Quick tour
Getting around. The bar at the top of every page holds, from left to right, the app switcher, the Nextal logo (back to the dashboard), the Search… button of the global search, then the chat button, Help and your avatar. Right below it, the top menu takes you to the lists — Candidates, Applications, Jobs, Clients, Contacts — then to Reports, Emails, My tasks and Messages. You only see the items your permissions allow.
On a narrower screen, the items that don’t fit on the row — usually My tasks and Messages — move under More, at the end of the menu. On a phone, tap the menu button (☰) at the top left: a panel opens with the app switcher and the menu items, except Reports and Emails.
Detail pages. A detail page — candidate, job, client or contact — opens with a click on a row of the list. On a wide screen, its card (and, for a candidate, the AI Summary) stays on the left while you work in the tabs, on the right; the button at the end of the tab bar hides or shows that column, and the tabs that don’t fit move under More. To change the header, click Edit: all its fields open in one panel, with one Save. On a narrower screen, the card becomes a compact band above the tabs. See the candidate profile.
On a phone. Nextal ATS is made for checking and replying on the go; the menu sits in the ☰ panel. Lists show as cards, with a Load more button at the bottom; bulk actions stay on a computer. A detail page fits in one column: a candidate’s has Call, Text and Email buttons (Call and Email for a client or a contact), the tabs that don’t fit move under More, and a file opens full screen. My tasks shows the list of your own tasks, without the calendar, and a task opens full screen. The Kanban is view only: the stages are stacked, tapping an applicant opens the candidate’s page, and moving applicants is done on a computer. In Messages, you read and reply to your conversations; to start a new one, use the Text button on the candidate’s page. Reports and Emails are meant for a computer: they don’t appear in the menu on a phone.
If you’re new to Nextal ATS, follow this path and you’ll cover the core recruiter workflow end-to-end:
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Import or create candidates
Either add them one at a time from the New candidate dialog, or bring in a whole spreadsheet with Bulk import. Duplicates? Merge them.
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Link candidates to jobs
From a candidate’s Applications tab, or from a job’s applicant board, create a job application — the row that carries a candidate through a hiring pipeline.
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Move applicants through your workflow
Open a job’s Kanban board and drag an applicant between stages. Each move can trigger an email, a survey or an interview booking.
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Schedule interviews
Book interviews manually or send self-booking links for phone, video, or in-person meetings. Candidates receive ICS invites automatically.
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Communicate & collect feedback
Send email or SMS using templates, request references, and gather survey feedback from interviewers.
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Share with clients & close the hire
Send candidates to client contacts with the Share action on the kanban (pick Client contact and the documents to show), make an offer, then archive the application to close the loop.
At any time, Ctrl + K (⌘ K on a Mac) opens the global search: a few letters are enough to find a candidate, a job, a client or a contact from any page.