Documentation
Recruitment workflows
Work with submittals, interviews, offers, tasks, lists, and clients.
how-to · Recruiter, Manager, Owner · 8 min
Manage clients and facilities
Create client accounts and maintain account plans, activity, facilities, personnel, compliance packets, and related jobs in one workspace.
tutorial · Recruiter, Manager · 8 min
Create and track submittals
Create a candidate submittal, move it through allowed statuses, and track related interviews, offers, reasons, and reporting.
how-to · Recruiter, Manager · 7 min
Schedule and update interviews
Create interview availability, book candidate interviews, update attendance and completion status, and use structured scorecards.
how-to · Manager, Owner · 8 min
Create and track offers
Prepare offers from approved templates, review candidate and job details, send with the required access, and record the final outcome.
how-to · Recruiter, Manager, Owner · 5 min
Plan 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-to · Recruiter, Manager · 5 min
Organize candidates into lists
Create Hot, Watch, or Custom candidate lists, add candidates from their records, and maintain focused recruiting groups.