recruitera

Everything about configuring and managing Recruitera — your account, company, team, workflows, and templates

Account & Settings

Learn how to bulk import company data in Recruitera — upload a CSV to create many locations, departments, job titles, or blacklist entries at once.

How to Bulk Import Locations, Departments, Job Titles, and Blacklist Entries in Recruitera

Company Settings

Learn how to set up your company profile in Recruitera — add your company details, logo, and default share image so your brand shows up correctly across Recruitera and your…

How to Set Up Your Company Profile in Recruitera

Learn how to update your company name, industry, size, founded year, website, and description in Recruitera's Company Details — keep your brand accurate across Recruitera and your Career Site.

How to Edit Your Company Profile Details in Recruitera

Set up and edit your company profile details.

Company Details

Learn how to add company locations in Recruitera — configure offices, cities, and branches so your team can assign the right location to every job and requisition.

How to Add a Location in Recruitera

Learn how to edit or delete company locations in Recruitera settings — keep your location list accurate so jobs and requisitions always show the right options.

How to Edit or Delete a Location in Recruitera

Locations

Learn how to add departments and sub-departments in Recruitera's company settings — build your org structure so jobs, requisitions, and team assignments stay organized.

How to Add Departments and Sub-Departments in Recruitera

Learn how to edit or delete departments and sub-departments in Recruitera's company settings — keep your org structure accurate as your organization grows and changes.

How to Edit or Delete a Department in Recruitera

Add and manage departments and sub-departments.

Departments

Learn how to add job titles in Recruitera's company settings — build a standardized title library that keeps job naming consistent across all your posts and reports.

How to Add Job Titles in Recruitera Settings

Learn how to edit or delete job titles in Recruitera's company settings — keep your title library clean and prevent duplicates from appearing during job creation.

How to Edit or Delete a Job Title in Recruitera

Add and manage job titles used across jobs and requisitions.

Job Titles

Learn how to blacklist a candidate during disqualification in Recruitera — block them from future applications across all your jobs in one step.

How to Blacklist a Candidate During Disqualification in Recruitera

Learn how to view, search, add, edit, and remove candidates on your Recruitera blacklist — keep your hiring pipeline clean and enforce your policies consistently.

How to View and Manage Your Candidate Blacklist in Recruitera

An overview of the Recruitera Candidate Blacklist — what it does, how candidates get on it, and where to manage it.

Add and Manage Your Blacklist in Recruitera

Blacklist candidates and manage your blacklist.

Candidate Blacklist

Learn how to customize your Career Site in Recruitera — set your branding, cover, hero, culture video, and social links from the split-screen editor with a live preview.

How to Customize Your Career Page Settings in Recruitera

Learn how to add company values, employee testimonials, and the for-employees section to your Recruitera Career Site.

How to Add Values, Testimonials, and the For-Employees Section to Your Career Site in Recruitera

Learn how to publish your Recruitera Career Site, visit the live page, and turn on a general application CTA that routes candidates to a talent pool.

How to Publish Your Career Site and Turn On General Applications in Recruitera

Customize, publish, and manage your career site.

Career Site

Learn how to connect and manage company integrations in Recruitera — publish jobs to LinkedIn, Google, and Wuzzuf, and embed your jobs on your own website.

How to Connect or Disconnect Company Integrations in Recruitera

Connect or disconnect company integrations.

Integrations

Set up, adjust, and edit your workflow settings

Workflow Settings

Learn how to set up Requisition Approvals in Recruitera — turn the module on and configure how requisitions behave across your organization.

Set Up Your Requisition Module

Learn how to build requisition approval flows in Recruitera — define who signs off a requisition, in what order, before a job can be published.

Set Up Your Requisition Approval Flows

Learn how to customize the requisition form in Recruitera — choose which fields and custom questions appear when someone raises a job requisition.

Set Up Your Requisition Form

Set up the requisition module, approval flows, and form.

Requisition Approvals

Learn how to manage Hiring Rules in Recruitera — organization-wide toggles for smart candidate distribution, conflict management, and job-title recommendations.

