Attia for small teams

Overview⁠

This guide is for owners and admins at small companies: a founder hiring the first employees, a small agency, or one recruiter who covers every role. It covers how to set up the workspace and which features to use first.

Each section links to the article with the detail. How to use Attia lists the other guides.

Set up your workspace⁠

Choose a plan⁠

The Free plan gives you one team, up to 20 members and 100 applications that are not archived. Basic raises that to five teams and 2,500 applications.

On Free, every member who is not a guest counts as a workspace admin. Where this guide says "admin", that means every member of a Free workspace.

Consider the Business plan when you need one of these:

• Private teams, for hiring that only a few people should see.
• Sub-teams, one level below a team.
• Guest accounts, for an interviewer or advisor who should reach only the teams you add them to.
• Insights, which charts the records in a list.
• Rules that put an SLA on applications automatically.
• Team leads you appoint and team permissions you can change. See Team owners.

Start with one team⁠

A new workspace comes with one team, and the person who created the workspace is its lead. For a small company that team is enough, and on Free it is the only one you get. Teams covers what a team owns.

Workspace admins can always send invitations, by email or as an invite link. Members can send them by email when New user invitations on Settings → Security is set to All members. A member invites with the Member role, into teams they may add people to, and invites a guest only into a team they own. Only an admin invites an admin. See Invite members.

Once people have joined, send them Joining your team.

Set up how the team works⁠

The defaults are enough to take the first application. Change them when your process differs.

• Application statuses are the steps an application moves through. Each team has its own set, on the team's Application statuses settings page.
• Application labels tag applications. A label belongs to the workspace or to one team.
• Application review is the team's score for an application. A new team starts on Not in use. Pick a scale under Application review on the team's General settings page.
• Job templates hold the setup for a role you hire for more than once.
• Job status covers the statuses a job moves through. One set applies to the whole workspace, and only a workspace admin can add a status to it.

A team's Access and permissions page decides who can change the team's settings, labels and templates. A guest never passes a team permission. Changing those permissions needs the Business plan, and Team owners explains what applies below it.

Hire⁠

Start with a job⁠

Every application belongs to one job, so the job comes first. Create one job per role. Only the title is required, and the rest can wait until you know more.

A job carries a status, a priority, a start date and a target date, and it can have one lead. Working with jobs explains how to create a job and who can.

We recommend that a small team starts hiring right away and leaves sub-teams and permissions for later. Add them when one team stops being enough.

Work the applications⁠

Applications arrive when a candidate applies through your career site. Applications can also be added by hand with Add application on the job's Applications tab, up to 200 at a time. Create applications explains who can add one.

A way of working that fits a small team:

• Keep every role as a job in your one team.
• Give each application an assignee, so it is clear who answers the candidate. See Assigning applications.
• Let each person follow their own work in My Applications and the Inbox.
• Save the filters you use every day as a view. See Custom views.

Give each job a lead and a brief⁠

A job can have one lead. Pick the person closest to the role. It does not have to be the team's lead.

• The job page holds the description candidates read and the job's properties.
• Documents hold the writing around a role, such as a hiring brief or an interview guide. Attach a document to the job to keep it with the role. The article explains who can read it.
• Job updates tell everyone else how the role is going.

Follow progress⁠

Updates⁠

A job update carries a health, On track, At risk or Off track, and your text. Updates live on the job's Activity tab. Job updates explains who can post one.

Statuses and the job graph⁠

A job moves through the workspace's job statuses as the hiring progresses. See Job status.

The job graph plots a job's applications day by day: how many it has received, how many are started and how many are processed.

Custom views⁠

A custom view saves a set of filters and display settings under a name. Keep it personal, or share it with the workspace or a team.