The main navigation bar (located in the left sidebar) provides quick access to key sections like Jobs, Candidates, Analytics, and Settings.

You can always return to your Home Dashboard for an overview of your hiring pipeline and quick actions

If you ever get lost, simply click the Home or CLARA logo to return to your starting point.

Log in to CLARA using the credentials provided in your onboarding email within 24 hours. The link will expire after that time.

First, check out that your Account Settings are correct in the “My Account” tab in the Settings menu. You can also choose between dark (default) mode or light mode by toggling the “Change Theme” switch.

Next, fill out your Company Basics in the Settings tab. This will be what candidates see when they view your company’s page. We encourage you to complete this step; however, if someone else on your team is going to help or if you need to gather information (such as brand colors or logo files), you can return to this step at any time to make updates.

You can preview what candidates see by choosing the “Preview” button.

Then, you’ll want to set up user roles and permissions via the "Admin Settings" tab. Check your package details for the number of users you can add to your account.

Then, you’ll want to set up user roles and permissions via the "Admin Settings" tab. Check your package details for the number of users you can add to your account.

Click the "Candidates" tab in the left sidebar.

Use the drop-down filters on the top of the page to find specific candidates based on their status (e.g., Qualified, Pre-Qualified, Jobs Applied, or specific skills).

Use the Applications Chart to monitor daily or weekly trends.

Adjust the time frame using the dropdown menu to compare performance over different periods.

Click on "Home" in the sidebar. Then check the Notifications panel on the right of the dashboard for updates on which jobs have completed candidate processing.

Navigate to the "Integrations" tab and click the “Add New Integration” button.

Please Note: Integrations vary slightly for every ATS. You can find specific ATS integration notes in the following places:

If necessary, generate API keys from your ATS and input them into CLARA. This is not necessary for the Lever integration.

Confirm integration is successful via the "Connection Status".

You’ll then see some options for how you would like to set up your follow-up questions. You can tab options on and off here.

You can turn on real-time information flow between your ATS and CLARA in the

Hover over the bars to view details about “Previous Candidates” and “New Candidates” received for each day.

Choose between different time frames (e.g., Weekly or Monthly) using the dropdown menu on the top-right of the chart.

Click "See All" to view the full list of notifications.

Each notification relates to a specific job title.

All Applications: Total applications received.

Not Qualified: Applications flagged as not meeting qualifications.

Pre-Qualified: Applications that meet certain qualifications

Qualified: Applications deemed fully qualified.

Home: Returns to this main dashboard.

Jobs: View and manage job postings. The number next to “Jobs” represents active postings.

Candidates: Access a detailed list of all candidates, their status, and evaluations.

Users: Manage user permissions and team settings.

Settings: Adjust account and system preferences.\

Align Settings with Hiring Goals: Define whether speed, diversity, or a specific skill set is the priority.

Use Data-Driven Adjustments: Regularly review analytics to fine-tune scoring weights.

Limit Bias While Customizing: Avoid over-reliance on experience-based filters that could exclude non-traditional candidates.

Maintain Candidate Transparency: Enable feedback settings to provide meaningful insights to applicants.

Standardize at the Company Level: Ensure consistency across job postings while allowing flexibility for specialized roles.

Hiring priorities shift (e.g., focusing more on skills-based hiring or diversity goals).

Candidate quality is not aligning with job expectations.

A role requires unique qualifications outside the standard company settings.

New hiring trends emerge, requiring updated screening parameters.

Additionally, you can choose which information you would like to de-identify by choosing the “De-Identification” tab. The De-Identification setting in CLARA helps reduce bias in hiring by removing identifiable candidate information (such as names, alma mater, and personal details) during the screening process. Here, options toggle on and off.

Enable Automatic Processing: Turn on this feature to allow CLARA to process all jobs automatically (meaning all jobs will be in the system because they’ve been pulled over from your ATS). If you don’t want to automatically upload jobs and would like to put them in manually, disable this option. Job postings that are not available via a live ATS integration must be added manually.

Set Follow-Up Questions by Default: Customize default follow-up questions, including insights like Learning Agility, Critical Thinking, and Distance Traveled, to be ON or OFF for all jobs, with flexibility for job-specific adjustments.

Bulk Upload: Import multiple candidate resumes at once via CSV or ATS integration.

Individual Upload: Manually add a single candidate’s profile, including their resume and key details.

ATS Sync: Candidates from existing ATS databases can be imported automatically for evaluation.

Apply Link:

Data Processing and Candidate Insights:

Automatic Upload and Real-Time Updates:

Step 1: Navigate to the Candidates page in the left-nav menu.

Here you can see all candidates across all jobs. Or, select a specific job under the “Job Applied” menu.

