Hiring, Reimagined — Built for How You Actually Work

Jobs Tab: New Experience Overview

The Jobs tab is your central workspace for creating, finding, filtering, and managing open roles. Use this overview to get familiar with the redesigned layout before jumping into more specific tutorials.

The interactive walkthrough above gives you a quick click-through of the new Jobs experience. The guide below breaks down what each area is used for.

Search and Filters

Use the search bar to quickly find a job by name. Use filters to narrow the list by location, location tag, job tag, posting status, auto-schedule, Indeed sponsorship, employment type, application form, success profile, job offer, or job description template.

Quick Filters

Quick Filters let you return to saved job views faster. Use them when you regularly review the same group of jobs, such as full-time roles, active postings, or jobs tied to a specific hiring workflow.

Job Cards

Each job card gives you a quick snapshot of the role, including candidate count, interview activity, posting status, location, employment type, job tag, and related job setup details.

Select, Bulk Edit, and Export

Use Select to choose one or more jobs. Once jobs are selected, you can bulk edit shared fields or export selected job data for reporting, sharing, or offline analysis.

Job-Level Actions

Use the lightning bolt for Quick Actions, the gear icon to open job settings and configuration, and the three-dot menu for additional actions like inviting candidates, sharing job links, downloading QR codes, or removing a job.

Job Board

Click Job Board to view your live job board as candidates see it. This helps you preview active jobs and understand the public-facing job experience.

Next Steps

After reviewing this overview, continue with the more focused Jobs tutorials for search and filters, quick actions, job settings, more actions, bulk edits, job creation, and job board preview.

Filter Job Listings by Criteria

Use filters on the Jobs page to quickly narrow your job list and focus on the roles that need your attention. You can filter by location, status, scheduling setup, sponsorship, employment type, forms, templates, and more.

The interactive walkthrough above shows how to open the filter area, apply job filters, and save filtered views for faster access later.

Step 1: Open Job Filters

Click the Filters button to open and apply filters that narrow down your job listings. Click it again to close the filter area when you’re finished.

Step 2: Choose the Filters You Need

Select from filters like Location, Location Tag, Job Tag, Posting Status, Auto-schedule, Indeed Sponsorship, Employment Type, Application Form, Success Profile, Job Offer, and Job Description Template.

Each filter helps you focus on a specific part of your job setup, such as which jobs are active, which jobs use a specific form, or which jobs are tied to a certain template.

Step 3: Search Within Dropdowns

Some filters include a search field. Use search to quickly find longer lists of application forms, success profiles, job offers, or job description templates.

Step 4: Combine Filters for a More Focused View

Apply multiple filters at once to create a more targeted job list. For example, you can combine Location Tag and Indeed Sponsorship to find sponsored jobs for a specific group of locations.

Step 5: Clear Filters When Needed

Use Clear all filters to reset your view and return to your full job list.

Save and Reuse Filter Views

After applying filters, use Quick Filters to save your current selection. Saved views let you quickly return to the same job list without rebuilding your filters each time.

This is helpful for views you use often, such as active jobs, sponsored jobs, full-time roles, or jobs tied to a specific location group.

Why This Matters

Filtering helps you find the right jobs faster, stay organized across multiple roles, and take action without sorting through your full job list manually.

Using Quick Actions

Quick Actions give you instant access to common job-level tasks directly from the Jobs page. Use the lightning bolt icon to open actions for a specific job without opening the full job settings view.

The walkthrough above shows how to open Quick Actions and use them to view candidates, view interviews when available, or deactivate a job.

Step 1: Open Quick Actions

Click the lightning bolt icon on any job card to open Quick Actions for that specific job.

Step 2: View Candidates

Select View Candidates to jump directly to the candidates associated with that job. This helps you review applicants faster without manually searching for the role first.

Step 3: View Interviews

Select View Interviews when available to review interview activity for the job. If there are no interviews connected to the job, this option may appear inactive.

Step 4: Deactivate a Job

Select Deactivate Job when a posting should no longer be active. This helps keep your job list clean and focused on current hiring needs.

