ATS Setup and Configuration Guide
Complete walkthrough of setting up your Applicant Tracking System, from job posting to candidate management. Get your recruiting process up and running in under an hour.
What You'll Learn
This comprehensive guide covers everything you need to configure your ATS for optimal recruiting performance. We'll walk through each step of the setup process, from basic configuration to advanced automation features.
Setup Process
Initial Configuration
EasyBasic ATS settings, company info, and user permissions
Job Posting Setup
MediumConfigure job templates, approval workflows, and posting channels
Candidate Pipeline
MediumDefine hiring stages, screening criteria, and automation rules
Integration & Testing
AdvancedConnect external tools and test the complete workflow
Core ATS Features
Job Management
Create, edit, and manage job postings with customizable templates and approval workflows.
Candidate Tracking
Track candidates through your hiring pipeline with automated status updates and communications.
Resume Parsing
Automatically extract and organize candidate information from resumes and applications.
Analytics & Reporting
Monitor recruiting performance with detailed analytics and customizable reports.
Step-by-Step Configuration
1. Initial Configuration
Company Profile Setup
- • Add your company logo and branding
- • Configure company information and contact details
- • Set up office locations and time zones
- • Define your organizational structure
User Permissions
- • Invite team members and hiring managers
- • Set role-based permissions and access levels
- • Configure approval workflows
- • Enable two-factor authentication
2. Job Posting Configuration
Configure your job posting templates and distribution channels to ensure consistent, effective job advertisements across all platforms.
- Create standardized job description templates
- Set up job board integrations (LinkedIn, Indeed, Glassdoor)
- Configure internal career page integration
- Enable social media posting automation
- Set up job posting approval workflows
3. Candidate Pipeline Setup
Design your hiring pipeline with customizable stages, automated communications, and screening criteria.
- Define hiring stages (Applied, Screening, Interview, Offer, etc.)
- Set up automated email templates for each stage
- Configure screening questionnaires and requirements
- Enable AI-powered resume parsing and ranking
- Set up interview scheduling automation
4. Testing & Launch
Thoroughly test your ATS configuration before going live with real candidates.
- Create test job postings and applications
- Test email automation and notifications
- Verify integration connections
- Train team members on the new system
- Establish monitoring and maintenance procedures
Best Practices
- Start Simple: Begin with basic configuration and add advanced features gradually
- Test Thoroughly: Always test with sample data before processing real candidates
- Train Your Team: Ensure all users understand the system before launch
- Monitor Performance: Track key metrics and adjust configuration as needed
Next Steps
Now that your ATS is configured, explore these related guides to optimize your recruiting process: