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# Home
Source: https://docs.upstella.ai/getting-started/home

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# Creating Your Company Profile
Source: https://docs.upstella.ai/getting-started/creating-your-company

# Creating Your Company Profile

Your company profile is the foundation of your UpStella workspace. It establishes your brand on job postings and apply pages, captures the values that guide your hiring, and unlocks the tools you'll use to attract and assess candidates. Setting it up properly ensures every job you publish looks professional and reflects who you are as an employer.

## How It Works

- Sign up with your work email or a connected account such as Google or Microsoft 365 to start your workspace.
- Add your company name, logo, and an "About" description that appears on your branded apply pages.
- Define your Hire DNA — the values and qualities that shape how candidates are evaluated across roles.
- Your branding carries through to job listings, candidate-facing pages, and outgoing communications.
- Once your profile is set, you can choose a subscription plan, set up a workspace, and create your first job.
## Steps

1. Sign up or log in to UpStella using your email or a connected sign-in option.
1. When prompted, choose to create a new company profile.
1. Upload your company logo and enter your company name.
1. Write a short "About" description that introduces your company to candidates.
1. Define your Hire DNA by adding the values and traits you look for in great hires.
1. Save your profile, then continue to select a subscription plan and set up your workspace.
## Profile Fields

| Field | Description | Required |
| --- | --- | --- |
| Company Name | The name shown on job postings and apply pages. | Yes |
| Logo | Your brand image displayed across candidate-facing pages. | Recommended |
| About | A short description introducing your company to applicants. | Recommended |
| Hire DNA | The values and qualities that guide candidate evaluation. | Recommended |

## Tips & Notes

- Use a clear, high-resolution logo so it looks crisp on apply pages and in candidate emails.
- Keep your "About" text concise and candidate-focused — highlight what makes your company a great place to work.
- A well-defined Hire DNA helps the platform align screening and scorecards with what you actually care about.
> **TIP:** You can update your company name, logo, About, and Hire DNA anytime from Company Settings as your brand evolves.

> **INFO:** As a Company Owner, you control branding, plans, team members, and ownership. Other roles can be invited later to help manage hiring.

## Troubleshooting

- Logo won't upload: confirm the image is a standard format and a reasonable file size, then try again.
- Can't continue past the profile step: make sure your company name is filled in, as it is required.
- Changes aren't appearing on apply pages: save the profile and refresh; updates can take a moment to propagate.
- Sign-in issues during setup: ensure you're using the same email or connected account you started with.
Related topics: Selecting a Subscription Plan, Managing Workspaces and Team, Creating Job Postings.

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# Choosing a Subscription Plan
Source: https://docs.upstella.ai/getting-started/choosing-a-plan

# Choosing a Subscription Plan

Your subscription plan determines how many jobs you can run, the AI features you can use, and how large your hiring team can grow. Choosing the right plan ensures your workspace has the capacity and tools to match your hiring needs without paying for more than you need.

## How It Works

- Each plan unlocks a different set of capabilities, such as AI screening, assessments, interview scheduling, and analytics.
- Plans set limits on the number of active jobs, team members, and workspaces you can manage at once.
- You select or change a plan from within your company settings as part of onboarding or at any time afterward.
- Billing is handled securely through the payment processor, and your card details are tokenised rather than stored.
- You can upgrade, downgrade, or add one-time top-ups as your hiring volume changes.
## Steps

1. Sign in and open your company settings, then go to the subscription or plans section.
1. Review the available plans and compare features, limits, and pricing side by side.
1. Select the plan that matches your expected hiring volume and team size.
1. Enter your billing contact and payment details when prompted.
1. Confirm your selection to activate the plan and unlock its features in your workspace.
## What to Compare Between Plans

| Consideration | What to Look For |
| --- | --- |
| Active jobs | How many open positions you can post and run at the same time. |
| Team members | The number of recruiters, hiring managers, and viewers you can invite. |
| AI features | Access to AI screening, assessments, and the AI Recruiter bot. |
| Workspaces | How many separate workspaces you can organize jobs into. |
| Billing cycle | Whether the plan is billed monthly or annually, and any top-up options. |

## Tips & Notes

- If you're just getting started, choose a smaller plan and upgrade later as your hiring picks up.
- Annual billing often costs less over time than paying month to month.
- One-time top-up purchases let you handle a temporary spike without committing to a higher tier.
> **INFO:** Only the Company Owner can select or change a subscription plan and manage billing details.

