Role & Intake
Create roles with scopes, skills, compensation ranges, and hiring teams. Generate a shareable intake form in one click.
From intake to offer without the spreadsheet sprawl. Roles, candidates, interviews, and offers — bonded through Essentials and connected to HR, Jobs, Compliance, and CRM.
Create roles with scopes, skills, compensation ranges, and hiring teams. Generate a shareable intake form in one click.
Parse resumes, collect profiles from forms, and add sourced referrals. Everything lands in one pipeline.
Screen → Interview → Offer → Hired. Drag-and-drop with filters, search, and saved views.
Schedules, scorecards, structured notes, and panel feedback. Keep decisions objective and traceable.
Email/SMS templates, nudges, and reminders via Essentials notifications. Stay timely without tab-hopping.
Job descriptions, interview guides, and candidate artifacts live with the role and stage — not in random folders.
Offer packages with approvals and history. Hand off to HR in one step when signed.
Time-to-fill, stage conversion, source effectiveness. Export-ready summaries for leadership.
Essentials is the bond. Identity, directory, notifications, billing, and audit keep people, work, and money in sync from “open role” to “day one”.
One click converts a candidate into an employee or contractor with the right manager, department, and access.
Hired talent drops into jobs/projects with owners, milestones, and timelines already in motion.
For contractors, create the checklist on hire (EPS/ARL/PILA in CO; W-9/1099 in US). Gate assignments and payouts until green.
If you recruit for clients, roles and placement status roll up to the account — one story from req to start date.
Employee start dates and comp sync to payroll; placements can trigger client invoicing where applicable.
Placement events can trigger commissions with review and audit when Premium is enabled.
From intake to offer to day one — no tool-hopping, no duplicate data.
Create a role from a template, define the hiring team, and publish the intake form.
Parse resumes, add sourced/referrals, and capture applicants from the form — all into one pipeline.
Move candidates through stages, schedule interviews, collect scorecards, and keep notes structured.
Prepare the offer, run approvals, capture acceptance with a clean audit trail.
With one click, create the employee/contractor record in HR with manager, dept, and start date.
Auto-create the first job/project tasks or onboarding checklist; notify stakeholders via Essentials.
Recruitment is an inner-orbit module. Essentials provides identity, directory, notifications, billing, and audit. Hand off hires to HR Management, kick off work in Project/Job Management, enforce Contractor Compliance for contractors, and tie placements to CRM and invoicing where relevant.