HireNix ATS Documentation

Master User Manual

HireNix ATS

Comprehensive Administrator & Operator Manual

Version 5.0 | Complete Master Edition

Master Table of Contents

Part 1: Foundational & Intake Modules
  1. Introduction to HireNix ATS ................ Page 3
  2. Dashboard Overview ........................ Page 4
  3. Job Requisitions & Approvals ............ Page 5
  4. Top Management & Public Approval .... Page 6
  5. Job Openings & Marketing .............. Page 7
  6. Public Job Application Page .......... Page 8
  7. Separated Employee Data & Records .... Page 9
  8. Candidates Database & AI Parser ........ Page 10
  9. Candidate Status & Process Timeline .... Page 11
  10. Shortlist Management ................ Page 12
Part 2: Evaluation, Hiring & Admin Settings
  1. Online Assessment & Proctoring ........ Page 13
  2. Candidate Live Chat & AI Bot .......... Page 14
  3. Interview Scheduling Hub ............. Page 15
  4. Calendar Integrations Hub ............ Page 16
  5. Interview Evaluations & Scorecards ... Page 17
  6. Offers & Onboarding Hub .............. Page 18
  7. Candidate Public Offer Portal ........ Page 19
  8. Analytics & Reporting Suite ........... Page 20
  9. AI & Automation Control Center ..... Page 21
  10. Compliance & Data Privacy ........... Page 22
  11. Roles & Permissions Management .... Page 23
  12. Billing & Payment Settings ......... Page 24
  13. System Settings & Organization Setup .. Page 25
  14. Live Admin Support Assistant ............ Page 26

Introduction to HireNix ATS

Welcome to HireNix ATS! This manual is designed to take a new user from their very first login to becoming a platform power-user. We walk through every single module on the left-hand navigation menu sequentially, detailing the purpose of the module, the configurations (presets) required to use it, interactive modal popups, and the exact step-by-step workflow to master it.

How to read this manual Each section corresponds directly to an item on your Left Sidebar menu. Look for the Setup & Presets box in each module to ensure your platform is configured before you start clicking!
⚙️ Core Platform Architecture HireNix ATS integrates AI resume parsing, candidate match scoring, anti-cheating proctoring exam gates, 2-way calendar sync, 50+ letterhead theme offer builders, candidate digital e-signature portals, 14-role RBAC matrices, and 5-tier organizational hierarchies into one unified workspace.

Dashboard Overview

Analytics & Navigation

Purpose: Your daily command center providing real-time metrics and system analytics. It gives a bird's-eye view of recruitment health, active jobs, candidate pipelines, and pending onboarding tasks.

⚙️ Presets & Settings The dashboard automatically respects your Roles & Permissions. An Administrator sees company-wide metrics, while a Hiring Manager sees data relevant to their assigned jobs.

Dashboard Interface:

Admin Dashboard Overview UI

Workflow & Features:

  1. Quick Action Buttons: Jump directly into active tasks by clicking 'Post a Job', 'View Candidates', or 'Schedule Interview'.
  2. Real-Time KPI Cards: Review metric counters ('Job Requisitions', 'Total Job Posts', 'New Applicants Today', 'Upcoming Interviews').
  3. AI Insights & Analytics: Monitor automated pipeline alerts, 'Hiring Funnel' bar chart, and 'Time-to-Fill Trend' velocity chart.
🔄 Workflow Continuity From the Dashboard, navigate to Job Requisitions to plan a new hire, or directly to Candidates to review daily applicants.

Job Requisitions

Planning Phase

Purpose: Manage all internal requests for new headcount, customize requisition forms, dynamic Requisition ID building, and track multi-tier approval progress through management and HR.

⚙️ Presets & Settings Requires Requisition Templates in Settings > Job Requisition Builder and 5-tier structure in Organization Setup.

Requisitions Interface:

Job Requisitions UI

Workflow & Features:

  1. Create Request: Click 'Create New Requisition', fill target details, budget, headcount, and click 'Save Draft' or 'Send For Approval'.
  2. Approval Progress Modal: Click 'Progress' to view real-time approver timestamps, feedback notes, and hierarchical sign-off status.
  3. Public Requisition Approval Portal: External approvers receive email token links (`/public/requisition-approval/[token]`) to review budget terms and click 'Approve' or 'Reject' without logging in.
🔄 Workflow Continuity Once a requisition is approved by management, the data flows directly into the Job Openings module where it can be published to job boards.

