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How To Transition From Spreadsheets To An ATS [8 Quick Steps]

Embrace the future of recruitment by transitioning from outdated spreadsheets to advanced hiring software, proven to reduce time-to-hire by up to 27% and cost-per-hire by up to 20%.

By Shailza

19 Mar 2023 · 3 min read

Table of Contents
How To Transition From Spreadsheets To An ATS [8 Quick Steps]

Here we’ll provide a step-by-step guide to help you transition from outdated methods of the job posting to state-of-the-art hiring software while maintaining a focus on professionalism and actionable insights. 

With this guide, you’ll be well on your way to unlocking your recruitment potential and optimising your hiring process.

In fact, here's a useful article about GoHire vs Spreadsheets & Email with 8 key benefits.

Let's get to it...

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Step 1: Assess Your Current Recruitment Process

Before embarking on this transformational journey, take a moment to reflect on your current recruitment process. 

Create a list of the challenges and inefficiencies you face while using spreadsheets and email for hiring. 

Be honest with yourself – is your process outdated and cumbersome?

Recognising these shortcomings will help you identify the features you need in hiring software, ensuring a smooth transition and empowering you to become the recruitment superhero you were destined to be.

Step 2: Research and Choose the Right Hiring Software

Venturing into the world of hiring software is like stepping into a candy store; there’s a wide range of options, each with unique features and benefits. 

Research different platforms and identify the one that best aligns with your needs. 

Satisfy your appetite for efficiency by considering factors such as user experience, integration capabilities, and the availability of an Applicant Tracking System (ATS). 

Read reviews, request demos, and savour the sweet taste of success by choosing the perfect software for your recruitment needs.

Step 3: Migrate Your Data

After selecting your shiny new hiring software, it’s time to migrate your data. 

Many platforms offer data migration support and can help you transfer your existing candidate information, job postings, and historical records from your spreadsheets and email to the new system. 

Think of it as moving into an innovative, organised digital home where all your recruitment data can coexist harmoniously. 

Be prepared to invest time in this process to ensure a seamless transition and a perfect digital abode for your recruitment efforts.

Step 4: Train Your Team

A new system can be both exciting and intimidating for some team members. 

Just like learning a new dance, it’s essential to familiarise your team with the steps and rhythm of your new hiring software. 

Schedule training sessions to help your team waltz through the platform gracefully and confidently. 

Many software providers offer training materials and support, so use these resources to ensure your team’s dance card is successful.

Step 5: Optimise Your Recruitment Workflow

With your new hiring software in place, it’s time to unleash its full potential and optimise your recruitment workflow. 

Leverage the features of your chosen platform to streamline communication, automate repetitive tasks, and easily track candidates through the hiring process. 

Think of your software as a master conductor, orchestrating a symphony of efficiency and productivity. 

The more you embrace the software’s capabilities, the more harmonious and effective your recruitment process will become.

Step 6: Continuously Monitor and Adjust

As with any grand adventure, it’s essential to continuously monitor your progress and make adjustments as needed. 

Keep a watchful eye on key performance indicators (KPIs) such as time-to-hire, cost-per-hire, and candidate experience to ensure your new hiring software delivers the desired results. 

Don’t be afraid to tinker with the gears and consult your software provider or seek additional resources to fine-tune your recruitment process. 

You’ll create a well-oiled machine that attracts top talent and drives your organisation’s success.

Step 7: Celebrate Your Success and Share Your Story

Once you’ve successfully transitioned to your new hiring software and optimised your recruitment process, it’s time to celebrate your accomplishments.

Recognise your team members’ hard work and dedication, and share your success stories. 

Celebrating your achievements will create a positive atmosphere that motivates your team and fosters continuous improvement.

Step 8: Stay Informed and Keep Evolving

The world of recruitment is constantly changing, and staying ahead of the curve is vital for success. 

Keep an eye on industry trends, attend webinars, and participate in online forums to stay informed about the latest advancements in hiring software and recruitment best practices. 

Embrace the spirit of continuous learning and adapt your strategies to stay competitive in the ever-evolving talent acquisition landscape.

Let's wrap up how to transition from spreadsheets to an ATS...

Transitioning from spreadsheets and email to hiring software may initially seem challenging. 

Still, with the right guidance and a proactive mindset, you can confidently master the shift and enhance your recruitment process. 

This comprehensive step-by-step guide will lead you towards a more efficient, streamlined, and data-driven approach to talent acquisition. 

Embrace the future of recruitment and prepare to attract top talent more effectively, fueling your organisation’s success and driving it towards new heights.

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Spreadsheets to ATS Common FAQs

Why should I consider transitioning from spreadsheets to an ATS?

Good question! Spreadsheets might feel familiar, but they are not designed for handling the intricate dance of the hiring process. An ATS, or Applicant Tracking System, brings in a certain rhythm to your recruitment process. It handles everything from job postings to candidate tracking with ease. Plus, it's more efficient and less prone to human error. It's like trading in your bicycle for a sports car!

Isn't the transition from spreadsheets to an ATS going to be a hassle?

A well-planned transition can be as smooth as a hot knife through butter. An intuitive ATS like GoHire can make the process even more straightforward. Think of it as learning a new recipe – might seem daunting at first, but once you've got the hang of it, you're cooking on gas!

How long will it take for my team to get used to an ATS?

Well, every team is different, but a user-friendly ATS like GoHire is designed to be intuitive and easy to pick up. Plus, with training resources and support, your team will be ATS pros faster than you can say "applicant tracking system".

What about the data on my spreadsheets? Will it be lost?

Fear not, dear reader! Most ATS platforms provide an option to import data from your spreadsheets. So, rest easy knowing your carefully compiled data will find a new home in your ATS, ready for you to pick up where you left off.

How will transitioning to an ATS affect my current hiring process?

It'll be like slipping into a new pair of well-fitted shoes. An ATS streamlines and automates many aspects of the hiring process, making it more efficient and consistent. It means you can focus more on the human aspect of hiring – engaging with candidates and finding the right fit for your organisation.

Isn't an ATS just an added cost for my organisation?

On the surface, it might seem so. But consider this – the efficiency and time savings an ATS brings can significantly reduce your cost per hire. Plus, platforms like GoHire offer various pricing plans, so you're bound to find one that suits your budget. It's an investment that's well worth it, like swapping a candle for a lighthouse.

By Shailza

19 Mar 2023 · 3 min read


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