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How to Use OpenATS

New to OpenATS? Start at step 1 and work your way down. By step 13 you'll have taken a role from a blank job form to a signed offer. Already using it and just need one thing? Jump to that card.

This guide assumes OpenATS is already installed. If it isn't, follow the Quick Start first.

How hiring works here​

Here's the short version. A Super Admin sets up the company and invites the team. A Hiring Manager gets the reusable pieces ready, such as email templates and tests, then creates a job and publishes it. Candidates apply from your careers page. Your team reviews them, moves them along, and interviews the best ones. The person you choose gets an offer, and everyone else gets a clear no.

Set up your workspace​

You'll only do this once.

  1. 1Set Up Your CompanySign in, add your company details, and create your departments.Super Admin
  2. 2Add Your TeamInvite people and decide what each of them can do.Super Admin
  3. 3Find Your Way AroundSee what's on the dashboard and what the numbers mean.Everyone

Prepare your hiring tools​

Get these ready before your first job. They're shared across all your jobs, so you only build each one once.

  1. 4Set Up TemplatesSave the emails, offer letters and interview types you use again and again.Hiring Manager
  2. 5Build AssessmentsCreate timed online tests that mostly mark themselves.Hiring Manager
  3. 6Create AssignmentsGive candidates a take-home task with a deadline.Hiring Manager

Open a job​

You'll come back here for every role you hire for.

  1. 7Create and Publish a JobWrite the job, pick the team, add your questions, and go live.Hiring Manager
  2. 8Set Up the Hiring PipelineChoose the stages candidates go through, and move them on the board.Hiring Manager
  3. 9Share Your Careers PageSend people to your jobs page, or show your jobs on your own website.Hiring Manager

Assess candidates​

This is where most of your time goes once applications start coming in.

  1. 10Review CandidatesSearch through applicants, read their CVs, and email them.Hiring team
  2. 11Understand Candidate ScoresSee how the score is worked out and who to look at first.Hiring team
  3. 12Schedule InterviewsBook interviews, let candidates pick a time, and record feedback.Hiring team

Make a decision​

The last step, for the person you want and for everyone else.

  1. 13Send an OfferPrepare the offer, send it, and mark the candidate as hired.Hiring Manager
  2. 14Reject a CandidateRecord why, let them know, and undo it if plans change.Hiring Manager
  3. 15Delete Candidate DataWhat to do when someone asks you to remove their details.Hiring Manager

Which role do I need?​

Each card above says who usually does that step. If you can't see a button a guide mentions, your role is the most likely reason. Add Your Team explains what each role can do.