Why This Matters

Quick Actions reduce clicks and help you manage jobs faster, so you can move from reviewing a role to taking action without leaving the Jobs view.

Managing Job Settings & Configuration

The Job Settings panel allows you to control how each job functions—from application setup to interview workflows and hiring team assignments.

Use the interactive walkthrough above to see how to access and update job-level configuration settings.

Step 1: Open Job Settings

Find the job you want to update and click the gear icon to open the settings panel.

Step 2: Update Job Details

Modify core job information such as title, location, tags, employment type, and other key details tied to the posting.

Step 3: Configure Application Settings

Control how candidates apply by selecting application forms, success profiles, and required fields.

Step 4: Manage Interviews & Scheduling

Set up interview types, scheduling preferences, and automation to streamline how candidates move through the hiring process.

Step 5: Assign Hiring Managers

Add or update hiring managers responsible for reviewing candidates and managing the job.

Why This Matters

Keeping job settings properly configured ensures a smoother hiring process, better candidate experience, and fewer manual updates later.

Select & Bulk Edit Jobs

Bulk editing allows you to update multiple jobs at once, helping you save time and maintain consistency across your job postings.

Use the interactive walkthrough above to see how to select jobs, open the bulk edit panel, update shared fields, and apply changes across selected roles.

Step 1: Select Jobs

Click Select and choose the jobs you want to update. You can select one or multiple jobs depending on your needs.

Step 2: Click Bulk Edit

With jobs selected, click Bulk Edit Jobs to update multiple listings at once.

Step 3: Update Job Fields

Click Edit next to any field you want to update. Changes will apply to all selected jobs.

You can update job name, tags, application form settings, interview type, max interviews, auto-scheduling, hiring managers, salary details, employment type, rate, description, visibility, success profiles, job description templates, and job offer settings.

Application Form Options

Click Edit to enable or disable the application form, or select a different form to use for the selected jobs.

Compensation and Employment Details

Use salary, employment type, and rate fields to keep compensation information consistent. For rate, choose how pay is structured — hourly, daily, weekly, monthly, or annually. For employment type, choose options such as full-time, part-time, contract, seasonal, or more.

Active Status

Toggle active status on to publish the job to your job board, or off to keep it inactive and hidden from candidates.

Step 4: Apply Changes

Once your updates are complete, click Edit Jobs to apply changes across all selected roles.

View Your Job Board

Your job board shows how active jobs appear to candidates. Use this view to preview the public-facing experience, confirm job details, and make sure applicants can find the right roles.

The interactive walkthrough above shows how to open your job board from the Jobs page and review what candidates see.

Step 1: Open the Job Board

From the Jobs page, click Job Board to open the candidate-facing job board in a new view.

Step 2: Preview Active Jobs

Review the jobs currently visible to candidates. This helps you confirm that active postings are showing correctly and inactive roles are not being displayed.

Step 3: Check the Candidate Experience

Use the job board preview to understand how candidates browse openings, select a role, and begin the application process.

Step 4: Share When Needed

Use your job board link when you want to share all available roles in one place, such as on your website, in messages, on social channels, or through printed materials.

Why This Matters

Previewing your job board helps ensure candidates see the right jobs, understand available opportunities, and have a smooth path to apply.

Candidates Tab Overview: Find, Filter, and Take Action Fast

Use the Candidates tab to search, filter, and manage applicants across all jobs in one place. From reviewing new applicants to moving candidates through your pipeline, everything you need is centralized here.

The interactive walkthrough above gives you a quick click-through of the Candidates experience. The guide below breaks down the key areas and actions available from this view.

Search and Filter with Precision

Search Instantly

Find candidates by name, email, or phone to quickly locate the right person.

Apply Advanced Filters

Filter candidates by job, stage, location, source, score, status, or timeframe to narrow your list and focus on what matters most.

Use Quick Filters

Apply commonly used filters in one click to speed up your workflow and return to saved candidate views faster.

Navigate Your Hiring Pipeline

View by Stage

Easily switch between stages like Applied, Reviewed, Interviewed, Offered, and more to track candidate progress.

Stay Organized Across Roles

See candidates across all jobs or filter into a specific role for a more focused view.

