Loxo's Portal is designed to give decision-makers, such as hiring managers, members of HR, and upper management, insight into active searches by offering visibility into the actual Pipeline being used to track their candidates.
The Portal allows contacts to:
See candidates in different stages throughout the Job Pipeline.
Open candidate profiles to view key background information such as work experience and education.
Leave comments or ratings for candidates, which will drive the project forward.
Loxo users can set up their Portals to include additional details that are essential for their specific hiring processes. Continue reading below for more information on accessing and navigating the Loxo Hiring Manager Portal.
Accessing the Portal
Once a Loxo user has given you access to view a Portal for a Job, you will either receive an invitation to collaborate on the Job in your inbox, or the user can share a hyperlink with you directly. The link will be used to open the Portal. Upon opening the Portal, you will be prompted to enter a Verification Code.
Codes will be sent from Loxo automatically and delivered to the same email address that the Loxo user entered when they invited you to the Portal. Verification Codes do expire after 1 hour, so you may need to re-open the link to receive a fresh code if the first one has expired before you were able to finish accessing the Portal.
Once you've received your invite link, be sure to handle this with the same care as any other sensitive information. Since Loxo's Portal gives real-time access to an actual agency's open project and includes real people's data, it's best to treat your Portal link like you would a password or other login credentials.
Navigating Loxo's Hiring Manager Portal
Kanban View
The Job Pipeline will be displayed in a Kanban view, where candidates are shown within their current Job Stages. The Job Stages are organized from earliest stage to latest stage from left to right.
The Job name will be listed in the top of the page and the Job ID number will be included in the URL.
There will be a search bar at the top of the Portal. Searches here will scan the candidate's profile for matching terms to return relevant results.
There will be a "Filter" option to the right of the search bar that can be used to filter candidates based on fields such as their current job title or location.
Each Candidate Card can be clicked to open the candidate's full profile by clicking on the candidate name.
Their name will be listed at the top, along with the profile picture and location information that is available for the candidate's profile.
Add comment: clicking this button will open a window where you can leave an overall sentiment (No, Maybe, or Yes), along with your specific notes or feedback. Loxo users will be notified of your feedback once you click "Submit."
Add Scorecard: Clicking this button will open a side panel with attributes you can rate candidates, provide text feedback and leave a final decision, all directly in Loxo without the need to email back and forth.
List/Presentation View
If you'd prefer a list view, with the Job Stages organized from earlier to latest from top to bottom, simply click on the paper icon at the top right of the page.
There will be a "Filter" option at the top left of the page that can be used to jump to specific stages.
Each Candidate Profile can be opened with the
icon to the rightTheir name will be listed at the top, along with the profile picture and location information that is available for the candidate's profile.
Add comment: clicking this button will open a window where you can leave an overall sentiment (No, Maybe, or Yes), along with your specific notes or feedback. Loxo users will be notified of your feedback once you click "Submit."
Add Scorecard: Clicking this button will open a side panel with attributes you can rate candidates, provide text feedback and leave a final decision, all directly in Loxo without the need to email back and forth.
