Build your first journey

Create and test a short screening flow for one position.

A journey is the ordered set of screening steps a candidate completes. Depending on your organization's available tools, it can include instructions, video questions, an assessment, or a document request.

Plan a short first journey

Start with only the evidence needed for the first screening decision:

• A welcome and clear instructions.
• Three to five job-related video questions.
• One short assessment only if it measures an important skill.
• A closing message that explains what happens next.

Shorter journeys are easier to test and usually easier for candidates to complete.

Build the journey

1. Open Journeys.
2. Select Create journey.
3. Give it a clear internal name.
4. Add an estimated completion time if the field is available.
5. Add the welcome step.
6. Add and order the candidate steps.
7. For each question, explain what job-related evidence the reviewer should look for.
8. Add the closing message.
9. Save the journey.

Some step types are optional and may not appear for your organization.

For help writing questions and evaluation guides, see Questions and scoring.

Attach it to the position

1. Open Positions and select the role.
2. Open Settings.
3. Choose the journey you created.
4. Save the position.

New applicants and invitees should receive the attached journey.

Test the full experience

1. Invite yourself or an internal tester to the position.
2. Open the invitation as a candidate.
3. Complete every step.
4. Check that instructions, questions, time limits, and closing copy are clear.
5. Return as a recruiter and confirm that the responses, transcripts, assessment results, and files you requested are visible.
6. Correct the journey before inviting real candidates.

Editing a journey that candidates have already started may not change their in-progress experience. For a major change, duplicate the journey, attach the new version for future candidates, and let current candidates finish the earlier version.

Confirm the handoff to Review

Journey completion is intended to move a candidate into Review, but this has not been proven to happen consistently.

1. Open Review after the test is complete.
2. Look for the tester in Needs review.
3. If the tester is missing, open the position's Pipeline or Board.
4. Confirm completion and move the candidate to the appropriate review stage.