Positions

Positions represent job openings in your organization. They are the foundation of your recruitment process.

What is a Position?

A position is a job opening that you want to fill. Each position contains:

  • Name - The job title (e.g., "Software Engineer", "Marketing Manager")
  • Description - Details about the role and responsibilities
  • Department - The team or department (e.g., Deal Team, Operations, Legal)
  • Hire Level - The seniority level (Intern, Analyst, Associate, VP, MD)
  • Status - Whether the position is actively being recruited for
Position Statuses
Each position has a status that indicates its current state
Active

Currently recruiting. Candidates can be assigned and interviews scheduled.

Hold

Recruitment temporarily paused. Existing applications remain.

Passed

Position has been filled or closed. No longer accepting applications.

Upcoming

Position is planned but recruitment hasn't started yet.

Departments
Available departments in the organization
ManagementCapital MarketsDeal TeamLegalOperationsOriginationPIPEPublic Markets
Hire Levels
Seniority levels for positions
InternEntry-level internship
AnalystJunior full-time role
AssociateMid-level position
Vice PresidentSenior position
Managing DirectorExecutive level
Creating a Position
  1. Navigate to Positions from the sidebar
  2. Click the "New Position" button
  3. Fill in the position details:
    • Enter a descriptive name for the role
    • Add a description of the job responsibilities
    • Select the department(s) this role belongs to
    • Choose the appropriate hire level
    • Set the initial status (usually "Active" or "Upcoming")
  4. Click "Create Position" to save
Setting Up Interview Rounds

After creating a position, you need to link interview round templates to it. This defines the interview stages candidates will go through.

  1. Go to Rounds from the sidebar
  2. Create round templates if you haven't already (e.g., "Phone Screen", "Technical Interview")
  3. Link the round templates to your position
  4. Add questions to each round template

Tip: Round templates can be reused across multiple positions. Create templates for common interview types and link them as needed.

Best Practices
  • Use clear, descriptive position names that candidates will recognize
  • Include detailed job descriptions to help with AI screening accuracy
  • Set up interview rounds before adding candidates to streamline the process
  • Update position status promptly when recruitment state changes
  • A position can have multiple departments if it's a cross-functional role
Related Documentation
CandidatesInterview Rounds