Daily Tasks
Check new completed interviews → Go to Interviewers → Select your interviewer → Sort by completion date Find your best candidates quickly → In the candidate list, filter by score and sort by most recent Shortlist a candidate (move them forward) → Select them on the candidate list → Actions → Shortlist, or open their profile → Shortlist at the top Dismiss a candidate (remove from consideration) → Select them on the candidate list → Actions → Dismiss, or open their profile → Dismiss at the top Share a score report with a hiring manager → Open the candidate → Click Share for a read-only link (with optional password and expiry), or select them on the list → Download → Bulk PDF report (ZIP) → Full guide: Reviewing CandidatesSetup Tasks
Create a new interviewer → Click Create Interviewer from the dashboard → Follow the setup wizard → Full guide: Creating an Interviewer Duplicate an existing interviewer for a similar role → Go to Interviewers → Click ⋯ menu → Duplicate → Full guide: Cloning, Editing & Archiving Add a team member → Go to Settings → Team → Invite Member → Enter email and select role → Full guide: Team Connect your ATS → Go to Integrations → Select your ATS → Follow the connection wizard → Full guide: ATS Integrations & quickstartsOutreach Tasks
Send interview invitations to a batch of candidates → Go to Outreach → Create Blast → Select audience → Choose template → Send → Full guide: Contact Blasts Create an email template → Go to Outreach → Email Templates → Create Template → Full guide: Email TemplatesTroubleshooting
A candidate says they can’t access the interview → Check the interviewer deadline. It may have passed → Try the link yourself to verify it works → Check if the interviewer is still active (not archived) Scores seem too high or too low → Review your scoring rubrics. They may be too lenient or too strict → Full guide: Adjusting Scoring (Interview Evaluation) Completion rate is low → Check interview length (keep under 15 min) → Send reminder emails 2-3 days after initial invitation → Full guide: Inviting Candidates & Driving CompletionTips
- Use filters aggressively: Don’t scroll through candidates. Filter by score, status, and date.
- Set up templates early: Build email templates and interview templates before you need them.
- Archive completed roles: Keep your active list clean by archiving roles you’ve filled.
- Test your own interviews: Click the interview link yourself before sending it to candidates. You’ll catch issues immediately.