If you are a new user, and you're the type of person who learns best by doing, this Practice Guide is for you. Experience using the powerful recruiting tools at your fingertips by practicing each of the processes listed below. 

It's important to note that each user is assigned a permission level that defines what the user can do in the system. If you follow the instructions provided but find that you aren't seeing the options we show, this may be a permissions issue. To check your permission level, go to the Menu Icon < Account Details. Your permission level will be listed at the top of the page. Feel free to reach out to your account administrator if you have questions regarding user permissions.

*Be sure to check with your nearest and dearest Account Owner/Admin user before doing the practice exercises as you will be working in your real account with real data.

• Manage Users & Their Roles in the ATS
  • Add a new user (Please note that this may differ if you utilize a SSO option)
  • Adjust the role of a user
  • Change the permissions of a role
    
    
• Create Your Customized Careers Page
  • Change the look & feel by uploading a logo and selecting specific text colors
  • Customize the intro text on your careers page
    
    
• Establish A Workflow
  • Set up custom statuses
  • Test setting up a user-defined workflow for job requisition approvals
    
    
•  Settings Used To Increase Applicant Traffic 
  • Enable Free Job Boards at the account level
  • Enable Express Applications
    
    
• Create A Template In Each Category 
  • Offer Letter
  • Documents
  • Messages
  • Job Description
  • Application Forms
    
    
• Create A Job
  • Be sure to expand the "Show Advanced Options" to check out those additional features
  • Add one of your new form builder templates to your job
    
    
• Apply To Job As An Applicant
  • From your careers page, select your newly listed job and apply to walk through the same process that your candidates will follow
    
    
• Interact With An Applicant Profile(s)
  • Review and rate an applicant
  • Send a message to applicant
  • Invite applicant to an interview request
  • Send an offer letter and/or documents to the applicant
  • Move or Copy an applicant to a different job posting
  • Send a Bulk Email Message
    
    
• Interact With Your Job Listings Grid
  • Manually add an applicant to your job
  • Take your job offline
  • Publish an offline job back online
  • Create a QR Code for your job listing
  • Review the distribution of your job listing
    
    
• Other Important Articles To Review When You Are Getting Started
  • Post to Job Boards
  • What Free Job Boards Are Available
  • Refresh Jobs

You are now ready to get started and hire your next rockstar candidate!