Preparation

Information to gather before starting your Wintro onboarding

Before we begin the kickoff stage, please take some time to gather the following information. This preparation will help us make the most of our time together and ensure a smooth implementation.

Information to Gather

Business Context

Current employee headcount
Number of open positions (average monthly)
Current referral program details (if any)
Key hiring challenges you’re facing
Success metrics you’d like to track

Technical Environment

Current ATS (Applicant Tracking System) in use
HRIS (HR Information System) in use
SSO provider (if applicable)
Any specific security or compliance requirements

Stakeholders

HR/Recruiting team lead
IT contact for integrations
Executive sponsor
Employee communications contact

Technical Requirements Checklist

Please verify the following before we begin:

Admin access to your ATS for integration setup
IT contact available for SSO/SCIM configuration (if needed)
List of job categories or departments for pilot rollout
Sample job postings to configure matching

Stakeholder Identification

We recommend having the following people involved at various stages:

Role	Involvement	When Needed
HR/Recruiting Lead	High	All stages
IT Administrator	Medium	Technical Setup
Executive Sponsor	Low	Kickoff, Go-Live
Internal Comms	Medium	Training, Go-Live

Access & Permissions Needed

To set up Wintro, we’ll need:

ATS Integration
- API credentials or admin access
- Permission to create webhooks (if applicable)
SSO/SCIM (if applicable)
- Access to identity provider admin console
- Permission to create new enterprise applications
Communication Channels
- Access to internal communication tools (Slack, Teams, email)
- Permission to send company-wide announcements

Questions to Consider

Before the kickoff stage, think about:

What does your ideal referral program look like?
How do you currently communicate open positions to employees?
What rewards or incentives do you offer for referrals?
Which departments or roles are hardest to fill?
How will you measure success with Wintro?

Next Steps

Once you’ve gathered this information, you’re ready for the Kickoff & Discovery stage. Your Customer Success Manager will reach out to get started.