Getting Started
Welcome to talentATS! This guide will help you get started quickly after creating your account. Follow these steps to set up your account and post your first job.
Immediate Actions
1. Complete Onboarding
If you haven't finished onboarding:
Complete all required steps
Set up your organisation details
Add your company information
Select a subscription plan if required
See the Onboarding Process guide for detailed steps.
2. Verify Your Email
Check your email inbox
Verify your email address if prompted
This ensures you receive important notifications
3. Set Up Your Profile
Add your profile picture (optional)
Complete your job title and contact information
Update your LinkedIn profile if desired
Essential Setup Tasks
Set Up Your Careers Page
If you have a paid plan:
Navigate to Settings > Career Page
Customise your careers page branding
Set up your custom domain (CNAME) if desired
Configure SEO settings
See the Careers Page guides for more details.
Configure User Permissions
If you're an Organisation Admin:
Go to Settings > Users
Add team members
Assign appropriate roles
Set up teams if needed
Understand Your Plan
Review your subscription plan features
Understand package options for job postings
Check your credit balance if applicable
Familiarise yourself with limits and restrictions
Your First Vacancy
Create Your First Job Posting
Navigate to Vacancies in the sidebar
Click Add Vacancy
Follow the step-by-step process:
Select a package
Choose to create new or use a template
Enter vacancy details
Select job board destinations
Add additional information
Review and publish
See the Create A Vacancy guide for complete instructions.
Tips for Your First Vacancy
Start with a Free or Standard package to test
Use the AI optimisation feature for your job description
Preview your vacancy before publishing
Set a closing date if the role has one
Explore Key Features
Dashboard
Familiarise yourself with the dashboard
Check key metrics
Use quick action buttons
Navigate the menu structure
Candidate Management
Understand how applications are received
Learn about candidate stages
Review the candidate workflow
Reporting
Explore available reports
Understand key metrics
Learn how to filter and export data
Recommended Learning Path
Week 1: Basics
Complete account setup
Create your first vacancy
Receive and review applications
Move candidates through stages
Week 2: Optimisation
Set up your careers page
Configure user permissions
Explore reporting features
Optimise your job descriptions
Week 3: Advanced Features
Set up workflows
Configure screening questions
Schedule interviews
Use advanced reporting
Getting Help
Resources Available
Knowledge Base - Comprehensive guides and articles
Support Team - Contact via "Need Help?" in your profile
In-App Help - Look for help icons and tooltips
Common Questions
How do I publish to specific job boards?
Choose the appropriate package when creating a vacancy
Premium packages include more job boards
See package details during vacancy creation
How do I manage applications?
Applications appear in the vacancy's candidate list
You can filter and search candidates
Move candidates through stages as needed
Can I customise my careers page?
Yes, if you have a paid plan
Go to Settings > Career Page
Customise branding, colours, and content
Checklist
Use this checklist to ensure you're set up:
Completed onboarding
Verified email address
Set up profile information
Reviewed subscription plan
Set up careers page (if applicable)
Added team members (if applicable)
Created first vacancy
Reviewed dashboard
Explored candidate management
Checked reporting features
Next Steps
Once you've completed the basics:
Optimise Your Process
Refine your job descriptions
Set up workflows
Configure email templates
Scale Your Usage
Create multiple vacancies
Set up teams
Use bulk actions
Advanced Features
Set up webhooks
Configure integrations
Use advanced reporting
Tips for Success
Start Simple - Begin with basic features and expand
Use Templates - Save time by copying previous vacancies
Monitor Performance - Use reports to track success
Stay Organised - Use reference numbers and proper naming
Ask Questions - Don't hesitate to contact support
Troubleshooting
I can't see certain features:
Check your subscription plan level
Verify your user role and permissions
Some features require specific plans
I'm confused about where to start:
Follow this guide step by step
Start with creating your first vacancy
Explore features gradually
I need help with a specific task:
Check the knowledge base for detailed guides
Use the search function to find relevant articles
Contact support for personalised assistance
Need more help? Click on "Need Help?" in your profile dropdown menu or contact our support team for assistance.