Your setup checklist

What this video covers

1. After you sign up, the dashboard shows a short setup checklist. It sits at the top of the page, with a count of how many steps are done.
2. There are four steps: create your first job, add candidates, move someone in the pipeline, and share the shortlist with the client.
3. Sample profiles do not count, so loading demo data will not tick a step. You can hide the checklist, and it also disappears when every step is done.
4. Optional setup notes arrive by email on day 1, day 3 and day 7 of a trial. Turn them off in Profile if you do not want them.