Top Management Approval Portal

External Phase

Purpose: A secure, tokenized external web portal allowing C-level executives and departmental directors to review candidate profiles and approve job offers and requisitions without an ATS account.

Portal Interface:

Management Approval Portal UI

Workflow & Features:

  1. Secure Token Access: Approver opens secure token link sent to executive email (`/public/requisition-approval/[token]`).
  2. Review Context: Inspect candidate contact info, salary offer, resume snippet, justification, and past interview scorecard ratings.
  3. One-Click Decision: Click 'Approve Candidate / Requisition' or 'Reject' with mandatory feedback to instantly update the ATS database.

Job Openings & Marketing

Marketing Phase

Purpose: Central hub to create active job ads, configure custom interview rounds, AI job description generation, and publish referral links across 12+ social platforms.

Job Openings Interface:

Job Openings List UI

Workflow & Features:

  1. Convert Requisition: Click 'Create New Job Post' on HR-approved requisitions to auto-populate job drafts.
  2. Social Sharing: Click 'Share' on any active card to generate tracked referral links (LinkedIn, WhatsApp, Slack, etc.).
  3. 5-Tab Job Dashboard: Manage Application Intake, Details, Interviews, Analytics, and Job Expense spend.
🔄 Workflow Continuity Published jobs automatically populate the Application Intake, channeling all new applicants into the Candidates database.

Public Job Application Page

Candidate Phase

Purpose: The responsive external job landing page where prospective candidates review role descriptions, qualifications, and submit applications.

Public Apply Interface:

Public Job Posting UI

Workflow & Features:

  1. Role Landing: Candidate reviews company perks, responsibilities, compensation range, and work type.
  2. Submit Application: Candidate fills contact fields, drags-and-drops Resume (PDF/DOCX), and submits. Data auto-syncs to ATS.

Separated Employee Data & Records

Employee Records & Offboarding

Purpose: Dedicated repository for managing past and offboarded organizational staff, recording departure reasons, tracking departmental clearances, archiving exit interview surveys, and managing rehire eligibility flags.

⚙️ Presets & Rehire Duplicate Screening When any candidate applies for a job, the ATS automatically cross-references National ID / Email against the Separated Employee database and alerts recruiters if a previous employee reapplies.

Workflow & Features:

  1. Separation Records & Reasons: Record and categorize departures (Resignation, Termination, Retirement, Contract Completion, Mutual Separation) with official exit dates and tenure calculations.
  2. Clearance & Asset Handover: Track sign-offs across IT equipment recovery, security badge deactivation, finance dues clearance, and HR paperwork completion.
  3. Rehire Eligibility Status: Set rehire status ('Eligible for Rehire', 'Ineligible', or 'Conditional Approval') with mandatory documentation notes.
  4. Exit Survey & Retention Analytics: Review structured exit interview ratings, feedback reasons, and department retention statistics to identify organizational turnover trends.
🔄 Workflow Continuity Provides HR teams with a permanent audit trail and prevents accidental re-hiring of non-eligible personnel while fast-tracking boomerang high-performers.

Candidates Database

Sourcing Phase

Purpose: Master applicant database offering screening filters, Sci-Fi bulk AI resume parsing, custom skill weight scoring, blind screening, and candidate profile dashboards.

Candidates List Interface:

Candidates List UI

Workflow & Features:

  1. Sci-Fi Bulk Resume Parsing Engine: Select multiple applicants and trigger 'Resume Parsing' to launch the animated multi-phase parser (File Stream Reading → Skill & Experience Extraction → Score Calculation → Finalization).
  2. JD Match Breakdown & Custom Skill Criteria: Inspect overall match scores (0-100) alongside individual skill weight percentages (e.g., React 25%, Node 25%, System Design 25%, Communication 25%). Click 'Parse Again' to re-evaluate with updated criteria.
  3. Blind Screening Mode: Toggle 'Blind Screening' to automatically mask candidate names, photos, gender, and universities to eliminate hiring bias.
  4. 6-Tab Profile Dashboard: Click 'View Profile' to inspect Overview, Resume Preview, Interview Reviews, Schedule, Exam Proctoring Results, and Stage Action History.
🔄 Workflow Continuity After sourcing and reviewing resumes, qualified individuals are moved to the Shortlist for Hiring Manager review or sent an Online Assessment.

