Help Center

Create a free CareerATS Numbers account from CareerLister

Set up company basics

Update the shared company settings that affect applicants, recruiters, and admin defaults.

Invite and manage users

Add teammates, update access, and keep the user list clean.

Invite consultants to company accounts

Invite outside consultants, set their company permissions, and understand how they switch between companies from their dashboard.

Create a new opening

Create a job opening with a public slug, job site, workflow, and posting content.

Post a job to Indeed

Use a CareerATS opening with Indeed, verify feed pickup, or post the role through Indeed for Employers.

Use admin overview

Use the main admin page to get to the specific admin section you need.

Review and filter applicants

Use the applicants inbox to find the right records quickly before you start making changes.

Create and manage workflows

Use workflows to control hiring stages and keep applicant movement consistent across openings.

Configure calendar settings

Adjust company and personal calendar defaults so interview scheduling behaves consistently.

Manage public applications and questionnaires

Use public openings, application forms, custom questions, and questionnaires to collect useful candidate information up front.

Schedule interviews and use self-scheduling

Schedule interviews from applicant records, use candidate self-scheduling when it saves coordination time, and keep interview history visible.

Manage workflows

Edit workflow details, workflow steps, and archive state.

Create workflow

Create a new workflow for a role or hiring process.

Connect email sending

Set up SMTP connections so recruiters can send email from the correct sender identity.

Set up Gmail SMTP with an app password

Create a Google app password and use it to connect a Gmail or Google Workspace sender to CareerATS.

Build email templates

Create reusable email templates with clean subjects, reusable copy, and light personalization.

Set up SMS connections

Set up the SMS number, confirm readiness, and give recruiters a small template library to start from.

Use applicants admin

Use Applicants admin to reach fields, folders, statuses, and profile settings.

Manage applicant fields

Add or edit the custom fields shown on applicant records.

Manage applicant folders

Create, edit, and organize applicant folders with the right ownership, privacy, notifications, and move flags.

Create applicant folder

Create a folder with the right ownership, privacy, notifications, and move flags.

Manage applicant profile page settings

Turn the applicant profile calendar on or off.

Manage applicant statuses

Create, edit, and clean up applicant statuses.

Use calendar admin

Use Calendar admin to reach settings, statuses, schedules, and Google Calendar.

Connect Google Calendar

Connect Google Calendar to show Google events and publish CareerATS events.

Manage calendar statuses

Create, edit, and clean up calendar statuses.

Use interview scorecards

Capture structured interview feedback so hiring decisions are easier to compare and explain.

Track offers and final decisions

Use offer indicators and offer email templates to make final-stage candidates visible in the pipeline.

Reports Overview

Use the overview to spot changes in hiring volume, pipeline health, and outcomes.

Funnel report

Measure ordered movement and conversion through configurable recruiting stages.

Applicants report

Review uploaded applicant volume and contact-note activity with supporting detail.

Interviews report

Analyze interview volume, status, attendance, timing, ownership, and recommendations.

Source Performance report

Compare applicant volume, duplication, and interview conversion by source.

Pipeline Aging report

Find applicant entries that have remained untouched in their current folders.

Recruiter Performance report

Compare assigned candidates, contact activity, interviews, attendance, and aging by recruiter.

Outreach & Workflow report

Monitor email and SMS volume, SMS replies, and workflow-step reliability.

Score Cards report

Review scorecard completion and interview feedback by opening or interview.

Use email admin

Use Email admin to reach SMTP settings, templates, attachments, images, and the queue.

Manage SMTP settings

Add, edit, and review email sender connections.

Create SMTP connection

Create a new SMTP connection for email sending.

Manage email templates

Create, edit, and clean up email templates.

Create email template

Create a new reusable email template.

Manage email attachments

Upload, edit, and clean up reusable email attachments.

Create email attachment

Upload a new reusable email attachment.

Manage email images

Upload and reuse images for email templates.

Manage email signature

Create, update, and reuse email signature blocks.

Monitor email queue

Review queued, sent, or failed email jobs.

Organize reusable templates

Keep email, SMS, note, and offer templates organized so recruiters can choose the right reusable content quickly.

Manage user access and billing

Add users, choose the right role, control admin section access, and decide who can manage billing.

Use SMS admin

Use SMS admin to reach SMS setup, templates, and the SMS queue.

Manage SMS setup

Add, edit, and review SMS connections.

Create SMS connection

Choose a provider-specific walkthrough for creating a new SMS connection.

Create Twilio SMS connection

Find Twilio credentials and connect a Twilio number to CareerATS.

Register Twilio A2P messaging

Create a Twilio compliance profile, brand registration, and A2P campaign.

Create SignalWire SMS connection

Find SignalWire credentials and connect a SignalWire number to CareerATS.

Register SignalWire A2P messaging

Register a SignalWire brand and recruiting campaign, then assign its phone number.

Manage SMS templates

Create, edit, and clean up SMS templates.

Create SMS template

Create a new reusable SMS template.

Monitor SMS queue

Review queued, sent, or failed SMS jobs.

Use company admin

Use Company admin to reach users, branding, tags, notes, schedules, and company settings.

Manage company users

Add users and consultants, change roles, and clean up old access.

Create company user

Create a new user account and send the invite.

Manage office members

Add and edit office members used in scheduling and company contact lists.

Add office member

Add a new office member.

Manage cross company access

Review and change cross-company access.

Manage company schedules

Add, edit, and review schedules, self-scheduling, group meetings, and interview reminders.

Create company schedule

Create a schedule, then finish self-scheduling, group meetings, and reminder setup from the saved schedule.

Monitor reminders queue

Review queued or failed reminder jobs.

Manage recruiting name

Update the public recruiting name shown to applicants.

Manage application branding

Update the branding used on the public application experience.

Manage self-schedule style

Update the branding used on the public self-schedule page.

Manage company tags

Add, edit, and clean up company tags.

Create company tag

Create a new company tag.

Manage mail merge tags

Add and edit custom mail merge tags.

Create mail merge tag

Create a new custom mail merge tag.

Manage notes admin

Manage note types and note templates from one page.

Manage note types

Add, edit, and clean up note types.

Create note type

Create a new note type.

Create note template

Create a new note template.

Manage questionnaires

Add, edit, and clean up questionnaire forms.

Create questionnaire form

Create a questionnaire form, build its fields, choose send settings, and configure follow-up reminders.

Manage company settings

Edit the shared company settings used across the workspace.

Manage emailed reports

Add and edit scheduled emailed reports.

Manage form layout

Change the application form layout.

Manage job site integrations

Edit job board and external job site integration settings.