Review and Understand Candidates

Access Candidate Profiles

Click into any candidate to view their profile, application responses, activity, and hiring history.

Use Candidate Insights

Use scores and signals to quickly identify top candidates and prioritize outreach.

Take Action Faster

Take Action from the List

Move candidates through stages, update statuses, or take next steps directly from the table without extra clicks.

Use Quick Actions

Access key actions instantly for each candidate to keep your hiring process moving.

Use Bulk Actions

Select multiple candidates to take action at once, saving time when managing high volumes of applicants.

Sort and Segment Your View

Sort Candidates Your Way

Organize by newest, score, or stage to review candidates in the order that fits your process.

Segment for Better Decisions

Use filters and sorting together to create focused candidate groups and make faster, more informed decisions.

Why This Matters

The Candidates tab gives you full visibility and control over your hiring pipeline, helping you reduce manual work, respond faster, and ensure no great candidate is missed.

Next Steps

Start filtering, reviewing, and moving candidates forward — all from one place.

Move Candidates Through the Hiring Pipeline

The Candidates tab is where hiring decisions happen. From reviewing applicants to scheduling interviews and making offers, each step of your hiring workflow lives in one place.

Use the interactive walkthrough above or follow the steps below to move candidates efficiently through each stage of your pipeline.

Step 1: Find and Filter Candidates

Start by narrowing your candidate list using search and filters at the top of the page. You can filter by job, stage, location, source, score, or status.

Filtering helps you quickly focus on the candidates who need action.

Step 2: Review Candidate Details

Click on any candidate to open their full profile. This is your central place to evaluate fit and make decisions.

From the profile, you can view resume and application details, review match scores and insights, see notes and activity history, and access messages or communication.

Step 3: Move Candidates to the Next Stage

Use the stage dropdown to update where a candidate sits in your hiring pipeline. Common stage movements include Applied to Interview, Interview to Offer, and Offer to final decision.

After selecting a new stage, you’ll be prompted to complete any required steps to move the candidate forward properly.

Step 4: Select a Date and Time

Choose a date to view available time slots. Select a time that works for your schedule. If no times are visible, there are no openings for that day.

This keeps scheduling simple and efficient.

Step 5: Take Action Throughout the Process

As candidates move through your pipeline, you can send messages and follow-ups, add notes for your team, review candidate progress, and keep communication organized in one place.

This helps create a smoother, more consistent hiring experience.

Step 6: Finalize Hiring Decisions

When you’re ready to complete the hiring process, move candidates to their final stage. Use Onboarded to welcome new hires, Rejected if a candidate is not moving forward, or Terminated if needed.

Onboarding Feature Note

The Onboarded stage is part of an upgraded feature set. Contact sales to learn more about enabling onboarding for your team.

Best Practices

Move candidates as soon as decisions are made to keep your pipeline accurate. Use notes and messaging to keep your team aligned, and regularly review stages to prevent bottlenecks.

What’s Next

Continue managing candidates, scheduling interviews, and tracking progress all from the Candidates tab. Explore additional tutorials to go deeper into each step of your hiring workflow.

Getting to Know Your New Dashboard

The dashboard gives you a quick view of your hiring activity, recent candidate movement, onboarding progress if enabled, and key recruiting metrics.

Use the interactive walkthrough above to click through the dashboard, or read the guide below for a step-by-step breakdown.

Before You Begin

Your dashboard view may vary depending on your account permissions and enabled features. For example, Onboarding is a feature add-on, so not every account will display onboarding information.

Dashboard Sections

Upcoming Interviews

This section shows interviews that are scheduled or coming up soon. Use it to stay prepared and keep hiring activity moving.

Recent Candidates

This section highlights the newest applicants in your pipeline, including candidate details such as role, location, and score.

Onboarding

If the Onboarding Add-On is enabled, this section shows recent hires and where they are in the onboarding process. If you do not see onboarding on your dashboard, your account may not currently include this add-on.

Hiring Analytics

This section gives you a quick snapshot of hiring performance, including total candidates, scheduled interviews, average time to hire, and active offers.

