How to Use the Hire Lead Chill Hiring Platform (Erica Harris)

Use assigned credentials stored in LastPass. Confirm any password reset is complete.

# Monitor Applications

Open the Dashboard and review applicant counts and statuses daily.

# Review Candidates

In **Opportunities**, select the **Lead** or **Assistant** pipeline and open a candidate to review the resume, screening answers, and communication history. Alternatively, open **Dashboard**, select the **Indeed Applicants** count under Source, and select a candidate to open the Conversations page.

# Manage Interviews

Candidates may book from calendar links and move to **Booked** automatically. To schedule manually, open Calendar or the candidate’s Conversations page, select the calendar icon (**Appointments**) → **Add**, choose **First Interview - Phone**, enter `Applicant Name - Position - Location`, choose the date, time, timezone, and attendees, and select **Book Appointment**.

# Update Applicant Status

After each appointment, set the status to **Confirmed**, **Showed**, **No Show**, **Cancelled**, or **Invalid**.

# Move Candidates Through the Pipeline

Drag a candidate between stages, or use the profile’s **Stage** dropdown and select **Update**.

# Make Hiring Decisions

Use Evaluation for internal review, then move the candidate to **Hired**, **Bench Warmers**, or **Not Hired / Closed**.

# Onboarding and Employee Tracking

Move hired candidates to **Employees → Hired**. Review signed documents in the profile. Track employees under **Currently Employed** or **Separated**.

# Pause Communications

Review **Do Not Disturb** for candidates who have opted out and stop communications as appropriate.


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