Candidate Status, Funnel & Process Flow Timeline

Assessment & Funnel Phase

Purpose: 3D visual hiring funnel with full-screen stage action popups, dual view switcher (Table vs Cards), and the real-time Process Flow Timeline & Stage Bottleneck Chart.

Pipeline Funnel Interface:

Pipeline Funnel UI

Workflow & Features:

  1. Process Flow Timeline & Stage Analytics: Inspect the integrated timeline chart showing live recruitment stages from Requisition to Hire. Switch between Timeline View (visual stage milestones with candidate count pills), Gantt / Chart View (duration vs SLA targets), and Detailed Table View (Start/End criteria, average duration with Days / Hours metric toggle).
  2. 3D Interactive Funnel & Stage Modals: Click any 3D hiring funnel cylinder layer or summary card to launch full-screen stage candidate management modals with search and bulk actions.
  3. Direct Stage Action Buttons: Advance candidates seamlessly by clicking 'Call for Interview', 'Offer & Onboarding', 'Parse Resume', or 'Create Shortlist' directly from stage cards.
  4. Dual View Modes: Toggle between Table View (displaying round-matched online exam scores, AI match %, and recruiter notes) and Cards View (visual candidate cards with quick action pills).
🔄 Workflow Continuity Moving a candidate to the 'Offer' column transitions the workflow into the Offer & Onboarding module.

Shortlist Management

Screening Phase

Purpose: Curate candidate folders per interview round, score against round criteria, and enforce multi-round progression logic.

⚙️ Multi-Round Progression Rule For Round 2+ shortlists, the system automatically filters candidates who were marked "Sent to Next Round (after Round 1)" by interviewers in Candidate Details.

Workflow & Features:

  1. Make Shortlist Builder: Click 'Make Shortlist', select job, select target round, set match score sliders, and filter by gender.
  2. Bulk Addition: Click 'Add All Filtered Candidates To Shortlist' for one-click candidate folder creation.
  3. Curated Review: Hiring Managers click the eye icon to launch the curated shortlist review modal.
🔄 Workflow Continuity Candidates approved from the Shortlist proceed to Online Assessment or straight to Interview Scheduling.

Online Assessment Results & Proctoring Gateway

Assessment Phase

Purpose: Admin exam results dashboard with question breakdown & secured anti-cheating proctoring candidate exam portal.

Admin Exam Participant Interface:

Exam Participant Details UI

Workflow & Features:

  1. Anti-Cheating Proctoring Gateway: Candidates take exams within a secured portal enforcing mandatory fullscreen, active tab/window blur strike tracking, dynamic candidate email watermarking, and auto-submit on excessive violations.
  2. Round-Matched Exam Scores: View candidate online assessment scores mapped automatically to corresponding interview rounds with pass/fail indicators.
  3. Question-by-Question Diagnostic Modal: Click any participant to review detailed candidate answers, correct solutions, time spent per question, and security strike logs.
🔄 Workflow Continuity Passing scores validate the candidate's skills, advancing them to Interview Scheduling.

Candidate Live Chat & AI Assistant

Communication

Purpose: Real-time WebSocket candidate-recruiter messaging portal with automated AI assistant responses.

Chat Interface:

Candidate Live Chat Interface

Workflow & Features:

  1. Real-Time Candidate Messaging: Two-way WebSocket chat portal between recruiter and candidate with message delivery timestamps, read status, and file attachments.
  2. AI Auto-Pilot Bot: Enable AI auto-reply to automatically answer candidate questions regarding interview details, company perks, and job requirements using grounded ATS context.

Interview Scheduling Hub

Evaluation Phase

Purpose: Calendar scheduling hub supporting Single Candidate scheduling, Automated Bulk scheduling, and Created Schedules management.

Bulk Scheduling Interface:

Automated Bulk Scheduling Interface

Workflow & Features:

  1. Single Candidate Scheduling: Select candidate, target round, and panel. Panel Availability Calendar View resolves slot conflicts.
  2. Automated Bulk Scheduling: Select candidates by AI match % threshold, shortlist, or manual list. Set date range & buffer intervals. AI auto-assigns non-conflicting time slots & sends Zoom/Teams links.
  3. Created Schedules Table: Filter, edit, or bulk delete active interview schedules.
🔄 Workflow Continuity Once the interview concludes, interviewers are prompted to submit their feedback in Interview Evaluations.

Calendar Integrations Hub

Integration & Sync

Purpose: Real-time 2-way corporate calendar integration supporting Google Calendar, Microsoft Outlook / Office 365, Apple iCal, and CalDAV servers.

