Welcome to Labourly! This overview includes three steps to quickly set up your dashboard, so that you can start managing your candidates right away. You may follow along the video (We recommend opening it in a new tab or window), or read through the steps below:




In this section:

  1. How to set up certifications: Create a new Certification, select the Expiry Type, and assign to candidates.
  2. How to set up documents: Create a new Document, select the Expiry Type, and assign to candidates.
  3. How to invite candidates: Enter candidate emails and review invites.


To get started, Admins need to create their own Certification and Document database to manage. This database will allow your Candidates to upload their professional files. You can easily begin building your database by mass-selecting from our pre-populated list of Certifications and Documents!


NOTE: Your Candidates cannot upload any files until you create your database.


1. Set up your Certifications:


Certifications include licensing and training qualifications specific to industry regulations.

 

To create a certification:

  1. On the Certifications page, at the top of the left-side panel, click the ORGANIZE tab.
  2. Under Organize Certifications, click ADD NEW CERTIFICATION.
  3. Click ADD MULTIPLE.
  4. To search for specific certifications, click the search bar and enter the name of the certification. Click the checkboxes next to the certifications you’d like to add to your database. 
    • To view more about a certification, click VIEW next to the certification.
  5. Assign your selected certifications to candidates. See how to assign candidates to tags.
  6. Click ADD SELECTED. 

 

Your Certification database now has your custom list of Certifications that you can manage and customize. By default, it's optional for a candidate to upload a certification. If you require a certain certification from your Candidates, you can edit individual certifications and change the Requirement to Mandatory.

 

To edit a certification:

  1. On the Certifications page, at the top of the left-side panel, click the ALL tab.
  2. Under All Certifications, hover over the document you’d like to edit, and click VIEW. 
  3. In the certification panel, click EDIT. Make changes in the fields provided.
  4. Choose the Requirement:
    1. Select SUGGESTED if it's an optional certification for your assigned candidates.
    2. Select MANDATORY if it's a required certification for your assigned candidates.
  5. Choose the Expiry Type: 
    1. Select NO EXPIRY if the certification does not expire. 
    2. Select USER GENERATED if the certification does expire. This option lets Candidates enter the expiry date.
  6. Click SAVE.

 

2. Set up your Documents:


Documents focus on education, language, legal, and company-based information. Like Certifications, you can add multiple documents by selecting from the recommended list of pre-existing documents, which you can then customize.


To create a document:

  1. On the Documents page, at the top of the left-side panel, click the ORGANIZE tab.
  2. Under Organize Documents, click ADD NEW DOCUMENT.
  3. Click ADD MULTIPLE.
  4. To search for specific documents, click the search bar and enter the name of the document. Click the checkboxes next to the documents you’d like to add to your database. 
    • To view more about a document, click VIEW next  document.
  5. Assign your selected document to candidates. See how to assign candidates to tags.
  6. Click ADD SELECTED. 

 

Your Document database now has your custom list of Documents that you can manage and customize. By default, it's optional for a candidate to upload a document. If you require a certain document from your Candidates, you can edit individual documents and change the Requirement to Mandatory.


To edit a document:

  1. On the Documents page, at the top of the left-side panel, click the ALL tab.
  2. Under All Documents, hover over the document you’d like to edit, and click VIEW. 
  3. In the document panel next to the document name, click EDIT. Make changes in the fields provided.
  4. Choose the Requirement:
    1. Select SUGGESTED if it's an optional document for your assigned candidates.
    2. Select MANDATORY if it's a required document for your assigned candidates.
  5. Choose the Expiry Type: 
    1. Select NO EXPIRY if the document does not expire. 
    2. Select USER GENERATED if the document does expire. This option lets Candidates enter the expiry date.
  6. Click SAVE.

 

3. How to invite Candidates:


Admins need to invite candidates in order to manage their information and qualifications, as well as approve them for job postings.


  1. On the Candidates page, in the MANAGE INVITES panel, click SEND NEW.
  2. Enter the emails of the candidates you’d like to invite.
  3. Click SEND EMAIL. Your invites have been successfully sent. 

 

You can check whether the invite is Pending or has been Accepted in the MANAGE INVITES panel. Once an invite is Accepted, you can view a Candidate's profile in the left-side panel.


That’s it! Once your candidates are registered, you can send them messages, and organize them with tags. 


We invite you to explore everything Labourly has to offer. For next steps, you can create tags, invite fellow employees, and start creating job postings.