Teamso

Explains how to create an exit survey on On/Off Boarding > Offboarding, send it automatically a set number of days before the dismissal date and optionally only for a given…

Sending offboarding (exit) surveys to leaving employees

Explains how to assign a buddy to a new employee for a set period on the Buddy Management tab of the Onboarding screen, the introduction email, editing and completing the…

Assigning a buddy to a new employee

Explains how to create an evaluation survey on On/Off Boarding > Onboarding, send it automatically a set number of days after the start date or manually to selected employees, set…

Sending onboarding evaluation surveys to new employees

Explains how an approver reviews a record via Details in the branch-based approval process and approves, rejects or resends it, and how HR then enters the start date and transfers…

Approving an E-Welcome record and transferring it to the employee list

Explains how a new hire logs in with the credentials sent to them, verifies email and phone, fills in personal and additional information, approves or uploads documents and sends the…

Filling in the E-Welcome form as a candidate

Explains how to ask one or more people for the information form and the documents of an E-Document group with Request Data Entry, the document rejection option, and how to…

Requesting data entry and documents from a candidate in E-Welcome

Explains how to add the person you are hiring to the E-Welcome List, how login information is sent by email and SMS, the row actions on the list (edit, branch…

Adding people to the E-Welcome list and sending login information

Summarises E-Welcome, which collects a new hire's information and documents digitally, and On/Off Boarding, which sends evaluation surveys to starters and leavers and assigns buddies; covers roles, statuses, setup and…

Overview of the E-Welcome and On/Off Boarding modules

How do I send a survey automatically to new hires?

How do I send a survey automatically to employees who are leaving?

How do I request data from a candidate in E-Welcome?

How do I add a candidate in E-Welcome?

How do I add career details to Teamso?

Where can I see employees' career and education details?

How do I add my education details?

Managing candidates with E-Karşılama, automatic surveys, and career and education records.

Hiring & onboarding

Summarises how the Applicant Tracking System works, from hiring requests and job postings to the CV pool, AI analysis, interviews and transfer to onboarding, with roles and statuses.

Applicant Tracking System (ATS) overview

How to create a hiring request for a new position or a replacement and send it for approval, how an approver responds, and how to move from an approved request…

Creating and approving a hiring request

How to create a posting from a template, an approved hiring request or from scratch in Job Postings, generate the description with AI, add application questions and publish the posting…

Creating a job posting, generating its description with AI and publishing it

Covers the career page that lists your active postings, the candidate's application form, legal text and AI consents, and how an application lands in the CV Pool.

Career page and collecting applications

How to upload CVs to the CV Pool with AI or manually, send candidates for analysis against a skill set or a job description, and read the match score.

Uploading CVs and AI analysis and scoring

How to move candidates in the CV Pool between New Candidate, Interview, Hired, Rejected, Negative and Archive one by one or in bulk, and how to use favorites and reservations.

Changing a candidate's status (stage), favorites and reservations

How to prepare an interview template, schedule an interview for a candidate and assign it to an interviewer, and how the interviewer fills in the weighted evaluation.

Scheduling and evaluating interviews

How multiple applications of the same person are merged automatically, how to merge possible duplicates manually, and how to see all of a candidate's applications in the Applications tab.

Merging duplicate candidate records

How an offer is tracked in the ATS (Hired / Rejected), how to email the candidate, and how to move a hired candidate into onboarding with Transfer to Onboarding.

The offer process and transferring a candidate to onboarding

How to use the Configuration > Recruitment > Settings page to prepare job templates and application questions, create templates for emails to candidates, connect your Google or Outlook account, set…

ATS settings: job templates, application questions, email templates, integrations and customization

Job postings, the careers page, applications, AI CV scoring, interviews and offers.

Applicant tracking (ATS)

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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