How to: Try Workable features without publishing a job

Want to try out a feature before using it with actual candidates? Learn the best methods to privately experiment with the tools in Workable.

Most features offer a preview option. For example, you'll be able to review application forms, offer letters, video interviews and more before sending anything to a candidate. Additionally, Workable will always make it clear when you are about to send something off to a candidate or make a job public.

To test drive a feature if you don't have any candidates or aren't ready to publish a job, check out these tips.

There's a lot to see, but we recommend trying out the following:

• Job setup process
• Email & scheduling
• Offer letters & e-signature documents
• Evaluations & interview kits

Create an internal job

You can set up a job without ever making it public. Internal jobs are used to source, refer or upload candidates before publishing.

• Click the Create a new job button on the main dashboard to start
• Explore the tabs to build the job and workflow
• When you're ready, instead of clicking the Publish button, select the dropdown arrow just to the right of it and pick Use Internally

The job will be activated and will appear on the main dashboard where you can upload candidates and try out more features. Edit the internal job any time by clicking the three dots on the main dashboard.

Add a candidate profile

Next you'll want to add a candidate profile. This could be a real resume or a "fake" candidate.

• From the main dashboard click on the Applied stage for the job
• Select Add candidates in the upper right
• Choose Enter details manually

The only requirements to add a candidate manually are a first and last name. However, we recommend including an email address too, so you can get the most out of your tests.

You can use your own email address to add yourself as a test candidate. 

Experiment

Move the candidate through the pipeline, schedule events, send email or offers and try out all the feedback and interaction options. Integrating your Gmail or Outlook account enables extra features.

Our video library has short guides to help you out. If you're on a trial, reach out to us for a demo to see Workable's full potential.

Data clean up

When you're done trying things out, simply delete the job or the test candidate. Deleting the job will also delete any candidates added to that job.

This will remove all record and reporting from your account, so there's no need to worry about any tests impacting your reports and KPIs long term.

• To delete the job, archive it by clicking the three dots on the main dashboard. Locate the job at the bottom of the dashboard and click Delete. This will also delete any candidates in the job.
• To just delete the candidate, open their profile, select the three dots and choose the option to delete.