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How to create an Intake
Andrew Olsen avatar
Written by Andrew Olsen
Updated over 2 years ago

For more information on how using Searchlight's Intake product improves hiring efficiency and hiring outcomes, you can read more on our blog.

How to create an intake

Step 1: Click the left tab in your Searchlight workspace

Step 2: Click “Predict”

Step 3: Click “Intake”

Step 4: Click “Create” on the top right corner of the page

Step 5: Choose from “Start from scratch” or “Start from a template”

Step 6: If you Start from Template, search or select the name of the template in the left column.

Step 7: If you Start from scratch, you’ll start inputting information

Step 8: Name the Intake

Step 9: Select an Intake Survey (Preview allows you to see the survey questions)

[Optional]

Step 10: Copy/Paste the URL of the ATS job (example: app2.greenhouse.io/sdash/47122869122)

If you skip this step now, we highly recommend that you come back and add the ATS URL before you send your first candidate through Searchlight for the relevant Job. This will connect the Intake insights to the candidate's data report.

[Optional]

Step 11: Select a career framework for the role

Step 12: Select “Manage Access” in the top right hand corner

Step 13: Invite team members to either “View” or “Submit a Survey and View

Step 14: Have the Hiring manager fill out the Intake experience

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