Candidate Quality Overview

This section breaks down your candidate pool by match quality, including Excellent, Great, Fair, and Poor matches.

Analytics Overview

This section shows public job-board traffic, job performance, and conversion trends for the selected dashboard scope.

Key Metrics

Active Jobs: The number of open roles and the total impressions they are generating.

Visits: The total number of visits to your job postings during the selected timeframe.

Visits per Job: The average number of visits each active job is receiving.

Performance Funnel

The Performance Funnel shows how candidates move from site visits to completed applications, helping you understand where activity is converting or dropping off.

Active Jobs

This section shows active job volume over time and lets you break results down by job category, location, or map view.

Career Site Visits

This section shows how candidates are finding and engaging with your job pages.

Source: Where candidates are coming from.

Device: Whether candidates are accessing your site from desktop or mobile.

Medium: The channel driving the visit, such as organic, direct, or referral.

Want to Add Onboarding?

Onboarding is available as a feature add-on. To learn more about enabling it for your account, contact sales.

Understanding the Candidate Profile

The candidate profile gives you a complete view of each applicant so you can quickly evaluate fit, review key details, and keep the hiring process moving.

Use this profile to understand where a candidate stands, review scoring context, manage communication, and take the next best action.

How to Open a Candidate Profile

Go to the Candidates tab and click the candidate’s name to open their full profile.

Review Candidate Details

At the top of the profile, review important information like the candidate’s name, current stage, score, contact details, job applied for, location, and application date.

Check Current Status

The Current Status section shows where the candidate is in your hiring workflow, including their current hiring stage and when they applied.

Understand the Score Summary

Use the Score Summary to understand why a candidate received their score. This can include alignment with role requirements, company values, personality traits, and potential areas to review.

Review Interviews and Documents

Use the profile tabs to view interview history and candidate documents when available, including resumes, reports, notes, and other application materials.

Manage Tags and Notes

Add tags to organize candidates and use notes to capture internal context, feedback, or reminders for your team.

Message the Candidate

Use the chat panel on the right side of the profile to send a message directly to the candidate without leaving the profile.

Take the Next Step

After reviewing the profile, you can move the candidate forward, schedule an interview, send a message, or take another action based on your hiring workflow.

Chat with a Candidate

Use candidate chat to send quick messages without leaving your hiring workflow. You can open a chat from the Candidates list or message a candidate from their full profile.

The interactive walkthrough above shows the fastest way to open chat from the candidate action menu and send a message.

Option 1: Start a Chat from the Candidates List

Go to the Candidates tab and find the candidate you want to message. Use search, filters, or pipeline stages to narrow your list if needed.

Step 1: Open More Actions

Click the three-dot menu next to the candidate. This opens additional candidate actions, including options like viewing candidate details, reports, notes, and chat.

Step 2: Select Chat

Click Chat from the More Actions menu. A chat window will open so you can message the candidate directly.

Step 3: Type and Send Your Message

Write your message in the chat box, then click the send button. The message is saved as part of the candidate’s communication history.

Option 2: Chat from the Candidate Profile

You can also click the candidate’s name to open their profile. On the right side of the profile, use the chat box to type a message and click send.

Why Use Candidate Chat?

Candidate chat helps keep conversations organized in one place, so hiring teams can quickly see recent communication and continue the conversation without switching tools.

Fine-Tune Interview Scheduling & Job Settings

Use this tutorial to update interview configuration settings for a specific job. From the Jobs tab, you can open the job’s settings, adjust how interviews should work, and keep scheduling aligned with your hiring process.

Step 1: Open the Job Settings

Go to the Jobs tab, find the job you want to update, and click the gear icon. This opens the job settings page for that specific role.

Step 2: Find Interview Configuration

On the job settings page, go to the Configuration tab and look for the Interview Configuration section. This is where you can update the job’s interview setup.

Interview Type

Use Interview Type to choose the type of interview you want to run, such as a phone screen, in-person interview, or virtual interview.

Interview Duration

Use Interview Duration to set how long each interview should last. This helps keep scheduling consistent across the role.

Hiring Managers

Use Hiring Managers to select who should conduct interviews for this job. You can search and select the appropriate manager or managers from the dropdown.

