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MS Teams activation steps

Audience: Jobtrain Internal

Feature: Microsoft Teams

Site: Client

System Area/JTBD: Calendar

Task Type: Activation

User Type: ATS Control Users

Tags: teams, MS Teams, Microsoft, activation

 

Overview

This guide explains how to:

  1. Enable Microsoft Teams in ATS Control
  2. Test Teams for Manual Interviews
  3. Test Teams within Calendar Event Manager
  4. Confirm activation with the client
  5. Update HubSpot

 

Complete all steps in the order to ensure it’s fully activated and recorded internally.

 

Important notes before you begin  - A service task is not required.  - Activate in live only. If MS Teams is activated in test, automated integration emails will be triggered.  - Once activated MS Teams, this will be available when creating interviews via:     * Calendar Event Manager     * Manual Interview booking.

 

1. Activate MS Teams in ATS Control

 

  1. Log into ATS Control > Admin Login
  2. Navigate to: Client > Client Configuration
  3. Locate the feature called: feature-MSTeam
  4. Select Edit.
  5. In the Value field, enter: true (the value must be lowercase)
  6. Save

 

 

2. Test MS Teams – Manual Interview Booking

 

  1. Log into the client site
  2. Locate a Jobtrain test role and candidate
  3. On the candidate record, select the calendar icon
  4. Select Create new appointment
  5. Confirm that the MS Teams toggle is visible on the booking screen
  6. Log into MS Teams using your own credentials
  7. Book a test interview
  8. After booking, check:
    1. The confirmation email contains a Microsoft Teams meeting link
    2. The interview appears in your Outlook/ Teams calendar
    3. The Teams link opens correctly
  9. Cancel the booking once testing is complete.

 

3. Test MS Teams – Calendar Event Manager

  1. On the client site, select the calendar icon from the top actions header
  2. Open an existing event with booked slots
  3. Select the Booked tab
  4. Tick the box next to a candidate
  5. Select Add Interviewer(s)
  6. Confirm the MS Teams Invite toggle is visible

 

You do not need to complete the full booking - this is only a visibility check.

 

 

4. Confirm with the client

 

Once testing is complete:

  1. Reply to the client confirming:
    1. Microsoft Teams has been activated.
    2. Testing has been completed successfully.
  2. Attach or link the relevant client-facing user guides.
  3. Offer a call if they require assistance with first-time setup.

 

5. Update Hubspot

 

After activation is confirmed, update Hubspot.

  1. Search for the client name
  2. Open the client record
  3. In the left-hand menu, scroll down to the bottom of the page and select View all properties

 

 

4. In the search bar at the top, type in Teams

5. Select Microsoft Teams

6. Change the value to yes

7. Save