How to Manage Hiring Rules in Recruitera

Hiring Rules

Learn how to add disqualify reasons in Recruitera — set up the rejection reasons recruiters pick from when disqualifying candidates across all your jobs.

How to Add Disqualify Reasons in Recruitera

Learn how to edit or delete a disqualify reason in Recruitera — keep your rejection reasons accurate and up to date.

How to Edit or Delete a Disqualify Reason in Recruitera

Add and manage candidate disqualification reasons.

Disqualify Reasons

Learn how to add candidate tags in Recruitera — create reusable labels to organize and filter candidates across your pipelines.

How to Add Candidate Tags in Recruitera

Learn how to edit or delete a candidate tag in Recruitera — keep your candidate labels tidy and consistent.

How to Edit or Delete a Candidate Tag in Recruitera

Learn how to add job tags in Recruitera — create reusable labels to organize and filter your jobs.

How to Add Job Tags in Recruitera

Learn how to edit or delete a job tag in Recruitera — keep your job labels tidy and consistent.

How to Edit or Delete a Job Tag in Recruitera

Learn how to add candidate sources in Recruitera — track where your applicants come from, such as job boards, referrals, and agencies.

How to Add Source Tags in Recruitera

Learn how to edit or delete a custom source in Recruitera — keep your source list accurate for reporting on where applicants come from.

How to Edit or Delete a Source Tag in Recruitera

Manage candidate tags, job tags, and source tags.

Tags & sources

Public links to a candidate are created from the candidate's own Share dialog. Learn where to create and manage them.

How to Create a Public Link for a Job in Recruitera

Learn how to view, review, and revoke public links to candidates in Recruitera — control external reviewers' access to candidate profiles.

How to Deactivate or Delete a Public Link in Recruitera

Create and manage public links to candidates.

Public Links

Learn how to customize stage types in Recruitera — add, rename, reorder, and remove the custom stages used across your hiring pipelines.

How to Customize Stage Types

Stage types are now managed under Settings → Workflow → Stage Types. See the current guide.

Set Stage Types, Colors, and SLAs

Customize the stage types used in your pipelines.

Stage Types

Learn how to set up the Employee Hub in Recruitera — let employees access the app through a verified company email domain and tailor the registration form per workforce type.

How to Set Up the Employee Hub in Recruitera

Employee Hub

Learn how to find your way around Templates in Recruitera — the template types, and how to search each list to find what you need.

How to Search and Sort Templates in Recruitera

Templates

Learn how to create an email template in Recruitera — reusable emails with placeholders, attachments, and categories to speed up candidate communication.

How to Create an Email Template in Recruitera

Learn how to edit or delete an email template in Recruitera, and manage template categories.

How to Edit or Delete an Email Template in Recruitera

Create and manage reusable email templates.

Email Templates

Learn how to create a screening questions template in Recruitera — question sets you attach to a job's application form.

How to Create a Screening Questions Template in Recruitera

Learn how to edit or delete a screening questions template in Recruitera — keep your application-form question sets up to date.

How to Edit or Delete a Screening Questions Template in Recruitera

Create and manage screening question templates.

Screening Questions

Learn how to create an evaluation form template in Recruitera — scorecards and question sets your team fills in when assessing candidates.

How to Create an Evaluation Form Template in Recruitera

Learn how to edit or delete an evaluation form template in Recruitera — keep your scorecards and assessment questions current.

How to Edit or Delete an Evaluation Form in Recruitera

Create and manage evaluation form templates.

Evaluation Forms

Learn how to edit or delete a questionnaire template in Recruitera — keep your mid-pipeline forms up to date.

How to Edit or Delete a Questionnaire Template in Recruitera

Learn how to create a questionnaire template in Recruitera — forms sent to a candidate when they reach a stage.

How to Create a Questionnaire Template in Recruitera

Create and manage questionnaire templates.

Questionnaires

Learn how to create a benefits template in Recruitera — reusable benefits packages you can apply when creating a job.

How to Create a Benefits Template in Recruitera

Learn how to edit or delete a benefits template in Recruitera — keep your reusable benefits packages current.

How to Edit or Delete a Benefits Template in Recruitera

Benefits templates are managed under Settings → Templates → Benefits. See the current guides.

