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CQAR Guide

Recruiter Onboarding

The full playbook — from your first sign-in through reviewing graded shortlists, candidate emails and notifications, comparing candidates, and tracking pipeline health.

Step 01

Create your CQAR account

Sign-up takes under a minute. Pricing is tailored per organisation — accounts start in trial mode.

  • Go to cqar.aecho.ai and click Get Started in the top-right.
  • Enter your work email and a password.
  • Verify the one-time passcode that lands in your inbox.
  • You'll land on the dashboard with an empty pipeline, ready to define your first role.
Step 02

Tour the dashboard

The home view is the live pipeline — pick a role and work its board directly. Four tabs in the left sidebar take you everywhere.

  • Dashboard (home): the kanban board for the selected role — switch roles from the dropdown, drag candidates between stages, Shift+click cards to compare, and copy the apply link from the role strip.
  • Candidates: every candidate across every role in one triage table — filter chips for awaiting review, high fit, stalled, and incomplete, plus cross-role compare.
  • Roles: search all roles by name, department, or type, filter Active/Inactive in one click, then open a role for its health header and Details, Candidates, and Questions tabs.
  • Analytics: funnel conversion, grade distribution, and per-role health across the whole account.
  • Header search: jump to any candidate or role instantly. Settings and Sign out sit at the bottom of the sidebar.
Step 03

Create a role — option 1: AI Assistant

The fastest path. Click Create New Role, choose AI Assistant, answer five short questions.

  • Click Create New Role at the top of the pipeline.
  • Pick AI Assistant from the three choices.
  • Answer five plain-English questions: title & team, responsibilities, qualifications, culture, and traits that matter.
  • CQAR drafts the full role — title, description, criteria, screening questions, adaptive-interview plan. You review and adjust in the wizard.
Step 04

What the AI Assistant asks

Five questions — clear answers produce the best draft.

  • Job title and department. Be specific — "Senior Backend Engineer, Platform team".
  • Key responsibilities. Bullet what the person will own day-to-day.
  • Qualifications you need. Stack, years, certifications, must-haves.
  • Team culture and work style. Collaborative? Autonomous? Fast-paced?
  • Traits that matter for success. Communication, ownership, attention to detail.
Step 05

Create a role — option 2: Template

Pre-built configurations for common positions. Pick one, tweak the parts that differ for your team.

  • Pick Use a Template from the Create New Role modal.
  • Browse 50 ready-made roles across 15 families — Engineering, Legal, Healthcare, Finance, Sales, Operations, Retail & Hospitality, and more.
  • Templates ship with sensible defaults for screening questions, adaptive-interview depth, and criteria weights.
  • Edit any field after selection — the template is a head start, not a lock-in.
Step 06

Create a role — option 3: From Scratch

Full manual control. The same wizard, just empty. Use this when the role doesn't fit a template.

  • Pick Start from Scratch to walk through every wizard step yourself.
  • Nine steps: Basic Role Information → Role Description → Interview Format → Pre-Screen Filters (your knockout questions) → Screening → Assessments → Personality Assessment → Evaluation Weights → Review & Publish.
  • You can save a partially-built role and return to it later — incomplete roles are flagged in the roles list.
  • Once saved, the role is treated identically regardless of how you started it.
Step 07

Share the apply link

Every saved role gets a unique URL — send by email, post on a job board, or paste into Slack.

  • After Save, the dialog shows the apply link with a Copy button.
  • To re-share later, open the role's Details tab — the link sits at the top.
  • Pasted into LinkedIn, Slack, or a job board, the link unfurls into a branded CQAR preview card.
  • Candidates land on a branded apply page, upload a resume, and accept the informed-participation disclosure before any AI evaluation starts.
  • Their card appears in Applied and moves through the pipeline automatically as they complete each stage.
Step 08

Review applicants in the kanban

Open a role and switch to its Candidates tab — the pipeline lays that role's funnel out left-to-right. Stage columns are role-aware.