Max Simultaneous Interviews

Use Max Simultaneous Interviews to control how many interviews can be scheduled at the same time for this job.

Auto-Schedule Interviews

Turn on Auto schedule interviews with top candidates when you want the platform to help automatically move top candidates into interview scheduling.

Schedule an Interview with a Candidate

Use this tutorial to schedule an interview for a candidate directly in Sprockets. You can choose the interview type, select an available date and time, assign the hiring manager, and create the interview from one scheduling flow.

Step 1: Start from the Candidate

Open the candidate you want to schedule and begin the interview scheduling process. The schedule window will show who you are scheduling the interview for before you choose the interview details.

Step 2: Select the Interview Type

Choose the interview format you want to use for the candidate. Depending on your setup, options may include In-Person, Video, Phone, or Not Now.

Selecting Not Now moves the candidate to the interview stage without scheduling a specific interview time.

Step 3: Choose a Date

After selecting the interview type, choose the date you want to schedule the interview. Available dates and times are based on the job’s interview settings and hiring manager availability.

Step 4: Select an Available Time

Pick one of the available time slots shown for the selected date. If no times appear, there are no available interview slots for that day.

Step 5: Assign a Hiring Manager

Select the hiring manager who will conduct the interview. This helps keep scheduling, ownership, and candidate communication aligned.

Step 6: Create the Interview

Review the selected interview type, date, time, and hiring manager. When everything looks right, click Create to schedule the interview.

Send a Job Offer to a Candidate

Use the offer workflow to move a candidate into the offer stage and send the details they need to accept the role. The offer modal helps you confirm the start date, wage, location, offer template, and hiring manager before sending.

The interactive walkthrough above shows how to open the offer action from the candidate pipeline and complete the required offer details.

Step 1: Open the Candidate Action Menu

From the Candidates tab, find the candidate you want to move forward. Use the candidate action menu to select Offer from the available pipeline options.

Step 2: Review the Candidate and Role

The offer modal will show who the offer is being created for and the role tied to that candidate. Confirm this information before filling out the offer details.

Step 3: Add the Start Date

Select the candidate’s start date. This is required before sending the offer and helps set clear expectations for the candidate and hiring team.

Step 4: Confirm Wage and Job Location

Review or update the wage and job location. These fields help make sure the offer reflects the correct pay details and location tied to the job.

Step 5: Select the Offer Template

Choose the offer template you want to use. Templates help keep offer communication consistent across roles, locations, and hiring teams.

Step 6: Assign the Hiring Manager

Select the hiring manager associated with the offer. This keeps ownership clear and ensures the right person is connected to the candidate’s next step.

Step 7: Send the Offer

Once the offer details are complete, click Send Offer. The candidate will receive the offer details, and you can continue tracking their progress in the pipeline.

Explore the Updated Admin Settings

The Admin area gives you a centralized place to review and manage the workspace settings that support your hiring workflow. This tutorial is a quick orientation for current customers, so it focuses on where key settings live and what you can manage from this updated view.

Setup Progress

The setup progress section gives you a high-level view of your workspace configuration. Expand Show Details to review items like company values, locations, default availability, users, application forms, jobs, success profiles, job description templates, job offer templates, and tags.

Workspace Resources

Workspace Resources include the tools used across your hiring workflow. From here, you can manage users, locations, tags, application forms, job description templates, job offer templates, and success profiles.

Users, Locations, and Tags

Use Users to manage team access and permissions, Locations to keep job posting locations accurate, and Tags to organize jobs, candidates, and locations for easier filtering and tracking.

Forms, Templates, and Success Profiles

Application Forms control the information candidates complete when applying. Job Description Templates and Job Offer Templates help keep postings and offers consistent. Success Profiles help match candidates to the traits of your best-performing hires.

System Configuration

System Configuration includes broader settings for your company profile and application experience. Use Company Settings to manage company details, branding, and application preferences. Use Application Settings to fine-tune how candidates apply, get notified, schedule interviews, and move through the hiring process.

Data Export

Data Export allows you to export company data, including locations and users, for reporting, backups, or analysis.