Help Center · Human Resources

Recruitment & ATS

Publish jobs, brand a public careers page, manage candidate stages, notes, interviews, and optional AI screening.

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Create, pause, close, and edit jobs

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Customize the public careers landing page

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Review candidates in kanban or table views

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Move applicants through new, shortlist, interview, hired, or rejected stages

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Add notes and ratings

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Use optional Gemini analysis when configured

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Create, pause, close, and edit jobs
  2. Customize the public careers landing page
  3. Review candidates in kanban or table views
  4. Move applicants through new, shortlist, interview, hired, or rejected stages
  5. Add notes and ratings
  6. Use optional Gemini analysis when configured

Related procedural guides

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Marking a candidate hired does not automatically create an employee record; onboarding continues in Employee Directory.