Getting Started with Recruiterflow

A fast tour of Recruiterflow UI, showing key menus, dashboards, search, and how to find core actions efficiently.

Step‑by‑step email and calendar integration to sync messages, track conversations, and schedule interviews directly from Recruiterflow.

How to add users, assign roles/permissions, and organize teams to manage access and collaboration.

Setting up custom fields for candidates, jobs, and companies so your database matches your unique process and reporting needs.

Designing job pipelines, stages, and automations to reflect your hiring process and keep activities moving smoothly.

Ways to add records—manual entry, sourcing, or CSV imports—and enrich profiles for better tracking and outreach.

Creating a new job, defining details and requirements, publishing, and preparing it for intake and pipeline tracking.

Configuring billing terms, fees, and invoicing on jobs to track revenue and streamline client billing.

Linking candidates to openings, managing screening, and moving them through stages with minimal clicks.

Using templates, sequences, and personalization to send compelling outreach and improve response rates.

How to Schedule and Record Interviews with Candidates: Book interviews, auto-sync calendars, and record notes or calls.

Organize files and format resumes cleanly for client-ready submissions.

Package candidate profiles and share submissions professionally with clients.

Record hires, fees, and placement details for accurate reporting.

Explore dashboards and reports to track performance and optimize pipelines.