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Applicant Tracking System (ATS) — Full Course Syllabus

Hands-on atomic skills for configuring ATS platforms, designing hiring pipelines, and integrating common recruiting tools used by talent acquisition teams.

  1. 1. ATS account setupCreating and initializing an ATS tenant/account including basic organization metadata and contact settings.
  2. 2. User account creationAdding individual user accounts to an ATS including username, email, and basic profile fields.
  3. 3. Role-based permissionsDefining and assigning roles that control access levels and actions within the ATS.
  4. 4. Job requisition recordDefining a job requisition record including title, department, hiring manager, and headcount.
  5. 5. Job posting configurationSetting up how a job is published to careers pages and external job boards including visibility rules.
  6. 6. Application form fieldsCreating and ordering candidate-facing application fields and required/optional validation rules.
  7. 7. Candidate sourcing pipelinesCreating structured pipelines that route sourced candidates through defined stages.
  8. 8. Interview stage definitionsDefining discrete interview stages (phone screen, technical, final) and their expected activities.
  9. 9. Email templates with merge tokensCreating reusable email templates for candidate communication with merge tokens.
  10. 10. Custom permission scopesCreating granular permission scopes (e.g., view-only, edit-jobs, make-offers) beyond default roles.
  11. 11. SAML Single Sign-On (SSO) setupConfiguring SAML-based SSO between an identity provider and the ATS for centralized login.
  12. 12. Careers page integrationConnecting and configuring the company's careers site to pull job listings from the ATS.
  13. 13. Custom candidate fieldsAdding custom data fields to candidate records for tracking non-default metadata.
  14. 14. Candidate profile mergingConfiguring rules and performing merges for duplicate candidate records safely.
  15. 15. Stage transition automationSetting automated triggers and conditions that move candidates between stages.
  16. 16. Bulk candidate actionsPerforming and configuring bulk operations such as mass emails, status updates, and exports.
  17. 17. Scheduled emails and calendar remindersConfiguring scheduled outbound emails and calendar reminders for interviewers and candidates.
  18. 18. Calendar integration (iCal / Google / Exchange)Connecting interviewer calendars to the ATS to schedule interviews and sync events.
  19. 19. Offer letter templates with variable placeholdersCreating configurable offer letter templates and variable placeholders for offers.
  20. 20. SCIM provisioningConfiguring SCIM to sync user accounts and group membership automatically from an identity provider.