Recommended Process for accounts

Modified on Thu, 6 Aug at 12:18 PM




Below are the recommended steps Clients should take, when setting up their accounts for full use once they have access.

  1. Create department within organisation
  2. Prepare/ set up Form & Communication templates as these will be required for the Jobs that are created later
  3. Create Tags likely to be needed/standard across the client's Jobs (They will be able to create more tags at later dates, but these are to be the ones that will be available for all Jobs within the Department)
  4. Create a Job
  5. Create a Hiring Process for this job (Testing, Video interviews, notification stages)
  6. Create Automations for the hiring process
  7. Invite candidates or upload a CSV file from ATS or your own list
  8. Manage candidates in hiring process (in the Job Details screen)
  9. Manage Reviewers and reviews



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