How to use this guide
Work through the four parts in order. Each page is a standalone walkthrough you can follow with Spott open in another tab, and ends with a short checklist so you can confirm you have actually done it.This guide is deliberately self-contained. Wherever a topic goes deeper than onboarding
needs, you will find a link into the full documentation, which you can come
back to at any time.
1
Set up your account and get your data in
Sign in, configure your personal settings, set up the workspace, and migrate your
candidates.
2
Get to know the core features
Candidates, jobs, companies, and placements: the records your desk runs on.
3
Get to know the core tools
Notes, tasks, inbox, calendar, dashboard, and reporting.
4
Learn the best practices
The handful of habits that make everything else work, plus how to reach us.
1. Set up your account and get your data in
Set up Spott
Your own account first, then the workspace settings if you are an admin.
Bring your data in
Candidates, clients, and jobs, yourself or through a managed migration.
Billing and credits
Seats, credits, and topping up.
2. Get to know the core features
Navigate through each of these pages to learn the essentials of the Spott platform, on both the ATS and the CRM side.Manage candidates
Every route into your database, then work a candidate record end to end.
Manage jobs
Create a job and run its pipeline.
Manage clients
Companies, contacts, and business development.
Record and track placements
Close the loop when someone gets hired.
3. Get to know the core tools
Navigate through each of these pages to get to know the essential tools in Spott, and how to make best use of them.Home dashboard
Your day at a glance, with targets.
Inbox and calendar
Email and meetings, in one place.
Tasks and notes
Capture what happened, and never drop a follow-up.
Reporting
Build the reports your team runs on.
4. Best practices and support
Best practices
Four habits that make Spott work for you.
Troubleshooting
Fix the problems that come up most, grouped by what you are seeing.
FAQ
The questions we get asked most during onboarding.
Getting support
Where to find answers, and how to reach the team.