Daily Workflow
Log in → scan stages → open candidate → move forward or reject.
Moving Candidates
Drag or use Move-to-Stage dropdown; note + justification required for
every move. Declines → Not Qualified; hires → Hire → Onboarding.
Card Overview
Name, role, role-match, source, quick actions, indicators.
Inside the Modal
Info, CV preview, Live Notes, score/rating, Move-to-Stage, email &
schedule tools.
Before Moving
Check CV, role-match, score, notes, readiness, red flags.
Communication Tools
Email templates, scheduling, invites, AI notes.
Helpful Tags
Job Offer, Talent Pool, HiPo, No Show, Future Hire, Blacklisted.
Avoid These
Mistagging, advancing weak candidates, missing notes, skipping CV.
Quick Tips
Short notes, preview CV, avoid stalling, check Live Notes, dropdown
for accuracy.
