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.