1
Start from the pipeline
Open the job pipeline and work from the oldest actionable applications.
Use filters for owner, stage, department, or region instead of exporting
candidate data to personal spreadsheets.
2
Review the candidate record
Read the application, resume, answers, notes, and activity timeline before
changing the stage. Add a concise note that explains the decision and the
next owner.
3
Assign the next action
Create a task for a missing review, use a scorecard for structured
feedback, or move the application to the next stage. Harly updates open
views through its realtime channel; a hard refresh is only a recovery path.
4
Schedule the interview
Create the interview with the attendees, timezone, duration, and video
provider. Calendar and meeting integrations sync in the background. If a
provider is unavailable, the interview remains saved and shows a warning
that can be retried.
5
Communicate from the record
Send candidate email from the application or mailbox. Keep replies attached
to the candidate thread and avoid forwarding sensitive resumes to personal
accounts.
6
Close the loop
Send an offer, record the decision, or reject with the appropriate reason.
For signed offers, verify the signing status from the document record,
not from an unverified screenshot or email claim.
Collaboration rules that scale
- Put the decision and next step in a note, not only in chat.
- Use scorecards for comparable interview feedback.
- Assign one accountable owner per application.
- Treat AI output as a draft or signal; a human owns the hiring decision.
- Export or delete candidate data only through an approved privacy workflow.