Getting Started with Client Onboarding

Last updated on March 2025

Getting Started with Client Onboarding

This guide walks you through the complete workflow for managing recruitment projects in Preplr — from adding your first client company to generating professional interview packs.

Step 1: Add a Client Company

Client companies are the organisations you’re recruiting for. Each role you create must be associated with a client.

1. Navigate to the Clients page from the main menu.
2. Click the Add Client button.
3. Fill in the company details:
   • Company Name (required): The official name of the organisation.
   • Industry: The sector they operate in (e.g., Technology, Finance, Healthcare).
   • Website: The company’s website URL.
   • Description: A brief overview of the company.
4. Click Create Client to save.

After creating the client, you can optionally upload a company logo. This logo will be used for co-branding your interview packs, giving them a professional, customised appearance.

Step 2: Create a Role and Upload the Job Specification

Roles represent open positions at your client companies. You can manually enter role details or have them automatically extracted from a job specification document.

1. Navigate to the Roles page from the main menu.
2. Click Add Role to open the role creation dialog.
3. Upload a Job Spec (optional but recommended):
   • Click the upload area and select your job specification file (PDF, DOC, DOCX, TXT, or MD).
   • After uploading, click Extract to automatically populate role details.
   • Review the extracted information and click Apply to Form to use it.
4. Select the Client Company from the dropdown.
5. Enter the Role Title (e.g., “Senior Software Engineer”).
6. Optionally add a Department (e.g., “Engineering”).
7. Click Create Role to save.

The automatic extraction feature analyses your job spec and identifies skills, qualifications, certifications, salary information, experience requirements, and more.

Step 3: Add Candidates and Upload CVs

Candidates are stored in a central directory and can be assigned to multiple roles.

1. Navigate to the Candidates page from the main menu.
2. Click Add Candidate to open the candidate creation dialog.
3. Upload a CV (optional but recommended):
   • Click the upload area and select the candidate’s CV (PDF, DOC, DOCX, or TXT).
   • After uploading, click Extract to automatically populate candidate details.
   • Review the extracted information and click Apply to Form to use it.
4. Enter the candidate’s details:
   • Name (required): The candidate’s full name.
   • Email: Contact email address.
   • Phone: Contact phone number.
   • Professional Summary: A brief overview of their background.
   • Notes: Any internal notes about this candidate.
5. Click Create Candidate to save.

The automatic extraction feature analyses the CV and identifies employment history, education, skills, certifications, languages, and references.

Step 4: Assign Candidates to a Role

Once you have candidates in your directory, you can assign them to specific roles.

1. Navigate to the Roles page and click on a role to open its detail page.
2. Scroll down to the Candidates section.
3. Click Add Candidate.
4. Select a candidate from the dropdown list (showing candidates not yet assigned to this role).
5. Click Add Candidate to confirm the assignment.

You can assign multiple candidates to the same role. Each assigned candidate can have their status tracked (e.g., Screening, Interview, Offer) and notes added.

Step 5: Generate an Interview Pack

Interview packs are automatically generated documents that help you prepare for candidate interviews. They include tailored questions, candidate analysis, strengths, areas to probe, and more.

1. Open the role detail page.
2. In the Candidates section, find the candidate you want to prepare for.
3. Click the menu icon (three dots) next to the candidate.
4. Select Generate Pack.
5. Confirm the action in the dialog that appears.
6. Wait for the pack to generate (typically 15-30 seconds).

Once generated, you can:

• View the interview pack directly in the application.
• Download as PDF for printing or sharing.
• Regenerate the pack if needed (e.g., after updating role or candidate information).

Tips for Best Results

• Complete job specs: The more detailed your job specification, the better the AI can generate relevant interview questions.
• Up-to-date CVs: Ensure candidate CVs contain current information for accurate analysis.
• Company logos: Upload client logos for professional, co-branded interview packs.
• Custom branding: Visit the Branding page to customise colours, fonts, and text in your interview packs.

Managing Your Work

• Use the status field on candidates to track their progress through your recruitment pipeline.
• Add notes to candidates and role assignments for internal reference.
• View all your roles filtered by client or status from the Roles page.
• Access candidate profiles to see all roles they’re assigned to.

Credit Usage

Some automated features use credits:

• Extracting data from a job spec: 1 credit
• Extracting data from a CV: 1 credit
• Generating an interview pack: 1 credit

You can view your credit balance and purchase more from the Billing page.