Standard Member User Guide: Recruiting features (Desktop & Mobile)

As a Standard member (Standard Access), you'll use Workable to evaluate candidates, leave feedback, and conduct parts of the hiring process. 

 

First steps for new users

Activate your Workable account

Your HR or recruiting team will notify you when and how you can access Workable. Available options are: 

Invitation email

Before logging into your account, a Workable Admin member will probably trigger an invitation email that grants you access to Workable. Follow these steps to sign up for the first time:

1. Click on the link in the invitation email
2. Enter your first and last name as you would like them to appear in Workable
3. Set a password that meets our requirements or select to join using your Google/LinkedIn/Microsoft account
4. You will be logged in and taken to the homepage of your Workable account

In the future, you can use the Workable login page to log in to your account. 

Auto-join

If your company has auto-join enabled, you may be able to join your Workable account without an invitation.

SSO

If your company has connected Workable to your single sign-on (SSO) provider, follow the steps here to sign in.

Authorize your Google/Outlook calendar (if applicable)

If your company's admin has enabled the Google or Microsoft 365 Outlook integration for the company account, you'll still need to authorize your own Google/Outlook calendar via your desktop.

Choose your personal settings and notifications

Setup your profile from: Your Profile

Here you can edit your full name, job title, time zone (this will be used when you attend Workable scheduled events) and upload a profile picture. At the bottom of the page under Credentials, you can connect additional apps (Zoom, LinkedIn, etc).

Adjust your notifications, interview availability, and self-scheduled event buffers under:
Your Preferences

By default, all email notifications (except for the 'Candidates' category) and the 'daily candidate report' email will be ON for all users, but you can modify them if needed. 

Set your interview availability to enable your HR team to book interviews on your behalf via the self-scheduling option. Interview invites through Workable will always sync to your calendar automatically and will include a link to open the candidate's resume.

Set buffers for self-scheduled events to allow extra time to wrap up or take a break after interviews and avoid scheduling back-to-back interviews.

Download our mobile app

The Workable app is available for Android and iOS smartphones free of charge. Scanning the QR codes below will take you directly to their respective app stores, where you can download the app:

  

Below, you will also find an overview of the app's different features you can access.

 

Explore features available to you

Explore your home page (desktop/mobile)

• Desktop
• Mobile

Once you log in to your desktop, you will land on your home page. You can also click the "W" logo to go to this area. As a Standard Member, you can view different widgets:

Personal information	Get an overview of your personal details.
Today	Get an overview of all events you will need to attend today (taken from your Agenda).
To-dos	Get an overview of your pending tasks, such as adding an evaluation after a candidate interview.
Jobs	Get an overview of the jobs you have visibility on and quickly create a new job.

Once you log in to the mobile app, you will land on your home page. As a Standard Member, you can view different widgets:

To-dos	Review your actionable tasks, such as adding an evaluation after a candidate interview.
Today	See upcoming interviews that you're participating in. Tap an event to see more details and access the candidate's profile.
Jobs	Get an overview of the jobs you have visibility on.
Candidates	View a list of new, unread, or recently viewed candidates.

   

Features for Standard Members (desktop/mobile)

• Desktop
• Mobile

Features for Standard Members on desktop
Access the Jobs page	Under the Jobs page, you can access the pipelines for the jobs you’re on the hiring team for.  ▶︎ Jobs page overview
Access candidate profiles	Click on a step of the recruiting pipeline to access those candidates and review their profiles, resumes, and any interactions with your team.  ▶︎ Candidate profile overview
Filter and screen candidates	Use advanced search and filters to find suitable candidates. ▶︎ Use advanced/boolean candidate search
Move to a stage & disqualify candidates	Move promising candidates to the next stages of the recruiting process and disqualify those who are not a good fit.  ▶︎ Move candidates through the pipeline ▶︎ Disqualify candidates
Evaluate candidates	Assess the candidate by leaving a rating on their profile to share your opinion with other members of the hiring team. ▶︎ Review and evaluate candidates
Leave internal comments	Add general notes and communicate with coworkers through "@" mentions. ▶︎ Leave internal comments
Send an email or event invitation	Send emails to candidates (using communication templates) or coordinate interview scheduling.  ▶︎ Email candidates ▶︎ Schedule events
See your upcoming events and to-dos	Keep up with to-do items and interviews through your: ▶︎ Inbox ▶︎ Agenda
Advanced Usage Features for Standard Members on desktop
Create jobs	You can create jobs but need to request publication from an account Admin. ▶︎ Create jobs
Review requisitions	If your company’s account uses Hiring Plan, you may be requested to review a requisition.  ▶︎ Approve/reject requisitions
View reports	Check the progress of your recruiting with Workable reports like the Current Pipeline, Time to Hire, Candidates Sources, and more. ▶︎ Recruiting Reporting Basics

Features for Standard Members on mobile
Receive push notifications	Receive push notifications for pending items that need your attention like "@" mentions to comments. ▶︎ Notification preferences
Access candidate profiles	Review candidate resumes and profile info for a job. You can also search or filter candidates. ▶︎ Candidate profile overview ▶︎ Search and filter candidates
Move to a stage & disqualify candidates	Move promising candidates to the next stages of the recruiting process and disqualify those who are not a good fit.  ▶︎ Move candidates through the pipeline ▶︎ Disqualify candidates
Review and evaluate candidates	Assess the candidate by leaving a rating on their profile to share your opinion with other members of the hiring team. ▶︎ Review and evaluate candidates
Leave internal comments	Add general notes and communicate with coworkers through "@" mentions. ▶︎ Leave internal comments
Send an email or event invitation	Send emails to candidates or coordinate interview scheduling.  ▶︎ Email candidates ▶︎ Schedule events
See your upcoming events and to-dos	Keep up with to-do items and interviews through your: ▶︎ Inbox ▶︎ Calendar
Advanced Usage Features for Standard Members on mobile
Create jobs	You can create jobs but need to request publication from an account Admin. ▶︎ Create jobs
Review requisitions	Review requisitions for which you are involved in the approval process. ▶︎ Approve/reject requisitions

 

Highlighted content

If your company is using our HR features, you may be using Workable to access your employee profile. To get started, select one of our HR user guides based on your access rights.