ATS and Recruiting Ops — Study Path Agent

Chapter 1

Recruiting Ops & ATS Fundamentals

1

Recruiting lifecycle & operating model

1 subtopics

2

Exercise: map your current-state recruiting funnel & handoffs

3

ATS concepts & terminology

1 subtopics

4

Deliverable: ATS glossary + high-level system diagram (entities & flows)

5

Stakeholders, handoffs & service SLAs

1 subtopics

6

Deliverable: SLAs, queues, and escalation paths (RACI + response times)

Chapter 2

Process & Workflow Design

7

Requisition intake & approvals

1 subtopics

8

Deliverable: intake meeting template + requisition readiness checklist

9

Candidate stages, dispositioning & reasons

1 subtopics

10

Deliverable: stage definitions + rejection reasons taxonomy + dispositioning SOP

11

Interview operations (scheduling, scorecards, debriefs)

1 subtopics

12

Deliverable: interview kit (scorecard, agenda) + debrief cadence playbook

Chapter 3

ATS Configuration & Administration

13

ATS data model (fields, picklists, ownership)

1 subtopics

14

Deliverable: field inventory + data owners + change-control process

15

Roles, permissions & access management

1 subtopics

16

Deliverable: role-based access matrix (least privilege) + approval workflow

17

Templates & candidate communications

1 subtopics

18

Deliverable: email/template library (triggers, personalization, compliance text)

19

Candidate experience & application flow

1 subtopics

20

Exercise: application funnel & drop-off audit + prioritized fixes

Chapter 4

Reporting, Analytics & Data Quality

21

KPI framework & metric definitions

1 subtopics

22

Deliverable: metrics dictionary (definitions, formulas, inclusion/exclusion rules)

23

Dashboards, reporting & BI consumption

1 subtopics

24

Deliverable: dashboard spec (exec + recruiter views) with data sources

25

Data quality governance & QA

1 subtopics

26

Deliverable: automated data QA checks (required fields, duplicates, invalid values)

Chapter 5

Compliance, Privacy & Security

27

EEO/OFCCP recordkeeping & audit readiness

1 subtopics

28

Deliverable: audit file structure + record retention map + periodic self-audit checklist

29

Privacy (GDPR/CCPA): consent, retention & requests

2 subtopics

30

Deliverable: candidate consent flow + DSAR request process (intake → fulfillment)

31

Deliverable: security & privacy vendor questionnaire (incl. DPA/SOC2/controls mapping)

32

Security controls & incident readiness

2 subtopics

33

Deliverable: security controls checklist (SSO/MFA, logging, least privilege, reviews)

↗ Deliverable: security & privacy vendor questionnaire (incl. DPA/SOC2/controls mapping) (see Chapter 5)

Chapter 6

Integrations & Automation

34

HRIS integration & hire data handoff

1 subtopics

35

Deliverable: source-of-truth mapping + integration test plan (happy paths + edge cases)

36

Assessments & background-check ecosystem ops

1 subtopics

37

Deliverable: vendor trigger points, SLAs, and exception handling runbook

38

APIs/webhooks & workflow automation

1 subtopics

39

Deliverable: webhook/event map + automation monitoring & rollback plan

Chapter 7

Implementation & Continuous Improvement

40

Vendor selection & RFP for ATS / recruiting tools

2 subtopics

41

Deliverable: requirements doc + weighted evaluation scorecard + demo script

↗ Deliverable: security & privacy vendor questionnaire (incl. DPA/SOC2/controls mapping) (see Chapter 5)

42

Implementation project plan, migration & UAT

1 subtopics

43

Deliverable: data migration plan + UAT scripts + cutover checklist

44

Change management, training & adoption

1 subtopics

45

Deliverable: role-based training modules + office hours/support model

46

Continuous improvement & experimentation

1 subtopics

47

Deliverable: monthly metrics review + ops backlog cadence + experiment log