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This tutorial takes a fresh Harly workspace from the first job to a signed offer. It assumes you have completed the quickstart and claimed the owner account.

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What you will do

  • Create and publish a job with an application form
  • Collect and review the first applications
  • Schedule an interview and complete a scorecard
  • Send an offer for signature
  • Mark the hire final

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Before you begin

  • A running Harly installation at a public URL
  • An owner account (created during /setup)
  • A test email account you can submit applications from

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Step 1 — Create a job

1

Open Jobs

Select Jobs in the left sidebar, then New job.
2

Fill the basics

Enter a job title (for example Product Designer), department, location, and employment type. Save as draft — it will not be public yet.
3

Write the description

Add a role summary, responsibilities, and requirements. This is the text candidates read on your career page.
4

Set the pipeline

Assign pipeline stages. A practical default for this tutorial is:
5

Build the application form

Add the questions you need. For this tutorial keep it minimal:
  • Portfolio link (URL, required)
  • Why this role? (long text, optional)
6

Assign the hiring team

Add yourself as hiring manager. For a real role, add the relevant recruiters and interviewers.
7

Publish

Review the public preview, then select Publish. The job now appears on your career page at https://hiring.example.com/careers.

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Step 2 — Submit a test application

Open your career page in a private browser window and submit an application using your test email account. Check that:
  • The job listing shows your description.
  • The application form includes the questions you built.
  • After submission you receive a confirmation email.
  • The application appears in the Applied stage on the pipeline.
Submit a second application from a different test address so you can practice rejecting one and advancing the other.

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Step 3 — Review and advance

1

Open the pipeline

Go to Jobs → Product Designer → Pipeline. You will see the test applications in the Applied stage.
2

Review the candidate record

Open the application. Read the answers, check the portfolio link, and look at the activity timeline. Add a note to record your assessment:
3

Advance to Screen

Drag the card to Screen, or open the application and change the stage.
4

Reject the second application

Open the other test application. Select Reject, choose a reason such as Not a fit at this time, and confirm. The candidate receives a rejection email if you configured one in your email templates.

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Step 4 — Schedule an interview

1

Connect a calendar (if not done)

If you have not connected a calendar, open Settings → Integrations → Google Calendar or Microsoft Outlook and follow the provider guide. You can skip calendar sync and still record an interview; Harly just will not create the external event.
2

Schedule

From the application, select Schedule interview. Set:
  • Attendees: yourself and the candidate
  • Date, time, and timezone
  • Duration: 60 minutes
  • Video provider: whichever you have connected
3

Confirm

Save. Harly creates the calendar event and attaches the video link. The interview appears under Interviews in the sidebar.

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Step 5 — Complete a scorecard

After the interview, record structured feedback.
1

Open the interview

Go to Interviews, find the interview, and select Add scorecard.
2

Rate the criteria

Score the candidate on the criteria your workspace defines. Add notes for each rating.
3

Submit

Submit the scorecard. It is now part of the candidate record and cannot be changed. If you are the hiring manager, you can view submitted scorecards before the stage decision.
4

Advance to Interview stage

Satisfied with the screen? Move the application to Interview and record a note summarizing the screen call outcome.

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Step 6 — Send an offer

1

Advance to Offer stage

After the panel interview and scorecard review, move the application to Offer.
2

Create the offer

Open the application and select Create offer. Fill in:
3

Attach a letter

Upload a PDF offer letter or generate one from a template.
4

Place signature fields

Add a Signature field where the candidate signs and a Date field. Add a countersign field for your company if required.
5

Send

Send the offer. The candidate receives a secure signing link. No account required on their side.

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Step 7 — Confirm accepted state and close the hire

1

Wait for the candidate to sign

When the candidate signs, Harly updates the offer state to Accepted (after the signing ceremony completes). You receive a notification if you have configured one.
2

Countersign if required

Open the offer record and countersign your company’s fields if your workflow requires it.
3

Verify from the offer record

Before marking the hire, open the offer on the application and confirm the state is Accepted.
Do not mark a hire on the strength of a forwarded PDF or a verbal yes. Confirm the offer state is Accepted on the offer record in Harly.
4

Mark hired

From the application, select Mark as hired. This closes the loop on the application and records the outcome for reporting.

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What you built

  • A published job with a pipeline, form, and hiring team
  • A full application lifecycle from applied to hired
  • A scheduled interview with a structured scorecard
  • A verified signed offer

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Next steps

Set up integrations

Connect calendars, video, email, notifications, and signatures.

Daily recruiting workflow

The daily operating rhythm for a live recruiting team.

Automations

Automate notifications and tasks on stage changes.

API overview

Build integrations against the Harly API.