Recruiting

Recruiting tracks hiring from a job opening to a new employee. You open roles, add candidates, connect them to openings with applications, schedule interviews and collect interviewers’ feedback, record offers, and then hire the successful candidate straight into an employee record.

Key concepts#

Job opening

A role you’re hiring for, with a title, optional department, position, hiring manager, location type and salary range. Its status is open, on hold or closed.

Candidate

A person you might hire, with their name and contact details. Candidates exist independently of any opening, so someone who applied for one role can be considered for another without being re-entered.

Application

One candidate applying for one opening. It moves through the hiring pipeline and holds that application’s interviews and offers.

Interview

A scheduled conversation on an application, with a type, a date and time, a length, named interviewers and their feedback.

Offer

The terms offered on an application: compensation, currency, employment type, start date and an optional expiry date.

Who can use it#

Open Recruiting#

On the People page, click Recruiting. The button appears if your role includes recruiting.view. There’s no separate sidebar item, so if you can use recruiting but don’t see People in the sidebar, go to /app/people/recruiting in your browser.

Job openings#

Create an opening#

1. Go to the Job openings tab

   It’s the first tab on the Recruiting page.

2. Enter the title

   At the bottom, enter a Title (for example “Senior Backend Engineer”; up to 200 characters).

3. Add the details you know

   Optionally choose a Department, Position, Hiring manager (an active member of your organization) and Location type (Onsite, Remote or Hybrid), and enter a Salary min and Salary max.

4. Click Create opening

   The opening appears with an open badge. Salary ranges are shown in USD.

Put an opening on hold or close it#

Each opening shows buttons for the statuses it can move to. An open role shows Mark on hold and Mark closed. A role on hold shows Mark open and Mark closed. Closed openings have no buttons, and UnitX records when they were closed.

Candidates#

1. Go to the Candidates tab

   Click Candidates.

2. Enter the candidate

   At the bottom, enter First name and Last name (both required), and optionally Email, Phone and Source (for example “Referral”).

3. Click Add candidate

   The candidate appears with their contact details and source.

To add or change notes on a candidate, click Add notes… (or the existing note) under their name, type, and click Save.

Applications and the pipeline#

Create an application#

1. Go to the Applications tab

   Click Applications. Each application is listed as “Candidate → Opening” with its status.

2. Pick the candidate and opening

   At the bottom, choose a Candidate… and a Job opening….

3. Click Create application

   The application starts in the applied stage. Click it to open its detail page.

Move an application through the pipeline#

On the application’s page, choose a stage from Change status… and click Update status. The stages are:

You can move between the open stages in any order. Hired, rejected and withdrawn are final: once an application reaches one of them, the status control disappears. If a candidate comes back, create a new application.

Interviews#

Schedule an interview#

1. Open the application

   Go to the Applications tab and click the application.

2. Fill in the interview

   In Interviews, enter a Type (for example “Technical screen”), Scheduled at (date and time), and optionally Minutes (at least 5; 30 if left blank), Location and Meeting URL.

3. Choose interviewers

   Tick at least one member under Interviewers.

4. Click Schedule interview

   The interview appears as “type · date and time” with a scheduled badge.

Click an interview to expand it and see its length, location, meeting link, interviewers and feedback. To record what happened, choose completed, cancelled or no show and click Update status.

Leave interview feedback#

If you’re one of the interviewers, the expanded interview shows a feedback form. Enter a Rating, a Recommendation, Strengths and Concerns (all optional), then click Submit feedback.

• Only the interviewers named on the interview can leave feedback.
• Each interviewer can submit feedback once, and it can’t be edited afterwards.
• Ratings have no fixed scale; agree one with your hiring team.

Offers#

1. Fill in the offer

   On the application’s page, under Offers, enter Compensation, Currency (USD if blank), Employment type (for example “full_time”), a Start date and an optional Expires date.

2. Click Create offer

   The offer appears as a draft, for example “150000 USD · full_time · starts Oct 1, 2026”.

3. Record what happens

   Use the buttons on the offer to record each step: Send when it goes to the candidate, then Accept or Reject when they answer. Withdraw is available while it’s a draft or sent.

Hire a candidate#

When you’re ready to employ the candidate, use the Hire section at the bottom of the application page. It’s shown to people with employee.manage while the application is still open.

1. Enter the employee number

   Under Hire followed by the candidate’s name, enter an Employee number (for example “E-1042”). It must be unique.

2. Optionally set the start date

   Pick a Start date (optional).

3. Click Create employee record

   UnitX creates the employee record with the candidate’s name and contact details, marks the application hired in the same step, and opens the new record.

From there you can start onboarding and attach the signed offer letter under Documents. A hired application shows This application has been hired. Find the person under People.

• An application that’s already hired, rejected or withdrawn can’t be used to hire.
• You don’t need an accepted offer to hire, but recording one keeps the history complete.

Limitations#

• There’s no careers page, job-board posting or candidate portal. Openings aren’t published anywhere.
• Nothing is emailed to candidates. Offers and statuses are recorded, not sent.
• Openings, candidates, applications, interviews and offers can’t be deleted, and openings and offers can’t be edited after they’re created.
• Résumés and LinkedIn or portfolio links can’t be added from the screen yet.

FAQ#

Related pages#

• People directory
• Onboarding and offboarding
• Org structure
• Employee documents