Welcome to Screenloop!
As a new admin user, you're just a few quick steps away from being fully set up. You should have received an invite from your organisation. Once you’ve accepted the invite, set your password, and log in. Follow this guide to get started.
Review your User Settings
Click on your initials on the top right of the screen.
Select User Settings.
User Details
Update your First name, Last name, or Email if needed.
Note: Email changes require verification before taking effect.
Security
Change your password if required.
If your organisation enforces two-factor authentication, click Setup and follow the steps.
Set up your Integrations
Navigate to Integrations
Why this matters: Integrations enable scheduling, automated emails, and candidate self-booking.
Connect your Calendar
🚨 To ensure the integration functions correctly, you must check all required permission boxes as shown below. Please follow the instructions, and double-check your selections before continuing.
Click Connect under Calendars.
Select your provider and click Link Account.
Important: Ensure all required permission boxes are checked.
🚨 Required for scheduling: Missing permissions may prevent interviews from being booked.
Google users:
If prompted to “Select what Cronofy can access”, ensure the required option is selected.
Once connected:
You can schedule interviews in Screenloop.
Candidates can book time directly into your calendar using self-scheduling links.
You’ll be prompted to define your availability.
Updating your Availability
By default, Screenloop won’t schedule interviews over existing calendar events.
To block additional time:
Click Define Availability.
Deselect time slots you want to block (they turn white).
Click Save Availability (top right).
Result: Candidates can only book interviews during your available time slots.
Connect your Email
Navigate back to Integrations section and click Connect under Emails.
Select your email provider.
Google users: Select All permissions when prompted.
Expectation to set: Without full permissions, email syncing and automations won’t work correctly.
Optional:
Allow ongoing access to avoid reconnecting in 6 months.
What these permissions enable
View email conversations with candidates in Screenloop.
Send emails directly from Screenloop.
Power automated email workflows.
You’ll see a confirmation popup once your email is connected.
Download the Screenloop Chrome Extention
Install the Screenloop Chrome Extension if you plan to use Interview Intelligence.
Click Add to Chrome.
Click Add Extension.
Automatically capture interview notes with AI — no manual note-taking required.
Posting your first Job to Screenloop
In this section, we’ll guide you step-by-step through the essential configuration required to publish your first job on Screenloop.
Navigate to Settings > Customisation > Job Workflows and click Add Job Workflow.
Enter a Name and select Start from Scratch.
Click Add Stage to create your first stage.
Configure the stage:
Stage Setup
Add a Stage Name
Toggle optional settings:
Bulk candidate review
Send an Offer (only available for one stage per workflow)
Anonymised Candidate Screening
If the stage includes an interview, you can also:
Select Interview Questions
Select an Interview Scorecard
Assign a Scheduling Template
Click Submit to save the stage.
Repeat to add additional stages.
Once complete, click Save in the top right.
Plan your full hiring process before building your workflow to avoid restructuring later.
Email templates are required for job automations.
Go to Settings > Customisation > Email Templates and click Add Email Template.
Leave the toggle on Custom.
Add a Name and Subject.
Write your email in the Body section.
(Optional) Upload attachments.
Click Save.
Use personalised variables (Candidate Name, Job Title, Company Name, Sender Name) to automatically customise emails at scale.
Go to the Jobs tab and click Add Job.
Step 1: Job Details
Add Job Title
Select a Department
Enter number of Openings
Assign your Hiring Team
Click Save and Continue.
Step 2: Job Post
Select a Location
Choose Employment Type (On-site, Remote, Hybrid)
Select Experience Level
Edit the Job Description
Use the Fill with AI feature to quickly generate or refine job descriptions.
Click Preview, then Save and Continue.
Step 3: Application Form
Select the default application form (or use a custom one).
Click Preview.
Click Save and Continue.
Step 4: Job Workflow
Select the workflow created in previous steps.
Toggle Does this job include triggers? to Yes if you want automation.
You can enable:
Indeed
Screenloop Posting Bundle
For Indeed:
Easy Apply is enabled by default (optional to disable).
Complete required job posting fields.
Click Publish.
