Rolling out Workable at your organization
Super Admins
All PlansIf you're just starting to use Workable, it's important to notify colleagues - not only to get them to join your account, but to set expectations about how they'll need to use it.
In this article you will find resources and an email template that you can share to help coworkers get started.
Outline your roll out process
When you’re ready to announce Workable to your hiring teams, review the steps below.
Decide who you’re inviting
It’s a good rule of thumb to invite anyone who has a role in hiring, even if they aren’t hiring right now. Learn about choosing the right user roles for coworkers.
Review your account setup
The best time to invite coworkers is after you’ve completed initial account setup and created jobs. Refer to the implementation guide from your account manager or to our Getting Started Guide.
Decide how users will join
- Send direct email invites where specific individuals are invited (can be automated in bulk for Advanced Annual accounts during implementation)
- Share an auto-join link; anyone with an email address at your organization can join
- Grant access through SSO (Advanced Annual only); users must be added to Workable via your SSO tool
Use a template below based on how users will be invited.
Share the news with your coworkers
To spread the word in the company, send an email to coworkers who will be part of your hiring process, such as various department managers, team leaders, board members and key stakeholders.
Based on how you decided users will join Workable, download and edit the most suitable template from the options below to quickly notify your colleagues. You can also share our short videos to help your colleagues get started with Workable.
Subject line: Using Workable for our hiring
Hi,
We have great news! We will soon begin using Workable for our hiring.
Workable is all in one recruiting software, and will help us hire effectively and efficiently. When you’re hiring for your team you will need to use Workable to view resumes and leave feedback.
You will soon receive an email invitation to join our company’s Workable account. Once you accept the invitation and set up your password, you can:
- Enter your account using the login page: https://workable.com/signin
- Visit the personal profile section to adjust your settings and manage your email notifications
Have a question about Workable? You’re covered! Browse the help center, review the Getting Started guides and sign up for Workable 101, an interactive webinar with a live Q&A session.
Thank you for helping us hire more of the best!
Hi,
We have great news! We will soon begin using Workable for our hiring.
Workable is all in one recruiting software, and will help us hire effectively and efficiently. When you’re hiring for your team you will need to use Workable to view resumes and leave feedback.
You will soon receive an email invitation to join our company’s Workable account. Once you accept the invitation and set up your password, you can:
- Enter your account using the login page: https://workable.com/signin
- Click on the Join account button and fill in your work email address
Once you’re logged in, navigate to the personal profile section to adjust the settings and manage your email notifications.
Have a question about Workable? You’re covered! Browse the help center, review the Getting Started guides and sign up for Workable 101, an interactive webinar with a live Q&A session.
Thank you for helping us hire more of the best!
Note: Before you send the template, replace #subdomain# in the login link with your company’s own subdomain as seen in your Company Profile.
Hi,
We have great news! We will soon begin using Workable for our hiring.
Workable is all in one recruiting software, and will help us hire effectively and efficiently. When you’re hiring for your team you will need to use Workable to view resumes and leave feedback.
You will soon receive an email invitation to join our company’s Workable account. Once you accept the invitation and set up your password, you can:
- Visit the company’s login page: https://#subdomain#.workable.com/signin
- Fill in your work email to sign in
Once you’re logged in, navigate to the personal profile section to adjust the settings and manage your email notifications.
Have a question about Workable? You’re covered! Browse the help center, review the Getting Started guides and sign up for Workable 101, an interactive webinar with a live Q&A session.
Thank you for helping us hire more of the best!
Download the templates
Save the templates in a .docx file on your device and edit them if needed.
Note: Users of Advanced Annual with Referrals can combine the template above with the dedicated one to roll out Referrals at the same time while informing their colleagues about switching to Workable.
Check if your colleagues can sign in
Once you’ve let your colleagues know about Workable, confirm if they have accepted their invitations by visiting the Account Members page from the user icon menu at the top right of Workable.
For colleagues invited by email, you can send an invitation again if needed. In the example below, Jim has successfully logged in, while Nick below has not yet accepted the invitation. If you want to resend an invitation to a member, hover over their email and click Resend invitation.
That’s it! Once they are all set, you can build your hiring teams and start hiring!