Skip to main content

Create a Job in Loxo

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

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 Agent Workforce find the right people to your job.

Create a Job

Manage Job Edits

Enable Publish to Job Boards/Careers Page After Creation

Related Topics

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.

  1. Click on the Jobs tab in the left-hand navigation bar and select the blue "+ New Job" button in the top right corner.

    The job creation form includes considerably more than the basic job details and agent selection — it also covers candidate locations, candidate criteria, job description, talent discovery, and optional job board publishing.

  2. Add the Role Title, Hiring Company, and Location (work arrangement required first) and set the visibility of the job. Or use Loxo's Intake Agent!

    Note: any custom validations or required fieIds will be present on this page as well. 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.
      ​

    • Visibility
      If this job is confidential, you can select a particular Group to have visibility of this job.​

    • Hiring Company

      Loxo Source results & Longlist / Shortlist agents are striving 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 this will be confidential.

    • Location

      Multiple locations can be used for candidate sourcing, but job boards still require at most one Published Location.

      • Candidate Locations

        • Address

        • ZIP/postal code

        • City

        • Country

        • Continent or region

        • Radius around an address, ZIP code, or city

        • Multiple time zones

  3. Candidate Criteria

    While creating the job, you can define optional sourcing criteria. Criteria shown by default includes:

    • Years of experience

    • Skills

    • Company stages

    Selecting Show All Criteria exposes additional options:

    • Industries

    • Security clearance

    • Target companies

    • Tenure

    • Company ranking

    • Company size

    • Schools

    • Degrees

    • Graduation year

    • School ranking

    Skills can be marked optional or excluded. These criteria guide Loxo Source and the Talent Discovery agents.

  4. Job Description

    A Job Description is required to use the Longlist & Shortlist Agents

    Write with AI — The Job Description & Skill DNA Agent creates the description. Role Title and Hiring Company are required for this feature.


    Note: You can choose not to mention the Hiring Company in the generated description.


    ​Use my own Job Description — Type or paste a description yourself.

  5. Talent Discovery
    Use this feature to allow our Longlist and/or Shortlist agents to source on your behalf. Select the desired Longlist size using the slider.

    As with all of Loxo's agents, Talent Discovery agents surface and score candidates but ultimately all recruiting and hiring decisions are made by humans.

  6. Publish to Job Boards

    You can optionally select Publish after creating Job to configure:

    • Published Name

    • A single Published Location

    • Publish Start

    • Publish End (optional)

    • Custom Questions/Form Template, including None

    • Hide Hiring Company

    If the Job Description & Skill DNA Agent is still generating the description, publishing waits until the description is complete.

  7. Click Create Job to complete the process and take you directly to Loxo Source. Any selected agents will continue running in the background.

Manage Job Edits

In order to add the specific details for your job, such as salary, job description or to edit a job, click Manage at the top of the job:

This will take you to the Manage Job flyout where you can add or edit the following details:

  • Hiring Target
    Here, you can setup a goal for the number of positions you are trying to fill for the project/pipeline. 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. You can also enter 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.

  • 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.

  • 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.

    ​

    • 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.
        ​

      • Visibility

        If you need to change the visibility of a job, this can be adjusted here.

Make sure to click Save in the top right corner after making any changes!

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.

  1. Click Manage in the upper right corner
    ​

  2. Scroll down to the "Customize Workflow" section.
    ​

  3. Use the + button to turn Job Board Publishing ON.
    ​

  4. 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.

  5. 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.

  6. You can add a Publish Location from your list of Job Locations. Most job boards will require a location, though which fields vary depending on the board.

  7. Select whether to hide or show the hiring company name.

  8. Choose from a list of pre-made Form Templates if there are any Custom Questions that you want to include with the job.

Related Topics

Source Candidates

Frequently Asked Questions About Jobs


​Purpose and Intended Use
Loxo's AI Agent Workforce 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: Agents 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.

Did this answer your question?