial Intelligence

AI Writing Assistant

Integration of the generative AI module dedicated to producing textual content. This feature is added with the aim of drastically reducing the time spent on writing tasks

👉Important: permissions for AI must be granted through the groups' accesses. 

For example:

  • Job Description Generation: Creation of a structured and professional description based on a few essential criteria (title, skills, level). Ideal for quickly starting a clear and complete job description.

  • Optimization for Job Boards: Transformation of a job description into an attractive "marketing ad" format to maximize application rates on external job sites.

  • Personalized Candidate Messages: Generation of outreach or follow-up emails based on the candidate's profile, to increase response rates while personalizing communication on a large scale.

AI-Assisted Writing Help for Evaluation Criteria

An intelligent assistant integrated into the evaluation cards is available to help recruiters structure interviews and summarize note-taking.

  • Intelligent Suggestion of Evaluation Criteria: The AI suggests relevant questions and criteria based on the job title, skills, and the evaluation card section, allowing candidates to be assessed on objective grounds.

  • Assisted Feedback Summary: Automatic transformation of quick and draft notes from evaluators into structured and professional feedback.

 

Diversity, Equity and Inclusion Form

The Diversity, Equity and Inclusion (DEI) form is available from the career page. This allows you to manage your social commitments directly from the application process.

  • Self-identification: Candidates can provide DEI criteria (veteran, minorities, gender, disability, etc.) when submitting their application on the career page.

  • Client configuration: Each company can configure the specific criteria it wishes to display.

  • Business Intelligence: The data collected is available in the candidate profile (via a dedicated widget) and fully exportable to your Business Intelligence tools for precise statistical tracking.

Activating the form

Navigate to Companies > Career page > Settings tab. Then click on the diversity, equity and inclusion form tab. 

  1. Turn on the activate DEI form toggle

  2. Enter the DEI introduction message you wish to display

  3. Select which questions will be enabled and/or required

  4. Don't forget to save your changes by clicking Save

Capture d’écran 2026-02-19 183718-modified.png

Once saved, the questions will be immediately available on the career page.

User Access

Access to responses and/or the ability to modify the form must be granted to users or user groups. Go to Parameters > Roles & Permissions and click on the purple pencil icon to edit a group. In the menu that opens, select Recruiting, then check the box for Diversity and Inclusion. You will have the option to grant permissions to view, edit, and delete.

  • View: Allows you to view candidates’ responses
  • Edit: Allows you to add or remove choices in the form
  • Delete: Allows you to delete forms

Don’t forget to click Save.

Results analysis

You can view the information from the candidate profile in the diversity & inclusion widget. For more details, you can also go to Statistics > Diversity & inclusion analysis to access more indicators. 

Access to these detailed statistics must first be granted to users or groups. To activate, go to Parameters > Roles & Permissions and click on the purple pencil icon to edit a group. In the menu that opens, select Business Intelligence, then check the box for Diversity and Inclusion Analysis.