  • Adaptive Interview-only role: Applied → Interview → Offer → Hired.
  • Screening-only role: Applied → Screening → Assessment → Offer → Hired.
  • Screening + Adaptive Interview role: Applied → Screening → Assessment → Interview → Offer → Hired.
  • Rejected and Stalled are always available as side bins.
  • Cards show name, applied date, current grade chip, and a status dot.
Step 09

Drag candidates through stages

System columns advance automatically. HR columns advance by drag. Every move is logged for compliance.

  • System-driven (fill from candidate actions): Screening, Assessment, and Interview — plus candidates who fail a knockout filter are auto-routed to Rejected.
  • HR-driven (you drag the card): Offer, Hired, Rejected, and Stalled.
  • The audit trail records every transition with timestamp, actor, and reason if provided.
  • Nudge candidates who haven't started with Invite Candidates on the role's Details tab.
  • Want to hear a screening-only candidate live? Once they've completed their screening, open their card and use Move to Interview to promote them into an interview-enabled role — no restart, no duplicate work.
Step 10

Notify candidates as they move

Rejecting or pausing a candidate offers an optional notification email — review and edit it before anything sends.

  • Moving a candidate to Rejected or On Hold opens a dialog with a pre-drafted email to that candidate.
  • The subject and body are fully editable — it's your message, in your words, with CQAR's styling applied automatically.
  • Not ready to notify? Move without email does the stage change silently. Nothing ever sends without your say-so.
  • Add your company logo and a custom intro line under Settings → Candidate emails — a live preview shows exactly what candidates will see.
Step 11

Stay notified without watching the board

CQAR tells you when something needs you — by email and in the header bell.

  • New-candidate emails: you get an email when a candidate applies to one of your roles. On by default — toggle it under Settings → Notifications.
  • In-app bell: the header bell collects new-candidate events plus role-deadline alerts (approaching and passed) so you can catch up after time away.
  • Candidate-email branding: the logo and intro you set in Settings apply to every candidate email, with a live preview as you type.
Step 12

Open the candidate report

Click a card for a QuickView — score, journey, notes, and actions at a glance — then open the full graded report from there. Which tabs appear depends on what the role uses.

  • Overview — composite grade, fit %, top strengths and concerns.
  • Interview Analysis — the adaptive-interview responses, with the moment each grade was awarded.
  • Resume Match — résumé claims cross-referenced with demonstrated knowledge.
  • Personality — the trait categories with evidence quotes.
  • Assessment — per-criterion rubric scores against the role's criteria.
  • Plus Screening, Pre-Screening, Session Integrity, and Survey when the role includes them.
Step 13

Compare side by side

Pick anywhere from 2 to 6 candidates, hit Compare, and decide with overlapping scores instead of memory.

  • On the Candidates tab, tick 2–6 candidates — across any roles — to select them. On the board, Shift+click cards does the same.
  • Click Compare in the action bar to open the comparison overlay.
  • Head-to-head view: a top-pick callout, the dimensions where candidates differ most, voice character, and what each one brings.
  • Radar view: overlay chart across the scored dimensions.
  • Open any candidate's report from the comparison to drill in without losing context.
Step 14

Track pipeline health with Analytics

The Analytics view shows funnel conversion, grade distribution, time-to-decision, and screening throughput per role.

  • Open Analytics from the left sidebar.
  • Funnel: Applied → Screening → Assessment → Interview → Offer conversion rates (the funnel shows whichever stages the role actually uses).
  • Grade distribution: how strong the applicant pool is for each role.
  • Pace: time spent in each stage and where candidates stall.
  • Use Settings for your profile, appearance, notification preferences, candidate-email branding, and assessment credits. Settings and Sign out sit at the bottom of the left sidebar.

You're ready to hire

When you need to brief a teammate or run a client demo, share the How CQAR Works deck — it covers the product story end-to-end.

Read How CQAR Works for the full product narrative, or send candidates to the Candidate Guide before their assessment. Questions? [email protected].