How to create an OpenATS workspace

Go to Get started, enter your organization’s name, your name, your work email and a password, and choose Create organization. OpenATS sets up a workspace with a default hiring pipeline and makes you its super admin, then takes you to a short setup.

Sign up#

  1. Step 1: Open Get started.

    Recruiting agencies sign up at the agency sign-up, which asks for an Agency name and sets the workspace up for client companies.

  2. Step 2: Enter your Organization name, Full name, Work email and a Password.

    Passwords need at least 8 characters.

  3. Step 3: Choose Create organization.

Prefer Google? Choose Continue with Google instead. If your Google address doesn’t have an OpenATS account yet, OpenATS asks for your organization’s name on a Finish creating your workspace page, then creates it the same way.

What your workspace starts with#

Every new workspace gets a pipeline, archive reasons and email templates, so you can open a role straight away. Stages are yours to change in Settings → Hiring → Pipeline stages, and templates and automatic emails in Settings → Email.

Starts withWhat it is
Pipeline stagesNew lead, Reached out, Responded, New applicant, Phone screen, On-site, Offer, Hired
Archive reasonsUnderqualified, Culture / values mismatch, Timing, Withdrew, Offer declined, Position filled
Email templatesApplication received, Rejection, Interview scheduled
Automatic emailsApplication confirmations and interview confirmations are on. Automatic rejections are off until you turn them on.

The first three stages are for people you source (leads), New applicant is where people who apply arrive, and the rest is your interview process.

You’re the super admin#

Whoever creates the workspace is its Super admin: they can see and change everything, including settings and billing. Nobody else can be made a super admin. Everyone you invite gets one of the other roles; see Roles and what each can do.

Questions about create an OpenATS workspace#

  • Every OpenATS Cloud plan starts with a 30-day trial. A card is required, and the first charge is on day 31 unless you cancel. For plans and prices, see Pricing and Plans, billing and seats. The open-source edition is free to run yourself.

  • Choose Company if you hire for your own organization: roles belong to departments. Choose Staffing agency if you recruit for clients: roles belong to client companies, and client share links can show all of a client’s roles. The choice also decides which plans you see, and it can’t be switched after sign-up. If you chose the wrong one, contact support.

  • Yes. Don’t sign up: ask an admin of that workspace to invite you from Settings → Team. You’ll get an email with a link to sign in.

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