How it connects

Roll out InsightHire on your first role

Set up one open role end to end, from the job and its journey to interview kits, the offer template and the onboarding plan, so you see the whole flow work before you add more.

8 min read · Updated · For owners, hr leads and recruiters setting up insighthire

The short version

Pick one role you hire for often, set up every stage for it, and run real candidates through. What you learn there becomes the template for every other role.

Pick the right first role

A good first role

  • You hire for it often, so you will see results soon.
  • The hiring manager is willing to try something new.
  • You can name what good looks like in a sentence or two.
  • It is not your most sensitive or senior search.

Set up the job and its journey

  1. 1

    Create the position

    Each job gets its own workspace for candidates, stages and settings.

    In Applicant tracking
  2. 2

    Start from a template

    Begin from the template library and clone what fits, instead of building from a blank page.

    In Journeys
  3. 3

    Add must-haves and video questions

    Knockout questions end the journey politely when a must-have isn't met, and candidates record video answers on any device.

    In Journeys
  4. 4

    Route by score

    Move people on by score so the right ones reach your team.

    In Journeys

Agree on scoring

  1. 1

    Tune how strict scoring is

    Set how strict scoring is for your organization.

    In Journeys
  2. 2

    Review the ranked queue together

    Every completed journey, ranked, with the evidence next to each score.

    In Applicant tracking
  3. 3

    Correct what looks wrong

    Override any score. Corrections feed back so scoring learns what your team values.

    In Journeys

Set up interviews

  1. 1

    Connect calendars

    Connect your own calendar, or have an admin connect the whole team.

    In Interviews & scheduling
  2. 2

    Build the interview kit

    Set the questions and scoring for each interview once, then reuse them.

    In Interviews & scheduling
  3. 3

    Invite from the score

    Top journey scorers can be invited to the first interview stage automatically.

    In Interviews & scheduling

Prepare the offer and onboarding

  1. 1

    Offer template

    Write the offer letter once with merge fields and reuse it for every hire.

    In Offers & onboarding
  2. 2

    Approvals

    Set up approval chains so offers reach the right people first.

    In Applicant tracking
  3. 3

    Onboarding plan

    Build the plan once, and it starts for each hire.

    In Offers & onboarding

Review after the first hires

Questions to ask

  • Did the journey surface the people the hiring manager wanted?
  • Did any knockout screen out someone you would have hired?
  • Where did candidates drop off, and why?
  • Which scores did your team override most, and should the criteria change?

The products in this playbook

Applicant trackingJobs, approvals, careers pages, pipeline, offers and reporting on one candidate record.Explore Applicant trackingJourneysA short, scored pre-interview every applicant takes on their phone, ranked against your criteria.Explore JourneysInterviews & schedulingCalendar sync, self-booking links, structured scorecards and a notetaker that writes the summary.Explore Interviews & schedulingOffers & onboardingOffer letters, built-in e-signature, counter-offers and onboarding plans on one candidate record.Explore Offers & onboarding

Questions, answered

Should we set up every role at once?

No. Start with one role you hire for often, learn from it, then copy the setup to similar roles.

Do we need every product on day one?

No. Many teams start with the job, the journey and the ranked queue, then add interviews, offers and onboarding as they go.

Where do I get setup help?

The help center at docs.insighthire.com has setup guides, and your account team can help with the first role.

Keep reading

All playbooks
How it connects10 min readHow InsightHire connects: from first search to first yearFollow one hire end to end: sourcing with Scout, a scored journey, ranked review, structured interviews, the offer and onboarding, then Grow, with Vouch checks along the way.Read the playbookHow it connects7 min readWhere trust checks fit in your hiring processPut each check at the step where it costs least: junk emails stopped at apply, device and location signals during the journey, references and documents in the flow, and contact, employer and license lookups before the offer.Read the playbookHigh-volume hiring7 min readRetail and restaurant hiring: fill shifts without more phone screensA setup for stores and restaurants: a short phone-friendly journey that checks availability and attitude, automatic invites for the best fits, self-booked interviews and a clean close-out.Read the playbook

Put this playbook to work.

Bring one real role and we'll set it up with you in InsightHire.

Book a demo