The Recruiter manages the entire hiring process from start to finish. One of the most important tasks is building hiring teams for open positions and assigning users to fill various roles. Learn more about how you can get started with Comeet and invite members of your organization by using this guide.


The following checklist will help you go over the settings and features and practice at your own pace. Please choose one of the options to copy a Google Sheet into your Google Drive, or download the checklist in Excel format.

Create your own checklist:

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Training Videos

The Basic and Advanced Recruiter video guides will help you get an overall understanding of Comeet processes and workflow:

Training Videos - Basic

  1. Welcome and Basic Settings

    • Log In

    • Main Dashboard

    • Help Center and Support Chat

    • Personal Settings

2. Position Management

  • Add a position

  • Workflow & Step Types

3. Source Management

  • Add New Source

  • Sources Tab in a Position (Public Email & Integrated Job Boards)

  • Add a Source to a Position

  • Communicate with Recruiting Agency from a Position

  • Communicate with a Recruiting Agency from a Candidate Card
    Referral Program

4. Candidate Management, Sources and Applications

  • Add a Candidate Manually

  • Candidate Sources

  • Career Website & Apply for a Position

  • Refer a Friend

5. Recruiter Tasks and Workflow

  • Main Dashboard

  • Candidate Steps & Tasks

  • Candidate Card

  • Internal & External Communication

  • Activity Filter

  • Activity Tabs

Training videos - Advanced

  1. Advanced Candidate Management

  • Duplication Resolution

  • Managing Candidate Card

  • Multiple Hiring Processes

2. Working with LinkedIn Chrome Extension

  • Install LinkedIn Chrome Extension

  • Identify relevant candidates

  • Add candidates to Comeet

3. Advanced Search and Bulk Actions

  • Use Advanced Search

  • Export your results

  • Bookmark your search

  • Bulk Actions

4. Trackable Links and Referral Program

  • Create and add new sources

  • Generate Trackable Links

  • Referral Program

5. Recruiting Assistant Role

  • Recruiter Assistant role definition

  • Assign Recruiting Assistant

  • Keep Track of interview scheduling

6. Salary and Offer Visibility

  • Make sure only authorized teammates access Salary and Offer details

Further Reading

For more in-depth insight into the features and settings, please refer to the below articles:

Position Basics

  • Create a New Position
    Create a new position and prepare all the settings to publishing it on your career page.

  • Position Roles
    There are seven possible Position Roles a teammate can have in Comeet, each with their own permissions to access certain actions and data.

  • Manage Position Settings
    Customize the position settings to better promote, screen and manage candidates. While position settings default to your company settings, they can be customized per position.

  • Change Position Status
    When a position is created, its status is automatically set to Open, however, you can change it be On-Hold and Closed.

  • Manage Position Openings
    Comeet’s Openings feature allows you to create as many openings as you would like for a certain position, enabling a company to have multiple hires for a single position.

  • Share Positions
    Comeet allows users to share open positions with anyone in their social network to help source and recruit candidates effortlessly.

  • Resolve Duplications
    Whenever new candidates are added to Comeet, the system automatically checks for duplicates by comparing names, contact information, and resume text

Candidate Basics

  • Edit a Candidate
    In a candidate’s profile, you are given the ability to select Edit, to modify the candidate.

  • Change Candidate Status
    Learn which statuses can be used for candidates in hiring process at the different stages.

  • Tag Candidates  
    Candidate tagging makes it easier to classify candidates so they can be quickly retrieved in the future while searching for relevant candidates in your database.

  • Search Candidates
    Comeet users with the Admin or Recruiter company role have access to the Advanced Search function.

  • Take Action with Multiple Candidates
    Optimize your work performance by taking action with multiple candidates at once.

Workflow Basics

  • Manage Candidate Workflow
    A workflow is a sequence of steps that guide the hiring process. They coordinate timelines, and tasks for the entire hiring team and every candidate.

  • Define the Scorecard
    The position scorecard allows you to select the traits that you would like to evaluate candidates on.

  • Add Interview Questions
    Comeet allows you to create interview questions to use when conducting interviews, so every interviewer can always access the questions you want them to ask.

Sourcing Basics

  • Comeet Sourcing for Chrome
    The Comeet extension for LinkedIn is a great tool for recruiters searching for potential prospects on LinkedIn. The Chrome extension allows to easily add prospects directly from LinkedIn to Comeet and notifies if the applicant is already in the system.

  • Create a Candidate Source
    Candidate Sources allow Recruiters, Hiring Managers, and company executives to identify where their candidates are coming from and the quality of the sources.

  • Tracking Candidate Sources
    Comeet tracks candidate's sources automatically. This data allows recruiters and sources to analyze the quality of their sources and prioritize the various talent acquisition channels.

  • Best Practices for Job Board Sourcing
    With Comeet’s Integrated Job Boards, you can instantly one-click post your new positions and start getting more candidates.

Communication Basics

  • Email Notifications
    Comeet can send you email notifications with your new tasks, as well as, periodic updates about positions you are involved in.

  • Edit Auto Templates
    Auto templates are customizable email templates for every step in the hiring process.

  • Create Custom Email Templates
    Custom templates make life easier whenever you have to send the same message multiple times. For example, sending homework assignments to candidates or asking for references.

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