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Starter Onboarding & Training

Use guided setup to step through the initial account configuration

Updated over a week ago

We take special care of getting our customers adjusted as quickly as possible. It is very important to us that you feel comfortable using TalentLyft.

Whether you are using an ATS for the first time or you have experience with similar tools, we are here to provide guidance.

The Implementation process

Our Starter Onboarding & Training process consists of the following stages:

  • Setup call – We will set up your account, go through the tool navigation, choose one of the three career site integration options, and connect your TalentLyft account with integrated job boards. We will go over the details of your hiring process to help you get the most out of your TalentLyft experience.

  • Checkup call – After setting up your account, you will start using TalentLyft on your own. We will stay in contact and schedule one or more checkup calls to see how you are getting along.

Regardless of the level of proficiency and how long you have been using TalentLyft, our Customer Success team can help you with any questions you may have regarding the tool.

There is also our Knowledge Base, where you can find helpful articles about TalentLyft and its features.

If you are trying to find a way to do something in TalentLyft and you don’t know how or are unsure, you can always consult our Customer success team or try to find an article about that in our Knowledge base.

Career site integration

Parallel with the onboarding process, we will go through the integration process for your careers page and TalentLyft. There are three ways to do the integration. For more information about careers page integration, please see this article, or if you decide to use the TalentLyft careers page, please see this article.

Data migration process

Suppose you decided to keep your old candidate information from your old candidate database (before you started using TalentLyft). In that case, we offer one-time data import pre-formatted by the user in TalentLyft’s standard CSV template.

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