Organize Benefits Templates

Benefits

Learn how to create a pipeline template in Recruitera — define the stages a candidate moves through, with per-stage automations.

How to Create a Pipeline Template in Recruitera

Learn how to edit or delete a pipeline template in Recruitera — adjust stages and per-stage automations like emails, questionnaires, and tasks.

How to Edit or Delete a Pipeline Template in Recruitera

Create and manage pipeline (workflow) templates.

Pipelines

Learn how to create and submit a WhatsApp template in Recruitera — build a message with variables and send it to Meta for approval.

Creating & Submitting WhatsApp Templates

Understand WhatsApp template approval in Recruitera — review timelines, template statuses, and what to do if a template is rejected.

Understanding Template Approval — Timelines & What to Do if Rejected

Create and manage WhatsApp message templates.

WhatsApp Templates

Learn how to create a job template in Recruitera — so a new job starts with its details, team, and workflow already filled in.

How to Create a Job Template in Recruitera

Learn how to edit, rename, or delete a job template in Recruitera — keep your reusable job setups current.

How to Edit, Rename, or Delete a Job Template in Recruitera

Create and manage reusable job templates.

Job Templates

Learn how to create an offer letter template in Recruitera — a reusable offer document and message with placeholders for your hiring process.

How to Create an Offer Letter Template in Recruitera

Create and manage offer letter templates.

Offer Letters

Learn how to navigate Team & Roles in Recruitera — manage who has access to your workspace and what each role can do.

How to Navigate Team & Roles in Recruitera

Team and roles

Learn how to search and filter your team members in Recruitera, and read each member's access status.

How to Search and Filter Team Members in Recruitera

Learn how to invite a new team member in Recruitera — send an email invitation and assign their role.

How to Invite a New Team Member in Recruitera

Learn how to edit a team member's role or details in Recruitera, including changing their login email.

How to Edit a Team Member's Role or Details in Recruitera

Learn how to remove a team member in Recruitera — revoke their access to the workspace.

How to Remove a Team Member from Recruitera

Learn how to deactivate a team member in Recruitera — switch off their access without removing them.

How to Deactivate a Team Member in Recruitera

Learn how to reactivate a team member in Recruitera — restore access for a deactivated member.

How to Reactivate a Team Member in Recruitera

Team Members

Access levels are set by hiring roles under Settings → Team & Roles → Hiring Roles. See the current guides.

Control Access Levels for Team Members

Learn how hiring roles and permissions work in Recruitera — what each role can do, the permission matrix, and how access is decided.

How to Manage Hiring Roles and Permissions in Recruitera

Learn how to create a new hiring role in Recruitera — start blank or copy an existing role, then fine-tune permissions.

How to Create a New Hiring Role in Recruitera

Hiring roles and their permissions are managed under Settings → Team & Roles → Hiring Roles. See the current guide.

System Default Special Roles Explained

Learn how to edit a hiring role's permissions or delete a role in Recruitera.

How to Edit or Delete a Hiring Role in Recruitera

Learn how to see and manage which team members hold a given hiring role in Recruitera.

How to View and Manage Team Members Within a Role in Recruitera

Create and manage hiring roles and permissions.

Hiring Roles

Learn how to access your account settings in Recruitera — your personal information, notifications, and security.

How to Access Account Settings in Recruitera

Manage users, roles, and account information.

My Account

Learn how to update your profile information in Recruitera — your photo, name, job title, and phone.

How to Update Your Profile Information in Recruitera

Learn how to set up your email signature in Recruitera — your sign-off added to emails you send from the platform.

How to Set Up Your Email Signature in Recruitera

Learn how to connect or disconnect your calendar in Recruitera — link Google or Outlook to schedule interviews directly.

How to Connect or Disconnect Your Calendar in Recruitera

Manage your profile, calendar, and email signature.

Personal Information

Learn how to manage your notification settings in Recruitera — choose which events reach you by email, in the app, or both.

How to Manage Email Notification Settings in Recruitera

Notifications

Learn how to change your password in Recruitera — update it from your account security settings.

How to Change Your Password in Recruitera

Change your password and manage account security.