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Set Up Your Hiring Manager Portal in Loxo

Use Loxo's Hiring Manager Portal to collaborate with key decision-makers on your Jobs


Setting up your Portal in Loxo gives you a quick and easy way to share multiple candidates at once, along with an overview of your Job. The Hiring Manager Portal is especially useful for sharing candidates with people who do not have direct access to your Loxo database, such as hiring managers, members of HR or executive leadership at the companies you are hiring for.

With Loxo's Hiring Manager Portal, you are able to share your live pipeline with Hiring Managers - sharing candidate details, contact information, notes and so much more. Additionally, hiring managers can view the following, if permissions are turned on, within your account:

  • View your job-specific reports

  • View any attachments

Read below about how to set up your Hiring Manager Portal and how to share it.


Select What Candidate Information is Shared

Setting up your sharing options for the portal can be done under Settings > Job Share Permissions. These are the broad areas of shared information within the portal itself. In order to remove particular aspects of a candidate profile, you will need to adjust the settings outlined below.

Information that can be shared or hidden through the Hiring Manager Portal include:

  • Candidate Fields:

    Examples:

  • Scorecards:

  • Job details:

Simply uncheck any information you do not wish to be visible to your hiring managers and click Save at the top right!


Sharing Your Hiring Manager Portal

In order to share to your Hiring Manager Portal, follow the directions below:

  1. Click on the Share button at the top right of the page:

  2. Choose who to share your portal with:

    1. Hiring Managers attached to the job should already be present. To grant them access:

      1. Click "can view 0 stages:

      2. Select Resend Invite:

        • This will send them an email invitation to view your portal
          ​

      3. Now, choose which stages are visible for each person:

      4. Click the share button to copy the URL for the Portal:

    2. To add new contacts to view your portal:

      1. Enter their email address:

      2. Click "Invite" to send an email invitation to your contact:

      3. Now, choose which stages are visible for each person:

      4. Click the share button to copy the URL for the Portal:


Frequently Asked Questions

Question: Am I able to adjust what is shared within the Hiring Manager Portal on a job-by-job basis?

Answer: No, the Hiring Manager Portal settings are universal to the account and cannot be changed on a user-by-user or job-by-job basis.


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