Amplify Readiness Checklist

Are You Ready to Amplify?

The more prepared you are to go live with Amplify, the more value you’ll see from day one. This quick checklist will help you confirm that your business goals, processes, automations, and data are all aligned to support Amplify’s capabilities.

For a deeper dive with expert tips on data cleanup and a full list of recommended fields, check out our complete Amplify Readiness Guide.

Business Readiness

Before launching Amplify, align your team on clear goals and success measures to maximize its value from day one.

  • Define your vision and objectives

  • Set measurable goals

  • Embrace change

Process Readiness

Amplify is most effective when it fits naturally into your recruiting lifecycle. Mapping out your process will help you identify where each Amplify skill should be deployed.

Steps to take:

  • Document your recruiting lifecycle

  • Identify Amplify touchpoints

Automation Readiness

Amplify builds on your existing Automation Enterprise features. Having a solid automation foundation will make it easier to maximize Amplify’s impact.

Essential preparation

Make sure these essentials are covered, as they’ll give your team the foundation needed to get the most out of Amplify.

  • Automation expertise: Have an in-house Automation SME to manage and optimize workflows.

  • Live automations across all entities (candidates, jobs, submissions, contacts, and placements).

  • Core automation skills: Be comfortable with Update Step and Engagement Step automations, branching logic, and suppression lists.

  • Consistent data practices: Use standardized fields and values across job and candidate records so data points can be mirrored reliably.

  • Website integration: Ensure jobs are published to your website directly from the ATS and applications flow into the ATS as submissions.

  • Voice screening support: Confirm your website allows microphone access for candidates to complete voice screening.

  • Training: Review relevant learning content ahead of kickoff.

Recommended Preparation

For customers who want a head start, additional familiarity with these features can help you move even faster:

Amplify relies on accurate, well-structured data to deliver its full range of capabilities as effectively as possible. For detailed guidance on data management best practices and a full list of recommended fields, see our Amplify Readiness Guide.