Getting Started Guide

Follow this guide to learn the basics in JazzHR so you can quickly set-up your account, post open positions, and screen qualified candidates more efficiently!

Prefer a video tutorial with a JazzHR expert leading you through each step? Check out our Training Portal. Each of the numbered steps is broken into shorter segments, so you can learn how to use each individual feature. Also, we recommend sharing the Hiring Manager Training video with your new team members, as this is an introduction to what JazzHR is, how to log in, and navigating the platform to find your candidates and jobs.

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1 - Post Your Job and Get Candidates

  • How to Post a Job

  • How to Customize a Job

2 - Automate and Organize

  • Workflows

  • Add and Use Workflow Helpers

3 - Involve Your Team

  • Roles and Privileges

  • Add Your Team

  • Create Job Approvals

  • Generate Referrals

4 - Enhance the Candidate Experience

  • Customize your Career page

  • Integrate with your site

5 - Screen and Manage Your Candidates

  • Candidate Profile

  • Questionnaires

  • Candidate Search

  • Bulk Actions

6 - Interviewing

  • Scheduling Interviews

  • Interview Guide Set-Up + Completion

7 - Data Review and Analytics

  • Standard Reporting

  • Workflow Reporting

  • Custom Reporting

8 - Digital Onboarding

  • Offers + eSignatures

  • eTemplates

Have questions? Head over to our FAQs or https://help.jazzhr.com/s/contactsupport