Thinking of switching your current ATS or adopting a new one? Read through our quick guide to learn everything you need to consider

1. These critical questions will help you define
what you are looking for and why:
Things to consider
before switching your
ATS provider
● What’s frustrating your team about your existing ATS experience?
● Are there features on your wishlist that you don’t currently have
access to?
● What integrations are important to you?
● What level of local training and support do you need – now, and in
the future as your team grows?
● Are you happy with being locked in for a long-term auto renewal
contract that doesn’t auto-scale up or down with your staff
turnover, or would you prefer the flexibility of paying as you go
month to month?
● Are you prepared to commit to a static number of users, or would
you like flexible payment terms to flex down as well as up in times
of change?
● Is the provider you are considering clear on what’s involved in
migrating your data and setting you up for success?
● Have you spoken to any other agencies who have switched to that
provider to find out what the experience is really like on the other
side?
The ultimate guide to switching your ATS provider 4

2. Expectation management, realistic timeframes and total
transparency are so important when making a decision like this.
You don’t want to be promised big things and then be left reeling
when reality sets in.
A trusted ATS partner will be able to answer all of your questions,
provide details around each step of the process and clarity on exactly
what you will be getting when the transition is complete.
Keep reading to learn exactly what’s involved in making the switch.
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The ultimate guide to switching your ATS provider

3. The first step will be to define your internal project team to identify who
will be involved in the project delivery. This could include:
● A project sponsor (the key relationship manager)
● A project manager/lead (the key contact for the project)
● A super user (someone who advocates for your new ATS and
uses it regularly)
● System testers
Additionally, depending on your project, there may be other resources
required, like a website manager or representatives from your
marketing or IT teams.
Your new ATS provider will then provide an ‘external’ project team to
work with you to understand your business requirements and ensure
your solution is configured accordingly.
Your project team for success
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The ultimate guide to switching your ATS provider

4. If you choose JobAdder as your provider, you will be assigned a JobAdder
Implementation Consultant and a Data Analyst.
Your Implementation Consultant will be responsible for:
● Developing your project plan with key deliverables, dates and assignees
● Creating and maintaining query logs during the testing phase
● Providing updates around key milestones
● Providing hands-on guidance with your account configuration, and any
peripheral products or integrations
Your Data Analyst will be responsible for:
● Reviewing the quality of the data you provide
● Mapping that data to the JobAdder platform
● Migrating your data into the platform
● Quality checking that the data has been successfully migrated and is
ready to use
Your JobAdder team
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The ultimate guide to switching your ATS provider

5. What to expect
throughout the transition
Let’s take you step by step
through the switching process!
The ultimate guide to switching your ATS provider 8

6. 1 Project start!
No surprises here! As the name
suggests, this is the kickoff. Your
Implementation Consultant will set
up a call to run through your
project plan, requirements,
expectations and timeframe and
answer any initial questions you
may have.
Your Implementation Consultant will begin your
account configuration and implementation with
your admin user(s). You will be set up with a
project board – your go-to place to keep up to
date with progress, ask questions, share
documents and such. Naturally, the configuration
timeframe depends on the complexity and
quantity of your data, your system requirements,
additional products and integrations. See below
for further details.
2 Configuration
Your Implementation Consultant will guide you
through four key stages of transition:
The ultimate guide to switching your ATS provider 9

7. This stage overlaps with the Configuration stage,
with around four to eight review sessions (as many
as needed) taking place throughout the
configuration. Once configuration is complete, your
Implementation Consultant will also conduct
system, key integration and data integrity testing
with your super users and system testers.
Testing
3
The ultimate guide to switching your ATS provider 10

8. 4
Once testing has been completed and all queries signed
off, it’s time to enter the Go Live stage. Your
Implementation Consultant will hold a final session with
you and your project team to sign off on your project.
This session will cover a review of your project plan,
testing and fixes, and confirm the date for your final
import. We’ll also run your super users through how to
use JobAdder in line with your recruitment workflow and
any key products or integrations to ensure they are ready
to get the most of your new system.
The ultimate guide to switching your ATS provider 11
Go live!

9. Configuration phase typically takes four to six weeks to
complete, prior to beginning your testing phase. However, each
project is unique, and this timeframe can be affected by a
number of critical factors such as:
● Which system you are switching from and the format of
your data
● The quantity of data to be transferred – if you’ve been
with your existing ATS for a number of years, chances
are you’ve amassed a lot of data!
● Custom requirements such as cleansing or merging
● The date we receive a valid backup of data from your
legacy system
● The complexity of your desired configuration
Your Implementation Consultant will be able to provide a much
clearer time frame once your Data Analyst has received and
reviewed your data.
How long will the transition take?
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The ultimate guide to switching your ATS provider

10. Switching your ATS provider might feel like a big deal, but
when you’re armed with knowledge and work with a partner
that is transparent about the process throughout, it doesn’t
need to be stressful.
If you’re thinking about switching, why not give JobAdder a
call? Our friendly team of experts would be happy to walk you
through what that might look like for your company and how
we might help.
Or if you want to just cut to the chase, you can book a no-
obligation, free demo now:
Conclusion
13
The ultimate guide to switching your ATS provider
Request a demo

11. Dashboard
Customise to prioritise
what’s important.
About JobAdder
JobAdder is an innovative B2B, cloud-based SaaS
platform designed to help make recruiting more
efficient and joyful for everyone.
Already trusted by thousands of businesses
worldwide, JobAdder empowers both agency and
in-house recruiters to spend more of their time
delivering real human value to candidates and
hiring managers and less time on repetitive admin.
Backed by Australian employment marketplace,
SEEK, JobAdder operates globally, with
headquarters in Sydney, Australia, and staff on the
ground in the UK, USA, Canada and New Zealand.
If you would like to know more about
JobAdder, visit jobadder.com
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budget efficiently.
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See job status, review
resumes, conduct
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candidates
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use as part of your
recruitment process
Efficiencies
Design workflows,
create jobs, email
templates
14
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than 200 job boards
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12. Contact
Book a demo
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