Purpose

This article is designed to be a comprehensive checklist that confirms whether the two systems - LinkedIn and Eightfold, are engaging as intended.

Audience

Eightfold customers with LinkedIn Recruiter licenses who want to test LinkedInCRM Connect before its general release to their users.

Before you begin

• Test the profile and position data to ensure that it is displaying accurately within both the systems.
• Remove test Recruiter dashboards and/or ATS connections that are no longer required.
• Reactivate CRM Connect and verify in production environment.

Testing environments

• LinkedIn does not offer a testing environment. Eightfold sandbox environment can be synced with the LinkedIn production environment for testing purposes.
• The Eightfold sandbox with CRM Connect only syncs:
  • 20 most recent jobs and communities
  • 100 most recent candidate profiles
  • Associated resume, email, and SMS with these candidate profiles
• A separate Recruiter testing dashboard in LinkedIn is not required.

Testing timelines

• Eightfold recommends testing CRM Connect for no longer than two weeks to minimize the amount of test data being used and the clean up required afterwards.
• CRM Connect on Eightfold is provided out-of-the-box and requires no technical knowledge. You can complete testing in as little as 2 hours or it may take up to two weeks depending on your internal approval processes.

Testing CRM Connect

• Follow the steps provided in Implement LinkedIn CRM Connect for Eightfold to link your Eightfold account with LinkedIn Recruiter and activate CRM Connect.
• Review and test the features listed in the LinkedIn CRM Connect release notes.

CRM Connect after testing

Once the testing is complete, you may want to deactivate the CRM test connection and test the Recruiter dashboard (if enabled).

• Eightfold with LinkedIn support will disable RSC and remove the separate test Recruiter.
• This process may take one to three business days depending on the information provided.

Re-activate production environment and final testing

• When the Eightfold integration is no longer displayed in Recruiter Admin settings, the production activation can begin.
• Follow the same steps mentioned above to activate CRM Connect.
• Proceed with a spot check of the features.
• If your ATS has options for historical data, proceed with syncing the same. Data may appear inaccurate/missing if this isn't done.

"Missing Seat Permissions" error in candidate profile

Issue

When you try to view a candidate's LinkedIn information in TA, you may see an error message stating "Missing Seat Permissions" with instructions to sign into a different contract.

This error appears when there's a mismatch between:

• The LinkedIn account you're currently logged into, and
• The LinkedIn seat that's mapped to your Eightfold user account

Cause

This typically happens when:

• You're logged into LinkedIn with a different email address than what's configured in the system
• Your LinkedIn seat is assigned to a different contract than the one integrated with Eightfold
• Your recruiter account hasn't been properly added to the LinkedIn contract

Resolution

For recruiters

1. Check your LinkedIn login: Make sure you're logged into LinkedIn with your corporate email account
2. Verify your contract: Confirm with your LinkedIn Recruiter Admin about the contract you should be using
3. Contact your admin: If you're using the correct email but still seeing the error, your admin may need to update your seat assignment

For LinkedIn recruiter admins

1. Verify contract setup: Ensure the correct LinkedIn contract (Contract ID: 232520876) is integrated with Eightfold
2. Check seat assignments: Ensure recruiters are assigned to seats under the correct contract
3. Update seat mappings: If recruiters have changed seats or contracts, work with your Eightfold admin to update the mapping
4. Verify user profile assignments by following these steps:
   
   1. On LinkedIn Recruiter, hover over your picture and click Manage users in Admin Center
   2. On the following page, scroll down and look for the recruiter's account listed under Users. Click on their profile, or on the three dots on the right side and select View/edit profile
   3. Ensure the profile that appears on this page is the same one the user who's experiencing the "Missing Seat Permissions" error is logged into

For Eightfold users

1. Check the recruiter mapping configuration at: linkedin_to_eightfold_recruiter_mapping_config
2. Verify that the recruiter's email matches the mapping to their seat ID
3. If the mapping is incorrect, update it to match the current LinkedIn seat assignment