Help center
Find the answer, then get back to hiring.
Step-by-step guides for setting up OpenATS, running roles, emailing candidates and connecting the tools your team already uses.
Popular:Connect GmailImport from another ATSInvite your teamThe OpenATS Extension
New to OpenATS?
Your first hour, in five steps.
- 1How to create an OpenATS workspaceSign up for OpenATS as a company or a recruiting agency, and what your new workspace starts with.
- 2How to connect GmailConnect your Gmail or Google Workspace inbox so OpenATS recovers your candidate conversations and keeps new replies attached.
- 3How to open a roleCreate a job posting in OpenATS, publish it to your careers page, and close or reopen it.
- 4How to invite teammatesAdd people to your OpenATS workspace, change their role, and archive or restore an account.
- 5How to import from another ATSBring your candidates, roles and history into OpenATS from Lever, Greenhouse, Ashby and other ATSs, with a stage-mapping review first.
Browse by topic
Every part of OpenATS.
Getting started
Create a workspace, find your way around, and get your first role and inbox set up.
All 4 articlesRoles & pipeline
Opening roles, the careers page, stages, interviews, scorecards, offers and client share links.
- How to open a role
- Your careers page and applications
- The pipeline: stages, moving and archiving candidates
Candidates
Profiles, adding people, duplicates, tags, notes and tasks: everything about one person.
All 6 articlesSearch & AI
Finding people with AI search, asking across transcripts and notes, and what the AI features do and never do.
- How to search for candidates
- Asking questions across transcripts, resumes and notes
- Candidate match and evaluations
Email & sequences
Emailing candidates from OpenATS, templates, automatic emails and outreach sequences.
All 6 articlesIntegrations
Gmail, calendars, Slack, meeting notetakers, Google Drive and the API.
All 6 articlesThe OpenATS Extension
The Chrome side panel for adding people from LinkedIn and Juicebox.
All 4 articlesImports
Bringing your history from another ATS, a spreadsheet or Juicebox.
All 4 articlesTeam & permissions
Inviting teammates, what each role can see and do, and confidential roles.
All 4 articlesPrivacy & data
Consent, candidates’ requests for their data, deletion, retention and exports.
- What OpenATS stores, and from where
- Candidate consent and the status page
- Handling a candidate’s request for their data
Billing & plans
Plans, seats, AI actions and usage credits.
Both articlesCan’t find it?
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