--- title: Quick Start Checklist description: This checklist covers all the essential steps to help you hit the ground running and get the most out of the SCALIS platform. --- [Skip to content](https://help.scalis.ai/quick-start-checklist#main-content) [![SCALIS Logo (1)](https://help.scalis.ai/hs-fs/hubfs/SCALIS%20Logo%20(1).png?width=1391&height=437&name=SCALIS%20Logo%20(1).png)](https://help.scalis.ai/?hsLang=en) Open main navigation Close main navigation - [Go to scalis.ai](https://scalis.ai/) [Go to scalis.ai](https://scalis.ai/) SCALIS Knowledge Base - There are no suggestions because the search field is empty. 1. [Hiring Shouldn't Suck!](https://help.scalis.ai/?hsLang=en) 2. [Getting started](https://help.scalis.ai/getting-started?hsLang=en) # 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   1 Step 1 Getting Started with Your Account   Log in and create your account to SCALIS via your Workspace Invite   Invite additional team members and assign them [Organization Roles](https://help.scalis.ai/organization-level-permissions?hsLang=en)   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.   2 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](https://help.scalis.ai/global-listing-template-setup?hsLang=en)   Set [Global Screening Questions](https://help.scalis.ai/enabling-global-screening-questions?hsLang=en) 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.   3 Step 3 Creating Your First [Job](https://help.scalis.ai/creating-your-first-job?hsLang=en) 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](https://help.scalis.ai/job-level-permissions?hsLang=en) to add recruiters, managers, and interviewers   Learn the difference between Job Descriptions and Job Listings [here](https://help.scalis.ai/job-descriptions-vs.-job-listings?hsLang=en) 💡 **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](https://help.scalis.ai/job-descriptions-vs.-job-listings?hsLang=en)   4 Step 4 Candidate Sourcing and Management   Set up Job Board Integrations to connect third-party boards for wider reach   [Review your Organic Distribution List](https://help.scalis.ai/organic-job-posting?hsLang=en) to see where your jobs are automatically posted   [Explore Campaigns](https://help.scalis.ai/third-party-job-distribution?hsLang=en) 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](https://help.scalis.ai/integrations?hsLang=en) or reach out to your CSM for additional guidance.   5 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](https://meetings.hubspot.com/gabriela-hristova/client-follow-up-meeting) 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.   - [Getting started](https://help.scalis.ai/getting-started?hsLang=en#main-content) - [Account Setup](https://help.scalis.ai/getting-started?hsLang=en#account-setup) - [Super Admin Essentials](https://help.scalis.ai/getting-started?hsLang=en#super-admin-essentials) - [Job Setup](https://help.scalis.ai/job-setup?hsLang=en#main-content) - [Opening a Job](https://help.scalis.ai/job-setup?hsLang=en#opening-a-job) - [Template Creation](https://help.scalis.ai/job-setup?hsLang=en#template-creation) - [Dashboard Setup](https://help.scalis.ai/job-setup?hsLang=en#dashboard-setup) - [Candidate Management](https://help.scalis.ai/candidate-management?hsLang=en#main-content) - [Overview](https://help.scalis.ai/candidate-management?hsLang=en#overview) - [Interview Scheduling](https://help.scalis.ai/candidate-management?hsLang=en#interview-scheduling) - [Communications](https://help.scalis.ai/candidate-management?hsLang=en#communications) - [Offer Management](https://help.scalis.ai/candidate-management?hsLang=en#offer-management) - [Hiring Team Management](https://help.scalis.ai/hiring-team-management?hsLang=en#main-content) - [Talent Database](https://help.scalis.ai/hiring-team-management?hsLang=en#talent-database) - [Referrals](https://help.scalis.ai/hiring-team-management?hsLang=en#referrals) - [Tasks & Reminders](https://help.scalis.ai/hiring-team-management?hsLang=en#tasks-reminders) - [Candidate Reviews](https://help.scalis.ai/hiring-team-management?hsLang=en#candidate-reviews) - [Closing a Job](https://help.scalis.ai/hiring-team-management?hsLang=en#closing-a-job) - [Communication](https://help.scalis.ai/hiring-team-management?hsLang=en#communication) - [Integrations](https://help.scalis.ai/integrations?hsLang=en#main-content) - [Job Boards](https://help.scalis.ai/integrations?hsLang=en#job-boards) - [HRIS Integrations](https://help.scalis.ai/integrations?hsLang=en#hris-integrations) - [Subsidiaries & Clients](https://help.scalis.ai/integrations?hsLang=en#subsidiaries-clients) - [Reporting & Analytics](https://help.scalis.ai/reporting-analytics?hsLang=en) - [Knowledge](https://help.scalis.ai/knowledge?hsLang=en#main-content) - [Employment Training](https://help.scalis.ai/knowledge?hsLang=en#employment-training) - [Human Resources](https://help.scalis.ai/knowledge?hsLang=en#human-resources) - [New Features](https://help.scalis.ai/knowledge?hsLang=en#new-features) - [Job Boards](https://help.scalis.ai/knowledge?hsLang=en#job-boards) - [Agencies](https://help.scalis.ai/knowledge?hsLang=en#agencies) - [FAQs](https://help.scalis.ai/faqs?hsLang=en) - [Support](https://help.scalis.ai/support?hsLang=en) [![Chill listening crop-3](https://help.scalis.ai/hs-fs/hubfs/SCALIS%20Favicon.png?width=54&height=55&name=SCALIS%20Favicon.png "Chill listening crop-3")](https://www.scalis.ai) SCALIS matches qualified candidates to relevant companies with the first ever fully integrated ATS & job board leveraging AI. 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