⚙️ Presets & Settings Requires OAuth API tokens configured in Calendar Integrations > Provider Setup.

Workflow & Features:

  1. Connect Provider: Click 'Connect Google Calendar' or 'Connect Outlook' to authorize 2-way scheduling sync.
  2. Working Hours & Buffer Time: Define panel working hours (e.g., 9:00 AM - 5:00 PM) and mandatory buffer intervals between interviews (e.g., 15 mins).
  3. Automated Conflict Detection: System automatically queries interviewer calendars live to hide busy slots when scheduling.
🔄 Workflow Continuity Connected calendars automatically feed availability into the Interview Scheduling Hub for seamless 1-click panel booking.

Interview Evaluations & Scorecards

Evaluation Phase

Purpose: Standardized scorecard templates, objective 1-4 competency ratings, and structured evaluation collection.

Scorecard Form Interface:

Interview Evaluations UI

Workflow & Features:

  1. Printable Form Preview: Click 'View' on scorecard templates to inspect Core/Functional competencies, 1-4 rating scales, and recommendation fields.
  2. Dynamic Scorecard Builder: Create or edit scorecard templates and publish to active job interview rounds.
🔄 Workflow Continuity The aggregated evaluation scores inform your decision to advance or reject the applicant in the Candidate Status board.

Offers & Onboarding Hub

Hiring Phase

Purpose: Digital offer letters with 50+ themes, executive approval workflows, structured compensation breakdown, onboarding checklists, and HRIS API exports.

Offers Interface:

Offers UI

Workflow & Features:

  1. Generate Job Offer: Input offered salary breakdown (Base, Bonus, Equity, Benefits), joining date, template theme (50+ options), and route for executive token approval.
  2. Candidate Digital Offer Page: Candidate receives secure link (`/offer/[id]`) to review full offer, sign digitally, accept, decline, or submit counter-terms.
  3. Onboarding Checklist & HRIS Export: Track IT setup & welcome kit tasks; push hired records to HRIS API.
🔄 Workflow Continuity A signed offer completes the recruitment cycle. The new hire's metrics update your Analytics & Reporting suite.

Candidate Public Offer Portal & Digital Signature

Candidate Onboarding

Purpose: An interactive, candidate-facing offer acceptance portal (`/offer/[id]`) enabling candidates to inspect company letterhead terms, view detailed compensation breakdowns, execute digital e-signatures, accept/decline, or request counter-proposals.

⚙️ Presets & Security Verification Access is secured via candidate-specific encrypted URL tokens. Dynamic watermarks and tamper-evident digital signing certificates protect document integrity.

Workflow & Features:

  1. Interactive Letterhead Preview: Candidate reviews company branding, position duties, reporting hierarchy, joining date, and detailed compensation package.
  2. Digital E-Signature Canvas: Candidates can draw their live signature using touch/mouse or type their name with automated cryptographic timestamp stamping.
  3. 1-Click Decision Workflow: Candidate chooses 'Accept Offer' (auto-locks offer, generates signed PDF, triggers onboarding checklist), 'Decline Offer' (prompts structured feedback reason), or 'Request Counter-Offer' (submits notes back to recruiter).
  4. Instant Certificate PDF Download: Both recruiter and candidate receive verifiable PDF copies with digital seal certificates.
🔄 Workflow Continuity Accepted offers automatically transition candidate state to 'Hired' in the Candidate Pipeline and notify the hiring team.

Analytics & Reporting Suite

Management Phase

Purpose: Data visualization suite analyzing recruitment bottlenecks, velocity metrics, DEI demographics, EEO compliance, and source ROI.

Analytics Interface:

Analytics Dashboard UI

Workflow & Features:

  1. Executive KPIs & Red Alerts: Review Time-to-Fill and Cost-per-Hire. Stages exceeding 10 days display Red Alert Bottleneck Flags.
  2. EEO 4/5ths Rule Audit: Run Adverse Impact Analysis across demographics and export compliance audit reports.
  3. Source ROI & Conversion Velocity: Track applicant conversion rates from LinkedIn, Careers Page, Referrals, and Job Boards.

AI & Automation Control Center

AI Engine Settings

Purpose: Central configuration hub for AI resume parsing, candidate match scoring model parameters, JD generator, and automated workflow triggers.

