Customize your Offerdox Applicant Tracking System

HR Admin

Please see the ‘Quick Setup’ user guide to configure your initial Offerdox account. Now you are ready to start creating manager accounts and to start posting jobs.

Introduction

  1. Click the top-left hamburger icon 🍔 to view the main menu

  2. Use the Manager menu to post jobs & view candidates’ job applications, and screen candidates

  3. Use the HR menu to manage users and view all company candidates

  4. Manage compensation and offer letters on the Compensation menu

  5. Manage branding and communications on the Communications menu

  6. Manage application forms, job & email templates, and properties on the Human Resources menu

Post Jobs

  1. Select Jobs from the main menu

  2. Click Create Job Button

  3. Select a job template

  4. Click POST action button

  5. If you don’t see the Job Template you need see Create Job Template (above)

View Jobs

  1. Select Jobs from the main menu

  2. Enter the job code, title, or property name in the “Search Jobs” field

  3. Click Mine, Team, or Company to expand search

  4. Click Buckets or List to search within buckets or across all buckets

  5. Click on the job, or on any of the candidate count buttons to view those candidates

  6. Click Create Job (bottom right) to create and post a new job

View Candidates

  1. Enter candidate name or email address in the “Search job candidates” field

  2. Click Buckets, or List to expand search across all buckets

  3. Click Mine, Team, or Company to view only your candidates, your team’s, or all

  4. Select a candidate to view their resume and application answers

Screen Candidates

  1. Click the bottom tabs to view contact details, resume, and candidate answers to application form questions.

  2. Click the Decline, Screen, etc action buttons to action the candidate

  3. Click Screen to forward or communicate with the candidate

Manage Users

  1. Select Users option from the main menu

  2. Click Add User button


Application Forms

  1. Select Application Form option from the Human Resources menu

  2. Select an application form (or add a new one)

  3. Click each of the Biographical, Application, Self-ID, etc bottom tab

  4. On each tab, click + Select data fields (aka questions) to add data fields to the application form

  5. Note that you can also set job-specific application form questions when you create and post a job

  6. On the first tab, check the Default Application box if you want this to be defaulted on all jobs


Job Templates

  1. Select Job Templates option from the Human Resources menu

  2. Select a job template (or add a new one)

  3. Set the Compensation Plan (eg Salary, Hourly, etc)

  4. Set the Application Form (or leave it blank to use the default)

  5. Click JD Editor to enter the job description text


Email Templates

  1. Select Email Templates option from the Human Resources menu

  2. Select an email template (or add a new one)

  3. Click the Email Settings bottom tab

  4. Enter the template email text


Email Subject & Body

  1. Select Email Templates option from the Human Resources menu

  2. Select an email template (or add a new one)

  3. Enter your email subject and body text

  4. Type {{ to display a list of data fields (eg type {{com to list all the data fields starting with “com”)


Email Settings

  1. Select Email Templates option from the Human Resources menu

  2. Select an email template (or add a new one)

  3. Click the Email Settings bottom tab

  4. Set the candidate acknowledgement selections for quick apply & completed applications

  5. Indicate which content you’d like included or attached to emails including (resume, application form, Application form, Application form URL, Calendly URL)