How to setup your new ATS?

How to setup your new ATS?

Learn how to setup Fullsight

2 min read

Apr 18, 2024

How to setup your new ATS?

Learn how to setup Fullsight

2 min read

Apr 18, 2024

This comprehensive guide, will walk you through the process of setting up Fullsight, our all-in-one platform designed to boost recruitment, enhance business management, and drive growth for consulting companies. Whether you're new to Fullsight or looking to optimize your setup, this step-by-step guide will provide you with the knowledge and tools you need to get started.

Step 1: Account Creation

  1. Begin by visiting the Fullsight website and clicking on the "Try it free" button.
  2. Choose a domain for your workspace, enter your email address and create a password to create your Fullsight account.
  3. Follow the prompts to complete the account creation process and your workspace will be fully ready in a matter of seconds.

 

Step 2: Company Profile Setup

  1. Once logged in, navigate to settings and you'll find the company profile. Review your company name, and other relevant information.
  2. Customize your company profile by adding a logo. This logo is very important for invoicing, login page and public workspace pages.

 

Step 3: Customize the user's experience

  1. Customize your company branding on the settings "Customization" option.
  2. Change the colors according to your company branding.
  3. Change the login background, the public links preview image and the public pages banner.
  4. Change the sidebar logo, add important redirection pages, that will be shown on the public workspace pages, and choose the authentication methods that you want to offer to your employees.
    1. Don't worry about the password that you've setup on the account creation - if your email is a Google or a Microsoft email, you'll be able to use such login mechanism on the next login. We switch your account from a email + password account to a Google or Microsoft account.

 

Step 4: Create your recruitment setup

 

We've created a basic setup for you, but we invite you to change it according to your company needs.

  1. Navigate to the settings option "Recruitment".
  2. Create candidates' types - these type are meant to segregate your type of candidates, and they will be displayed in the form of tabs on the candidates' list.
  3. Create favorite list types
    1. Allow your recruiters to segregate their favorite lists between different favorite types.
  4. Setup the states your candidates can go through - we've already created the most used setup for you, based on our customers Fullsight's usage. 
  5. Define candidates' position types.
  6. Define the most important skill types your company recruit for.
  7. Define weekly recruitment goals per recruiter.

 

Step 5: Design your business setup

 

Again, we've created a basic setup for you, but we invite you to change it according to your company needs.

  1. Navigate to the settings option "Business".
  2. Create customers contacts' types - these type are meant to segregate your type of contacts, and they will be displayed in the form of tabs on the customer contacts' list.
  3. Create lead types - these type are meant to segregate the external customers requests (via integration), and they will be displayed in the form of tabs on the leads' list.
  4. Setup the states your contacts can go through - we've already created the most used setup for you, based on our customers Fullsight's usage. 
  5. Define weekly business goals per business developer.

 

Step 6: Invite your employees to use Fullsight

 

Now that a basic setup is created, your workspace is ready to onboard your recruitment and business teams.

  1. Navigate to the users list
  2. Click on the button invite and enter the email and choose that employee role
  3. The user will receive and invitation email and he can now signup and enter Fullsight.

 

You've successfully set up Fullsight and are ready to start boosting your recruitment, enhance your business management processes, and drive growth for your consulting company. Remember to explore Fullsight's additional features and resources to maximize your experience and achieve your business objectives.

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