> **WARNING:** Downgrading to a smaller plan may restrict access if you currently exceed its limits for active jobs or team members. Reduce usage before downgrading.

## Troubleshooting

- Don't see the plan options? Make sure you're signed in as the Company Owner and viewing the subscription section in company settings.
- Payment declined? Verify your card details and billing country, then try again or use a different payment method.
- A feature is locked after selecting a plan? Confirm the feature is included in your tier, and allow a moment for the change to apply across your workspace.
- Can't downgrade? Check whether your current usage exceeds the new plan's limits and reduce active jobs or team members first.
Related topics: Company onboarding, Manage workspaces and team, Analytics dashboard.

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# Completing Guided Onboarding
Source: https://docs.upstella.ai/getting-started/completing-onboarding

# Completing Guided Onboarding

Guided onboarding walks you through everything needed to get your hiring workspace ready — from setting up your company profile to posting your first job. Completing it ensures your team, branding, and pipeline are configured correctly before you start receiving candidates.

## How It Works

- A step-by-step flow guides you through each setup task in order, so nothing important gets missed.
- You create your company profile with a logo, name, description, and Hire DNA that shapes how candidates are evaluated.
- You choose a subscription plan that matches your hiring volume and team size.
- You set up your first workspace to organize jobs and projects in one place.
- You can invite team members and create your first job posting directly from the flow.
## Steps

1. Sign up or log in to your account to start the onboarding flow.
1. Create your company profile by adding your logo, company name, an "about" description, and your Hire DNA.
1. Select a subscription plan that fits your hiring needs.
1. Set up your first workspace to group related jobs and projects.
1. Invite your hiring team and assign roles so everyone can collaborate.
1. Create your first job posting to complete onboarding and land on your dashboard.
## Onboarding Stages

| Stage | What You Do | Why It Matters |
| --- | --- | --- |
| Company Profile | Add logo, name, about, and Hire DNA | Branding appears on apply links and shapes AI evaluation |
| Subscription Plan | Pick a plan | Unlocks features and capacity for your team |
| Workspace | Create your first workspace | Organizes jobs and projects in one place |
| Team & First Job | Invite members and post a job | Gets your pipeline live and ready for applicants |

## Tips & Notes

- Spend extra care on your Hire DNA — it influences how candidates are screened and scored across every job.
- You can invite team members later from Company Settings if you prefer to start solo.
- A clear company logo and description improve the experience candidates see on your branded apply links.
> **TIP:** You can revisit and update your company profile, plan, and workspace settings at any time after onboarding.

> **INFO:** Choosing a plan during onboarding determines available capacity, but you can upgrade or change plans later from billing settings.

## Troubleshooting

- If the flow won't advance, make sure all required fields in the current step (such as company name or logo) are filled in.
- If you don't see a plan that fits, check the Pricing page or contact support to explore options before continuing.
- If team invites aren't received, confirm the email addresses are correct and ask members to check spam folders.
- If onboarding seems stuck after creating your first job, refresh and return to your dashboard, where setup will continue.
Related topics: Creating Job Postings, Managing Workspaces and Team, Selecting a Subscription Plan.

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# Creating Job Postings
Source: https://docs.upstella.ai/managing-jobs/creating-job-postings

# Creating Job Postings

The job creation wizard walks you through everything needed to launch a role, from basic details to AI screening rules. It breaks the process into seven focused steps so you can build a polished, ready-to-publish job posting without missing anything important.

