Customize your Offerdox Applicant Tracking System

Quick Setup

This brief HR user guide lists the simple steps for creating user accounts and basic job, compensation, and offer letter templates so that you and your managers can quickly start advertising your jobs. Once you are up and running you can come back and start refining and expanding your templates, brands, properties, and interactive offer employment branding content.

Introduction

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

  2. Copy & edit the basic Salary & Hourly comp plans

  3. Create Application Forms

  4. Create job templates based on these comp plans and application forms.

  5. Add brands, if you have multiple

  6. Add properties, if you have multiple

  7. Add users, and have them start posting jobs

Compensation Plans

  1. Select the Compensation Plan menu

  2. Click the 3-dot menu options to copy plan

  3. Edit the Comp Plan copy

  4. See “Create Data Fields” (later)


    You can select one of the two default compensation plans to start your setup and get going. If and when you want to implement online offers you can flesh out these and create new plans (see below).

Application Forms

  1. Select the Application Forms menu

  2. Create one or more application forms

  3. Click “Select Data Fields” on each bottom tab

  4. Note that you can select from existing data fields (aka questions, in this case) or create new data fields on the fly. 

We recommend you use existing data fields where possible. This saves candidates (and yourselves) time.

Create Job Templates

  1. Select the Job Template main menu

  2. Create a new template or click the 3 dot menu next to existing templates to copy it

  3. Select a Compensation Plan

  4. Select an Application Form (or leave blank to use the default application form)

  5. Click JD Editor to copy/paste or edit the job description

  6. Click JD Preview to preview the job on the career site 

Add Brand(s)

  1. Create one or more brands

  2. Add your brand logo

  3. If you are using online offer letters, add your interactive offer welcome and email content

  4. Use Candidate App Tab to add additional marketing content (eg ‘Why work here', ‘Benefits,’ etc) content.

Add Properties

  1. Select the property brand (created per above)

  2. Provide property contact details.

  3. If your Offerdox system is set up to integrate with 3rd party (eg Background Check & onboarding) systems, you can set up your property credentials using the Integrations tab.

  4. Set up any additional property-specific marketing content using Candidate App Tabs.

You are now ready to post jobs and create manager accounts.

RRRip it!

Post Jobs

You are now ready to start posting jobs and creating user accounts!

  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)

Create User Accounts

  1. Select Users option from the main menu

  2. Click Add User button