Auto Numbering Setup - Dynamics ATS User Guide

1. Getting Started
- 1.1. Index
2. Candidates
- 2.1. Create a Candidate Profile
- 2.2. Create Multiple Candidate Profiles
  - 2.2.1. Create Multiple Candidate Profiles from Spreadsheet
  - 2.2.2. Import/Parse From Folder
- 2.3. Update Candidates’ Information
- 2.4. Duplicated Candidates’ Profiles
- 2.5. Candidates’ Information
- 2.6. Send a Message to a Partner Portal User
  - 2.6.1. Send a Message with Contact File to a Partner Portal User
  - 2.6.2. Send a Message with Application File to a Partner Portal User
- 2.7. Send a Message to a Candidate Portal User
  - 2.7.1. Send a File to a Candidate Portal User
- 2.8. Send an Email to a Candidate
3. Opportunities (or Jobs)
- 3.1. Creating Jobs
  - 3.1.1. Create a Job Description with AI
    - 3.1.1.1. Create a Job Description from a Template
    - 3.1.1.2. Create a Job Description from a Document
  - 3.1.2. Create interviews questions
- 3.2. Share an Opportunity
- 3.3. View Applications for an Opportunity or Job
  - 3.3.1. View Applications in Kanban View
  - 3.3.2. AI-Generated Applicant Evaluation Summary
- 3.4. Discover automatic suggestions for jobs or opportunities
4. Projects
- 4.1. Create a New Project
- 4.2. Share a Project
- 4.3. Add screening questions to a webform – Projects
- 4.4. View Project Applications
  - 4.4.1. Manage Projects Using Kanban View
5. Applications
- 5.1. Create an Application from Candidate Profile
- 5.2. View Application Information in Kanban Cards
  - 5.2.1. Managing Applications from Kanban Cards
- 5.3. Managing Applications
- 5.4. Invite an Applicant to the Candidate Portal
6. Searching Candidates
- 6.1. Boolean Search
- 6.2. Semantic Search
- 6.3. Advanced Find
- 6.4. Manage results of searches
7. Pools
- 7.1. Create a New Pool
  - 7.1.1. Create a New Pool from a Power Search
  - 7.1.2. Create a New Pool from a candidate list
- 7.2. Add a candidate to a pool
- 7.3. Managing Pools
8. Submissions – Share Pre-Screened Candidates
- 8.1. Create a Submission
  - 8.1.1. Create a Submission from a Candidate Profile
  - 8.1.2. Create a Submission from a Power Search Result
- 8.2. Sharing Pre-Screened Candidates through Hiring Manager Portal
  - 8.2.1. Share an update to the Hiring Manager Portal
- 8.3. View Submissions sent through the Partner Portal
- 8.4. Managing Submissions
- 8.5. Add a Manager to a Submission
9. Placements
- 9.1. Add Manager to a Placement
- 9.2. Timesheet
- 9.3. Synchronize a Placement with Paylocity
- 9.4. Synchronize a Placement with ADP
- 9.5. Synchronize a Placement with UKG
- 9.6. Synchronize a Placement with UKG Ready
- 9.7. View Placements in Kanban Cards
10. Time & Expense
- 10.1. Set Up the Timesheet Approvers
- 10.2. Timesheet Week & Entry Type Settings
- 10.3. Configure Available Pay Rates
- 10.4. Approve or Reject Time Entries
- 10.5. Submitting and Managing Timesheets in the Candidate Portal
  - 10.5.1. Track Timesheet Approvals and Send Manager Notifications
- 10.6. Submitting and Managing Expenses in the Candidate Portal
11. Candidate Portal
- 11.1. Register to the Candidate Portal
- 11.2. Dashboard
- 11.3. Jobs
- 11.4. My Profile
- 11.5. Time Entry
  - 11.5.1. Approvals
  - 11.5.2. Expenses
- 11.6. Notifications
12. Hiring Manager Portal (or Client Portal)
- 12.1. Create a New Job
- 12.2. Review Jobs
- 12.3. Review the applications
13. Partner Portal
- 13.1. Dashboard
- 13.2. Jobs
  - 13.2.1. Submit a Candidate with a web form
- 13.3. Candidates
  - 13.3.1. Edit candidate’s information
  - 13.3.2. Create a Candidate Profile
- 13.4. Users
  - 13.4.1. Add New User
  - 13.4.2. Download a User File
- 13.5. Applications
- 13.6. Update profile information
- 13.7. Notifications in the Partner Portal
14. Configurations
- 14.1. ATS Users
- 14.2. Super User/ Sys Admin
- 14.3. Microsoft Dynamics Admin
15. Videos
- 15.1. ATS User Videos
- 15.2. Super User / Sys Admin Videos
- 15.3. Microsoft Dynamics Admin

To set up the auto numbering in Dynamics ATS, you must go to Settings and click on Auto Numbers.

You can enable the auto numbering by marking the checkbox.

You can do it for Contacts, Applications, Placements, Jobs, Opportunities, and Accounts. Just select it on the sidebar and next mark the checkbox. Then hit Save and migrate all auto numbers by pressing the two arrows icon.

Watch the tutorial video

14.2.11.2.1. How to associate a screening question template with a Candidate Updater Form?

14.2.13. Enable AI features

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14.2.12. Auto Numbering Setup

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