Use this checklist to ensure your Applicant Tracking System is fully configured and ready to support your hiring process. Completing these steps will help your team post jobs, manage candidates efficiently, and maintain a consistent hiring experience.

Review System Access & Permissions

• Confirm who will serve as ATS Administrators
• Assign administrator permissions to the appropriate HR staff
• Add hiring managers or department users
• Verify user roles and access levels are correct

Limit administrator permissions to users responsible for managing system configuration.

Configure Company Hiring Settings

• Confirm company profile details
• Review default hiring workflows
• Set up email templates for candidate communications
• Configure candidate status stages (Applied, Interviewing, Offer, etc.)

Align your workflow stages with your internal hiring process to ensure accurate reporting.

Set Up Job Templates

• Create standard job description templates
• Include required job fields and qualifications
• Add consistent company messaging and branding
• Save templates for frequently hired positions

Templates help ensure consistency and reduce job posting time.

Configure Application Settings

• Review application questions
• Add screening questions if needed
• Determine required fields for applicants

Keep applications concise to avoid candidate drop-off.

Configure Career Site & Job Posting

• Review career site branding and company description    
• Confirm job board integrations (if applicable)
• Test posting a sample job
• Verify jobs appear correctly on the career site

Check how postings appear from a candidate’s perspective.

Define Hiring Workflow

• Confirm candidate status stages
• Configure automated email notifications
• Define who can move candidates between stages
• Align hiring manager responsibilities

Clear workflows reduce confusion and improve collaboration.

Test the Candidate Experience

• Apply to a test job posting
• Confirm that application confirmation emails are sent
• Verify candidate information appears correctly in the ATS
• Test candidate communication templates
• Hire test candidate and push to Onboarding

Testing ensures applicants have a smooth experience before going live.

Train Hiring Managers

• Show how to review candidate applications
• Demonstrate how to move candidates through stages
• Review the interview feedback process
• Explain communication expectations with candidates

A short manager training can significantly improve adoption.

Prepare for Your First Hire

• Post your first live job
• Monitor incoming applications
• Review candidate workflow with hiring managers
• Confirm interview scheduling and feedback process

Continue Learning

• Explore additional features in Arcoro Learning
• Review ATS reporting tools
• Attend upcoming training webinars
• Contact support or training if questions arise

Congratulations!

Your Applicant Tracking System is ready to help streamline your hiring process.