You can sort and filter by Score, Application Stage, and other key properties using the dropdown menus as shown in the images below.

Step 1: Login and navigate to the Job Candidates page.

Step 2: Review pre-sorted candidates organized by CLARA scores. Candidates will be sorted by CLARA Match Score. Based on your preferences, the candidates will be filtered into the Not Qualified or Pre-Qualified containers. Only your team can determine who is truly qualified.

Step 3: Click on candidates to view detailed profiles, including CLARA Score, Requirements Match, and education/experience.

Step 4: Drag and drop candidates into columns/categories for organization.

Step 5: Share shortlisted candidates with Hiring Managers by clicking “Share with Hiring Manager” and including a personalized message.

Step 6 (Optional): You can share all Qualified candidates by selecting the box next to Qualified, then the navigation icon, and selecting “Share with Hiring Manager”.

If you are uploading a job directly from your ATS, you can do this in the “Jobs” menu via the left-hand navigation.

Once there, click “Add Job” in the upper right-hand corner and select “Import Job from ATS”.

You will then see a list of all of the relevant jobs pulled in from your ATS integration. Select the job that you want to upload to CLARA.

A screen will pop up asking you to confirm it is the correct job. If it is, hit “Submit”.

A green pop-up notification will appear on the upper right corner of the screen confirming that your job is processing.

Step 1: Navigate to the “Jobs” section and select “Upload New Job” from the “More” menu.

Step 2: Enter the job title and upload the job description (PDF format preferred).

Step 3: Review and edit extracted experience and skills. If you’re satisfied, move on to the Application Materials.

Step 4: Decide which application materials you would like to request and note if they are required or optional via the toggles.

Step 5: You will receive a notification that your job(s) are processing.

Step 6: Upload candidate files (if available) in supported formats (PDF, Word) and wait for them to upload. All resumes must have an email address to process properly. Please note that CLARA supports only one file per Candidate. If you have multiple files for a single Candidate, please merge them before uploading them into CLARA. You can currently upload up to 200 candidates at one time.

Step 7: Review and select the candidate files you would like to include and prepare for screening. You will receive a green pop-up in the right-hand corner to alert you that your candidates are processing.

Step 1: Login as a Partner Admin.

Step 2: Navigate to the Job Details page by selecting a job from the Active Jobs section on your homepage.

Step 3: Click the “more” menu (three stacked dots) in the upper right-hand corner of the Job Details page and select “Assign Job”.

Step 4: In the assignment window, assign the job to a Recruiter or Hiring Manager.

Step 5: Review the details and click “Submit”. The assigned team members will be notified of their new responsibilities.

Set clear benchmarks for your goals before starting candidate evaluations, e.g. faster screening time, more qualified candidates.

Schedule regular check-ins with hiring managers to align on scoring priorities.

Use CLARA’s insights to provide actionable feedback to candidates and internal teams.

For information on best practices for writing job descriptions, click here.

For information on best practices for writing follow-up questions, click here.

Knowledge Base: Access detailed how-to articles and troubleshooting guides. (Coming soon!)

Onboarding Slack Channel: Contact us for access and get immediate answers to your pressing questions.

Support Team: Contact our Customer Success team at success@clara.io, or contact your assigned account manager for personalized assistance.

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Information on CLARA’s AI

Join CLARA as an individual memberso you’re ready when you’re the one in the candidate seat.

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Critical Thinking: A candidate’s ability to analyze and solve problems effectively.

Learning Agility: The ability to quickly adapt and learn in new situations.

Distance Traveled: A metric evaluating a candidate’s journey and achievements relative to their starting point.

Applicant Enrichment: Gives candidates the opportunity to maximize their potential by providing additional context for their application and related skills. This valuable information is then served to TA teams in a digestible format.

Constructs: CLARA's research-driven constructs are the core capabilities and qualities our AI assesses to evaluate candidates beyond traditional resumes, alongside an applicant's more traditional qualifications and skills. These constructs measure attributes like critical thinking, learning agility, and distance traveled, focusing on what candidates can achieve in the future rather than just their past experiences. This approach ensures an equitable, data-driven evaluation process that highlights each candidate's unique strengths and abilities.

Importing, uploading, and processing candidates in CLARA:
Uploading and processing candidates in CLARA refers to the process of adding candidate resumes into the system. If you have integrated CLARA with your ATS, you can choose which candidates to import and process automatically. If you have not (or if you’re bringing in candidates from other external sources, you must perform manual processing.

Importing, uploading, and processing jobs in CLARA: Importing, uploading and processing jobs in CLARA refers to the process of adding job descriptions into the system. If you have integrated CLARA with your ATS, you can choose which jobs to import and process automatically. If you have not (or if you’re bringing in candidates from other external sources, you must perform manual processing by uploading the job description.