Everything in your workspace is reached from two places: the bar across the top and the sidebar on the left. This tour covers both, the dashboard you land on, and the shortcuts that save the most time.
The product walkthrough
The first time you open the workspace, after subscribing or after accepting an invitation, a short walkthrough shows you the product. A card with ari's mark opens each page in turn; the rest of the page is blurred, so only the part it is describing stands out.
- Most areas get a line: the dashboard, jobs, the careers page, the pipeline, review, interviews, integrations, analytics and settings.
- The candidate scorecard gets more, because that is where decisions are made: how candidates are ranked, the score and the evidence from the CV behind it, why only a person can reject someone, how an offer letter is drafted, approved and signed, the follow-up questions Opener asks about gaps, and interviewer scorecards. It opens your best-scored candidate. Until something has been scored, these steps describe the scorecard without opening one.
- Select Next to move on, or the back arrow to go back. If you reload the page in the middle, it carries on where you were.
- Select Pause to see and use the whole page: the blur goes away and a small bar at the bottom says where you were. Continue picks up at the same step, even if you went to another page meanwhile.
- Stop, on the card or on the paused bar, or Esc ends it at any step.
- It opens by itself once for each person. To take it again from any page, open your account menu (your initials, top right) and select Take the product tour; on a phone it is also at the top of More. You can also open ari and select Show me around under Suggestions. It starts with ari's pane closed, so the pages it points at are in view.
- Taking it again changes nothing in your workspace. It only remembers that you have seen it, so it does not open by itself again.
- On a phone the card sits above the bar at the bottom, and tabs that are not in that bar are pointed out under More.
Demo accounts see the walkthrough every time they sign in, and also have a Product walkthrough button above Settings in the sidebar.
The top bar
Step 1: Your company
Your logo and company name, with a small line naming the product underneath. Select it to go back to the dashboard. See Branding.
Step 2: Search
Opens the command palette, described below. The shortcut is ⌘ K on a Mac and Ctrl K on Windows. The search bar is left out on narrow screens.
Step 3: ari
Opens ari, the assistant, in a pane beside the page. See Using ari.
Step 4: Your account menu
Your initials. The menu holds every settings page, the help center, Take the product tour, Send feedback, Contact support and Sign out. Next to it, the bell holds your notifications. See Needs you and notifications.
The sidebar
| Item | What you find there |
|---|---|
| Dashboard | Your starting page, described below. |
| Candidates | Every applicant for a job, with their scorecard. See The candidates list. |
| Jobs | Your roles and their drafts. Under it, Channels takes you straight to where a published job is shared. See Create a job with the wizard. |
| Careers page | Your public page listing open roles. See Build your careers page. |
| Pipeline | The board of hiring stages. See The pipeline board. |
| Review | Applications the AI recommends rejecting, or a knockout answer flagged, waiting for a person. The number beside it is how many are waiting. See The review queue. |
| Interviews | Scheduled interviews. See Schedule interviews. |
| Analytics | Hiring figures and reports. See Dashboard and analytics overview. |
| Organisation chart | Your teams and open headcount. See Build your org chart. |
| Integrations | What is connected. See Integrations. |
| Settings | Point at it, or tap it, to open a menu of the settings pages you are allowed to use. Select the row itself for the settings overview. |
Marker 1 shows the active page. Marker 2 is Settings.
To make room on a small screen, collapse the sidebar to icons with the button at its top, or press ⌘ B (Ctrl B on Windows). Your choice is remembered. Collapsed, the Review count shows as a dot on its icon.
On a phone the sidebar becomes a bar at the bottom of the screen with Home, Candidates, Jobs, Interviews and More for everything else.
The dashboard
The dashboard is what you see after signing in. It greets you, then shows four key figures for all your jobs, or for one job when you pick it from the job picker at the top right.
Good morning, Sarah
Below the figures you find:
- Needs you: what is waiting for you to act on;
- Pipeline: how many candidates sit in each stage;
- Recent activity: what your team has done lately, with a category filter;
- Top candidates: the best scored candidates;
- Upcoming interviews;
- Careers page: the state of your public page.
See Dashboard and analytics overview and Needs you and notifications.
The command palette
Press ⌘ K (or Ctrl K) anywhere in the workspace, or select the search bar, and start typing.
- After two letters, it finds Jobs by title and Candidates by name or headline, a few of each. Choose one to open it.
- Help lists matching articles from this help center. They open in a new tab, so your work stays where it is.
- Navigate jumps to any page in the sidebar.
- Quick actions start a New job, Invite member or Open help center.
Use the arrow keys and Enter to pick, and Esc to close.
Keyboard shortcuts
| Keys | What they do |
|---|---|
| ⌘ K or Ctrl K | Open or close the command palette. |
| ⌘ B or Ctrl B | Collapse or expand the sidebar. |
| J or ↓ | On Candidates: open the next candidate. |
| K or ↑ | On Candidates: open the previous candidate. |
| ⌘ Enter or Ctrl Enter | Add the note you are typing on a candidate. |
On Candidates, J and K follow the list as you have filtered and sorted it, so you can work through a shortlist without the mouse. The keys do nothing while you are typing in a box, such as a note or a search, so they never get in the way. See The candidates list.