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iCIMS Training Guide | Applicant Tracking System (ATS)
Tutorial, Workflow & Practice Tips 2026
General Help desk - correct answer ✔✔Aka known as the Core Helpdesk. This queue receives all cases related to ATS, Offer, Onboarding, and Legacy Connect products only Integrations - correct answer ✔✔Troubleshoots iCIMS Marketplace application integrations, otherwise known as Independent Software Vendors. The team also troubleshoots other integrations that the customer and/or the iCIMS Professional Services team previously configured. Career Sites - correct answer ✔✔All cases related to Career Sites are handled by this team. Aka Attract team Text Engagement - correct answer ✔✔All cases related to the iCIMS Text Engagement product, i.e. texting with candidates or SMS messaging CRM - correct answer ✔✔Candidate Relationship Management product. Previously know as nurture Branding - correct answer ✔✔Customers that request new career portals, or elude to changes in their website design, will often require a rebrand of their career portal. While these cases are often handled by the core hepdesk, any case that is beyond the scope of the iBrand tool are placed in the branding tool. iForms - correct answer ✔✔iForms cases should fall into one of these queues depending upon the customer's request -iForms Modifications -iForms Template Design and Creation
Platform Specialists - correct answer ✔✔The Platform Specialists team is the bridge between the Core support team and LABS. Cases that have been reviewed by Senior Support Agents, and have been identified as needed for further review, can be escalated using the template provided within SalesForce Internal chatter is only available to be seen by members of iCIMS. - correct answer ✔✔True When a client submits a case requesting a NEW integration, support should: - correct answer ✔✔chatter the Account Manager on the case to have the project scoped When transitioning a case to integrations it is important to include the following information in the case chatter: - correct answer ✔✔Summary of the issue The name and contact information of the vendor The name and contact information of the client if the connector is API or Flat File Jobs that do not appear on the JPS is a good indication that the issue is in - correct answer ✔✔the ATS Which of the following do we not support when it comes to branding portals - correct answer ✔✔Using an existing website as a guide, then customizing their portal with custom mode written by the Branding team When using a client page to copy branding, it is important to ensure that the website: - correct answer ✔✔is not password protected
When customers come to you with privacy questions you can answer them based on resources found - correct answer ✔✔approved iCIMS resources and the privacy team iCIMS cannot offer advice, recommendations, or prescriptive actions when it comes to our customers' policies or tasks to become compliant with the GDPR. T/F - correct answer ✔✔True When consent expires, a profile is automatically purged from the platform. - correct answer ✔✔False Data Processing is the use of personal data in any way to include - correct answer ✔✔Collecting, Transmitting, Disclosing, Storing CIMS' role in the GDPR settings is as the - correct answer ✔✔Processor An email template using variables to solicit job-related credentials from a candidate would most likely be associated to which Profile type? - correct answer ✔✔Recruiting Workflow What feature or setting allows users of the Hiring Wizard to disposition and/or notify all other remaining candidates on a job by status? - correct answer ✔✔Mass reject on hire When a job is posted to one or more career portals, which event(s) will trigger the un-posting of that job? - correct answer ✔✔The job being moved into a Closed-flag folder The job being moved into a Pending-flag folder Arrival of the end date specified during posting
A client would like all corporate jobs to be approved by the Director of HR. What feature would best be used to enforce this process? - correct answer ✔✔Associated Global Approval Lists Before an offer can be made to a candidate, a client organization requires that they've been screened by a recruiter, approved by the hiring manager, and had at least one formal interview. To build entrance criteria for their status "Extend Offer", we'd most likely use which filter type below? - correct answer ✔✔Even In (All) Email can be sent from the platform to employees without a profile in iCIMS, as long as they use the client's email domain. - correct answer ✔✔False What makes a status appear among the Reject vs. Advance options when moving candidates? - correct answer ✔✔Smart Statuses In Applicant Tracking, we can set separate delay rules for DNQ emails and emails generated by auto-launch actions with the delayed email flag. - correct answer ✔✔True Interview Management "Simple Scheduler" type engagements include: - correct answer ✔✔Hiring Manager Phone Screen, Recruiter Phone Screen, Onsite Interview and Onsite Group Interview The out-of-the-box Time to Fill reporting metric in iCIMS Applicant Tracking measure the time between: - correct answer ✔✔The day the job was created to the day the candidate is placed in an Employee folder Agency access is provided through a password-protected career portal where staffing agency users can submit candidates to posted jobs on their behalf. - correct answer ✔✔True
