Hey there! Welcome, it's great to see you're checking out our Help Center.
We want you to get the most from your trial period, so we've collected some resources that will help you explore Loxo and make the most of your time.
First things first, you need to set up your account.
After that, we recommend that you check out The Loxo Workflow to see the range of features across Loxo's ATS and CRM.
If you still have time to explore, check out all the ways that Loxo can be customized for you and your team. You can dive into your Reports Dashboard, too!
Getting Started
Log into Loxo in the most up-to-date Chrome browser. Loxo works best in Chrome.
Download the Loxo Chrome Extension
(If you want more information, check out: Install the Loxo Chrome Extension)
The Loxo Workflow
As the first Talent Intelligence Platform on the market, Loxo is built to make your life simpler. Loxo's design works across the ATS and CRM to minimize the number of tasks and programs you need to keep your business organized. The list below gives you an overview of how the pieces of the Talent Intelligence Platform can work together.
Add Jobs: includes resources related to adding and managing projects.
Source Candidates: explains the most common ways to source candidates for jobs, along with some additional options for bolstering your Job Pipelines.
Shortlist Candidates: outlines how best to utilize the Kanban functionality of the Job Stage workflow.
Engage Candidates: includes everything you need to know about engaging and communicating from Loxo.
Manage Candidates: explains the features for screening and tracking your candidates, bridging the gap between first outreach and sharing top prospects.
Share Candidates: helps you understand the tools available in Loxo to share candidates with stakeholders.
Play in the Sandbox
We recommend adding profiles when first logging into your account, as this will ensure a more realistic experience. From moving candidates into jobs to testing out Campaigns, having data in the system will allow you to truly trial the platform.
When initially logging into the platform, you will be prompted to either import a CSV file, add manually, or try Loxo Source. Here is another article on using the Loxo Chrome Extension & uploading CSV files.
If you want to take a look at how you can set up Loxo for your team, feel free to check out our Agency Organization collection to learn more about the customizations available for fields, page views, and settings.
Questions and Queries
Don't hesitate to get in touch with your sales representative to help with any questions you may have while you are trialing Loxo. Getting on a live demo is a great way to see the system in action and ask questions about how you can make our Talent Intelligence Platform work for you!