In this session, you'll set the foundation of your Jombone Staffing Workspace so you can confidently manage clients, teams, create job orders, and begin tracking applicants.
We’ve outlined the key modules to focus on for Session 1—just follow each step and link to the full article for detailed guidance.
✅ Session 1: Your Quick Start Task List
🏢 1. Set Up Your Staffing Workspace Settings
Configure your company profile, branding, invoice settings, contacts, and subscription.
🧭 Start here: Staffing Company Workspace Settings
🔧 This ensures your jobs, communications, and invoices carry your company’s identity and details.
👔 2. Add a Company or Client
Set up the client you’re hiring for, including contact info, locations, and job settings.
📌 Go to: How to Add a Company or Client
💡 Pro Tip: Clients must be added before assigning job orders.
👥 3. Invite Users and Set Up Your Team
Bring your internal team onto the platform with the right roles and permissions.
🔐 How-to guide: User and Teams
👤 Add recruiters, and account managers to collaborate on jobs, applicants, and approvals.
📄 4. Create a Job Order
Build your job posting with required roles, shifts, rates, and screening questions.
🛠️ Jump in: How to Add a Job Order
📍 This is where the actual job details live—ready for applicant matching and scheduling.
➕ 5. Add Applicants or Leads
Manually enter candidates from referrals, walk-ins, or external sourcing.
🧍 View steps: Add Applicant
🔎 Draft now, sign-up later—or immediately onboard qualified leads into your pipeline.
👀 6. Manage and Track Applicants
Filter, tag, email, and take action on candidates—all from one dashboard.
📊 Explore: Applicant Tracker Overview
✨ Use JScore, assessments, and filters to shortlist top talent fast.
🎉 What’s Next?
Once you complete this session, you’ll have:
✅ A fully branded and configured workspace
✅ Active clients and job orders
✅ Candidates in your pipeline, ready for action