Loxo Client Portal Tutorial
Loxo is our ATS system where you will be able to see the entire pipeline we have generated for your role. This is a place for you to check out how many candidates we’ve reached out to, the types of profiles we are targeting and most importantly to review submitted candidates.
Please watch the video or follow the instructions below to access and use the client view in Loxo.
How to access Loxo Client Portal
In your Slack Channel we will post your access link and pin it for easy accessibility. When we submit candidates we will notify you in Slack and link your Client View link within that submission. There is no log in required.
Columns: There are 17 columns within your Loxo job. Each represents what stage the candidate is in.
Loxo AI Sourced/Talent Pool - Candidates we are gathering for ongoing searches
Applied - Candidates that have applied through our job board
1st Contact - Candidates we have reached out to at least once
InMail - Candidates that we are actively targeting without an email address
Campaign - Candidates that we are actively targeting
Unresponsive - Candidates that we have actively targeted that have not responded within a certain time period
In Progress - Candidates we are conversing with to provide more information about the role
Rejected Candidate - Candidates who are not interested in the role
Phone Screen - Interested candidates that we have scheduled a phone screen with
Rejected Recruiter - Candidates that do not align with the role
Rejected Client - Candidates that you have decided do not align with the role
Client Review - Candidates that we have submitted to you and are waiting for feedback on
Client Interview - Candidates that have been approved for an interview with your team
Case Study - Candidates that are in the second stage of your interview process
Final Interview - Candidates that are the final stage of your interview process
Offer - Candidates that have been extended an offer from your team
Hired - Candidates that accepted an offer from your team
How to review a candidate
Open your Loxo Client Portal
Navigate to the Client Review column
Find the candidate you’d like to review and click their name
Review our call notes and feedback in the Highlights section
Review their scorecard rating based on the rubric you and your recruiter aligned on during the kickoff of your role
Review their work experience either from the Profile tab below the Highlights section or select the Resume tab view and download their full resume
Use the section at the top to leave your assessment
If you have any notes type them in the assessment section
Select No, Maybe or Yes to inform your recruiter if they should or should not move the candidate forward in the process or if you have any additional questions before making that decision
How to screen a Candidate
Use the following steps to leave notes and feedback on a candidates interview
Open your Loxo Client Portal
Navigate to the Client Interview column
Find the candidate you’d like to assess and click their name
From your call with the candidate you can leave submit the following
Scorecard rankings based on the rubric for the role
Overall recommendation on the candidate to continue the process:
Strong No - completely misaligned with role
No - not right for the role
Yes - is a fit for the role
Strong Yes - great for the role
Summary, which can include call notes, feedback, next steps or any questions you might have after your call
How to download candidate resumes
Use the following options to download/view a candidate’s resume
Open the candidate profile, navigate to the resume tab, and select the download icon in the top right above the candidate's resume
On the main page navigate to the candidate you’d like to view and underneath their name select the resume icon
Select either Download Resume or View Resume from the dropdown