iCIMS can accommodate Single Sign On (SSO) to the Applicant Tracking platform but not career portals. - correct answer ✔✔False Which of the following are reasons to use an Internal career portal? Select all that apply. - correct answer ✔✔Create a simplified application process for internal mobility Display different information about jobs The ability to direct internal applicants to a different initial status The ability to enforce SSO access or login to view jobs What feature, when enabled, allows candidates to consent to job or time- based data retention policies? - correct answer ✔✔Portal Enhanced Data Protection & Privacy Confirmation What are the default standard job fields that appear on the portal job description? - correct answer ✔✔Overview, Responsibilities, Qualifications Candidates must upload a resume to apply via any Applicant Tracking career portal. - correct answer ✔✔False Candidates must upload a resume to apply via any Applicant Tracking career portal? Select all that apply. - correct answer ✔✔Standard iForm EEO page configuration Custom iForm packet What type of career portal branding uses a client web page to copy a header and footer for iCIMS career portals? - correct answer ✔✔Replica branding
A client is requesting an iForm application for deployment on their external career portal. They want to solicit employment dates only from candidates who indicate they've been employed previously by the organization. What iForm feature would be used to achieve this? - correct answer ✔✔Field Dependencies Which is a type of referral that Applicant Tracking career portals inherently support? Select all that apply. - correct answer ✔✔General referrals Job-Specific referrals What is the maximum information that can be requested from candidates via Indeed Apply? - correct answer ✔✔Name, Email, Resume, Phone Number, Screening Questions A client uses a single external career portal and would like to ask candidates about their weekend availability only when applying to jobs in their Maintenance department. What feature could they use to implement this request? - correct answer ✔✔Job Screening Questions How is the Offer Wizard launched by recruiters? - correct answer ✔✔A candidate is moved to a status configured with the "Launch Offer Wizard" action How are Offer Templates suggested or enforced for users in the Offer Wizard?
- correct answer ✔✔User Admins (or permissioned users) add the Offer Template to the Details Tab of the Jobs Profile. Text of an offer can be made editable by the user creating the offer. - correct answer ✔✔True What is an advantage of using clauses for iCIMS Customer Offers? - correct answer ✔✔Clauses allow administrators to configure different options of
Why would we not use a "Compose Email" auto-launch action on the "Onboard Complete" status? - correct answer ✔✔New Hires are usually moved into this status through automation and not by a user What is the maximum number of Tasks that can be created in the Task Library? - correct answer ✔✔ 500 iForms associated to which profile(s) can be used in onboarding tasks? Select all that apply. - correct answer ✔✔Person Onboarding workflow Informational tasks can include hyperlinks to documents in the File Library or elsewhere online. - correct answer ✔✔True An iForm with two pages of company policy description and a checkbox for signature is what type of iForm? - correct answer ✔✔Standard Onboarding portals can present candidates with a generic and role-specific welcome message. - correct answer ✔✔True Which are Task permissions that can be enabled individually per login group? Select all that apply. - correct answer ✔✔All of them Which report types are granted only with the Onboarding solution? - correct answer ✔✔New Hire Category, Onboarding Workflow Which of these is a capability of Video Studio? (Select all that apply) - correct answer ✔✔Career site and job description integration Professional video editing tools
What options are available for sharing video content? (Select all that apply) - correct answer ✔✔Social media Career Sites Embedded in Job descriptions Which of these is a feature of Video Studio? (Select all that apply) - correct answer ✔✔Maintain closed captions for accessibility Add branding to the content add images and txt boxes What is the Video Studio add-on product used to record your webcam and screen simultaneously? - correct answer ✔✔iCIMS Video studio capture Which of the following can a customer achieve by using the iCIMS Capture product add-on? (Select all that apply) - correct answer ✔✔Produce quick tips Visually communicate with internal employees Accelerate new hire onboarding
