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This guide walks you through setting up your Firstwork workspace and creating your first hiring flow.

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Step 1: Set Up Your Company

1

Log in to Firstwork

Navigate to app.firstwork.com and sign in with your admin credentials. If you don’t have an account yet, contact your organization admin or reach out to our sales team.
2

Configure your company profile

Go to Settings > Company and fill in:
  • Company name
  • Timezone
  • Locale / language preference
  • Logo and branding
3

Set up legal entities (optional)

If your organization has multiple subsidiaries or regional offices, create Legal Entities under Settings > Legal Entities. Each entity can have its own compliance requirements, work locations, and contracts.
4

Invite your team

Add team members under Settings > Team. Assign appropriate roles:
  • Super Admin — Full platform access
  • Admin — Manage hiring flows, automations, and team
  • Manager — View and manage assigned candidates
  • Staff — Limited access to assigned tasks

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Step 2: Create Your First Hiring Flow

1

Navigate to Hiring Flows

Go to Hiring Flows in the sidebar and click Create New Flow.
2

Define your stages

Add the stages candidates will go through. A typical flow might include:
  • Application Received
  • Screening
  • Interview
  • Background Check
  • Offer
3

Attach forms to stages

Create or assign forms to each stage to collect the data you need. Use the Form Builder to create custom forms or start from a template.
4

Set up compliance rules (optional)

Add rules that automatically evaluate candidate data. For example, verify age requirements or check for required documents.
5

Configure automations (optional)

Set up automated actions:
  • Send a confirmation email when a candidate applies
  • Notify your team on Slack when a candidate reaches the interview stage
  • Auto-advance candidates who pass compliance checks
6

Generate an application link

Create a Custom Link that candidates can use to apply. Share this link on your careers page, job boards, or social media.

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Step 3: Connect Your Integrations

Set up the integrations your team needs under Settings > Integrations:

Email (SendGrid)

Send automated emails to candidates and team members.

SMS (Twilio)

Send text message notifications and reminders.

Slack

Get real-time hiring updates in your Slack channels.

Background Checks (Sterling)

Automate background screening workflows.

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Step 4: Start Receiving Applications

Once your hiring flow is live:
  1. Share your application link — Post it on job boards, your careers page, and social media
  2. Monitor your pipeline — Use the Analytics dashboard to track applications and pipeline health
  3. Review candidates — View form submissions, documents, and compliance results
  4. Advance or reject — Move candidates through stages manually or let automations handle it

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What’s Next?

Form Builder

Learn how to create powerful, multi-page forms with conditional logic.

Automations

Set up event-driven workflows to automate repetitive tasks.

Compliance Engine

Build rules that automatically evaluate candidate data.

API Reference

Integrate Firstwork with your existing systems via our REST API.