Documentation
Recruitment workflows
Follow the guides for client records, submittals, interviews, offers, tasks, and candidate lists.
6 published guidesShowing 1–6
- how toManage clients and facilities
Create client accounts and maintain account plans, activity, facilities, personnel, compliance packets, and related jobs in one workspace.
- tutorialCreate and track submittals
Create a candidate submittal, move it through allowed statuses, and track related interviews, offers, reasons, and reporting.
- how toSchedule and update interviews
Create interview availability, book candidate interviews, update attendance and completion status, and use structured scorecards.
- how toCreate and track offers
Prepare offers from approved templates, review candidate and job details, send with the required access, and record the final outcome.
- how toPlan your work with tasks
Create follow-up tasks, prioritize daily work, filter by due window, and use list or board views to keep recruiter actions current.
- how toOrganize candidates into lists
Create Hot, Watch, or Custom candidate lists, add candidates from their records, and maintain focused recruiting groups.