PeopleMatter: Platform & Onboarding Administrator: Go Live (Checklist)

Branding

❐  Company Logo is uploaded.

❐  Primary Branding Color and Action Color are configured. 

Configure Branding

Jobs 

❐  Jobs are configured. 

Configure Jobs

Units/Locations

❐  Units are configured. 

❐  Jobs and units are marked as active using the Organizational Chart icon. 

Configure Units

Message Templates 

❐  Message Templates are turned on/off.

❐  Text of Message Templates meets your organization’s needs.

❐  Reply To email is set to meet your organization’s needs.

Edit Message Templates

❐  User Roles are understood.

❐  Administrative Users are manually added. 

User Roles

Add Team Member

Application Questions

❐  Default application sections, questions, or acknowledgements are turned on/off.
❐  Custom application sections, questions, or acknowledgements are added.

Job Application - Default

Job Application - Custom

Availabilities

❐  Days open are configured. 

❐  Shifts are configured. 

Configure Availabilities

Mark Jobs as Accepting Applications & Post Jobs to Indeed

This can be managed from each job or from each location. 

❐  Jobs are Accepting Applications using checkboxes under “Megaphone” icon.
      This will post your jobs to your organization’s unique job application URL, your 

      organization’s Careers Site (if applicable), and Snag.

❐  Jobs are posted to Indeed using checkboxes under “I with Arrow” icon.

Mark Jobs as Accepting Applications

Job Application URL

Indeed:   Integration to Indeed is free. 

❐  Check to post jobs to Indeed. 

Indeed

Assessments

❐  Assessments are assigned to jobs, if applicable. 

Configure Assessments 

Applicant Removal

❐  Applicant/candidate auto-removal settings are configured, if applicable.

Set Up Auto Removal

New Hire Data

❐  New hire data collection fields are enabled, if applicable. 

Enable New Hire Data 

Disposition Status

❐  Disposition statuses to track applicants/candidates are configured, if applicable.

Configure Disposition

      Statuses

Careers Site (Optional)

❐  Create your organization’s Careers Site.

❐  Update your company’s website with a link to your Careers Site, if applicable.

Careers Site

Additional Job Boards (Optional)

❐   Jobs are posted to CareerBuilder; requires CareerBuilder account.

❐   Jobs are posted to Monster; requires Monster account.

CareerBuilder

Monster

PeopleMatter Mobile App

❐  Mobile App Permissions are turned on.

Mobile App Permissions