> ## Documentation Index
> Fetch the complete documentation index at: https://docs.harly.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Tutorial: your first hire

> End-to-end walkthrough — open a job, collect applications, run interviews, send an offer, and close the hire.

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

## 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

## 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

***

## Step 1 — Create a job

<Steps>
  <Step title="Open Jobs">
    Select **Jobs** in the left sidebar, then **New job**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Write the description">
    Add a role summary, responsibilities, and requirements. This is the text
    candidates read on your career page.

    ```text theme={null}
    We are looking for a Product Designer to join our team.
    You will own end-to-end design for our core product.

    Requirements:
    - 3+ years of product design experience
    - Proficiency with Figma
    - Experience with user research
    ```
  </Step>

  <Step title="Set the pipeline">
    Assign pipeline stages. A practical default for this tutorial is:

    | Stage     | Purpose                           |
    | --------- | --------------------------------- |
    | Applied   | Where every new application lands |
    | Screen    | Initial review call               |
    | Interview | Full panel interview              |
    | Offer     | Offer sent, awaiting decision     |
    | Hired     | Signed and closed                 |
  </Step>

  <Step title="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)
  </Step>

  <Step title="Assign the hiring team">
    Add yourself as hiring manager. For a real role, add the relevant recruiters
    and interviewers.
  </Step>

  <Step title="Publish">
    Review the public preview, then select **Publish**. The job now appears on
    your career page at `https://hiring.example.com/careers`.
  </Step>
</Steps>

***

## 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.

<Tip>
  Submit a second application from a different test address so you can practice
  rejecting one and advancing the other.
</Tip>

***

## Step 3 — Review and advance

<Steps>
  <Step title="Open the pipeline">
    Go to **Jobs → Product Designer → Pipeline**. You will see the test
    applications in the **Applied** stage.
  </Step>

  <Step title="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:

    ```text theme={null}
    Strong portfolio. Move to Screen to verify compensation expectations.
    Owner: @you
    ```
  </Step>

  <Step title="Advance to Screen">
    Drag the card to **Screen**, or open the application and change the stage.
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## Step 4 — Schedule an interview

<Steps>
  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="Confirm">
    Save. Harly creates the calendar event and attaches the video link. The
    interview appears under **Interviews** in the sidebar.
  </Step>
</Steps>

***

## Step 5 — Complete a scorecard

After the interview, record structured feedback.

<Steps>
  <Step title="Open the interview">
    Go to **Interviews**, find the interview, and select **Add scorecard**.
  </Step>

  <Step title="Rate the criteria">
    Score the candidate on the criteria your workspace defines. Add notes for
    each rating.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Advance to Interview stage">
    Satisfied with the screen? Move the application to **Interview** and record
    a note summarizing the screen call outcome.
  </Step>
</Steps>

***

## Step 6 — Send an offer

<Steps>
  <Step title="Advance to Offer stage">
    After the panel interview and scorecard review, move the application to
    **Offer**.
  </Step>

  <Step title="Create the offer">
    Open the application and select **Create offer**. Fill in:

    | Field        | Example value    |
    | ------------ | ---------------- |
    | Title        | Product Designer |
    | Compensation | \$120,000 / year |
    | Start date   | 2026-09-01       |
  </Step>

  <Step title="Attach a letter">
    Upload a PDF offer letter or generate one from a template.
  </Step>

  <Step title="Place signature fields">
    Add a **Signature** field where the candidate signs and a **Date** field.
    Add a countersign field for your company if required.
  </Step>

  <Step title="Send">
    Send the offer. The candidate receives a secure signing link. No account
    required on their side.
  </Step>
</Steps>

***

## Step 7 — Confirm accepted state and close the hire

<Steps>
  <Step title="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.
  </Step>

  <Step title="Countersign if required">
    Open the offer record and countersign your company's fields if your workflow
    requires it.
  </Step>

  <Step title="Verify from the offer record">
    Before marking the hire, open the offer on the application and confirm the
    state is **Accepted**.

    <Warning>
      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.
    </Warning>
  </Step>

  <Step title="Mark hired">
    From the application, select **Mark as hired**. This closes the loop on the
    application and records the outcome for reporting.
  </Step>
</Steps>

***

## 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

## Next steps

<CardGroup cols={2}>
  <Card title="Set up integrations" icon="plug" href="/tutorials/setup-integrations">
    Connect calendars, video, email, notifications, and signatures.
  </Card>

  <Card title="Daily recruiting workflow" icon="list-checks" href="/getting-started/daily-workflow">
    The daily operating rhythm for a live recruiting team.
  </Card>

  <Card title="Automations" icon="workflow" href="/developers/automations">
    Automate notifications and tasks on stage changes.
  </Card>

  <Card title="API overview" icon="code" href="/developers/api-overview">
    Build integrations against the Harly API.
  </Card>
</CardGroup>