SPECIALIST #12Coming soon

Hiring & SOPs

Recruits, screens & onboards

Screening in hours — not weeks of back-and-forth

Posts your roles, screens every applicant, schedules the interviews, and prepares onboarding packets — so a new hire is days of work, not weeks.

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Included on
CorePlusPro
Recruits, screens & onboards
What it does

Meet your Hiring & SOPs Agent

Posts open positions across Indeed, Craigslist, ZipRecruiter
Screens applicants against your shop's baseline criteria
Schedules interviews around your calendar
Generates onboarding paperwork (W-4, I-9, SOP acknowledgments, handbook)
Hosts your SOPs as a searchable reference for new hires
Coming soon — planned capability

This specialist is in development. The flow, interactions, and value below reflect its intended design for the Pro tier.

Availability

Available in 49 states at launch. California's employment-law paperwork — wage-theft notice, harassment-training tracking, worker classification — needs its own treatment, so CA onboarding is planned after a dedicated regulatory review rather than shipping incomplete. CA shops can still use posting, screening, and interview scheduling.

How it supports you, in action

From an open role to a signed new hire

User flow · Hiring & SOPs
You / customerYou flag an open roleRole, pay band, schedule, location
SpecialistComposes & posts the listingIndeed, ZipRecruiter, local boards — on your OK
SpecialistAuto-screens & scoresQualifying questions by text or email
SpecialistSurfaces a shortlistRanked candidates, not a full inbox
Your callYou pick who to interviewBooked on your calendar — your call
Hand-offPrepares the onboarding packetW-4, I-9, safety — handed toward HR & Payroll
What it will do

Capabilities, by phase

We’ve designed the full set. The first wave ships when this specialist goes live; the rest follows as a Rev 2.0 fast-follow.

Composes job listings from your inputs
At launch
Auto-responds & screens applicants by SMS/email
At launch
Scores applicants and surfaces a ranked shortlist
At launch
Schedules interviews on your calendar
At launch
Pre-fills federal onboarding packets (W-4, I-9)
At launch
Maintains a versioned SOP library for your crew
At launch
Auto-publishes to Indeed & ZipRecruiter, imports applicants
Rev 2.0
Background-check vendor integration (Checkr, Sterling)
Rev 2.0
State-specific onboarding paperwork
Rev 2.0
Works with the team

Where it sits in the line

Hiring & SOPs starts the people pipeline and hands off cleanly — applicant messaging runs through Customer Communication, and a new hire flows to Compliance, Payroll, and HR.

Feeds in
Customer Comms
carries applicant messages
Hands off to
Compliance
W-2 vs 1099 classification
Bookkeeping / Payroll
onboarded → first paycheck
HR
post-hire lifecycle
Value to the business

What it’s worth to the shop

Adding people stops eating your month. The posting, the screening, the scheduling, and the paperwork are handled — you spend your time choosing the right person, not reading résumés.

From 47 résumés to a shortlist

Every applicant auto-screened against what you actually need, so you review a ranked short list instead of an overflowing inbox.

You make every call

It posts, screens, and schedules; the hire decision and every offer stay entirely yours — it never hires on its own.

Onboarding ready day one

Pick someone and the federal paperwork — W-4, I-9, safety acknowledgments — is pre-filled and ready to sign.

49 states
available at launch
Hours
to a screened shortlist
Your call
on every hire
How you interact with it

Job posts require your approval before going live. Screened applicants surface as a ranked list for your review. Interview scheduling sends calendar invites automatically once you pick times.

You stay in charge

What runs automatically vs. needs your approval

Runs automatically
  • Auto-responding to and screening every applicant
  • Following up with applicants who go quiet
  • Surfacing a ranked shortlist
  • Flagging open roles that have gone stale
  • Flagging SOPs that need a refresh
Waits for you
  • Publishing a job listing
  • Scheduling an interview
  • Generating and sending an onboarding packet
  • Referring a candidate for a background check

Planned for Rev 2.0. The agent posts, screens, and prepares — it never makes a hire, termination, or offer decision on its own.

How it helps the shop

Hiring eats weeks when it's on top of everything else. Hiring & SOPs handles the screening bottleneck and the paperwork so the time you spend is the time that matters — the actual interview.

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