Recruiter Workflow
This is the end-to-end workflow for a recruiting agency using Lynx with a client: create a role, invite the client, submit candidates, collect feedback, and keep everything organized in one place.
How Lynx organizes work
- Workspace: your company account (members, settings)
- Client: a company you recruit for (managed in Clients)
- Job Role: a search you’re running (pipeline, chat, team, candidates)
- Candidate: a submission in a role (resume, summary, notes, feedback, stage)
Step 0: Set up your workspace members
Before you start a role, make sure your internal recruiting team members are in the workspace.
- Go to Settings → Allowed Users
- Invite teammates by email and assign roles (Owner/Admin/User)
Step 1: Add the client
Create the client company record so it’s easy to attach clients to roles and keep your book organized.
- Go to Clients
- Add the client name and a short description
Step 2: Create a job role
Roles are where recruiter ↔ client collaboration happens. A role includes a pipeline (stages), a general chat, and a roster of team members (recruiters + clients).
- Go to Job Roles
- Click Add Job Role
- Fill in the role details (title, client, location, compensation, link/description)
Upload a job description and extract info (optional)
In role settings, you can upload a job description file. Lynx can extract structured fields from that file and populate the role details.
- Open the role → Settings
- Upload the job description file
- Click Extract to overwrite fields with extracted data
Step 3: Invite the role team (recruiters + clients)
Role membership is configured per role so you can keep access scoped to the right search.
- Open the role → Settings → Hiring Team
- Under Recruiting Team Members, invite internal recruiters by email
- Under Client Team Members, invite client stakeholders by email
- Click Save to persist changes
Step 4: Add candidates
Candidates are added inside a role. You can upload a resume file, or paste resume content, then fill in the candidate details. Lynx will store the resume and can format the resume text for readability.
- Open the role
- Click Add Candidate
- Enter the candidate’s basic info and add their resume
Use AI to accelerate candidate preparation (optional)
- Resume extraction: extract structured fields (like name/contact) from resume content
- Resume formatting: generate a clean, readable resume text view
- Summary: generate an AI-powered candidate summary from the job description + resume + notes
- Recruiter Notes: generate internal-only notes (recruiter-visible only)
Step 5: Collaborate before submission
Use Lynx chat to keep context connected to the role and the candidate:
- General Chat inside the role for search-level discussion
- Candidate Chat for candidate-specific discussion and feedback
Step 6: Submit candidates to the client
Candidates typically start in Pending Submission. When you’re ready to submit, move the candidate to Submitted by using Move Forward.
- Open the candidate profile
- In the decision/actions area, choose Move Forward
- Customize the notification message and select who should be notified
- Confirm to move the candidate stage and send the notification
Reminders and follow-up
If a stage sits inactive beyond the role's follow-up reminder threshold, Lynx flags the candidate as needing attention. Recruiters can resend the most recent notification from the candidate profile to prompt a decision.
Step 7: Track decisions and stage changes
As the client reviews, the candidate can move through stages such as Submitted, multiple Interview stages, Offer, and Hired. You can also:
- Reject a candidate
- Put a candidate On Hold, then resume later
- Move to a Previous Stage when the process needs to step back
Each stage transition supports an optional notification message and recipient selection.
Step 8: Close out the role
When the role is complete, keep the full decision trail in Lynx: submissions, feedback, stage history, and chat context. This becomes the durable record of what happened and why.