Marketing Automation – not included in this template. Reporting – simple reporting on sales through filtered views and column calculations. Tasks & Task assignment – set up through having a task database. Third-party integrations – you can connect to services like Zapier to trigger actions. Customisation – the ATS can be customised through custom sales stages, custom segmentation, custom contact records details and custom onboarding tips. Permissions – permissions to view workspaces & templates can be set up on the Team plan. Workflow Automation – not included but can be set up through integrations. Quotes & Proposals – you can store these documents on customer notes but cannot create quotes & proposals from this template. Document Storage – you can store documents on customer notes. Email integration – you can use the Gmail or Outlook add-ons to be able to create customer records, tasks or notes in Notion from your inbox. Customer Segmentation – set up through the use of a segment field. Powerful search – included in Notion desktop and mobile versions. Process (Lead Process Tracking) – set up through the use of a status field in the “Employer” and “Candidates” databases. Notes (Interaction Tracking) – set up through a “Notes” database that connects notes to contacts. Contacts (Contact Management) – set up with customer contact records in the “Employer” and “Candidates” databases. We’ll outline below what features you’ll have in your DIY ATS. In defining the features of most ATSs, we split the features into Core, Common and Optional Features. What functionality does a custom Recruitment Notion ATS include? Roles section – add roles being advertised (displayed visually in a board-style view) and connect to the person advertising the role. Notes section – create notes and connect to employer or candidates. Tasks section – create tasks, assign them to team members and connect to employers or candidates. Candidates section – add similar details to employer but with status customised to the hiring process steps. You’ll also be able to see the Roles, Notes & Tasks connected to the Employer (using Notion Relation fields) Employers section – add employer’s contact details, their Next Contact Date, lead sources, notes, files and more. Targets section – set the monthly goals for yourself and your team. 
This ATS template is set up in the following way: Structure of this applicant tracking system
Create a simple applicant tracking system (ATS) using Notion. Mobile app access so you can view your ATS when you’re out of the office. Manage tasks and have tasks connected to client records. Track ongoing conversations with clients. Track leads from enquiry through to sale. Ability to add new contacts and store client contact information. The main features of your Notion ATS will be: What are the limitations to using Notion as a simple ATS?įeatures of a Recruitment Applicant Tracking SystemĪ Notion ATS can be used to manage job applications, candidate’s contact details and client updates. Notion status free#
Can you create a free ATS using Notion?. 
What functionality does a custom Recruitment Notion ATS include?. Structure of this applicant tracking system. Features of a Recruitment Applicant Tracking System.
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