Finding your way around OpenATS

The sidebar holds everything: Dashboard, AI search, Pipeline, Postings, Sequences, Contacts, Referrals, Interviews, Newsletters, Reports and Settings. The search bar across the top of every page finds anyone by name or email: press ⌘K (Ctrl K on Windows) or / to jump to it, and ⌘\ to fold the sidebar away.

The sidebar#

Section	What it’s for
Dashboard	Your roles, upcoming interviews and anything waiting on you.
AI search	Describe who you need and search everyone in your workspace. It’s called Search when AI isn’t on.
Pipeline	Every candidate on every role, by stage.
Postings	Draft, publish and share your open roles.
Sequences	Outreach emails that send in steps.
Contacts	Every person in your talent network.
Referrals	Submit people you know and follow them through the pipeline.
Interviews	Schedules, panels and outcomes.
Newsletters	Job updates for candidates who opted in.
Reports	What needs attention and where to focus the hiring team.
Settings	Your account, how OpenATS looks, your integrations, and (for admins) the organization, pipeline, email and team.

In OpenATS Cloud the sidebar also has Scout, the assistant, at the top, and Learning, what OpenATS has learned about how your team hires. See Scout, the OpenATS assistant.

The search bar#

The search bar across the top of every page finds anyone by name or email as you type, and only shows people you may see. Press Enter to open the first match. Type a full sentence, like “product designers who have led a design system”, and choose Advanced search to hand it to AI search. On the AI search page itself, its own search box takes the bar’s place.

Light or dark#

Settings → Appearance has Light, Dark and System, which follows your device and is where everyone starts. The choice is saved in that browser.

The dashboard#

The dashboard greets you with your roles and interviews. Depending on your role and setup it can also show Awaiting your approval (for admins), Inbox sync in progress while your Gmail history is being read, and Add people from LinkedIn and Juicebox until you’ve connected the OpenATS Extension.

That card shows to people who add candidates, on a computer. The first time, a window introduces the extension: Get the extension or Not now put it away, and the card stays as a reminder. Hide removes the card in that browser.

Keyboard shortcuts#

⌘K (Ctrl K on Windows) or /: jump to the search bar from any page. On a candidate’s profile, ⌘K opens a search box over it instead.
⌘\ (Ctrl \ on Windows): fold the sidebar away, and bring it back.