How to set up an organization on Axterior?
5/23/2023 7:40 PM
Once you have registered an organization, the platform provides you with the standard settings for the company that can be changed.
So, you can personalize the default settings regarding your company’s specifics. We recommend you pay attention to this process since it will make further recruitment automation easier.
To make set-ups, log in to your account and click on Settings in the bottom left corner. You’ll get the list of the available settings.
You can personalize the following options:
- Set up Organization Logo and edit information specified during registration.
- Add Offices or change default values.
- Edit Projects (Departments) and Positions in the organization.
- Invite Users, i.e., recruiters, HR managers, and hiring managers.
- Set up Skills that are used in contact creation and job creation.
- Create Job pipeline templates
- Edit Job settings used in job and job request creation forms.
To make changes in the Organization settings, click on this category and Edit button in the top right corner. Add the company’s logo, industry, team size, and location. Indicate the positions existing in your company. Add departments of your company that can be invited to the recruitment platform.
When you finish editing, don’t forget to click Save button.
Take the same actions to set up Positions and Projects.
To make changes in the User and permissions, click on this category and the Invite new user button in the top right corner. Insert their email and choose their position. When you finish editing, don’t forget to click Invite button.
To make changes in the Set of skills, click on this category and the Create button in the top right corner. Then, add the skill name and group and assign the position to which this skill is essential. For example, skill name - “Openness to criticism”, skill group - “Soft skills”, position - “Recruiter”.
When you finish editing, don’t forget to click Create button.
To make changes in the Pipeline templates, click on this category and the Create button in the top right corner.
Add template name and job pipeline stages. For example, template name “System administrator” and job pipeline stages: Engagement - Interview - Job Offer - Hired.
You can create a few job pipeline templates for various jobs. Select one of the created job pipeline templates or configure a default one during the job creation.
To make changes in the Job settings, click on this category and the Edit button in the top right corner for each set-up.
This was the last stage of set-up! You have finished the fundamental part of work with the Axterior recruitment platform. Don’t worry if you have missed something, you can always add some settings.
Now you can enjoy all the available functions of our software!