Workflow & Features:

  1. AI Resume Parser Sensitivity: Adjust weightings for skill match vs experience years vs education degree relevance.
  2. Automated Trigger Triggers: Configure auto-shortlisting for candidates scoring above 85% and auto-rejection for candidates under threshold.
  3. AI Bias Prevention Filters: Enforce blind screening rules and monitor AI recommendations for demographic neutrality.

Compliance & Data Privacy

Governance Phase

Purpose: Enterprise compliance control panel for GDPR candidate right-to-be-forgotten requests, system audit logging, and background check integrations.

Workflow & Features:

  1. Right to be Forgotten: Search candidate names in Compliance and click 'Execute Right to be Forgotten' to permanently scrub PII data.
  2. System Audit Logging: Review immutable activity logs tracking user logins, candidate exports, role updates, and salary viewing.
  3. Background Check Vendor Integration: Track automated candidate background screening status (Checkr, Sterling, HireRight).

Roles & Permissions Management

Security & RBAC

Purpose: Multi-tenant Role-Based Access Control (RBAC) engine supporting 14 predefined system roles and granular permission matrix customization.

⚙️ Presets & Settings Predefined roles include: Administrator, Recruiter, Hiring Manager, Job Approver, Requisitions Manager, Interviewer, Interview Manager, Top Management, HR Specialist, Sourcing Specialist, Billing Admin, Agency Partner, IT Manager, and Setup Specialist.

Workflow & Features:

  1. Permission Matrix Configuration: Toggle granular access permissions for Job Creation, Candidate Access, Salary Details, Evaluation View, and System Settings per role.
  2. Custom Role Creation: Click 'Add Custom Role', specify role title and description, select permission checkboxes, and save.
  3. User Role Assignment: Assign one or multiple system roles to active staff members with real-time permission synchronization.

Billing & Subscription Management

Admin Finance

Purpose: Account subscription plan management, active seat metrics, AI credit usage tracking, payment methods, and invoice downloads.

Billing Interface:

Billing UI

Workflow & Features:

  1. Plan Tier Upgrade: Select between Starter, Growth, and Enterprise subscription tiers with live feature comparison.
  2. Payment Gateway: Pay monthly or annual subscription invoices securely via credit card or payment gateway integration.
  3. Invoice History: Download official VAT/tax receipts and payment invoices for accounting audit compliance.

System Settings & Organization Setup

Admin Settings

Purpose: 5-tier organizational structure with Excel bulk import/export, Job Requisition ID Builder, Offer Letter Builder (50+ themes), and SMTP setup.

Organization Setup Interface:

Organization Setup UI

Workflow & Features:

  1. 5-Tier Hierarchy Excel Import: Download `.xlsx` template, populate 5 hierarchy levels offline, and bulk import instantly.
  2. Offer Letter Builder (50+ Themes): Accordion panels, 50+ letterhead themes, dynamic merge tags (`{{candidate_name}}`), salary breakdown tables, and live preview.
  3. SMTP Server Setup: Configure corporate mail server to dispatch system notifications and offer letters.

Live Admin Support Assistant & Technical Diagnostics

In-App Support

Purpose: An intelligent, floating in-app support assistant available across all Admin workspace screens, providing instant AI troubleshooting, client diagnostic telemetry sharing, attachment uploads, and 1-click human ticket escalation.

⚙️ Presets & Privacy Protections The support assistant automatically redacts sensitive authorization tokens, passwords, and API keys before sending diagnostic context. Available 24/7 on all Admin screens.

Workflow & Features:

  1. Floating Support Trigger: Click the floating 'Get Support' / 'HireNix AI Assistant' badge at the bottom-right corner of any admin screen or click 'Help' in the header bar to open the support dialog.
  2. Automated Client Diagnostics: The assistant automatically captures safe client telemetry (Current Route, OS, Browser, Screen Resolution, Tenant Subscription Tier, and recent client error logs) to diagnose issues immediately.
  3. Attachment & Screen Recording Uploads: Upload screenshots or recorded `.webm` screen videos directly within the chat to demonstrate technical glitches to the support system.
  4. Instant Human Agent Escalation: When asking complex questions, billing inquiries, or clicking 'Talk to a Human Rep', the session is instantly escalated to Superadmin Live Agents with real-time WebSocket notifications.
🔄 Workflow Continuity Admins can continue their daily recruitment tasks while the Support Assistant notifies them instantly via audio chime and desktop notification when a Support Specialist responds.