Use the account setup checklist

The Onboarding checklist guides administrators through workspace setup. Tasks vary by workspace.

Open the checklist

Sign in as an administrator and open Onboarding. The header shows completed and remaining tasks and overall progress.

Each task card shows its purpose and an action button. Use that button to open the relevant setup screen. If a Guide link is offered, open it for an associated walkthrough.

Work through the tasks shown

Complete the tasks shown for company information, your profile, roles, team invitations, the career page, and jobs. Save changes on each setup screen.

For a new role, use the current job editor's Job Details, Hiring Team, Job Application, Hiring Pipelines, Interview Scorecard, and Get More Applicants sections as needed. Additional sections can depend on your permissions and subscription.

Skip a task or return later

• Choose Skip on a task only when that button is available. Some tasks cannot be skipped.

• A skipped task shows Skipped. Use Resume setup to return to it.

• Choose Setup Later in the header to leave the checklist and go to Dashboard. You can return through Onboarding later.

Finished tasks are marked Completed; skipped tasks remain separate from completed setup.

If a task does not complete

1. Reopen the task and check that its required details were saved successfully.

2. Return to the checklist and refresh it to check the current status.

3. If the status still does not match your saved setup, contact support with the task name and any error shown.

If Onboarding or a setup action is missing, check that you are in the correct workspace and signed in as an administrator.

Recommended learning path

• Start here: your first recruiting workflow

• Create your first job

• Getting help and reporting issues