Setting up your workspace
Right after sign-up, OpenATS walks you through a few choices: who you’re hiring for, your departments (or client companies), who to invite, which tools to learn from, and whether to import your pipeline from another ATS or set it up here. Everything can be changed later in Settings, and Skip for now takes you straight in.
The steps#
Step 1: Who are you hiring for? Choose Company or Staffing agency.
An agency’s roles belong to client companies; a company’s belong to departments. This can’t be switched later, so choose the one that fits how you hire.
Step 2: Departments, or Client companies for an agency.
Add the ones you hire for now. You can add more from Settings → Business information.
Step 3: Invite your team.
Use the same work email each person used in your previous tools, so OpenATS can credit their notes and emails to them. You can invite more people later in Settings → Team.
Step 4: Teach OpenATS how your team hires.
Connect the sources OpenATS learns from: your Email inbox (Gmail), a Meeting notetaker, Slack and Your previous ATS. Teammates connect their own inbox and notetakers from Settings.
Step 5: Your hiring pipeline. Choose Import from another ATS or Set it up here.
Importing opens that provider’s import as soon as you finish. Setting it up here opens your pipeline.
Choose Finish setup to start using OpenATS. Until setup is finished or skipped, OpenATS brings you back to it.
After setup: the onboarding card#
Your dashboard shows an Onboarding card for your first 30 days: Post your first role, Add a candidate, Schedule an interview, Attach a transcript, and Make it yours (upload your logo). Each one ticks itself off when you do it, and the card goes away when they’re all done. Hide onboarding hides it in that browser.
If you start an ATS import, its progress page offers Take a quick tour of the dashboard, AI search, the pipeline, interviews and sequences.
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