## How It Works

- Start from a reusable template or a blank job to fit how you like to work.
- Capture core details like title, department, location type, employment type, experience level, and compensation range.
- Write a job description and define your Hire DNA — the skills, criteria, and signals that describe an ideal candidate.
- Set scoring weights so AI screening evaluates applicants against what matters most to you.
- Customize the application form fields candidates fill in when they apply.
- Configure automation, including a screening score threshold and assessment options, to advance qualified candidates automatically.
## Steps

1. Open the Jobs section from the sidebar and choose to create a new job.
1. Pick a starting point — select a template to prefill content, or begin from a blank job.
1. Enter the job details: title, department, employment type, location type, experience level, and compensation range.
1. Write the job description, including the role purpose and what the position involves.
1. Define your Hire DNA by adding the skills, keywords, and hiring criteria that describe a strong fit.
1. Adjust scoring weights to tell the AI how much each criterion should count toward a candidate's score.
1. Build the application form by choosing which fields candidates must complete and which are optional.
1. Set automation options — turn on screening, choose a score threshold, and configure assessment settings — then review and publish the job.
## Wizard Steps at a Glance

| Step | What you set |
| --- | --- |
| Template / Blank | Whether to prefill from a saved template or start fresh |
| Details | Title, department, location type, employment type, experience, pay |
| Description | Role purpose and responsibilities |
| Hire DNA | Skills, keywords, and hiring criteria for an ideal candidate |
| Scoring | Weights that control how the AI ranks applicants |
| Application Form | Required and optional fields candidates complete |
| Automation | Screening toggle, score threshold, and assessment settings |

## Tips & Notes

- Starting from a template saves time and keeps your job postings consistent across similar roles.
- A clear Hire DNA and well-chosen scoring weights produce more accurate, explainable AI screening results.
- You can save a job as a draft and return to finish it later before publishing.
> **TIP:** Setting a sensible score threshold lets qualified candidates advance automatically, so your team spends less time on manual screening.

> **INFO:** A job must be published before its public apply link becomes active and candidates can submit applications.

## Troubleshooting

- Can't publish a job? Make sure all required steps — details, description, and form fields — are complete with no missing information.
- Screening not running? Confirm automation is enabled and that a score threshold has been set in the Automation step.
- Apply link not working? Check that the job status is active and published rather than draft or pending approval.
- Template content didn't load? Reopen the wizard and reselect the template, or start from blank and add details manually.
Related topics: Publishing and Sharing Apply Links, AI Candidate Screening, Sending Written Assessments.

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# Publishing and Sharing Apply Links
Source: https://docs.upstella.ai/managing-jobs/publishing-and-sharing-jobs

# Publishing and Sharing Apply Links

Once a job is ready, publishing it makes the role active and generates a branded public apply link you can share with candidates anywhere. This link lets applicants view the job overview and submit their application directly into your hiring pipeline.

## How It Works

- Publishing a job changes its status to active and creates a unique, branded public apply link.
- The apply link opens a candidate-facing page showing your company branding, the job overview, and the application form.
- Candidates who apply through the link flow straight into your pipeline for AI screening and review.
- You can share the same link across job boards, email, social media, and your careers page.
- Active jobs also appear when candidates browse your company's open positions.
## Steps

1. Open the Jobs section from the dashboard sidebar and select the job you want to publish.
1. Confirm the job details, description, and application form are complete and accurate.
1. Click Publish to set the job status to active and generate the public apply link.
1. Copy the apply link from the job page using the share or copy option.
1. Share the link with candidates by posting it to job boards, sending emails, or adding it to your careers page.
1. Monitor incoming applications in the job's pipeline view as candidates apply.
## Job Statuses

| Status | What It Means | Apply Link |
| --- | --- | --- |
| Draft | Job is still being built and is not visible to candidates. | Not generated |
| Pending approval | Job is awaiting review before it can go live. | Not yet available |
| Active | Job is published and open to applications. | Live and shareable |
| Closed | Job is no longer accepting new applications. | Deactivated |

