ATS Evaluation and Selection (Onboarding)
A checklist with 7 steps: Map the client's hiring workflow before comparing any platform.
By InnovaAI ResearchPublished
What are the steps?
ATS Evaluation and Selection (Onboarding)
- 01
Map the client's hiring workflow before comparing any platform
Document the stages from job requisition to offer acceptance, including who touches each step. A tool that fits the workflow beats one with more features.
- 02
Define must-have integrations against the client's existing stack
List the job boards, HRIS, calendar, and email systems the ATS must connect to. GoHire, for example, advertises integration with 15+ job boards, but verify each against the client's actual posting destinations.
- 03
Score candidate screening and AI features on the client's real job types
Run sample job descriptions through each candidate tool to test ranking quality. AI-assisted screening varies widely; a tool that excels at technical roles may fail on hourly or clinical positions.
- 04
Check white-label and resale terms if the agency plans to offer the ATS to clients
Some platforms, like GoHire, support full white-labeling, which lets an agency package hiring software as its own productized offer. Others, such as Top Echelon, are built for internal agency use only.
- 05
Estimate total cost per hire, not just the monthly subscription
Include per-job posting fees, per-seat charges, and any costs for premium support or additional modules. A $99 per month plan can still carry hidden costs that change the per-hire economics.
- 06
Run a two-week pilot with a live job posting before committing
Use a real open role to test posting distribution, candidate flow, and scheduling. A pilot reveals usability gaps that vendor demos rarely surface.
- 07
Document the decision criteria and scores for the client's records
Create a comparison matrix with weighted scores for workflow fit, integrations, AI quality, white-label options, and cost. This gives the client a defensible rationale and a baseline for future re-evaluation.