Naturally, the first step in the recruiting workflow is to create a job for which you need to source candidates. This article covers everything you need to know to start adding jobs to Loxo effectively, particularly in a way that helps Loxo's AI Tool organize the right people to your job (for Professional or Enterprise plans only).*
Check out our video tutorial below, or use the links to navigate to step-by-step instructions and more information.
Create a Job
Before you can begin sourcing and tracking your candidates, you'll need to have a Job Pipeline to put them in. Follow the instructions below to create a new job using the Jobs page.
Click on the Jobs tab in the left-hand navigation bar and select the blue "+Job" button in the top right corner.
Add the Role Title, Hiring Company, Location, write your Natural Language Search with AI, your own prompt or skip this step, and set the visibility of the job.
Note: any other custom validations or required fieIds will be available in the "Manage Job" modal after completing this initial setup. To learn more about custom validations and how to manage these, you can click here.
Role Title
Use this field to select a job title from a list of standardized options, which will allow our systems to utilize structured data within Loxo Source to match candidates with this, or similar, job titles. If you don't see your exact title in the dropdown, select the closest or most relevant match. You will be able to add a more custom job name after making your selection.
Display Name
If you'd like to add a more custom name than the Role Title selection, the Display Name allows you to enter a different title. Simply click on the Display Name to open a text box, where you can modify this as needed.
Hiring Company
Loxo AI™ results are looking for the best mutual match for both the hiring company AND the candidate — that's why it's important to enter the ultimate hiring company here, even if you are/are using a third-party agency. This will prioritize candidates based on the industry within which the hiring company resides.
Location
This is an important field to complete in order to generate initial results in Loxo Source™. It helps to prioritize AI-ranked candidates and prioritize the best matches.
The metadata under this section will change based on the role's requirements. For example, if you are sourcing for a remote role, it will give you an option to select a time zone*.
If you are posting to job boards, their requirements may vary, but most require at least a city and state.
You can only enter one location. If you require multiple locations, the best recommendation is to either create duplicate jobs for each location or select a broad location like a state/province or country and then specify within the job description where the specific locations are.
The "Time Zone" location option is in beta testing stages.*
Visibility
If this job is confidential, you can select a particular Group to have visibility of this job. See here to learn more.
3. Clicking "Continue" will create the job and take you directly to Loxo Source.
4. In order to add the specific details for your job, such as salary, job description, etc., or to edit a job, select "Manage" at the top right of the page:
This will take you to the Job Setup page where you can fill in the following fields:
Hiring Target
Here, you can setup a goal for the number of positions you are trying to fill for the project/pipeline. This can range from no target upward to 10 positions. If you enter a number here, a goal will be generated on the Job Reports tab and a full leaderboard report will help you track who is hiring the candidates.
Salary Range
You can edit the currency type, add a minimum and maximum salary amount, and then select the payment cadence, such as yearly, hourly etc.
There are also options to add bonus or equity information.
Commitment
This is tied to the "Job Types" under your Settings and will come into play when you fill out the Placement Card. If you need to set up a new Commitment Type, account admins can navigate to Settings > Types > Jobs to do so.
Job Description
This is the job description that will be added to your Careers Page, shared to Job Boards, and this is the description that can be shared using Job Merge Tags.
Customize Workflow and Other Advanced Settings
Aside from your basic Job Details, there are a number of features in Loxo to help you optimize your workflow, track specific data points, and find the best possible candidates for your new job. Continue reading below to learn more about these options.
Customize Workflow
Publish to Job Boards
In order for your job to be shareable and available to post on Job Boards, you'll need to enable Job Board Publishing.
Clicking here will enable publishing and open your Job Board settings, where you can enter a Published Name. This is the "title" passed through to Job Boards, if you'd like applicants to see something different online compared to what you see in Loxo.
You can make sure you've entered a location, which is required for most Job Boards.
You can modify the publish start date and end date.
You can also add Custom Questions to the Careers Page application process, using a Form that you have made in Loxo. Note: not all Job Boards support Custom Questions when the job is posted from an ATS.
If you would like, you can also choose to hide the Hiring Company. This will display your agency as the "company" on Job Boards.
Scorecards
Attaching a Scorecard to a job not only makes it possible for your team to rate the candidate based on attributes specific to the role, but it also makes the Scorecard available to your hiring managers and clients when you share a candidate through a formal submission or the Portal.
Target Companies
If you or your hiring managers are looking to source candidates from specific companies, you can utilize the Target Companies feature, which will automatically inform Loxo Source to search for candidates who have worked or currently work at your selected companies.
Hiring Company Contacts
Quickly & easily add the relevant contacts from the hiring company's record in your database here. When you are getting ready to submit candidates from the pipeline or share Portal links, the contacts entered here will auto-populate to save you time.
Job Owners
Add teammates to share ownership of the job.
Custom Fields
If you have any custom fields set up for your jobs, these will show up here as well.
Advanced Settings
Project Tags
Add tags here to organize and color code your jobs.
Open Date
This will populate the date the job was created by default. Note that this date can be changed, but the "Created Date" of a job cannot be edited. The Created Date will always be the date that the job was created.
Filled Date
This is the day that a candidate was place or hired.
Status
New jobs will start out with your default status, which is typically "Open" or "Active," but this can be edited here as needed.
Fee Override
If you know a predetermined fee structure, you can update it here.
4. After reviewing the Job Setup, click "Save" in the top right corner.
Enable Publish to Job Boards/Careers Page After Creation
Publishing a job creates an external URL that allows you to quickly send jobs to your Careers Page, social media* sites, job boards, etc., for greater visibility. In order to publish your job externally, you first need to enable the "Job Board Publishing" feature on that particular job. Factors influencing applicant volume include job relevance, industry trends, and individual job board algorithms. These external factors should be considered even after enabling the "Job Board Publishing" feature.
Once a job has been created, you can manage Job Board Publishing in the job's settings.
Click the three dots in the top right corner of a job and select "Manage job" from the menu.
Scroll down to the "Customize Workflow" section.
Use the + button to turn Job Board Publishing ON.
Once switched to ON, you can set the Publish Start Date and Publish End Date for when you want your job to be publicly available.
You can add a custom name that will show publicly on job boards by replacing what is in the "Published Name" field in this section. Otherwise, this will default to the job's Display Name.
Select whether to hide or show the hiring company name.
Choose from a list of pre-made Form Templates if there are any Custom Questions that you want to include with the job.
Most job boards require a location to be filled out along with the job description. If you are planning to post a job to a job board, make sure the job location field is not blank. For jobs with a flexible location, select the country - adding a city/state is helpful and may also be required by some job boards.
*As a reminder, Loxo has no affiliation with X, Meta, LinkedIn, Github, or any social networks. For further details related to third parties and non-Loxo products or services, you can reference the Loxo Master Subscription Terms of Service.
Related Topics
* Overview of our AI tool:
Loxo provides a professional discovery platform that utilizes automated computational processes, including machine learning and statistical modeling (collectively, "the AI Tool"), to assist recruiters and hiring managers in identifying potential candidates from publicly available professional data.
Purpose and Intended Use
The AI Tool is intended solely to facilitate top-of-funnel sourcing and recruitment. It analyzes professional profiles to help users find individuals whose publicly listed skills and experience appear relevant to a specific job description.
Discovery, Not Decision: The AI Tool does not make hiring, firing, or promotion decisions. It does not "reject" or "disqualify" candidates.
Human Oversight: All final decisions to initiate contact, interview, or offer employment are made exclusively by the human users of the platform.