Before you begin
- Complete quickstart and claim the owner account.
- Have your recruiting team, departments, regions, and approval rules ready.
- Decide whether candidates should use the portal and which public domain will host your career page.
1
Create the workspace profile
Open Settings → Workspace and set the organisation name, logo, locale,
timezone, and public origin. Use the same origin configured in
HARLY_URL
for links sent in email.2
Invite the recruiting team
Open Settings → Members and invite each teammate with the narrowest
role they need. Owners can manage security and billing-level settings;
recruiters generally need candidate, application, job, and interview
permissions.
3
Create pipeline stages
Open Settings → Pipelines, create the stages that match your process,
and keep the order intentional. A practical starting point is
Applied,
Screen, Interview, Offer, and Hired, with a separate rejected or
withdrawn outcome.4
Create a job
Add the title, department, location, employment type, description, and
hiring team. Publish only after the pipeline and application questions have
been reviewed.
5
Review the candidate experience
Open the public career page in a private browser window. Submit a test
application using a test mailbox, confirm the acknowledgement email, and
verify that the application appears in the expected stage.
Recommended workspace checklist
Owner account claimed and recovery method tested.
At least two owners or a documented break-glass procedure.
Members assigned least-privilege roles.
Sender identity and reply routing tested.
Candidate privacy notice and retention policy published.
Backup and restore owner assigned before production traffic.
Next steps
Daily recruiting workflow
Move from application to hire with a repeatable operating rhythm.
Access control
Add contextual roles, MFA, SSO, and audit review.