Loxo

Learn more about The Loxo Workflow using Loxo's Talent Intelligence Platform

The Loxo Workflow

Your Loxo Credits give you more control over how you use credits in Loxo.

Loxo Credits

Learn proven practices to build a repeatable workflow with Loxo

Learn how to add a new job and edit advanced settings for jobs in Loxo

Create a Job in Loxo

Publish your jobs to the most popular job boards or share on social sites through Loxo

Post Jobs on Job Boards or Social Networks

Find the answers to common questions about jobs in Loxo

Frequently Asked Questions About Jobs

Add Color-Coded Job Tags to a Job

Add Statuses to your jobs to use as quick filters

Filter Jobs by Job Status

Save yourself time and utilize our AI to its full potential using Target Companies

Target Companies

Streamline your workflow in Loxo with effortless Stage Automations.

Loxo's Stage Automations

If your team requires confidentiality for internal or external searches, Loxo's Confidential Jobs has you covered.

Confidential Jobs

Add Jobs

Source and add candidates to your Loxo ATS

Sourcing Candidates

Learn more about how Loxo's AI matches candidates to your job criteria

Add Candidates Matched by Loxo AI

Loxo's Chrome Extension can add candidates directly to your database and so much more - from nearly any page on the internet.

The Loxo Chrome Extension

Add multiple new profiles to your database all at once using CSV files

Import a CSV List of People or Companies into Loxo

Learn how to get the best results when you parse or forward resumes into Loxo

Parse or Forward Resumes & CVs to Loxo

Download a PDF and then drag and drop it into Loxo to create a person record

Add a Person via Drag & Drop

Frequently Asked Questions about Loxo's AI

Loxo's AI FAQ

Learn how to use Loxo Source effectively for next-level candidate sourcing

Loxo Source Proven Practices

Use Loxo's Readiness Score to find candidates with high likelihood of being open to changing companies

Readiness Score

Learn more about Loxo's database of professionals across the globe and how to utilize it

Add Candidates Using Loxo Source

How to manually create people within your Loxo database.

Add People Manually to the People Page

Source Candidates

Introduction to the Loxo ATS and how to make your Jobs page work for you

Navigating the Jobs Page in Loxo

Shortlist Candidates

Learn how to attach an Outreach Campaign to automatically send to candidates in a Job

Automate Campaigns from a Job

Loxo's Scheduling and Calendar Link features makes it easy to schedule and track meetings and interviews with clients and candidates

Interview & Meeting Scheduling in Loxo

Save time by creating automated emails that will go out based on a candidate's stage in your pipeline

Creating Email Automations

Email templates ready for you to personalize

Example Email Templates for Candidates

Candidate-focused and Job-based outreach information

Engage Candidates

Learn how to screen candidates, add notes, and track their journey through your projects

Screen and Track Candidates

Loxo's Interviews and Scheduling Page helps you stay on top of your time

The Schedule Tab in Loxo

Learn how to use Progression Activity notes and how they drive your team's KPIs

Use Progression Activity Notes to Power KPIs

Connect Loxo to record, review and analyze your important meetings & interviews.

Loxo's AI Notetaker Agent

Record notes on the fly and create a standard list of questions that your team can use for phone screens, interviews, intakes, etc.

Use Intake Notes and Note Templates

Learn the steps to source candidates from one job to another

Move Candidates to a Different Job

Add tags to people records to easily filter candidates and clients in your database

Tag Candidates and Contacts

Manage Candidates

Learn how to share candidates and record placements within Loxo

Share Candidates

Learn how to use Submission Summaries to share job-specific information

Use Submission Summaries to Share Important Details

Let your Candidate Submittal Agent transform candidate data into clear, compelling Submission Summaries with a single click.

The Candidate Submittal Agent

Tag another user on a person's profile to update your teammates via email

Tag Teammates on a Candidate's Profile

Learn how to customize your Executive Presentation for any job in Loxo

Executive Presentations

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

Set Up Your Hiring Manager Portal in Loxo

A how-to guide for clients and hiring managers

Using Loxo's Hiring Manager Portal

Easily assess and organize how you and your clients rate candidates

Scorecards

Webinar Trainings

Schedule a Demo

Help Center Home Page

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Join the Loxo Community

Product Releases & Updates

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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