Help & Support Center

Anyone with a Google account (personal or business) can use this system. If you have Gmail, you already have everything you need. The system runs in Google Sheets, which is free with any Google account.

Most teams are tracking candidates within 15-20 minutes. The Quick Start Guide walks you through every step with clear written instructions while the other guides provide more in-depth and technical documentation.

If this occurs, the template download limit set by Google might have been reached. Rest assured, if this happens we will address the issue immediately and send you an update directly once this has been resolved.

Troubleshooting steps: • Verify Job Status is marked as "Open" or "On Hold" • Confirm candidates have valid Job IDs assigned • Check that automation triggers are installed and running properly Run "System Tools" → "System Maintenance" → "Full System Sync" to force a complete synchronization.

If this occurs, the template download limit set by Google might have been reached. Rest assured, if this happens we will address the issue immediately and send you an update directly once this has been resolved.

Google App Script unfortunately has execution time limits that may affect performance with very large datasets (500+ candidates or multiple simultaneous bulk operations). For organizations managing 1,000+ candidates, contact us about Tier 3 performance optimization options designed for higher volumes.

Yes. The system is highly customizable including candidate workflow stages, job requisition status values, priority levels and employment types, and all dropdown menu options throughout the system. Customization is managed through the Settings tab. The Admin Reference Guide provides comprehensive customization instructions.

The system requires three permissions for automation: • Spreadsheet access: Enables automatic data synchronization between tabs • Email capability: Sends notifications about system operations and error alerts • Service connections: Coordinates functionality across Google Sheets, Drive, and Apps Script All processing occurs within YOUR Google account with YOUR data. No information is transmitted to external servers or third parties.

Follow these steps (detailed in Quick Start Guide): • Open your template copy in Google Sheets • Click "System Tools" in the menu bar • Select "Installation & Setup" → "Install/Repair Triggers" • Click "Allow" when Google requests permissions • Wait for the confirmation message The automation is now active and will run automatically in the background.

Anyone with a Google account (personal or business) can use this system. If you have Gmail, you already have everything you need. The system runs in Google Sheets, which is free with any Google account.

Unlike basic spreadsheets, this system includes: • Automated job ID generation and tracking • Real-time synchronization between your candidate database, jobs and active hiring pipeline • Automatic calculation of days-to-fill metrics • Built-in data validation to prevent errors • Professional dashboard with hiring analytics • Structured workflows based on recruiting best practices It's the organization and automation that makes the difference.

Yes! The Applicant Tracking System template is completely free with no hidden costs, trial periods, or credit card requirements. You get full functionality including: • Complete template with automation • All three setup and operations guides • Email support • Unlimited candidates and job tracking • No expiration date We're building a Tier 2 and Tier 3 Applicant Tracking System template with extensively advanced automation for teams with more complex needs, but Tier 1 stays free forever.

Most teams are tracking candidates within 15-20 minutes: • Approx. 2 minutes: Download and open the template in Google Sheets • Approx. 5 minutes: Install automation triggers (two-click process) • Approx. 5 minutes: Add your first job opening (optional) • Approx. 3 minutes: Add your first candidate/profile The Quick Start Guide walks you through every step with clear written instructions while the other guides provide more in-depth and technical documentation.

The system includes bulk import tools that let you: • Upload existing candidate data from CSV or Excel files • Import resumes from a Google Drive folder (automatic profile creation) • Manually transfer candidates one at a time if preferred The Admin Reference Guide covers all import methods with detailed instructions.

All data lives entirely in YOUR Google account within the Google Sheets file in your Google Drive. We never access, store, or see your candidate information. You control all security settings and access permissions through standard Google Sheets sharing controls. Your data stays private and you can export it anytime.

Yes. You can customize: • Candidate workflow stages (Phone Screen, Interview, Offer, etc.) • Job status options • Priority levels and employment types • All dropdown menus throughout the system The Admin Reference Guide provides complete customization instructions. Most teams use the default settings initially and customize as they learn the system.

Yes. The system is highly customizable including candidate workflow stages, job requisition status values, priority levels and employment types, and all dropdown menu options throughout the system. Customization is managed through the Settings tab. The Admin Reference Guide provides comprehensive customization instructions.

Nothing. Simply stop using it. There are no contracts, cancellation fees, or commitments. Your data remains in your Google Drive, and you can delete the file whenever you want. You're not locked into anything.

Email our team at support@envisiontalentsolutions.com.(mailto:support@envisiontalentsolutions.com) We will respond within 48 hours or sooner if possible. Most questions are answered in our comprehensive documentation (included with download), but we're here when you need direct help. Common setup issues are covered in the troubleshooting section of the Admin Reference Guide.

The system is designed for self-service setup using our detailed guides. Most teams don't need live training as the documentation is comprehensive and includes screenshots for every step. However, if you have specific questions after reviewing the guides, email us at support@envisiontalentsolutions.com (mailto:support@envisiontalentsolutions.com)and we'll help you as quickly as we can.

Follow these steps (detailed in Quick Start Guide): • Open your template copy in Google Sheets • Click "System Tools" in the menu bar • Select "Installation & Setup" → "Install/Repair Triggers" • Click "Allow" when Google requests permissions • Wait for the confirmation message The automation is now active and will run automatically in the background.

The system requires three permissions for automation: • Spreadsheet access: Enables automatic data synchronization between tabs • Email capability: Sends notifications about system operations and error alerts • Service connections: Coordinates functionality across Google Sheets, Drive, and Apps Script All processing occurs within YOUR Google account with YOUR data. No information is transmitted to external servers or third parties.

Possible causes and solutions: • Triggers not installed: Run "System Tools" → "Installation & Setup" → "Install/Repair Triggers" • Missing Opened Date: Ensure the Opened Date field contains a valid date • Data type issue: Verify that date fields contain actual dates, not text If the problem persists, check the SYS_LOGS sheet for specific error messages.

Troubleshooting steps: • Verify Job Status is marked as "Open" or "On Hold" • Confirm candidates have valid Job IDs assigned • Check that automation triggers are installed and running properly Run "System Tools" → "System Maintenance" → "Full System Sync" to force a complete synchronization.

Google App Script unfortunately has execution time limits that may affect performance with very large datasets (500+ candidates or multiple simultaneous bulk operations). For organizations managing 1,000+ candidates, contact us about Tier 3 performance optimization options designed for higher volumes.

If this occurs, the template download limit set by Google might have been reached. Rest assured, if this happens we will address the issue immediately and send you an update directly once this has been resolved.