Create your first job

Before you publish

This walkthrough is for self-service workspaces. In Finlay Managed, your Finlay recruiter sets up and operates existing jobs; see Managed workspaces.

Start with a role that has a clear title, description, requirements and practical details such as seniority, location, work arrangement and employment type. Add screening questions when you need information that will not be clear from a candidate’s profile. See Create a job.

Connect Slack if you want candidate introductions and interview coordination in Slack. Connect LinkedIn before enabling outreach: it is the account Finlay uses to send automated outreach, and the account you use to send approved manual drafts. See Connect Slack and Connect LinkedIn. For Slack conversations and updates, see Work with Finlay.

Choose the initial workflow

On Finlay Source, choose what should happen after sourcing:

• Autopilot has Finlay run outreach and an AI pre-screen.
• Sourcing only lets you choose candidates, approve outreach drafts and manage the conversation yourself.

After publishing, Custom lets you combine outreach with an AI pre-screen, a human pre-screen or no pre-screen. If the job owner will run the pre-screen, add their booking link in Integrations before choosing I’ll screen them. For the full decision guide, see Choose your automation level.

Publish and review

Publish when the role and automation are ready. Publishing starts sourcing; automated outreach begins only after eligible candidates are shortlisted.

Use Check hiring activity for work that needs attention, and Review candidates for the evidence, outreach and pre-screen history behind each candidate.

Free includes sourcing only: up to 10 unique candidates for the company over the account’s lifetime, with no automatic shortlisting, outreach or AI calls. See Plans and limits.