Job Setup Wizard

The Job Setup Wizard is a dedicated interface for configuring a job's structure and settings. It covers five steps: Job Details, Application Form, Stages, AI Configuration, and Team.

The wizard is used in two situations:

• Creating a new job — the wizard opens automatically after the job title and details are entered
• Editing an existing job — open the wizard from the pencil icon or the gear (Job Settings) menu in the job header

Before You Start

Required permission: EditJob Job Permission, Super Admin, or Admin

Accessing the Wizard

When Creating a Job

1. Click Jobs in the sidebar, then Create New Job
2. Complete Step 1 (Job Details) and click Create & Next
3. The wizard continues to Step 2 automatically

When Editing an Existing Job

From any job page, two entry points open the wizard:

Entry point	Where	Opens at
Pencil icon	Job header (next to the job title)	Step 1 — Job Details
Gear icon (Job Settings)	Job header	Dropdown to jump directly to any step

The gear icon dropdown lets you jump to a specific step without passing through the others:

• Application Form
• Stages
• AI Configuration
• Team

Wizard Steps

The wizard has a stepper sidebar on the left (or a horizontal step bar on mobile) showing all five steps. Steps are numbered and the current step is highlighted. Click any step to navigate to it directly.

Step	What You Configure
1. Job Details	Title, description, job type, experience, location, compensation, and optional fields
2. Application Form	Questions and fields shown to candidates when they apply
3. Stages	Interview pipeline stages for this job
4. AI Configuration	Entity extraction, AI instructions, and interview templates
5. Team	Team members and their job roles for this job

Step Availability

Mode	Step availability
Create mode	Only Step 1 is accessible until the job is created. Steps 2–5 unlock after clicking Create & Next in Step 1.
Edit mode	All steps are accessible immediately.

Navigation Controls

Each step has navigation buttons at the bottom.

In Create Mode

Button	Action
Cancel (Step 1 only)	Return to the Jobs list without creating the job
Create & Next (Step 1 only)	Save the new job and advance to Step 2
Save	Save the current step without advancing
Save & Next	Save the current step and advance to the next
Previous	Go back to the previous step
Skip (last step)	Finish without saving the current step
Finish (last step)	Save and return to the job overview

In Edit Mode

Button	Action
Save	Save changes to the current step
Save & Next	Save and advance to the next step
Previous	Go back to the previous step
Close (last step)	Return to the job overview

The Back to Job link at the top of the wizard always returns to the job overview without saving unsaved changes on the current step.

Step 1 — Job Details

Enter the core information for the job posting.

Required fields:

Field	Description
Job Title	Clear, searchable title (max 255 characters)
Job Description	Full description with markdown support
Job Type	Full Time, Part Time, Contract, Internship, Volunteer, Temporary, Other
Experience Level	Type your own or select a suggestion (0–1 years, 2–5 years, 6–10 years, 11–15 years, 16+ years)
Location Type	Remote, Hybrid, On-site
City	Specific city location (max 100 characters)
Country	Job location country

Optional fields:

Field	Description
Salary	Fixed amount or range with currency and frequency
Industry	Industry category
Department	Organizational department
Application Deadline	Closing date — past dates are not allowed
Number of Openings	Minimum 1

For recruitment agencies, a Client dropdown appears at the top of the form. The client is required when creating a job and cannot be changed after creation.

Step 2 — Application Form

Configure the form that candidates fill out when applying. See Application Forms for full details.

Step 3 — Stages

Configure the interview pipeline stages for this job. See Interview Stages for full details.

Step 4 — AI Configuration

Set up entity extraction, AI instructions, and interview templates for automated candidate evaluation. See AI Configuration for full details.

Step 5 — Team

Add team members and assign them job roles. Each team member's job role controls what they can do on this job.

Default Assignee

At the top of the Team step, a Default Assignee dropdown lets you choose which team member automatically receives new inbox items created for this job — for example, new application notifications, completed screenings, and interview events.

Option	Behavior
Unassigned (team claims)	Items go into the shared queue. Team members can claim them.
A specific team member	Items are automatically assigned to that person when created.

The dropdown is populated from the current team member list. If you set a default assignee and later remove that person from the team, items will fall back to the shared queue.

tip

Use the default assignee to route all inbox activity for a job directly to the recruiter responsible for it, so nothing sits unclaimed.

Team Members

• Click Add Member to search for a user and assign their job role
• Click the pencil icon on a row to change a member's role inline
• Click the trash icon on a row to remove a member from the job

After Finishing

After completing the wizard (create mode) or closing it (edit mode), you are returned to the Job Overview page.

From the overview, publish the job using the status dropdown in the job header when you are ready for candidates to apply.

tip

You do not need to complete all wizard steps before publishing. A job can be published with just the details filled in. Configure the application form, stages, AI, and team at any time.

Related

• Creating Jobs — Job creation guide including field reference
• Application Forms — Configure candidate application questions
• Interview Stages — Configure your hiring pipeline
• AI Configuration — Set up AI evaluation and interview templates
• Job Overview — The job home page