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Core setup work for a new CareerATS workspace.
Update the shared company settings that affect applicants, recruiters, and admin defaults.
Add teammates, update access, and keep the user list clean.
Create an opening with the right name, workflow, public slug, and tracking defaults.
Starting points for navigating CareerATS administration.
Day-to-day configuration and workflow tasks for recruiting teams.
Use the applicants inbox to find the right records quickly before you start making changes.
Use workflows to control hiring stages and keep applicant movement consistent across openings.
Adjust company and personal calendar defaults so interview scheduling behaves consistently.
Use public openings, application forms, custom questions, and questionnaires to collect useful candidate information up front.
Schedule interviews from applicant records, use candidate self-scheduling when it saves coordination time, and keep interview history visible.
Workflow templates and routing logic for applicant movement.
Email and SMS setup, templates, and delivery controls.
Set up SMTP connections so recruiters can send email from the correct sender identity.
Create reusable email templates with clean subjects, reusable copy, and light personalization.
Set up the SMS number, confirm readiness, and give recruiters a small template library to start from.
Applicant structure, folders, statuses, and profile configuration.
Use Applicants admin to reach fields, folders, statuses, and profile settings.
Add or edit the custom fields shown on applicant records.
Create, edit, and organize applicant folders.
Create a new folder for applicant organization.
Turn the applicant profile calendar on or off.
Create, edit, and clean up applicant statuses.
Interview scheduling defaults and calendar status management.
Interviews, scorecards, offers, and hiring reports.
Capture structured interview feedback so hiring decisions are easier to compare and explain.
Use offer indicators and offer email templates to make final-stage candidates visible in the pipeline.
Use reports to understand pipeline health, applicant volume, interview outcomes, scorecards, and offers.
Email delivery settings, reusable content, assets, and queue monitoring.
Use Email admin to reach SMTP settings, templates, attachments, images, and the queue.
Add, edit, and review email sender connections.
Create a new SMTP connection for email sending.
Create, edit, and clean up email templates.
Create a new reusable email template.
Upload, edit, and clean up reusable email attachments.
Upload a new reusable email attachment.
Upload and reuse images for email templates.
Edit the default email signature content.
Review queued, sent, or failed email jobs.
Permissions, billing, templates, and shared configuration.
SMS setup, reusable content, and delivery monitoring.
Use SMS admin to reach SMS setup, templates, and the SMS queue.
Add, edit, and review SMS connections.
Create a new SMS connection.
Create, edit, and clean up SMS templates.
Create a new reusable SMS template.
Review queued, sent, or failed SMS jobs.
Company-wide settings, styling, shared data, and integrations.
Use Company admin to reach users, branding, tags, notes, schedules, and company settings.
Add users, change roles, and clean up old access.
Create a new user account and send the invite.
Add and edit office members used in scheduling and company contact lists.
Add a new office member.
Review and change cross-company access.
Add, edit, and review company schedules and self-schedule availability.
Create a new company schedule.
Review queued or failed reminder jobs.
Update the public recruiting name shown to applicants.
Update the branding used on the public application experience.
Update the branding used on the public self-schedule page.
Add, edit, and clean up company tags.
Create a new company tag.
Add and edit custom mail merge tags.
Create a new custom mail merge tag.
Manage note types and note templates from one page.
Add, edit, and clean up note types.
Create a new note type.
Create a new note template.
Add, edit, and clean up questionnaire forms.
Create a new questionnaire form.
Edit the shared company settings used across the workspace.
Add and edit scheduled emailed reports.
Change the application form layout.
Edit job board and external job site integration settings.