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In this tutorial you join an agency your Owner has already set up. Its jobs, clients and candidates are in Hire. You connect your own calendar, Echo and Gmail, then start working. It takes about 15 minutes.

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Before you start

  • You have the invitation email from Hire. It works only for the address it was sent to, and it expires after 7 days. If it has expired, ask your Owner or an Admin to select Resend in Settings › Members.
  • Read How Hire works for the method your agency follows.

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1. Sign in and join

  1. Open the invitation email and follow its link.
  2. Sign in with the invited address, either with its Google or Microsoft account or with Continue with email and the code Hire sends.
  3. If your agency requires two-step sign-in, Hire shows Set up two-step verification. Scan the code with an authenticator app, type the code it shows, and save the backup codes.
  4. Type Your name, then select Join with your agency’s name.
Hire opens on Today, with your agency’s Jobs already on it.

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2. Connect Gmail, your calendar and Echo

Each member connects their own accounts. Nobody else sees your connections. Today’s Get started checklist lists each step, with the next one highlighted: Connect Gmail, your calendar (Google or Outlook), Connect Echo, then Review the people Hire found. Follow Get started: it says what each connection adds, what Hire reads and keeps, and how to review the people it finds.

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3. Find your work

  • Today › Jobs lists every Job your team is working. Each open Job ends with its next step: Shortlist, Reach out or Send CVs.
  • Jobs, Companies, Contacts and Candidates hold the whole agency’s records. Filter by owner to see your own.
  • Companies › Targets holds the BD list, Tier 1 first. Select Mine for the targets you own. Your Owner or Manager may also have set a daily BD calls target, which shows on Today.
  • Tasks holds what’s due, and To review the changes Flo proposes for you.

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What a consultant can do

Everyone in an agency sees every record. What you can change depends on whose it is. Owners and Admins can do everything in the right-hand column. Managers can do most of it for their team, but not settings, members or another member’s import. When you ask Flo to change a record someone else owns, Flo sends the change to its owner to approve.

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What you did

You joined the agency, connected your calendar, Echo and Gmail, and found the Jobs, Targets and Tasks waiting for you.

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Next

A morning in Hire

What to clear on Today each morning.

Your first job

From the client’s briefing to CVs out and a placement.