Onboarding Package: ATS Setup

Last Updated: May 26, 2024

The Asymbl ATS Setup package is meticulously crafted to swiftly onboard you onto both Salesforce and Asymbl. This package offers a comprehensive out-of-the-box setup and configuration, empowering you to efficiently manage relationships with clients and candidates, create job orders, and seamlessly guide candidates through your hiring process up to the point of placement creation. Designed for quick deployment and ease of use, this setup ensures you can immediately start leveraging the full capabilities of Asymbl to streamline your recruitment operations and enhance your overall recruitment effectiveness.

Provided

  • One Hour Discovery Sessions:
    • Account, Client, and Candidate Management Process
    • Job Order and ATS Process
    • Placement Process and Placement Record
  • Training:
    • One Hour Training on the End-to-End Process (recorded for future use)
    • Training video library covering:
      • Creating and using Contact Lists
      • Asymbl Whiteboard
      • List Views creation
      • Candidate addition to jobs
      • Candidate management through ATS Process
      • ATS Views and interactions
      • Selection of related lists for Contact Lists and ATS Split View
      • ATS Template creation with Assignment Criteria
  • Documentation:
    • Requirements documented, delivered, and reviewed post each session

Capabilities After Completion

  • Management and Creation:
    • Manage and create clients
    • Manage and create candidates
  • Candidate Interactions:
    • View and interact with candidate resumes, including keyword search and primary resume selection for submissions
    • Access job board and ATS applications, interviews, offers, and placements related to candidates
  • Job and Placement Handling:
    • Create and manage job orders with different types and automated workflows using ATS Template and ATS Actions
    • Post jobs to your website or utilize the Experience Cloud Job Board*
    • View applicants for specific jobs
    • Create and manage various types of placements, including placement credits
  • Visualization and Management Tools:
    • Utilize reports and dashboards for business visualization
    • Manage open orders with the Whiteboard feature

*If the Experience Cloud Job Board is not used, Asymbl will provide your team with the JSON feed that can be used to expose jobs to your site.