Setting up a job

Jobs are the foundation of ScoutUp. Each job represents a role you're hiring for, and everything else — AI interviews, document evaluation, candidate invitations, and workflows — is configured within a job.

Creating a new job

To create a job, click the New Job button from the Jobs page. You'll be asked for:

• Job title — the name of the role (e.g. "Forklift Operator")
• Company — the company the role belongs to
• Description — a full job description. This is used by the AI to understand the role, so the more detail the better
• Logo — an optional company logo displayed to candidates

When creating a job you have two options:

• Create Blank — creates the job with empty templates ready for you to configure manually
• Generate Interview Framework — uses AI to automatically generate interview questions and evaluation criteria based on your job description. You can review and edit everything afterwards

After creation, you'll be taken to the job's applications page where you can start adding candidates.

Job settings

Once your job is created, you can configure everything from the Settings page. Click the settings icon on any job to access it.

Job details

Edit your job's title, company, description, and logo at any time. Click on any section to expand it and make changes. You can also toggle the job between Active and Inactive status — only active jobs allow new candidate invitations to be sent.

AI interview setup

The AI interview is the core of ScoutUp. Configuration is split across several tabs in settings:

• Questions — add, edit, reorder, and remove interview questions. Set the initial greeting candidates hear and the closing message. Each question can be marked as a knockout question if it's a must-pass criterion. You can also control the answer depth (low, medium, or high) to tell the AI how much follow-up probing to do
• Evaluation — configure how the AI scores candidates. Set overall evaluation criteria and add detailed sub-criteria (e.g. "Technical Skills", "Communication"). Each criterion gets an independent score
• Voice — choose the AI interviewer's voice. Preview each option with the play button and select the one that fits your brand
• Interview settings — toggle advanced options like whether candidates can ask the AI questions, whether to offer a final comments phase, and whether to limit candidates to a single interview attempt. You can also add knowledge the AI should use when answering candidate questions
• Invitations — customise the SMS and email templates used when inviting candidates to interview. Templates support variables like {{first_name}} and {{interview_link}}. You can also configure confirmation messages sent after a candidate applies via the public application form

For a detailed walkthrough of interview setup, see Setting up an AI interview.

Document evaluation

Add document requirements to have the AI evaluate candidate-submitted documents (resumes, licences, certificates, etc.). For each requirement you can define evaluation criteria and mark specific criteria as knockout rules.

For more detail, see Setting up document evaluation.

Workflows

Workflows let you automate actions based on candidate status. Each workflow combines conditions (what triggers the action) with actions (what happens). For example:

• When a candidate's interview score is above 80, send them an email
• When a document evaluation passes, send an SMS notification
• When a candidate hasn't received an invitation after 3 days, send a reminder

Conditions include interview score thresholds, interview status, document match, document evaluation results, candidate interaction timing, and JobAdder status matching. Actions include sending SMS or email messages.

Workflows can be toggled on and off, reordered, and scoped to new applications only or all existing applications. You can also manually trigger a workflow to run against all current applications.

Inviting candidates

Once your job is configured, there are several ways to get candidates into the pipeline:

• Manual invitation — add candidates individually and send them an SMS or email invitation to interview
• CSV upload — upload a spreadsheet of candidates to bulk-add them to the job
• Public application form — share a public link where candidates can apply directly. Each job has a unique application URL you can embed on your website or share in job ads
• JobAdder sync — if connected, applications from JobAdder are automatically imported. See Connecting JobAdder

Managing applications

The job's main page shows all applications in a sortable, filterable list. You can view each candidate's interview status, evaluation score, document status, and more. Use bulk actions to send invitations, change statuses, or enrol candidates in screenings.