Help & Documentation

1. Set Up Your Account

After signing up, complete the onboarding questionnaire to configure:

• Quarterly targets: Set your placement goals for the current quarter
• SLA rules: Define maximum time allowed per pipeline stage (default: 72 hours)
• Notification preferences: Choose how you want to receive urgent action alerts

2. Add Your First Role

Click the "+" button in the top navigation or press the "+" key to create a new role card:

• Job Title: E.g., "Senior Software Engineer"
• Candidate Name: The candidate you're placing
• Company: Client company name
• Salary Range: Expected salary (used for commission calculations)
• Fee Details: Percentage or fixed fee amount

3. Navigate the Pipeline

The Kanban board has 6 standard stages:

1. New Submission: Fresh candidates just added to the pipeline
2. Client Review: Candidate CV sent to client, awaiting feedback
3. Interview Scheduled: Client interested, interview confirmed
4. Interview Complete: Interview done, awaiting decision
5. Offer Stage: Client making offer, negotiating terms
6. Placed: Candidate accepted offer, placement successful

4. Track Urgent Actions

The "Urgent Actions" panel (accessible from the right sidebar) automatically flags:

• Roles exceeding your configured SLA time limits
• Overdue tasks with past due dates
• Roles requiring candidate sourcing
• Client follow-ups based on response pattern learning

5. Use Analytics

Navigate to /analytics to view comprehensive performance metrics including stage duration analysis, placement velocity, and revenue tracking.