1

Open the Jobs view

From the left-hand navigation bar, select Jobs to open your job listings.Jobs view showing all open roles in SpottThis view displays all active and upcoming roles that need to be filled.
2

Start adding a new job

  1. Click the Add Job button in the top-right corner of the screen.
  2. In the job creation pop-up, complete the two main selections:
    • Role – The job title or position you are adding.
    • Client – The client this job belongs to.
    Add Job button in the top-right corner
3

Create the job record

After selecting the role and client, click Create Job at the bottom-right of the pop-up window.Your new job will now be created and appear in the Jobs list with its own detail view.
4

Fill in job details

The job detail view contains multiple tabs for managing the role.
Start with the Details tab to define the sourcing criteria.You can add sourcing criteria by:
  • Uploading a file – e.g. job description document
  • Uploading a note – from internal discussions or meetings
  • Typing criteria manually – enter responsibilities, requirements, and qualifications directly
Use AI to generate or summarize details
In the Details tab, you can also click Regenerate with AI to:
  • Summarize your existing job description into a concise format
  • Automatically fill in missing information based on the provided content
  • Rewrite the description for clarity or better candidate engagement
The AI generation feature uses your provided files, notes, and typed text as context to create a complete and polished job description.
5

Manage the job through its tabs

Once the job is created, you can manage it using the tabs inside the job record:Pipeline tab – Track candidates through each stage of your hiring process:
  • Move candidates between stages (e.g. Applied → Shortlist → Interview → Offer)
  • Update statuses and add notes
Matching tab – Automatically find the most relevant candidates based on your sourcing criteria:
  • View a ranked list of candidates from your database
  • Add matched candidates directly into your pipeline
Vacancy tab – Create a public vacancy posting for this role, either manually or using Spott’s AI tool:
  • Generate vacancy text from your job details with AI assistance
  • Edit and publish to your chosen platforms
Inbound tab – View candidates who applied to your vacancy:
  • Review and qualify inbound applications
  • Move them directly into the pipeline
Tasks tab – Add and track tasks related to the job or vacancy:
  • Assign follow-up actions to yourself or team members
  • Set due dates and track completion
Each tab focuses on a different part of the recruitment workflow — from publishing the role, to sourcing candidates, to tracking applications and tasks.
Each job in Spott is linked to a specific client. Make sure the correct client is selected before creating the job to avoid rework.