If a client you're recruiting for uses Workable, they'll invite you to collaborate in Workable. As an External Recruiter, you'll use your client's Workable account to submit candidates, interact with their profiles, and track their progress.
First steps for new users
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Join a client's Workable account
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Join account from: Invitation email
If a client you're recruiting for uses Workable, they'll invite you to collaborate in Workable as an External Recruiter in order to upload resumes and track candidates' progress.
You’ll receive an invitation email containing the details of the job you're recruiting for. If this is the first time you've used Workable, click on the Submit Candidates button in the email to join the candidate's account and get started.
💡If you've used Workable before with other clients, you won't need to change your login details. Sign in to Workable with your regular login details and switch companies as needed.
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Choose your personal settings and notifications
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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 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.
Explore features available to you
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Explore your home page
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Once you log in to your client's account, you will land on your home page. You can also click the "W" logo to go to this area. As an External Recruiter, 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.
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Features for External Recruiters
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Features for External Recruiters Access the Jobs page Under the Jobs page, you can access the pipelines for the jobs your client needs your help with.
Submit and edit candidates Upload candidates directly in Workable or by replying to the invitation email. You can also edit the candidates you upload.
Access candidate profiles Click on any stage of the pipeline to track the progress of the candidates you have submitted.
Send an email or event invitation Communicate efficiently with your candidates and schedule events according to your client's requests. The communication history will be stored automatically for your client to view.
Add or reply to a comment Your client might leave comments for the rest of the hiring team or mention you specifically to map out the next actions or communication with this candidate. Reply back, or mention another colleague by typing '@' and the name of the person you wish to notify along with your comment.
See your upcoming events and to-dos Keep up with to-do items and interviews through your:
▶︎ Inbox
▶︎ Agenda
View reporting for your candidates You can access the following reports: Current Pipeline, Historic Pipeline, Candidate Flow, Candidate Breakdown, and Activity. The report data will only contain information about candidates with whom you were explicitly working.