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PDF Help Guides

This list of PDF guides is here to help you as you set up your SCALIS account.

Account Setup 

  • SCALIS Onboarding: This guide outlines the step-by-step onboarding process for using SCALIS, including setting up your account, configuring company settings, creating job requisitions, and managing the hiring pipeline from sourcing to hiring.

  • Email SignatureThis guide outlines how to configure your email signature that can be used on all email communication with candidates.
  • Custom Confirmation Email to Applicants: This guide outlines how to customize the email that candidates receive once they submit an application. 
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Interviews & Scheduling

  • Interview Scheduling: This guide outlines the interview scheduling features in the platform to help standardize and streamline recruitment processes.

  • AI Notetaker: This guide outlines how to use the SCALIS AI Notetaker to streamline interview documentation.

  • Events & Calendar Setup: This guide provides instructions for configuring calendars, scheduling links, and event defaults within the platform.

  • Scheduler Link Settings: This summary provides an overview of the SCALIS scheduler link settings for interview rebooking and cancellation.

  • Setting up Interview Pipelines: This guide provides an overview of how to build pipelines, save them as templates, and customize your hiring flow for each requisition. 
  • Scorecards: This guide provides an overview of using Scorecards within the SCALIS platform to ensure consistent and objective candidate evaluations.


Candidate Management & Evaluation

  • Candidate Management: This guide provides instructions for managing candidate applications.

  • Candidate ReviewsThis guide provides instructions for managing candidate reviews within the platform.

  • One-click Rejection: The SCALIS "One-Click Rejection" feature allows users to efficiently reject candidates and optionally send them a configurable rejection email.

  • Scheduled Actions: This guide outlines the process for using the SCALIS "Scheduled Actions" feature to automate scheduled candidate-related workflows.

  • Video Screens Evaluations: This guide outlines the process for using Video Screens in SCALIS to evaluate candidates before live interviews.

  • Data Enrichment: This guide provides instructions for using the data enrichment feature within the SCALIS platform to build complete and accurate candidate profiles by retrieving verified contact and location information.