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💻 Accessing The General Set-Up Section
The ‘Platform Configuration’ menu holds the majority of actions where you can fully customise your ATS.
Check out this video on the General Set-Up section, or read on for a step-by-step guide:
The ‘General Set Up’ option provides you with general information regarding your ATS set up.
At the top of the page, any of the information you see can be changed, for example the email address you would like your emails to be sent from, the name of your main ATS contact with Tribepad etc.
If you hover over any sections and they change colour, this means that label is a hyperlink to another part of the Manage platform to allow you perform an action.
Tracking Codes - Clicking on this link allows you to add detail to applications to determine where your candidates have originated from (job board, marketing agency etc.)
- The Tracking Pixel is obtained from the marketing agency or job board in question and added to the system here
- This allows you to run reports based on these codes. For example, you might want to see if your candidates might be dropping out of the application process at a certain stage. A tracking pixel would identify this information
Scrolling down the screen, you will see lots of other links to other areas of the platform:
The 'Organisational Structure' section links you to your Lists of Values section in the platform.
- Each label is a different 'List of Values' (or drop-down menu as it appears in the ATS) and you can edit and amend the options from here.
To find out more about Lists of Values, click here.
The 'Design' section allows you to configure the look and feel of your ATS:
- Email Manager - this links you to the email pack that contains all emails that are set out byt the ATS to a candidate at any stage of the application process
- Brand's Logo - this is a Tribepad-only feature and allows us to configure your logo
- Colour branding - also a Tribepad-only feature and allows us to configure your colours and branding
To find our more about Email Manager, click here
The 'Job Posting' section links you to Lists of Values (as above) so you can amend the drop-down menus that are present in your ATS:
- Countries and Job Categories link to Lists of Values
- Roles Labels shows you a pop-up detailing the different user types you have in your ATS
The 'Talent Pools' section takes you to the list of Tags that can be applied to any candidate in the ATS:
- Tags are situated in the same menu as 'Lists of Values'.
The 'SMS Config' link shows you a pop-up detailing all SMS messages that might be sent out to candidates as reminders:
- This is only the content of interview reminders or at different stages in the application process
- These messages can be edited from here as you wish
If you are interested in finding out more about two-way messaging, 🖱️ see our further guidance here.
The 'Candidate Processing' section links again to Lists of Values:
- Reasons for Rejection and Reasons for Withdrawal link to Lists of Values
- Interview Stages shows a pop-up screen where you can rename the interview stages in your organisation
If you would like to read more about the Workflow Editor, 🖱️ see our further guidance here.
Further down the page you will see a 'Social Media Content' section:
This relates to social media icons and their subsequent links to the different platforms.
- These links can be included on job adverts to allow candidates to access your social media pages easily.
At the bottom of the page you will see a 'Supporting Documentation' section:
Here, you can edit the content that a user will see when they click on links relating to:
- Privacy Policy
- Cookie Policy
- Terms and Conditions
- Recruiter Terms and Conditions
To find out more about Data Protection, 🖱️ see our further guidance here.