The final stage of The Loxo Workflow is managing your candidates and your campaigns. Edit and refine your outreach, drag and drop candidates from one stage to another, and screen top prospects as you manage your job workflow.
This article will teach you how to utilize Loxo to put these proven practices into action. Click through the sections below to get started:
Activity Notes: Add Notes to Power KPIs
Candidate Submission Summaries: Share Descriptive Snapshots with Collaborators
Internal Notes on Candidate Cards: Quick, job specific notes, right on a Candidate Card
Intake or Person Notes: Master Notes to Help Power Searches
Screen and Track Candidates
First, make sure you have set up your note-taking templates, especially for calls and interviews, to efficiently screen your candidate pool.
There are three main methods to keep records about candidates: Activity Notes, Candidate Highlights, and Intake Notes.
Activity Notes
Can be general or linked to a specific Job Pipeline.
Can be "pinned" to the top of the Activity Feed.
Can move a candidate forward in a Job Pipeline if the update uses a Progression Trigger and is linked to a job.
Useful for tracking different updates/events and the communication history with a candidate, such as phone calls and emails.
Activity Feed can be filtered by a specific Job Pipeline, a particular event "type," date range, or used to show activities across multiple projects in chronological order.
Job-specific activity helps power reporting metrics for your team.
For example, enables you to track KPIs on how often a screening call leads to a first client interview.
For more information, view our article on Activity Notes.
Note: Activities can be tracked by the "Recent Activity" and "Recent Workflow Stage" fields.
Candidate Submission Summaries
Short, polished descriptions that are used to share a snapshot of each candidate.
Job-specific information, easily shareable with job contacts.
Available when submitting candidates within Loxo.
For more information, view our articles on Candidate Submission Summaries and the Submittal Agent.
Internal Notes on Candidate Cards
Job specific notes which live on the candidate card
Notes that will not travel with the candidate to other jobs
These notes are internal only and cannot be shared externally
Intake Notes
Master notes that explain a candidate and who they are.
Meant for general overviews of a person, not job-specific.
Searchable, shareable, and easy to find or update.
Useful for freehand note-taking or templated, structured record-keeping.
For more information, view our article on Intake or Person Notes.
