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CloudHire Recruiter Onboarding: Source Candidates in Minutes

Most hiring platforms bury the useful features behind long setup flows, guided tutorials that go nowhere, and a dashboard that takes three sessions to figure out. CloudHire’s B2B onboarding is built differently; from the moment a recruiter signs in, the platform is already working. There’s no separate setup phase. The sourcing starts on the first screen.

Here’s a close look at how that flow actually works, and what makes it faster than anything recruiters are used to.

The Job Posting Page Is Where It Begins

After signing in, recruiters land directly on the job posting page. There’s no onboarding wizard asking them to fill out a company profile before they can do anything useful. Instead, the first thing they see is a prompt to describe the role they’re hiring for, either by typing a description, pasting a job description they already have, or selecting details manually.

This matters because it puts the core task first. Recruiters aren’t clicking through setup screens; they’re defining the job, and the platform starts building a candidate pool from that input right away.

Instant Candidate Sourcing From the Search Query

Once the role is described, CloudHire runs a search query and surfaces matching candidates within seconds. The search isn’t just keyword matching; the platform detects filters automatically from the job description, pulling out the role title, required skills, location, and experience level, then applies them as adjustable parameters.

For example, if a recruiter searches for a product manager role in Pune, the system builds the query with those filters already set. From there, they can widen the search by adding adjacent titles like ‘Product Development Manager’ or expanding the geography to include nearby cities. The candidate count updates live as filters change, which gives recruiters a real sense of the available pool before they commit to a search configuration.

Candidates are sourced from LinkedIn and from CloudHire’s own Cloud ID network. The sourced results appear immediately, and a recruiter can view individual profiles to verify they’re authenticated before deciding to unlock contact details.

What Happens During Sign-Up

For new users, the first few candidates are visible without an account, but unlocking full contact details and shortlisting require sign-up. The process is quick: email or Google sign-in, OTP verification, and a short company setup step where the recruiter enters their company name and website URL. The platform fetches the company logo automatically from the URL, which is a small touch that cuts out manual upload friction.

There’s also a WhatsApp number field during setup, which connects the recruiter to instant notifications for example, when the platform confirms it’s sourced candidates for their role. It’s optional, but recruiters who use it stay updated without having to log back in.

The Dashboard After Onboarding

Once signed up and inside the main dashboard, recruiters get a full job management view. Each job listing shows sourced candidates, Cloud ID-verified profiles, and applied candidates in one place. The view toggles between list and Kanban layout depending on how the recruiter prefers to work. Candidate stages, sourcing, shortlisting, and finalized are tracked within the same dashboard.

Recruiters can also unlock candidate contact information directly from the sourced pool. Each unlock deducts a credit and reveals the candidate’s email and phone number, which can then be used to send an invite. The credit system is transparent, the running total is visible, and each unlock is confirmed in the interface.

Related Features Worth Knowing About

Once the sourcing pipeline is set up, CloudHire connects it to several other tools that keep the process moving. The platform supports inbound AI phone calls to candidates who haven’t responded to messages, Google Calendar integration for scheduling interviews directly from the dashboard, and Gmail-linked communication so all candidate exchanges happen in one place. Details on each of these are covered in the other posts in this series.

→ Start sourcing candidates on CloudHire

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