If 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 rollout 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 the initial account setup and created jobs. Refer to the implementation guide based on your plan or to our Getting Started Guide for Super Admins.
Decide how users will join
- Send direct email invites where specific individuals are invited
- Share an auto-join link; anyone with an email address in your organization can join
- Grant access through SSO; users must be added to Workable via your SSO tool
Use one of the below templates 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 videos library 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 user guides, and sign up to Workable Academy for self-paced courses.
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.
To auto-join our Workable account:
- Visit workable.com/signup
- Complete the signup form using your work email address. You will see a button to Join account (learn more here)
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 user guides, and sign up to Workable Academy for self-paced courses.
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.
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 user guides, and sign up to Workable Academy for self-paced courses.
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 the Referrals portal can combine the template above with the dedicated one to roll out a referrals portal 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 by clicking your user icon at the top right of your screen, and then on Settings.
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!