Quick Start Checklist

GETTING STARTED

This checklist covers all the essential steps to help you hit the ground running and get the most out of the SCALIS platform.

6 steps

Step 1

Getting Started with Your Account

Invite additional team members and assign them Organization Roles

Connect your Calendar via Calendar Settings (Gmail or Outlook)

Set up interview scheduling and scheduler link preferences (Calendar sync)

💡 Note: To schedule interviews or send scheduler links on behalf of another user, they must first log in and connect their calendar.

Step 2

Company Setup

Upload your logo, name, and company address

Create Offices and Departments to match your organization's structure

Set default About Us statements plus EEO, Diversity, and Benefits disclosures for all job posts via Global Listing Setup

Set Global Screening Questions to auto-apply across all job listings

Host your Careers Page with us or embed it right on your site

💡 Note: Use Global Screening Questions to auto-filter must-haves, like location or sponsorship. Then set up reason-specific rejection emails to keep candidates informed and your process transparent.

Step 3

Creating Your First Job

Follow these quick steps to launch your first role in SCALIS.

Select Create Job Requisition from the job dashboard

Enter Internal Job Details

Add your Job Description and save as a template

Set Skills and Preferences for better AI matching

Create your Job Listing, what candidates will see when they apply

Configure Pipeline Stages to match your hiring process

Publish the listing to go live and start receiving applications

Next steps: Assign your Hiring Team to add recruiters, managers, and interviewers

Learn the difference between Job Descriptions and Job Listings here

💡 Note: The job requisition is your launchpad. It contains all the key details for a successful hiring process. From a single requisition, you can create multiple job listings and manage several openings at once. Learn more here

Step 4

Candidate Sourcing and Management

Set up Job Board Integrations to connect third-party boards for wider reach

Review your Organic Distribution List to see where your jobs are automatically posted

Explore Campaigns to unlock access to 3,000+ additional job boards

Import Candidates to bring in past applicants or existing pipelines

💡 Note: Based on which third-party job boards (LinkedIn, Indeed, ZipRecruiter, etc.) you use, there are different integration options. Learn more here or reach out to your CSM for additional guidance.

Step 5

Communication and Workflows

Customize Email Templates to set up messages for interviews, rejections, and more

Add Custom Fields and Section Tokens for personalized workflows and documents

Upload or create Offer Letter Templates to streamline your offer process

💡 Note: Add Section Tokens for things like compensation bonus language or role-specific clauses to keep your offer templates clean and easy to manage.

✓

Final Step

Support and Resources

Bookmark the SCALIS Help Center, your go-to for guides, tips, and how-tos

Need help? Reach out to us on Slack or your CSM anytime

Schedule your 30-day check-in using this meeting link to ensure you're on track

That's the full checklist. Work through it at your own pace, and reach out to your CSM anytime you need a hand.