Start here: your first recruiting workflow

Follow these guides to set up CVViZ and begin recruiting.

Before you start

If your organization already uses CVViZ, accept your team's invitation instead of creating a separate workspace. Sign in with the work email your administrator invited.

If a required option is missing, ask your administrator to check your role, workspace features, and plan.

1. Activate your account and sign in

Open your activation or invitation email and complete the instructions. Then sign in to CVViZ.

Use Troubleshoot sign-in problems if you cannot access your account. You can also contact hello@cvviz.com without signing in.

2. Set up your company and team

Administrators should complete company details, invite colleagues, and assign roles with the permissions each person needs.

• Complete your company profile

• Invite your team and review roles

3. Create your first job

Open Jobs, select Add Job, and enter or import the role details. Review the description, location, experience, and skills before saving. Configure the application form and interview scorecard for the role.

Complete required approvals, then review each publication destination.

• Create your first job

• Review job approval workflows

4. Add candidates

Open the job's candidates list and select Add Candidates. Confirm the destination before you upload a resume or add contact information. In the destination chooser, select Talent pool when you want to keep a person for future opportunities without assigning a job.

For a spreadsheet, save it as CSV UTF-8 and map the columns. For a CV, use the resume-upload method and review the processing result.

• Add candidates

• Import candidates from CSV

• Review parsed resume information

5. Review candidates and record progress

Open a candidate profile to review the CV, record notes, and check job-specific information. Keep emails, notes, and scheduled events in their respective tabs so teammates can find them.

When a candidate progresses, update the stage in the relevant job. Review any configured emails or automations before confirming a stage change.

• Use the candidate profile

• Move candidates through stages

• Schedule an interview

Choose your next task

• Import a list: prepare a CSV and review its field mapping before importing.

• Find new candidates: open the AI Sourcing guide and check feature availability for your workspace.

• Contact candidates: review email setup and create an Outreach sequence if available. Preview the message and recipients before sending.

• Coordinate interviews: set up the supported calendar connection and confirm each attendee's timezone.

• Track results: explore Time To Fill after your team has recorded real activity.

Need a hand?

Read Contact support and report a problem, open the help widget in CVViZ, or use the public contact page.