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Getting started

This page takes you from signing up to reviewing your first application. It also covers adding your team.

Sign up

  1. Open the Pricing page and choose a plan.
  2. Fill in the sign-up form:
    • Company name
    • Account domain. Use letters and numbers only. If you enter acme, your account lives at acme.catchthebest.com. Some names are reserved. The form tells you if yours isn’t available.
    • Account owner name
    • Email. Use a business email address. Free and disposable addresses are not accepted.
    • Password
  3. Select Create account.
  4. Check your email and follow the link to confirm your address. You can’t log in until you do.
  5. Log in at your account address, for example https://acme.catchthebest.com. Use your email address and password.

New accounts start on a free trial. You are the account’s first user and have the Admin role.

Create a position

A position is a job that people can apply for.

  1. In the main menu, select Positions.
  2. Select New Position.
  3. Enter a Name. This is the only required field. Add a description, location, pay rate and tax term if you want them to show on the application page. Tick Use Markdown syntax if you write the description in Markdown.
  4. Under Required Fields, tick any of email, phone, cover letter and résumé that applicants must provide. By default only the name is required.
  5. Select Save.

Your plan limits how many positions can be open at once. If you reach the limit, archive a position or change your plan.

If your account hasn’t been manually reviewed yet, the new position isn’t published right away. Catch the Best shows a notice saying it will be published once a review is complete. The position’s page says “This position is pending review” until then.

Every position has a public application page. Open the position and look for Submission URL. It looks like this:

https://acme.catchthebest.com/apply/<token>

Anyone with the link can apply. They don’t need an account. Applicants enter their name and, depending on your settings, their email, phone number, cover letter and résumé. If the position has a questionnaire, they answer it on the same page. When they send the form, they see an “Application Complete” page.

The link only works while the position is active. If you archive a position, the link shows a message that the position has been closed.

Track where applicants come from

Sources let you tell job boards apart. A new account has the sources Indeed, Craigslist, Monster and Dice. To use sources:

  1. Open the position and select Edit Position.
  2. Under Source Tracking, choose the sources for this position.
  3. Save the position.

The position page then lists a separate application link for each source. Post each link on its own job board. Each submission records the source it came from.

Review submissions

Each application is a submission. To see them:

  • Select Submissions in the main menu to see submissions for all positions.
  • Or open a position and select its submission count.

Open a submission to read the cover letter, see the résumé and other files, and read any questionnaire answers. The page also has three panels: Votes, Status and Tags.

Statuses

A status shows where a candidate is in your process. New submissions start with the first open status in your list. A new account has these statuses, in order:

  1. New
  2. Reviewed
  3. Contacted
  4. Screened
  5. Interviewed
  6. Made Offer
  7. Hired
  8. Offer Refused

To change a submission’s status, select Edit in the Status panel, choose a status, and select Change status. The change is added to the submission’s activity list.

Managers and Admins can add, rename and reorder statuses on the Statuses page.

Tags

Tags are labels you make up, such as “strong referral”. To tag a submission, select Edit in the Tags panel. Pick existing tags or type a new one, then select Change tags. The Tags page lists all tags. Managers and Admins can edit them there.

Votes

Team members can vote on a candidate.

  1. Select Vote in the Votes panel.
  2. Add a comment if you like.
  3. Select Vote For or Vote Against.

If you vote again on the same submission, your latest vote is the one that counts.

By default, vote counts are hidden from team members until they vote. Managers and Admins always see them. An Admin or Manager can turn this off with the Vote hiding setting under Settings.

Comments

Select Add Comments under Votes & Comments at the bottom of the submission. Your comment appears there with your name and the date. Votes appear in the same list.

Archive a submission

Select Actions, then Archive Submission, to take a submission off the active list. You can restore it with Un-Archive Submission.

Invite team members

Only Managers and Admins see the Users page.

  1. Select Users in the main menu.
  2. Select New User.
  3. Enter a name and an email address. The form fills in a password for you. You can change it.
  4. If you’re an Admin, choose the user’s roles. Managers can’t assign roles.
  5. Select Save.

The new user gets an email asking them to confirm their address. They must confirm it before they can log in. As with sign-up, they need a business email address.

Your plan limits the number of active users.

Roles

Roles control what a person can do. The roles you’ll use most are:

  • Admin. Can do everything a Manager can. Admins also manage billing and the plan, API keys and data exports, and can assign roles.
  • Manager. Can add users, manage statuses, tags and sources, and change account settings. Managers can’t see the billing page.

Other team members can see positions and submissions, change statuses, add tags, vote and comment.

Limit who sees a position

If your plan includes team permissions and your account has more than one user, the position form has a Visibility section. Choose Everyone or Select people…. People who aren’t selected can’t see the position or its submissions. The person who created the position and Admins can always see it.

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