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ATS and Recruiting Ops
87 topics across 7 chapters
Chapter 1
Recruiting Ops Foundations
1
Recruiting Lifecycle & Funnel Design
3 subtopics
2
Map sourcing→screen→interview→offer→hire stages end-to-end
3
Define stage entry/exit criteria and ownership
4
Measure funnel conversions and identify bottlenecks
5
Operating Model: Roles, RACI, SLAs
6
Intake & Requisition Management
3 subtopics
7
Design req fields and approval workflows
8
Run structured hiring manager intake using a checklist
9
Prioritize requisitions and plan recruiter capacity
10
Process Documentation (SOPs) & Playbooks
11
Candidate Communication Standards (Templates, Tone, SLAs)
Chapter 2
ATS Architecture & Configuration
12
ATS Data Model & Objects
3 subtopics
13
Understand candidates vs applications vs jobs/reqs vs interviews
14
Define custom fields, picklists, and validation rules
15
Build consistent taxonomy: departments, locations, job families
16
User Roles, Permissions, and Security Controls
17
Pipeline/Stage Configuration & Dispositions
3 subtopics
18
Translate interview plans into ATS stages and steps
19
Implement stage automations/triggers safely (basics)
20
Configure rejection reasons and disposition codes for reporting
21
Templates: Emails, Scorecards, Offer Letters
22
Deduplication, Candidate Merge, and Identity Matching
23
Data Governance, Quality, and Retention in the ATS
3 subtopics
24
Set data quality rules and run periodic audits
25
Create and maintain record retention schedules
26
Handle data access/deletion requests with defined workflows
Chapter 3
Workflow, Automation & Scheduling Operations
27
Workflow Design, Handoffs, and Queue Management
28
Scheduling Operations
3 subtopics
29
Standardize interview scheduling workflows and SLAs
30
Configure calendar integrations and scheduling templates
31
Set up candidate self-scheduling and confirmation messages
32
Automation: Routing, Tasks, SLAs, and Reminders
3 subtopics
33
Create auto-assign rules (by role, team, region, load balancing)
34
Build SLA timers, escalations, and exception handling
35
Automate reminders, nudges, and cleanup tasks
36
Offer Management Operations
3 subtopics
37
Design offer approval workflows and audit trails
38
Handle compensation data securely (least privilege, redaction)
39
Generate offers, manage versions, and run e-sign processes
40
Background Checks and Onboarding Handoff
Chapter 4
Integrations & Recruiting Tech Stack
41
Integration Patterns (API, Webhooks, SSO, HRIS Sync)
4 subtopics
42
Implement SSO (SAML/OIDC) and user provisioning (SCIM) basics
43
Design HRIS integrations: req/job sync and hires export
44
Manage API/webhook limits, retries, and error handling patterns
45
Set up integration monitoring, alerts, and incident response
46
Recruiting Tools Ecosystem (CRM, Sourcing, Assessments, Scheduling)
47
Vendor Evaluation, Procurement, and Contract Basics
48
Vendor Security & Privacy Review for Recruiting Systems
49
HRIS/Payroll Handoff and System-of-Record Principles
Chapter 5
Reporting, Analytics & Compliance
50
KPI Framework, Dashboards, and Operating Cadence
3 subtopics
51
Build ATS reports (standard vs custom) and validate data
52
Maintain a metric dictionary and governance for definitions
53
Run weekly/monthly business reviews with actions and owners
54
Audit Readiness & Recruiting Compliance (US + Privacy Basics)
3 subtopics
55
Operationalize EEO/OFCCP workflows (where applicable)
56
Implement consent, privacy notices, and careers-site tracking basics
57
Monitor fairness/adverse impact signals (intro level)
58
Retention, Deletion, Legal Holds, and Purge Operations
2 subtopics
↗ Create and maintain record retention schedules (see Chapter 2)
59
Implement legal holds and controlled purge jobs
60
Source Tracking, Attribution, and UTM Hygiene
61
Quality of Hire and Downstream Measurement (Basics)
Chapter 6
Candidate Experience & Recruiting Enablement
62
Careers Site, Job Distribution, and Posting Operations
3 subtopics
63
Standardize job posting templates and SEO basics
64
Manage job board distribution rules and posting QA
65
Track careers-site conversion and apply funnel improvements
66
Candidate Communication Operations
3 subtopics
↗ Candidate Communication Standards (Templates, Tone, SLAs) (see Chapter 1)
67
Define communication cadences by stage and stakeholder
68
Set up escalations and a candidate support/help desk process
69
Interviewer Training, Scorecard Calibration, and Enablement
70
Accessibility and Inclusive Candidate Experience (Basics)
71
Candidate Feedback (NPS/Surveys) and Closed-Loop Improvements
Chapter 7
Continuous Improvement & Change Management
72
Process Audits and Root-Cause Analysis
73
Experimentation and A/B Testing in Recruiting Ops
74
Change Management for ATS/Tooling Releases
3 subtopics
75
Triage release notes and assess process/ATS impact
76
Use sandbox testing and write UAT scripts for changes
77
Plan rollout communications and rollback procedures
78
Training Programs and Knowledge Management (Enablement Ops)
79
Project Management and Recruiting Ops Roadmap Planning

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