Introduction and job setup guide

A Job Position is the role you're hiring for. This guide walks you through creating a Hiring Flow, adding your first job, attaching the flow to the job, and posting it publicly.

Before creating jobs, understanding these three terms will help you see why setup order matters:

Note: Setup order matters
Create Hiring Flow first, then jobs. Jobs reference the flow — doing it right from the start avoids future edits.

Functions of each role:

• Hiring Flow: Owner, Admin. (HR Manager can view, not edit.)
• Jobs: Owner, Admin, HR Manager. (Recruiter can view only.)

Path: Navigation Menu › Hover over Hiring Settings > Select Hiring Flows

1. Click Add Flow in the sidebar.
2. Popup opens. Enter name, e.g.: "Engineering Flow".
3. Click Add. New flow appears and is auto-selected in sidebar.

Stages group statuses (e.g. Screening stage might have statuses: Screening In Progress, Screening Pass, Screening Fail).

1. With the selected flow, click Add Stage.
2. Enter Stage Name (required).
3. Select Stage Type (required) — one of: Application, Screening, Scheduling, Offer, Onboarding, Custom.
4. (Optional) Enter External Code if syncing with other HR systems.
5. Click Add Stage.

Note: Stage Type determines available features
Example: Only Scheduling stage type allows interview scheduling. If you can't click Schedule later, candidate is likely not in a Scheduling stage.

1. In newly created stage, Add New Status section
2. Enter Status Name (required).
3. (Optional) Enable Requires Action — candidates in this status appear in recruiter's "needs action" list.
4. (Optional) Enable Reject — selecting this removes candidate from flow.
5. Click Add.

Path: Navigation Menu › Hover over Hiring Settings > Select Jobs

1. On the Jobs page, click Add Job › Add Job Position.
2. Popup opens. Enter:
   + Job Position Name (required) — e.g.: "Senior Backend Engineer".

+ Job Code (required) — short, unique identifier, e.g.: ENG-BE-01.

3. Click Add.
4. Job appears in the sidebar. Next: attach hiring flow.

Jobs without flows leave candidates lost when applying - always attach immediately after creation.

1. Select a job from the sidebar.
2. In the details panel, click Select Hiring Flow for this job.
3. Choose a flow from the dropdown.
4. Click Save. New candidates for this job now start at the flow's first stage.

Job post pages are public landing pages where candidates apply..

1. Click Add Job › Add Job Post.
2. You're taken to the Job Post page in the new tab.
3. Follow steps to write description and publish.

Note: One job can have multiple posts
Example: The same "Senior Backend Engineer" position can have posts on main website, LinkedIn, and job board — all commenting on the same candidates.

1. Select a job from the sidebar.
2. Click ⋯ menu in details window.
3. Choose Rename, Deactivate, or Delete.

When should you use what?

• Keep stage names short — they appear in candidate table column headers. "Screening" > "Initial Resume Screening".
• Use Correspond Code for stages/statuses if importing from other systems. Makes mapping much easier.
• Reuse one Hiring Flow across similar jobs (e.g. "Engineering Flow" for all engineering roles). No need for separate flows per job.
• Scheduling stage type is a prerequisite for interview scheduling — ensure at least one in your flow.
• Deactivate, don't delete when position is filled — keep candidate history for reporting and future reference.