The Executive Presentation is your ultimate solution for effortlessly sharing candidate data with your hiring managers. These presentations are attached to your job pipeline, full of your candidate's data and can be customized - all to save you time and effort in creating bespoke executive reports.
Executive Presentations allow you to:
Deliver a professional client experience with clear, structured updates on search progress
Strengthen collaboration with clients through transparent, organized communication
Reduce manual updates by replacing status emails with shareable reports
Control what clients see while still providing the right level of transparency
This article explains how to access the Executive Presentations for your jobs along with how to customize and share the report, how to customize candidate information displayed, how to create multiple versions of the Executive Presentation and how to set up your preferred template for all Executive Presentations.
Access the Executive Presentation
The Executive Presentation is designed to save you time creating manual documents that summarize prospects for your jobs. Each job can have multiple Executive Presentations. To access the Executive Presentation you need to go to the relevant job.
From your Jobs page, select your desired job.
In the upper right-hand corner of the job, select the Presentations button
Select the Loxo Default Report, a previously created version of the Executive Presentation or create a new version with the Loxo Default Report as the building block
Create a New Executive Presentation Template
At times, presentations require different styles, shared details and much more. Loxo's Executive Presentations offer you the flexibility to meet every projects needs.
To create a new template for your team to build on, follow the steps below:
Open a job if creating a global template or open the specific job you wish to customize your presentation for
Click the Presentations button
Select + Create
Name your presentation template
Select whether this template should apply to this specific job or globally to be accessed within every job
Click Create
Customize the Executive Presentation
Executive Presentations offer full customization of the look, layout and what information is shared. Explore your options below:
Adjust font, layout and color
Match your companies preferred font style, your preferred layout - whether landscape or portrait - and the accent color for the document at the top of the presentation
The accent color will be found throughout the document - bright green selected for visibility purposes:
Upload Your Own Cover Page
If you'd prefer to load your own, custom cover page for the report, simply click the button to the top right of the report and upload any design of your choosing
Write an Executive Summary for the Job
Scrolling just below the cover page, you are provided a text box to craft an executive summary for the job. Use the Executive Summary to provide strategic context around the role, hiring priorities and what success looks like - helping clients quickly align on the true hiring need before reviewing candidates. This is your opportunity to showcase market insights, highlight key evaluation criteria and frame why the submitted candidates are strong fits for the search.
Change Candidate Privacy
If you'd prefer to reduce bias by removing candidate headshots and names, simply toggle the Anonymize button:
This will replace headshots with a black circle and initials as well as display only initials for candidate identifiers:
Branding & Page Design Options
Take control over your branding, or your client's, as well as custom touches. The Executive Presentation allows you to include the hiring company's logo on every page or just the cover page, if you choose
The same for your own company logo
If utilizing Loxo's default cover page, control the color and what is visible. If necessary, the job title and report type can be renamed on the cover page as well by simply editing as you would in any document.
Apply a global footer and page numbers if you'd prefer key information to be present at the bottom of every page
Lastly, determine whether each candidate starts on a new page or if the document runs continuously with page breaks
Sections
Each section of the Executive Presentation is customizable in terms of it's style and how much information is shared. If you wish to share limited information on candidates early in your pipeline and more for those in the latter stages, you can control all information shared on a stage-by-stage basis.
Toggle selected sections on to make visible
Determine if you'd prefer to present in a table or profile format:
Table view:
Profile view:
Additionally, select what information is shared within each view by clicking the edit icon:
Table view - you will be able to select up to 5 fields to be visible in the table view and whether you wish to have Candidate Summaries visible for each candidate:
Profile view - you will be able to select what all information is shared from the entirety of their Loxo profile including Candidate Summary, Compensation, Experience, Education, Certifications and Skills:
Add Additional Files
At the end of each section within the Executive Presentation, you have the ability to add additional context or metrics, you can do so by clicking the Add button
and then select PDF file at the top to upload the file of your choosing. Only PDF files are currently supported.
Add Candidate Summaries
Whether utilizing the table or profile view for your Executive Presentations, you have the option to write your own candidate summaries or to have Loxo's Submission Summary Agent write them for you.
If using the profile view, simply scroll to the profile to find the Candidate Summary at the top. Write your own or click on Write with AI to have Loxo's Submission Summary Agent write it for you:
If you'd prefer the table view, you are able to write Candidate Summaries for each individual just below the table:
Download as a PDF
You can make a PDF out of the Executive Presentation to attach in an email to your clients or to print. Once you have the report ready to share, follow the instructions below to download the Executive Presentation as a PDF.
Access the Executive Presentation for a given job.
Select the download icon in the right upper corner.
This will download your Executive Presentation to your computer for sharing or printing.