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First steps

Find your way around

Locate roles, candidates, recruiting context, decisions, and account settings.

In this collection
On this page

The main navigation follows the recruiting work. Start a search from Start recruiting, then return to Work to continue conversations and handle decisions.

AreaWhat you do there
WorkContinue a recruiting conversation, handle decisions and replies, inspect sending, or view candidate activity.
RolesFollow the roles you are hiring for and their recruiting missions.
CandidatesInspect saved people, import candidates, organize lists, and use personal views.
Recruiting contextMaintain company and role context, examine sources, and review suggested changes.

Start recruiting opens Choose a role. Choose an open role to tie the search to that hiring need. Create a role takes you to Recruiting context. Explore without a role lets you investigate before choosing a role; preparing a mission requires an open role.

The three Work views

  • Needs you contains reviews, replies, and other decisions waiting for you.
  • Sending plan contains sequences and their sending state.
  • Candidate activity shows recorded interactions and available evidence.

Some detailed panels still use Outbox, Mission, or Lead. Sending plan is the work previously described as Outbox, and Candidates are the people considered for recruitment.

Account and workspace controls

Open the account menu at the bottom of the sidebar for Settings, Support, and Account & billing. Settings includes Sender, Candidate resources, Integrations, Do not contact, and Audit log.

Use the workspace switcher at the top of the sidebar to change space. Before approving work, check that the workspace contains the company context and accounts you intend to use.

If you cannot find something

Use Start recruiting for a new search, Candidates for saved people, and Sending plan for a sequence. If a page cannot load, use its retry control and check the workspace. A failed load does not prove work disappeared.

Next step

Follow Your first recruitment, Supervise the work, or Connect and configure.