Overview
Team Members are the individuals who make up your Applicant Tracking System (ATS) team and can be found in the "People" section of your ATS account. This article provides step-by-step instructions on how to add a new Team Member to Talexio ATS.
If you are not using the Talexio HR module and want to add a new Team Member to ATS, or you wish to add a new employee from the ATS module and synchronize them with your HR module's employee list, follow the steps outlined below.
- Go to the People’s Section on the left-hand side
- Click on “+Add Team Member”
- Fill in the Team Member’s Details
- First Name
- Last Name
- Work Email Address
- Permissions - HR Access Level: This setting is applicable only to clients using the Talexio HR module. By default, an ATS Free user is assigned the role of "Basic Team Member," which grants the "View Basic Profile" permission at the Global Level only.
- Click on the “Allow Access to Talexio ATS Toggle” and Assign the team member User Type and Access Level
ATS user type permissions are only applicable for ATS Plus users. For more information on the ATS plus package, visit the following link
- Click on the “Invite to Talexio” toggle
- Select “Invite and Close” or “Invite and Add More Details”
An email invitation 📧 will now be sent to the employee to access his account to the email address.
If your Talexio ATS module is linked to your Talexio HR module, the new Team Member created in ATS will also be added to the Talexio HR module. However, they will not be assigned any permissions unless specified during the team member creation process. Additional details for the Team Member in the Talexio HR module can be added by following the steps outlined in this article.
Related articles:
How to edit a Team Member's profile information?