ATS Guidance: Start Strong!
Ready to dive into the world of the Tribepad ATS? This section covers all of the essentials, giving you a solid foundation to build on. From creating jobs to managing candidates, we’ve laid out everything step-by-step to help you get up to speed fast. Let’s kick things off!


2-Factor Authentication
Find out how to use 2-Factor Authentication for different usertypes on your ATS.
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Tribepad User Types
Find out about the different Internal Usertypes you can have on your platform, and the usages and limitations of each one.
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ATS Icons
Find out about all of the icons used by Tribepad on the ATS and the meaning for each icon.
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10 Steps To Success - Pro
This PDF has been created to help you understand all of the different features that are available at each step of the application process for Pro customers.
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10 Steps To Success - Gro
This PDF has been created to help you understand all of the different features that are available at each step of the application process for Gro customers.
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Create & Publish Jobs
Master the art of building job opportunities! These training guides will walk you through the essentials of job requisitions and creation, from setting up approvals to crafting the perfect job post. Learn the tools to attract top talent and kick-start your hiring process with ease!


Job Requisition
Find out how to create a Job Requisition and Create a Job Vacancy from it.
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Application Custom Fields
This functionality allows Custom Fields to be added to Jobs and allows for single questions to be collected against an application.
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Date Gap
Find out how to use our DateGap functionality on a job and in the application process.
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Ad Assistant
Find out how to use our Ad Assistant to make your Job Adverts the best they can possibly be.
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Job Activity Log
Learn how to see what recruitment activity has been carried out against your candidates by you and your colleagues.
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How To Create A Job Template
The following guide explains what job templates are, why they might be used and how to create a template.
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How To Clone A Job Template
Job templates can be cloned, learn how and why you might want to use this option.
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Job Authorisation
Find out how to create an Authorisation Policy, add it to a job, approve one that has been sent to you & disable this feature if needed.
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Job List
Learn how to navigate and see what actions can be carried out via the list of jobs presented on the job list page.
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Stop The Clock
Learn all about this feature and how to use it within your recruitment process.
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Careers Site Builder
Learn how to build your own Careers Site for your ATS if you are a GRO customer.
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Recruitment Stages
This guide covers the basics of the full recruitment process and looks at each bucket and when you would use them.
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Auto-Processing Candidates
Find out how to automatically process candidates, depending on responses given at the Application stage.
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Rejecting Candidates
Learn how to carry out the often difficult task of rejecting candidates.
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Withdraw Candidates
Find out more about when candidates want to withdraw from a role and how to deal with this.
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Internal Candidates
Learn about the various triggers for Internal Candidates & how these mark accounts as internal.
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Search, Select, Sort & Filter
Learn how to use the search, select, sort & filter options for candidates on your job.
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Attaching Documents & Notes
Find out how to add documents and notes to a candidates application & profile.
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Creating A Task
Learn how to use tasks to write notes & set reminders to carry out important actions against a candidate.
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Scheduling Interviews (NEW) Without Integrations
Find out how to book interviews using the most up to date process without integrations.
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Scheduling Interviews (NEW) With Integrations
Find out how to book interviews using the most up to date process with integrations.
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Scheduling & Rescheduling Interviews
In this guide you will find links to our current guidance about scheduling & rescheduling interviews.
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Panel Scoring
Find out how to allow multiple recruiters to give feedback on candidate interviews.
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Requesting Offer Approval
Learn how to send an offer approval request & how to authorise one.
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Tribepad DBS Checks
Learn how to send a DBS check direct from the ATS at any stage of the recruitment process.
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Navigate & Use Talent Search
Learn how to navigate & use the Talent Search functionality.
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Advanced Search Techniques
Learn how to use advanced search techniques within Talent Search including boolean, proximity & wildcard.
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Inviting & Applying Candidates To Roles
Find out how to invite or apply a candidate to a role. Find out also how to transfer a candidate onto an alternative role.
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Sharing A Candidates CV & Questionnaires
Learn how to email a candidate's CV & any Questionnaires for review.
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Talent Finder
Search for candidates within different third-party databases that are integrated with the Tribepad platform.
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Intro To Question Types & Questionnaires
Learn about the different types of questionnaires & question types that are available to use and how they can help you to refine your recruitment process.
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How To Create & Edit Questions
Find out how to create & edit each question type for your questionnaire.
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How To Create & Edit Questionnaires
Find out how to create & edit a standard, branching & hybrid questionnaire.
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Sending & Attaching A Questionnaire
Learn how to invite a colleague or candidate to complete a questionnaire and how to attach one to a Job or Onboarding.
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Process Questionnaires
Find out about process questionnaires, how to give feedback on candidate interviews & view results.
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Email Delivery Status
This function allows you to see the status of emails sent to candidates and referees.
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2 Way Messaging
Here you will learn about how we can send messages to our candidates straight from the ATS and see messages from them.
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Using SMS For Candidate Communication
Learn how to use SMS to contact candidates via your ATS.
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Additional Features
Discover the extra tools that make your recruitment experience even better! This section dives into the advanced features of the Tribepad ATS, from custom workflows to enhanced reporting. Learn how to unlock these powerful tools and elevate your hiring game. Let’s explore the extras!



Application Grace Periods
Learn how you can allow candidates to complete their application after the job expiry date.
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Calendar - Viewing Scheduled Events
Learn how to view scheduled events using the calendar within the ATS.
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Indeed Apply
Learn all about how your job-seekers can apply to your roles via Indeed Apply.
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Cost Of Hire
Find out how to specify how much it has cost to hire a single candidate, for future reporting purposes.
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ATS:
Recruitment Agency Guidelines
Welcome, recruitment agencies! This section is your guide to working effectively within the Tribepad ATS. From submitting top candidates to navigating the platform, we’ve laid out everything you need to ensure a smooth and successful partnership. Let’s get you set up for success!


Providing ATS Access To A Recruitment Agency
Learn all about providing ATS access to a recruitment agency & what it means for you and the agency in terms of processing candidates.
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How To Upload A Candidate As An Agency User
Uploading candidates onto a role and how to do this.
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How To Progress Candidates As An Agency User
In this guide, you will find out how to progress your candidates on a role as an agency user.
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MS Teams & Office 365 Integration
Find out how to set up & use the MS Teams & O365 integration with your ATS.
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Third Party Background Checks
This guide covers basic details on background checks that can be integrated with the ATS.
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Job Booster & Job Booster+
Find out how to use our Job Booster & Job Booster+ (also known as Sponsored Jobs) feature to make your jobs visible to the best candidates in the market.
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