Setting up your ATS

Step 1: Giving employees access to the ATS Module

In order to give access to other employees to the ATS, you can go to the ‘People’ section, click on the Employee’s profile, go to the ‘Details’ tab and scroll down to ‘Talexio Access’.

Here, you will be able to switch on the ‘Allow access to Talexio ATS’ toggle and select the ‘ATS User Type’ from the dropdown menu:

Once done, click ‘Save’ at the bottom to effect the changes. The user will now be able to toggle between HR and ATS at the bottom of the main menu.

Step 2: Populating the "Companies" Section

In the ‘Companies’ section, you will find that a profile for your company has already been created. You will need to click on the Company Name in order to add further information. 

Once you click on the Company, you will need to update the ‘Company Details’ tab and the ‘Public Profile’ tab:

You can create more companies manually (by clicking on the ‘Create Company’ tab) or as a Bulk Upload (by clicking on the 3 dots). Adding multiple companies is typically used when posting listings that are associated with the same organisation but operate under different brand names.

Step 3: Configuring the Settings

Within the ‘Settings’ section, you can set up the General, ATS and Personal Settings.

General Settings

In this section, you can set up the basic settings of the ATS.

Any changes made to the settings on this page will be automatically reflected on your Talexio system, including the HR module.

• Theme: These settings will be used to make Talexio match your company branding.
• System: Settings that allow you to adapt what is seen in certain areas of the system.
• Data Retention: You can change the candidate data retention period. More information on this step can be found here.

ATS - Configuration

In this section, you can configure a number of features available on the ATS, as per the below:

• Application Statuses: Talexio provides a list of predefined application statuses that reflect the lifecycle of a candidate's application within a vacancy. Users with an ATS Plus account can create a custom application statuses, allowing them to tailor the recruitment process and better track and manage candidates. More information on this setting can be found here.
• Vacancy Statuses: Instead of simply using 'Open' and 'Closed' as vacancy statuses, you can introduce a broader range of status options to provide a more detailed overview of the hiring process. By incorporating additional stages such as 'Interviewing,' 'Shortlisting Questions,' or 'Appointed,' you can more accurately track the progression of each vacancy. More information on this setting can be found here.
• Kanban Columns: Kanban is a powerful feature within Talexio’s ATS system designed to streamline your recruitment process. It provides a clear and visual representation of vacancies at every stage of the hiring pipeline, allowing you to track progress, identify bottlenecks, and manage workflows more efficiently. In this section, you can create custom columns for your Kanban board. More information on this setting can be found here.
• Email Templates: Employees with an Admin access level can add an unlimited number of email templates to be sent out to candidates throughout the application review process. More information on this setting can be found here.
• Email Signature: You can create email signatures instantly on Talexio. More information on this setting can be found here.
• Locations: You can create different work locations (and rooms), which can then be assigned to interviews accordingly. More information on this setting can be found here.

Step 4: Setting up the Careers Site

To get started with setting up your careers site, simply click on the ‘Careers Site’ tab located in the main menu.

• In this section, select the company for which you are creating the careers site and choose a colour scheme that aligns with your company’s branding.

  You can also add links to the company’s Terms & Conditions, Privacy Policy, and social media pages.

  More information on this step can be found here.

• In this section, you can add links to various pages on your website, such as the ‘About Us’ and ‘Contact’ pages. These links will appear in the footer of your career site.

  More information on this step can be found here.

• In this section, you can customise the careers site by adding elements such as a ‘Splasher’, ‘Job’ containers, and columns. These options allow you to build and tailor your career site to align with your organisation’s goals.

  More information on this step can be found here.

• In this section, you can enable and disable Job Alerts for Candidates.

  More information on this step can be found here.