This feature is available for users who have enabled Workforce HR.
What's covered in this guide?:
Permissions
To complete the full Workforce Hire process, ensure you have the correct permissions enabled:
Navigate to Settings > All Settings > Permissions > Show Advanced Settings > Customise access & roles
Required permissions
To view and progress applications:
Navigate to Settings > All Settings > Permissions > Show Advanced Settings > Customise access & roles
Select Role Type
Hire > Candidates > Enable 'View' and 'Edit'
To view and progress applications:
Navigate to Settings > All Settings > Permissions > Show Advanced Settings > Customise access & roles
Select Role Type
User Invites > Enable 'Create'
Access applications
You can view applications for all job ads on the Job Ads page under the Hire tab.
Applications for a specific job ad can be viewed by clicking the relevant job ad from the Overview page.
Email notifications
By default, organisation admins receive email notifications when new applications are submitted.
To opt out of these notifications:
Go to My Notifications in your account
Update your notification preferences accordingly
View application details
To view application details:
Navigate to Hire > Job Ads > View Applications
You’ll be taken to the applications page
On the left, you’ll see a filterable list of candidates. Selecting a candidate displays their details on the right.
Each application includes:
Applicant details
Current Stafe
Time in Stage
Date of Application
Resume and cover letter
Actions (to view more details)
PDF files are embedded directly on the page. .docx files must be downloaded.
Click the applicant’s name to view full details, including:
Screening question answers
Working rights
Additional messages from the applicant
For a more in-depth view of your candidates, navigate to the Candidate Details tab:
On the left of the page, you will see a filterable list of candidates. When you select a candidate, their details will appear on the right.
Each application will include the applicant's details, whether they've answered the screening questions and their resume and cover letter. If uploaded as a PDF, the applicant's resume and cover letter will be embedded on the page. If uploaded as a .docx file, these will need to be downloaded.
Navigate through the tabs on their profile to see all of their application information.
Schedule Interviews
Workforce Hire makes it easy to set interviewer availability and schedule interviews with shortlisted candidates.
To begin, navigate to Hire > Job Ads, select the relevant job, then progress the applicant to the Shortlisted stage.
Once shortlisted, interviews can be managed from the candidate profile.
Set up interviewer availability
To set up interviewer avilability
Open the candidate profile by selecting them from the list
Go to the Candidate Details tab
Select the candidate, then click the Interview sub-tab
Click Manage Interviewer Availability:
6. Select + Add Interviewer Availability:
7. Enter the appropriate details, then click Create to save your availability.
Important: Candidates cannot schedule interviews until interviewer availability has been added.
Allow a candidate to self-schedule an interview
Once availability has been created, candidates can book their own interview using the scheduling link in the Interview tab.
Open the candidate profile
Go to the Interview sub-tab
Copy and send the scheduling link to the candidate
Add interviews to your personal calendar
You can subscribe to your interview schedule so interview bookings automatically appear in your calendar.
Navigate to Hire > Job Ads
Open the job ad dropdown menu and select Interviews
3. On the Interview Schedule page, click Subscribe next to the date selector
4. This will copy a subscription link to your clipboard. Paste this link into your personal calendar to subscribe. Once added, scheduled interviews will automatically sync to your calendar.
Note: Calendar syncing can take a few hours depending on your calendar provider.
Add notes
You can add internal notes to an application that are visible to other staff with the appropriate permissions. Applicants cannot see these notes.
To add a note to a candidates profile:
Open the applicant’s full details (View Profile > View Application)
Click Notes
+ Add a note
Update an application’s status
You can update an application’s status to track a candidate’s progress internally.
Candidates will not be notified of status changes unless:
Their application is rejected, or
They are hired and onboarded
To update an application status:
Open the applicant’s full details
Click the drop down menu icon
Progress an application
Applications can be moved through the following stages:
Shortlisted
Interviewed
Reference Check Required
Offered
Hired
Rejected
Once shortlsted, you can move applications between stages freely, including back to past stages.
Applications are grouped by status for easier tracking.
Important: Except for Rejected, changing an application’s status does not trigger any automated actions. These stages are for internal tracking only.
If a candidate is successful, ensure you use Hire & Onboard to initiate Workforce onboarding.
Reject an application
To reject an application:
Click the X icon on the right-hand side of the application to Reject the candidate.
2. You’ll then be able to choose whether to send the rejection email:
Right Now
Tomorrow
Don't Send Email
3. You can also choose whether you’d like to keep the candidate on file for future roles.
4. Once you’ve selected your rejection settings, click Move to Rejected.
Note: Rejected applications remain visible in the list and can be moved back to the applicant pool if needed. The candidate will not be notified if this occurs.
Automated emails
You can configure automated emails to send when an application reaches specific stages.
Each stage has a customisable email template, allowing you to tailor messaging to your organisation’s tone.
To configure automated emails:
Navigate to Hire > Settings > Email Notifications
You can:
Enable or disable emails per stage
Customise email content
Set a Reply To Email address for candidate responses
Once configured, click Update to apply your changes.
Hire & onboard staff
Workforce Hire integrates directly with Workforce onboarding.
If you do not use Workforce onboarding, you can still track hired candidates by updating their application status.
To onboard a successful applicant:
Click Hire & Onboard
Enter employee details
Begin onboarding by completing the Employee Details section.
Some fields (such as name, email, and date of birth) are pre-filled based on information provided by the candidate.
If a Position was selected when creating the job ad, associated teams, contracts, documents, and qualifications will automatically populate.
Finalise contracts
If contracts are included, you’ll review them on the Finalise Contracts page. If not, you’ll proceed directly to the final step.
On this page, you can:
Enter the employee’s address
Set pay conditions
Review attached contracts
Fields linked to a Position may be pre-filled and can be edited if required.
Some details are used as Dynamic Fields within contracts. Once entered, click Apply to Contracts to update the documents, then select Review to continue.
Confirm and onboard
On the Confirm & Onboard tab, review all entered details.
Once confirmed, click Invite to Onboarding.
The new employee will receive an email invitation to complete onboarding in Workforce.
Learn more in the Completing Employee Onboarding guide.
FAQs and troubleshooting

















