ATS and Recruiting Ops — Study Path Agent

Chapter 1

Recruiting Ops Foundations

1

Map the end-to-end recruiting lifecycle and clarify ownership (who does what, when)

2

Set governance and decision-making (RACI, approval paths, escalation, change control)

3

Build an intake meeting checklist (role needs, process, timeline, evaluation, sourcing plan)

4

Define SLAs and a capacity model (req load, coordinator coverage, prioritization rules)

5

Create a Recruiting Ops documentation system (SOP template, versioning, owners, review cycle)

6

Define hiring manager expectations and enablement standards (what “good” looks like)

7

Define a recruiting metrics glossary (time-to-fill, time-in-stage, pass-through, aging, etc.)

Chapter 2

ATS Administration & Configuration

8

Design requisition and job architecture (job families/levels, locations, evergreen vs. per-hire)

9

Create a data dictionary and field governance (definitions, owners, validation, required fields)

10

Configure stages, statuses, and disposition reasons to match real decision points

11

Build templates (email, scorecards, interview kits, offers) with consistent structure and tone

12

Implement RBAC, permission auditing, and least-privilege access in the ATS

13

Set release management (sandbox/testing, rollout plan, change log, stakeholder comms)

Chapter 3

Recruiting Process & Candidate Experience

14

Define application flow requirements (career site, knockouts, location rules, accessibility basics)

15

Implement source tracking and attribution (UTMs, source categories, agency vs. direct)

16

Design screening and assessment workflows (who screens, rubrics, pass/fail, escalation)

17

Standardize interview scheduling and panel coordination (SLAs, prep, debrief, conflicts)

18

Build offer approval and closing process (approvers, comp inputs, exceptions, deadlines)

19

Set candidate communication cadence and measure experience (surveys, response SLAs, feedback loops)

Chapter 4

Data, Reporting & Analytics

↗ Define a recruiting metrics glossary (time-to-fill, time-in-stage, pass-through, aging, etc.) (see Chapter 1)

↗ Create a data dictionary and field governance (definitions, owners, validation, required fields) (see Chapter 2)

20

Build dashboards and reporting cadence for recruiters, leaders, and hiring managers

21

Implement data quality routines (required fields, QA audits, cleanup backlog, data corrections SOP)

22

Run funnel and conversion analysis (find bottlenecks, stage leakage, aging drivers, interventions)

23

Set up experimentation (A/B tests, success metrics, guardrails, postmortems)

Chapter 5

Compliance, Security & Risk

24

Operationalize US EEO/OFCCP workflows (dispositioning, applicant definition, audit readiness)

25

Implement privacy controls (GDPR/CCPA consent, data minimization, DSAR process)

26

Define record retention and audit trails (retention schedule, exports, logs, litigation holds)

↗ Implement RBAC, permission auditing, and least-privilege access in the ATS (see Chapter 2)

27

Operationalize background checks (FCRA pre-adverse/adverse action steps, triggers, documentation)

28

Run vendor risk and security reviews (SOC 2/ISO, DPA, sub-processors, access reviews)

Chapter 6

Integrations & Automation

29

Map ATS → HRIS/onboarding handoffs (fields, timing, ownership, exception handling)

30

Learn ATS integration fundamentals (APIs, webhooks, auth, rate limits, data syncing basics)

31

Evaluate iPaaS/middleware and integration patterns (point-to-point vs hub-and-spoke)

↗ Standardize interview scheduling and panel coordination (SLAs, prep, debrief, conflicts) (see Chapter 3)

32

Automate notifications and tasks safely (approvals, reminders, SLA alerts, edge cases)

33

Set integration monitoring and runbooks (error queues, retries, logging, escalation paths)

Chapter 7

Enablement & Continuous Improvement

34

Create a change management plan (stakeholders, comms, FAQs, release notes, rollout milestones)

35

Design role-based training (recruiters, coordinators, hiring managers, interviewers, admins)

36

Build a support model (intake form, triage, escalation, SLAs, bug vs. request classification)

37

Run roadmap prioritization and quarterly planning (intake, scoring, dependencies, resourcing)

38

Implement voice-of-customer loops (recruiter/HM surveys, listening sessions, feedback triage)

39

Perform process audits and continuous improvement retros (find waste, standardize, re-train)