This checklist will help you get up to speed on all things Loxo. We recommend you follow these steps and check them off one by one. As you go, if you run into any issues, simply reach out to Support — we’re here to (you guessed it) support you.
Get Started
First things first, get ready for take-off!
Log in and Get Yourself or Your Team Ready
What to Do:
Log in to your Loxo account
Add your team members to Loxo
Add your email signature
Download the Loxo Chrome Extension
Take advantage of Training and Learning Opportunities
What to Do:
Visit the Loxo Help Center for How To's and Proven Practices (Pro Tip: check out our Loxo Overview Video!)
Sign-up for Live Trainings - Get Started with Loxo (optional)
Get Organized
Now that you're set up, you can organize your team and start to take advantage of efficiencies across the full suite of Loxo's tools.
Set up Your/Your Teams Account
What to Do:
Update your agency logo and timezone from the General section of your Settings page
Assign Group permissions for your team
Integrate your open positions to your company's Careers Page
Customize your Loxo
Organize your page views (People, Jobs, Companies, Deals)
Set up Preferences for your team
Take a Dive Into More Training
What to Do:
Watch the The Loxo Workflow Overview (this is the end goal for your team)
Send training materials to your team members (Start with Welcome to Loxo)
Get to Work - Your Loxo Onboarding Checklist
To be fully engaged with all Loxo has to offer and set up for success, complete these five key actions:
Set Up Jobs & Add Candidates
What to Do:
Create your first job in Loxo (assign owners & set details).
Add candidates via CSV upload, direct entry, resume forwarding or Loxo Source.
Organize your pipeline with custom fields & project tags.
Helpful Guides:
Navigate & Utilize The Loxo Workflow
What to Do:
Move candidates through workflow stages (Shortlisted, Interviewing, Hired, etc.).
Use drag & drop, activity notes and tracking for candidate engagement.
Learn how automation moves candidates between stages based on activity.
Helpful Guides:
Source Candidates Effectively
What to Do:
Use Loxo Source to find top talent.
Learn when to use Boolean search vs. filters for targeted results.
Save searches to make sourcing faster in the future.
Helpful Guides:
Submit Candidates to Clients
What to Do:
Use Submissions, the Hiring Manager Portal or Executive Presentation to present candidates.
Learn how to manage hiring manager feedback in Loxo.
Helpful Guides:
Collect & Manage Data Efficiently
What to Do:
Customize Loxo with custom fields, company tags and data imports.
Set up integrations to streamline hiring workflows.
Helpful Guides:
Once you've completed these five steps, you're a Loxo rockstar! If you need help, check out our Help Center for more proven practices
Get your Data
If you're not doing a formal data migration, you can always upload data yourself via a CSV import
If your contract includes a data migration, request a 'full database export' from your previous ATS (also, please check out our Data Migration Checklist!)
Upload your data to Loxo