In the ATS, the client list corresponds to the organization’s internal clients. To create them, go to the main menu on the left and click Companies > Client list.
Define the internal client structure
Before creating internal clients, it is important to consider the structure that will be used. This may be based, for example, on:
- departments or services;
- branches or plants;
- stores or service locations;
- a portfolio of external clients (in the case of staffing agencies).
The choice of structure has two major impacts:
- When opening a position, it must be linked to a client or operating site.
- The name of the client or operating site will be used in the reports and indicators (KPIs) generated by the ATS.
It is therefore essential to define a clear and consistent structure from the beginning to facilitate position management and data analysis later on.
Create a client or operating site
Go to Companies > Client list and click + Add a client. Please fill in the following fields:
- Contact name
Enter the name of the internal client or operating site. - Contact
Leave this field blank. - Phone number
Leave this field blank. - Email
Leave this field blank. - Language
Select the appropriate language: FR or EN. - Source
Leave this field blank, except in the case of a staffing agency. In this context, you can indicate the client source (e.g., LinkedIn, telephone prospecting, website, etc.).
Address section
At least one address must be added for each client/operating site.
- Start entering the address in the field provided for this purpose.
- Then select the Google Maps suggestion that appears in the drop-down menu.
This will automatically fill in all the address fields and make it easier to display positions, since they will be associated with a Google Maps address. - Click Add to complete the save.
👉 For a client or operating site with multiple addresses (e.g., a Finance department located in Montréal and Québec):
- In the client list, click the green pencil to access the details.
- Click the yellow “+” button located to the right of the address field (the primary address already configured).
- Add the additional address or addresses in the fields provided for this purpose. Save.
Add a manager to a client or operating site
An important reminder: if you add a manager through this module, they will not have access to the ATS and will not receive any notifications. The purpose of adding a manager to the client list is simply to make it easier for you to read the reports generated by the ATS: each hire will be linked to an internal client and to a manager who manages that department.
- In the client list, click the green pencil to access the details.
- Click the “See the managers” button located at the top right corner.
- Click “ + Add a manager to client”.
- Enter the required information. Save.