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HR Technology9 min read

ATS Implementation Guide: Go Live in Days, Not Months

A practical step-by-step guide to implementing an applicant tracking system — from data migration to team training.

ATS Implementation Guide: Go Live in Days, Not Months

Switching to a new ATS doesn't have to take months. With the right plan, most teams go live in days.

Phase 1: Preparation (Day 1)

  • Define your hiring pipeline stages
  • Identify integrations needed (job boards, calendar, email)
  • Export data from your current system
  • Assign an internal project owner

Phase 2: Configuration (Days 2–3)

  • Set up pipelines and job templates
  • Configure branded career page and custom domain
  • Import existing candidates and open jobs
  • Create email templates for each stage

Phase 3: Team Training (Day 4)

  • Walk recruiters through daily workflows
  • Train hiring managers on scorecards and feedback
  • Document internal processes and SLAs

Phase 4: Launch (Day 5+)

  • Post first jobs through the new system
  • Monitor adoption and gather feedback
  • Iterate on pipelines and templates

Migration Support

Casper ATS offers free migration assistance from spreadsheets, Workable, Greenhouse, Lever, and other platforms.

Book a demo for guided implementation or start your free trial.

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