Hire through your app with Job Board
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User guide

Hire through your app with Job Board

Post vacancies, collect applications with screening questions, and move candidates through your hiring stages in Data Manager.

18 steps

Step-by-step guide

Follow these steps, then download the PDF to keep.

Download PDF guide
  1. 1

    Choose Job Board

    In Pages, tap Add Page or Function, search “job board” and tap Job Board.

    Module picker showing Job Board
  2. 2

    Start a vacancy

    On Jobs, tap New vacancy. Board settings holds the page intro and options.

    Job Board Jobs tab with New vacancy and Import CSV
  3. 3

    Add the details

    On Details, enter the job title, department, location, type and salary range.

    Vacancy details for Weekend Baker in Cambridge
  4. 4

    Describe the role

    On Description, write an overview and add responsibilities, requirements and benefits.

    Description with overview, a responsibility and a requirement
  5. 5

    Set up the application form

    Choose whether a CV, cover letter and portfolio links are hidden, optional or required. Add screening questions; turn on Knock-out to flag answers you want to check.

    Documents settings and a yes/no knock-out question
  6. 6

    Publish settings

    On Publish, check visibility and add a closing date if you need one, then tap Publish. Save draft keeps it hidden.

    Publish section with status, visibility and closing date
  7. 7

    Your vacancies

    Published vacancies appear in the list. Tap one to edit, copy or delete it.

    Vacancy list showing Weekend Baker as Published
  8. 8

    Or import several at once

    Tap Import CSV, download the template, fill one vacancy per row and upload it. You’ll check problems and choose what to do with duplicates before confirming.

    CSV import with Upload, Validate, Review and Confirm steps
  9. 9

    Name the page

    Tap Next, check the page name and icon, then tap Create Page.

    Page details with the title Careers
  10. 10

    Candidates browse jobs

    In your app, people can search and filter your open vacancies.

    Careers page listing Weekend Baker
  11. 11

    They read the vacancy

    Each vacancy shows its details, with Apply now at the bottom.

    Weekend Baker vacancy with Apply now
  12. 12

    They apply in four steps

    Candidates enter their details, add any documents, answer your questions and review before sending.

    Apply step one with name and email
  13. 13

    Screening questions

    Your questions appear in order. Required ones must be answered to continue.

    Yes/No food hygiene question answered No
  14. 14

    Review and submit

    They check each section, tick the consent box and tap Submit application.

    Review screen with consent ticked
  15. 15

    Application received

    Candidates get a reference number and can follow progress under My applications.

    Application received with reference
  16. 16

    See applications in Data Manager

    Open Data Manager, then Job Board. Search, filter by job or stage, or show only flagged candidates. The figures follow your filters.

    Applications table with Priya Shah flagged
  17. 17

    Review a candidate

    Tap a candidate to see answers, documents and any knock-out flag. Change the stage at the top, add private notes, and follow the activity history.

    Candidate panel with knock-out flag, note and activity
  18. 18

    Track your pipeline

    Switch to Board to see every candidate by stage, from New to Hired.

    Board view with Priya Shah in Interview

Everything candidates send is kept in Data Manager under Job Board. Use Export for a CSV of the applications you’re viewing, and edit vacancies any time from the App Editor.