Recruiter Workflow

How Lynx organizes work

Workspace: your company account (members, settings)
Client: a company you recruit for (managed in Clients)
Job Role: a search you’re running (pipeline, chat, team, candidates)
Candidate: a submission in a role (resume, summary, notes, feedback, stage)

Step 0: Set up your workspace members

Before you start a role, make sure your internal recruiting team members are in the workspace.

Go to Settings → Allowed Users
Invite teammates by email and assign roles (Owner/Admin/User)

Step 1: Add the client

Create the client company record so it’s easy to attach clients to roles and keep your book organized.

Go to Clients
Add the client name and a short description

Step 2: Create a job role

Roles are where recruiter ↔ client collaboration happens. A role includes a pipeline (stages), a general chat, and a roster of team members (recruiters + clients).

Go to Job Roles
Click Add Job Role
Fill in the role details (title, client, location, compensation, link/description)

Upload a job description and extract info (optional)

In role settings, you can upload a job description file. Lynx can extract structured fields from that file and populate the role details.

Open the role → Settings
Upload the job description file
Click Extract to overwrite fields with extracted data

Step 3: Invite the role team (recruiters + clients)

Role membership is configured per role so you can keep access scoped to the right search.

Open the role → Settings → Hiring Team
Under Recruiting Team Members, invite internal recruiters by email
Under Client Team Members, invite client stakeholders by email
Click Save to persist changes

Step 4: Add candidates

Candidates are added inside a role. You can upload a resume file, or paste resume content, then fill in the candidate details. Lynx will store the resume and can format the resume text for readability.

Open the role
Click Add Candidate
Enter the candidate’s basic info and add their resume

Use AI to accelerate candidate preparation (optional)

Resume extraction: extract structured fields (like name/contact) from resume content
Resume formatting: generate a clean, readable resume text view
Summary: generate an AI-powered candidate summary from the job description + resume + notes
Recruiter Notes: generate internal-only notes (recruiter-visible only)

Step 5: Collaborate before submission

Use Lynx chat to keep context connected to the role and the candidate:

General Chat inside the role for search-level discussion
Candidate Chat for candidate-specific discussion and feedback

Step 6: Submit candidates to the client

Candidates typically start in Pending Submission. When you’re ready to submit, move the candidate to Submitted by using Move Forward.

Open the candidate profile
In the decision/actions area, choose Move Forward
Customize the notification message and select who should be notified
Confirm to move the candidate stage and send the notification

Reminders and follow-up

If a stage sits inactive beyond the role's follow-up reminder threshold, Lynx flags the candidate as needing attention. Recruiters can resend the most recent notification from the candidate profile to prompt a decision.

Step 7: Track decisions and stage changes

As the client reviews, the candidate can move through stages such as Submitted, multiple Interview stages, Offer, and Hired. You can also:

Reject a candidate
Put a candidate On Hold, then resume later
Move to a Previous Stage when the process needs to step back

Each stage transition supports an optional notification message and recipient selection.

Step 8: Close out the role

When the role is complete, keep the full decision trail in Lynx: submissions, feedback, stage history, and chat context. This becomes the durable record of what happened and why.