Position management
Create and edit positions, configure scoring, publish to careers and LinkedIn, invite candidates, import CSV, and manage the pipeline board.
A position is the central object in InsightHire: job description, qualification criteria, attached journey, team assignments, publishing channels, and the candidate pipeline. Recruiters spend most of their time on the position detail page once a role is live.
Key routes
| Action | Path |
|---|---|
| List positions | /dashboard/positions |
| Create position | /dashboard/positions/create |
| Position detail (pipeline default) | /dashboard/positions/[id] |
| Edit position | /dashboard/positions/[id]/edit |
| Import candidates (CSV) | /dashboard/positions/[id]/import |
| Invite candidate (org-wide) | /dashboard/candidates/invite |
Create and edit
Use Dashboard → Positions → Create position (/dashboard/positions/create) to open the create wizard. Core fields:
| Field | Purpose |
|---|---|
| Title | Internal and external job title |
| Department / location / employment type | Filtering on careers page and analytics |
| Description & requirements | Requirements drive resume parsing and qualification scoring |
| Journey | Default async flow every applicant completes |
| Team | Recruiter owner, hiring managers, interviewers |
Edit an existing role at /dashboard/positions/[id]/edit. Changes to requirements can trigger re-scoring for new submissions; configure re-run behavior per org policy.
Custom fields (flag: custom_fields)
When your org has the Custom Fields grant, org-defined fields appear on create/edit forms — cost center, headcount priority, hiring manager picklist, and similar metadata.
- Define fields first: Settings → Custom Fields (
/dashboard/settings/custom-fields) - Fields render automatically on position create/edit and on the position Settings tab via the custom fields section
Without the flag, this settings page and form sections are hidden.
Requirements and scoring
On the position edit screen, configure how candidates are ranked before and after journey completion:
| Section | What it controls |
|---|---|
| Resume / qualification criteria | Education, experience, skills with weights; parsed resume matched against each criterion |
| Minimum score | Auto-flag or auto-reject below threshold (org-configurable) |
Culture profile (flag: culture_fit_scoring) | Culture dimension blended into composite score — see Culture fit scoring |
| Journey output weights | How video, assessment, and resume signals combine in ranking |
InsightHire surfaces a composite score (0–100) in the review queue and position pipeline. Individual dimension scores remain visible on the candidate journey report (/dashboard/journey-report/[sessionId]/[candidateId]).
Position detail tabs
The position page (/dashboard/positions/[id]) uses URL-driven tabs:
| Tab | URL param | Purpose |
|---|---|---|
| Pipeline | (default) | Kanban-style candidate board, bulk actions, sorting |
| Settings | ?tab=settings | Journey, publishing, team, requirements summary |
| Culture | ?tab=culture | Culture profile override (flag: culture_fit_scoring) |
| Activity | ?tab=activity | Position-level audit feed |
| Schedule | ?tab=schedule | Calendar view of scheduled live interviews |
Legacy URLs ?tab=interviews and ?tab=overview redirect to Schedule and Settings respectively.
Pipeline tab
The pipeline tab is the default landing view. It supports:
- Sort by default ranking, reviewer score, AI score, or name
- Bulk select for reject, hire, or stage moves
- Per-candidate actions — message, schedule interview, share results, rate
- Show/hide rejected candidates
- Custom pipeline board (flag:
custom_pipelines) — org-defined stages instead of the default column layout
When custom_pipelines is enabled, assign a pipeline template under Settings → Pipelines (/dashboard/settings/pipelines).
Upcoming interviews rail
At the top of the Pipeline tab, the Upcoming interviews rail shows the next scheduled live interviews for candidates on this position. It refreshes after you schedule from the position page or candidate profile, so recruiters do not lose track of same-day panels.
Click a row to jump to the Schedule tab (?tab=schedule) with the interview highlighted.
Publishing
| Channel | How to enable |
|---|---|
| Careers page | Toggle Published to careers on the position; appears on your org careers URL configured under Settings → Careers (/dashboard/settings/careers) |
Settings → Integrations → LinkedIn (/dashboard/settings/integrations/linkedin/setup); use Post to LinkedIn from the position | |
| Indeed | Email-apply address or Apply API integration (/dashboard/settings/integrations/indeed) |
| Greenhouse | Pull or sync via integrations (/dashboard/integrations/greenhouse) |
Publishing readiness is surfaced by the readiness pill on the position header — blockers include missing journey, unpublished careers toggle, or incomplete approval (flag: job_governance).
Invites
Invite candidates directly to a position:
- Open the position → Invite candidate (or use
/dashboard/candidates/invite) - Enter email, optional name, custom message
- Candidate receives journey link tied to this position
Bulk invite is available via Import (below). Invited candidates appear in the pipeline with source invite and inherit the position's default journey.
CSV import
Import a candidate list at /dashboard/positions/[id]/import:
- Upload — CSV file (first row headers)
- Map columns — map to first name, last name, email (required), phone, LinkedIn URL, current company, role, location
- Preview — validate rows before commit
- Import — creates profiles and sends journey invitations
Imported candidates land in the position pipeline immediately. Fix mapping errors before import; duplicate emails merge per org dedup rules.
Attach and edit journeys
From position Settings, select a journey from the dropdown or open the journey editor inline. Link format when editing from a position: /dashboard/journeys/[id]/edit?from=position-[positionId] — Back returns to the position.
Every applicant (careers apply, LinkedIn, invite, import) receives this journey unless overridden per candidate.
Related guides
- Review queue — org-wide kanban after journey completion
- Journey builder — node types and emails
- Custom pipelines & tasks — stage automations (flag:
custom_pipelines)