Getting started should feel effortless. That’s why we designed our 4-Step Onboarding & Customer Success Plan: a simple, structured approach that ensures you hit the ground running and get the most out of Occy, fast. From day one, we guide you through every step so you can focus on what matters most: growing your business, delighting your customers, and making smart decisions with confidence.
We kick things off with a conversation to understand your project needs, challenges, and priorities, so we can tailor the experience to your team.
The initial meeting is an opportunity to discuss your recruitment processes, challenges and priorities. This helps the Occy team understand your needs and tailor the onboarding experience to your organisation.
It can be useful to think about your current recruitment process, the challenges your team faces and what you want to achieve with your new ATS. The Occy team will guide the conversation and help identify your priorities.
Anyone involved in implementing or using the ATS can benefit from being involved. This may include recruitment leaders, hiring managers, administrators and other key members of the hiring team.
A deep dive into your systems and workflows to define clear goals, success metrics, and how Occy will fit seamlessly into your processes.
The workshop explores how your team currently manages recruitment, including workflows, processes and key requirements. This helps identify how Occy can be configured to support the way your organisation hires.
A discovery workshop helps ensure the ATS is set up around your organisation’s actual recruitment processes and requirements, rather than using a generic setup that may not suit your team.
We walk you through the Occy system and provide full training, ensuring your team knows exactly how to get the most from your ATS.
The system walkthrough introduces your team to Occy’s key features and shows how the platform supports your recruitment processes. It gives users the opportunity to see how different tools work in practice.
ATS training covers the features and workflows your team will use as part of their recruitment process. Training can be tailored to different users and their responsibilities within the platform.
Yes. Training can focus on the workflows, features and processes that are most relevant to your organisation, helping your team understand how to use Occy effectively.
Hands-on testing and training sessions tailored to your team’s pace. Break it into as many sessions as needed learning by doing is how it sticks.
Occy provides free additional training to help your team build confidence and make the most of the platform after implementation.
Additional training can help your team revisit key features, answer questions and improve their understanding of the workflows most relevant to their recruitment process.
Yes. Additional training can help new users understand how to use Occy and get up to speed with your organisation’s recruitment processes.
Occy provides free additional training as part of its commitment to helping customers get the most from the platform. This is unique and something our competitors normally charge for.
Recruit faster, smarter, and with confidence
Our structured onboarding ensures your team can use Occy effectively from day one—so you spend less time wrestling with systems and more time filling roles with the right people.
Minimise interruptions, maximise productivity
A well-trained team means fewer mistakes, less back-and-forth, and smoother processes. Your recruitment continues without constant disruption.
Get clear processes that stick
We don’t just set up the system—we embed it into your processes. Clear processes reduce confusion, improve collaboration, and make your ATS a tool that accelerates your business.
Ongoing support for continuous improvement
Even after go-live, our support ensures your team stays confident and capable. That means every new hire and every process runs seamlessly—today, tomorrow, and in the months ahead.
A: Onboarding with Occy is designed to be fast and flexible. Most teams are fully up and running within 2–4 weeks, depending on your size and processes. We tailor the pace to your needs, so you’re never rushed.
A: Yes! Our training is designed to fit your team’s schedule. You can break sessions into as many short workshops as needed, ensuring everyone learns at a comfortable pace and fully absorbs the system.
A: Absolutely. Training doesn’t stop at go-live. Occy includes continuous, free support so your team stays confident, new hires are onboarded smoothly, and your ATS continues to deliver value.
A: No problem. Occy scales with you. New team members can be onboarded quickly using our structured training and support, ensuring everyone stays aligned and productive, no matter how much your team expands.
Book a call with the team to get a personalised demonstration of Occy’s platform. We’ll show you how we help internal teams build a hiring process in their ATS that automates the admin and elevates the candidate experience.