Prepare recruitment
Sign in with permission for recruitment and open Jobs & Hiring. Review Categories, Pipeline Stages and Settings & Embed before publishing. Set the public careers information, application questions and email templates to match your organisation's process.
Publish a vacancy
Choose Create Job, complete the vacancy and its application requirements, and review it before publishing. Visit /jobs/ as a visitor and open the vacancy. A fresh installation contains no vacancy to display until you create one.
Submit a synthetic application with a test email address and harmless sample attachments. Confirm the application appears in Applications, that authorised staff can read it and that customer verification and mail work as expected.
Work with the application
Open the application in the staff workspace. Use the available recruitment stages, communications, interview scheduling and structured evaluation screens for that candidate. Keep notes relevant to the role and limit access to the team handling recruitment.
Use Export only when you need an authorised CSV copy. Exported applicant information needs the same access and retention controls as the original records. A downloaded file is a separate copy that Desk cannot revoke from somebody else's device.
If the recruitment screen reports a schema or module issue on a fresh install, check the exact release and installer outcome rather than importing an old upgrade SQL file into real data.