Beginner's Guide to Using the Applicant Tracking System (ATS) Template

This guide is designed to help you use the template to manage your recruitment process effectively.

1. Managing Job Openings

Step 1: Add a New Job Opening

1. Click the "New" button to add a new role.
2. Fill in the details:
   • Title
   • Department
   • Location
   • Hiring manager (linked to a team member)
   • Deadline for applications

2. Adding and Managing Candidates

Step 1: Add a New Candidate

1. Click the "New" button to add a new entry.
2. Fill in the required fields:
   • Name
   • Contact information
   • Job applied for (linked to the Job Openings database)
   • Source (e.g., LinkedIn, employee referral)
   • Status (e.g., New, Screened, Interviewing), and so on.

Step 2: Link Candidates to Job Openings

• There is a two-way relation property to link candidates and job openings.

Step 3: Update Candidate Status

• Use the Kanban Pipeline to drag and drop candidates into different stages (e.g., from "Screened" to "Interview Scheduled").
• Add notes or feedback in the candidate's profile for context.

Step 4: Filter and Sort Candidates

• Use filters to narrow down candidates by specific criteria (e.g., job title, status, source).
• Sort candidates alphabetically, by application date, or by overall score (if using the evaluation scoreboard).