Time needed: about 30 minutes. Who: a Super Admin.
What to do
1
Edit your hiring stages
Rename your five stages to match your process, such as Phone Screen or Technical Interview. See Applicant stages.
2
Edit your email templates
Write templates for the emails you send most, such as an acknowledgement, an interview invitation, a job offer, and a refusal. See Email templates.
3
Add admins
Invite your HR team, and choose each person’s role and which jobs they can access. See Admins.
4
Add interviewers
Add the people who interview and evaluate candidates. They don’t need an admin seat. See Interviewers.
5
Check your subscription plan
See your current plan, how much of it you’re using, and how to upgrade. See Subscription.
You’re done when
- Your stages and email templates match how you hire.
- Your HR team and interviewers have been invited.
You've finished onboarding
Go back to the checklist to see everything at a glance.