We understand that with a flexible and robust system, one can be overwhelmed with what to do in the Applicant Tracking System. To help with this, we have created a list of common items to periodically review and check.
While the checklist does not have a specific order for you to complete, some items may need to be completed before other steps, and items can be skipped or done more/less frequently, depending on your organization's needs. Each item also provides links to supplemental resources that may help you.
Bookmark this page so you can refer to it in the future!
Daily
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Review New Applicants - Review any new applicants for your job postings for suitability.
- If the candidate flow is not to your liking, consider making adjustments to improve the chances of attracting new applicants.
- Schedule Interviews - Schedule interviews with any promising candidates with your appropriate colleagues to get a better sense of suitability with your organization.
- Send Offer Letters - Write and send offer letters to promising candidates. Offer letter templates can also be created and used to provide uniform communication.
Occasionally
- Review Job and Email Templates Every 6 Months - Your job and email templates should be reviewed every 6 months to ensure they are up to date for your organization to ensure consistency for all job postings and email communications.
- Audit Job Posting Every Quarter - We recommend reposting a job after it has been open for 120 days even if you are utilizing our Auto Refresh feature.
- Review Referral Networks - Set a reminder to review your referral networks and make sure that they are current to reach the right contacts.
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Review Users and User Roles - Review users and user roles regularly to ensure your users and their permissions are up to date.
- Only assign one user role per user. If a user has multiple user roles, the system will pull from the user role assigned with the lowest level of permissions. Multiple user roles can unintentionally limit system functionality.