Connecting Tracker RMS

#One system, two desks

Tracker RMS is generally chosen by mid-market agencies running permanent and contract work side by side, frequently across both the UK and the US, and wanting the lot on one platform rather than a system per desk. That is a sensible way to run an agency and an awkward one to format for: a perm submission and a contract submission are not the same document.

A permanent shortlist for a retained client is a considered piece of work: full career history, a written summary, your branding on the front. A contractor put forward against a live requirement is skim-read in minutes by someone who wants availability and the last three assignments — and often has to arrive in the client's own layout, because a preferred-supplier agreement says so. One house format cannot serve both without being wrong for one of them.

#Which version goes out

That is the job template variants do. A variant is a full version of your template built for a particular situation, and the consultant picks the right one while processing the CV:

There is no cap on how many you run, and visibility can be scoped so each desk sees the versions it actually works with.

#Setting it up

1. 1

   Tell us Tracker RMS is your system of record

   Email support@remakecv.com with your agency name, which desks are in scope first, and where a finished submission has to end up.

2. 2

   Establish what API access your account allows

   Ask Tracker RMS what credentials can be issued against your account and on what terms. Their answer sets the boundaries of what we build against.

3. 3

   Hand the credentials over on a secure channel

   We will point you to one. Anything reaching candidate data warrants the care you would give a production secret, not plain email or a shared inbox thread.

4. 4

   We build the connection, then enable it

   Our team implements it and switches it on for your company. The relevant controls surface in your RemakeCV dashboard, so there is nothing for consultants to install or look after.

#What it looks like once it is running

Choosing a version and getting the finished file back onto the record happens inside the flow the consultant is already in. They keep progressing the candidate in Tracker RMS; the CV is rendered into whichever template the submission calls for, through the same editor and options as any other RemakeCV job; and the branded document is filed back against the candidate for whoever picks that record up next. See uploading a CV and reviewing and editing for the middle part.

#Does the integration change the formatting?

No. Whether a CV arrives over a connection or is dropped into the browser by hand, the templates, variants, editor, anonymisation, summaries and downloads work in exactly the same way. All a connection settles is how the file gets between systems, so you can take this on in stages — connect first and build variants later, or the reverse. If the templates do not exist yet, our team builds them to your design: see requesting a custom template.

#Owning the build yourself

Agencies with development resource sometimes prefer to hold the connection in-house. The public REST API exposes the processing, retrieval and template endpoints directly; connecting RemakeCV to any ATS or internal system covers what they reach.

#Which plan includes it?

Business and Enterprise both carry integrations, on the same terms — see plans and pricing. Tracker RMS is no special case either: any ATS or CRM your agency runs can be connected once its provider issues credentials, whether or not it already appears in our list.

#Start the conversation

Email support@remakecv.com with Tracker RMS, your agency name and the desks you would start with. We will confirm what the integration will do on your account, what we need from you, and how your consultants will use it day to day.