Keep every candidate moving without making the process feel automated.

Run personal outreach, reuse approved language, coordinate follow-ups, share offer documents, and collect signatures with the person still at the center.

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Jordan Ellis

Summit People

Active
Product designer — interview invitationEmail sent · Yesterday
Offer letter.pdfShared document opened · Today
Follow up on proposalReminder · Tomorrow
Explore the contact’s activity, notes, and files.

Interview arrangements

Keep the agreed time, candidate documents, and explicit confirmations together.

Offer completion

Prepare an offer for signature and check outstanding requests.

Employee onboarding

Collect forms, acknowledgements, and signatures. Use completed tasks and responses to track progress.

Keep the person and the next step in view.

Organize outreach, interview follow-ups, and offer documents around the person you are hiring.

Personalize a thoughtful first approach.

Use candidate fields and approved language to prepare individual messages from your own inbox.

Keep interview replies moving.

Set no-reply reminders on scheduling messages and return to the original thread when it is time to follow up.

Make it part of your day

Bring your active relationships into view.

Add the people you are working with, group them into useful lists, and save the details you will want before the next conversation.

Organize your contactsOrganize your first contact list
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What you can do

  • Candidate sequences
  • Offer-letter tracking
  • Interview reminders
  • Template governance
  • Signature requests
  • Privacy controls

Before you reach out

Read the last note, check the shared files, and pick up where you left off. Add the next useful detail after the conversation.

Good to know

Candidate tracking must follow applicable employment, privacy, consent, and record-retention rules.

An open or document view does not reveal a candidate's intent and should not become an automated employment decision signal.

HR FAQ

Answers about setup, compatibility, privacy, and day-to-day use.

Yes. That is why link requests are classified and scanner activity stays separate from likely-human engagement.

Move your next opportunity forward.

Keep the process organized and the candidate experience personal.