Welcome to SCALIS. We’re thrilled to have you. Follow this step-by-step guide to set up your SCALIS account and company workspace to make the most of the platform.
Step 1: Setting Up Your Account and Logging In
Each SCALIS user has a universal profile, usable as both a job seeker and an employer.
Creating Your SCALIS Profile
- Go to SCALIS.ai.
- Click Sign Up
- Enter your email and choose a secure password.
- Verify your email to complete your profile setup.
Creating Your Company Workspace
- Click SCALISatsOS from the top right corner of your navigation bar.
- Enter your company name and choose your workspace URL.
- Add your company location. (Additional office locations can be added later.)
- Provide your company information and hiring goals. (This helps SCALIS’s algorithm provide better matches and allows our customer success team to support your hiring needs effectively.)
🔥 TIP: Create additional workspaces to manage multiple entities or distinct processes within your company.
Step 2: Navigating SCALIS
Get familiar with SCALIS by exploring these key navigation shortcuts.
Top Navigation Bar
- Dashboard: Your central hub for managing all jobs you’re assigned to. From the Dashboard, you can quickly view job statuses, view pipelines, and monitor progress across active requisitions.
- Messaging: An integrated messaging system that allows you to communicate directly with candidates within the SCALIS platform. Use Messaging to answer questions, and provide updates seamlessly.
Side Navigation Bar
- Dashboard: Your central hub for managing all jobs you’re assigned to.
- Calendar: View and manage your schedule, including SCALIS and non-SCALIS events.
- Talent Pool: Manage your candidate database and explore potential talent.
- Analytics: Track key metrics and performance data for informed decision-making. (coming soon!)
Step 3: Connecting Your Calendar
SCALIS offers seamless bi-directional synchronization with your chosen calendar, allowing you to view and manage all your events without leaving the platform.
- Go to the SCALIS Calendar from the Side Navigation Bar.
- Click the Gear icon in the top right.
- Select Connect and choose your calendar provider to sync your schedule.
Step 4: Inviting Your Team Members
- Go to Company Settings.
- Select Users and enter each team member’s email address.
- Assign the most appropriate role for their responsibilities.
🔥 TIP: Learn more about Role-Based Permissions Overview here.