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HelpGetting startedOnboarding: the first eight minutes.
Onboarding: the first eight minutes.
What you do in the first sitting after you sign up. Post the role, set the rubric, hand off the rest.
Last reviewed 4 September 20263 min read

Onboarding is a single sitting. About eight minutes if you have a role brief ready, twelve if you do not. You will not finish on a setup wizard. You will finish on a posted role with the AI screen already collecting applicants.

What happens, in order.

  1. You sign in with email and a magic link. There is no password to set.
  2. You confirm the workspace name and the timezone. Both can be edited later.
  3. You post the first role. The role form is six fields: title, seniority, location policy, salary band, must-haves, and a free-text brief.
  4. You confirm the rubric. We propose one based on the role title and seniority; you accept it or edit it inline.
  5. You set a spend cap. The default is $50 for a first role, equivalent to the 50 free vetted candidates that every new account gets.
  6. You publish. The role goes live across the syndication network and on your public role page.

What happens next, without you.

Applicants arrive on a rolling basis. Each one runs through the AI screen, the role-fit assessment, and the first-round interview. Three vetted finalists are surfaced to you on Friday morning. You read the finalist card, override or accept the ranking, and either advance to a human round or close the role.

Onboarding takes about eight minutes. If you get stuck on the role brief itself, see "Writing a good role brief".

What to do next: post the role, even if the brief is rough. You can edit the brief without resetting the AI screen.

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Onboarding: the first eight minutes. | Help · Picked.ai