## Tips & Notes

- Review your screening automation and scoring weights before publishing so qualified applicants are surfaced correctly from the first application.
- The apply link stays the same for the life of the job, so you can reuse it across multiple channels without regenerating it.
- Closing a job deactivates its apply link, which prevents new candidates from applying.
> **TIP:** Add the apply link to your company careers page and major job boards to maximize reach — every application lands in the same pipeline regardless of source.

> **WARNING:** A job must reach active status before its apply link works. Links for draft or pending jobs will not open the application form.

## Troubleshooting

- No apply link appears: confirm the job is published and showing an active status — links are only generated for active jobs.
- Candidates report the link doesn't work: check whether the job has been closed, which deactivates the link.
- Publish button is unavailable: make sure required job details, the description, and the application form are all complete.
- Applications aren't reaching the pipeline: verify the link points to the correct job and that the job is still active.
Related topics: Create Job Postings, AI Candidate Screening, Browse and Apply to Jobs.

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# Viewing My Jobs
Source: https://docs.upstella.ai/managing-jobs/viewing-my-jobs

# Viewing My Jobs

My Jobs gives you a focused view of every job posting assigned to you, so you can jump straight to the roles you're responsible for without scrolling through your company's entire job list. It's the fastest way to track where each of your openings stands and pick up where you left off.

## How It Works

- Shows only the jobs you've been assigned to, filtered from your company's full job collection.
- Displays each job's current status, such as active, draft, pending approval, or closed.
- Surfaces key details at a glance, including title, department, location type, and experience level.
- Links directly into each job's pipeline so you can review applicants, assessments, and interviews.
- Updates automatically as roles are published, shared, or moved through hiring stages.
## Steps

1. Open your dashboard and select My Jobs from the sidebar.
1. Review the list of jobs assigned to you and check the status label on each one.
1. Use the search or filters to narrow by status, department, or keyword if your list is long.
1. Click a job to open its overview and pipeline of candidates.
1. From there, share the apply link, review applicants, or move candidates forward as needed.
## Job Statuses You May See

| Status | What It Means |
| --- | --- |
| Active | The job is published and accepting applications through its apply link. |
| Draft | The job is still being built and is not yet visible to candidates. |
| Pending Approval | The job is awaiting review before it can go live. |
| Closed | The job is no longer accepting applications and hiring has wrapped up. |

## Tips & Notes

- If a job you expect to see is missing, confirm you've been assigned to it — only assigned roles appear here.
- Use the Jobs view in the sidebar instead if you need to see every role across your company, not just yours.
- Pin your most active roles by checking their status often so candidates never wait between stages.
> **INFO:** My Jobs reflects assignments made by your company owner or a recruiter. Ask a teammate to add you to a role if you need access.

> **TIP:** Open a job directly into its pipeline to review newly screened applicants without extra clicks.

## Troubleshooting

- List appears empty: You may not be assigned to any jobs yet — ask an admin to assign you to a role.
- A job is missing: Verify you're signed in with the same email used for your assignment, and refresh the page.
- Can't edit a job: Viewer access is read-only; request recruiter permissions to make changes.
- Status looks outdated: Refresh your dashboard, as labels update once a job is published, approved, or closed.
Related topics: Create Job Postings, Review Candidate Pipeline, Analytics Dashboard.

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# Reviewing the Candidate Pipeline
Source: https://docs.upstella.ai/screening-candidates/reviewing-pipeline

# Reviewing the Candidate Pipeline

The candidate pipeline gives you a single, organized view of everyone who has applied to a job, sorted by the stage they're in. With AI screening built in, you can quickly spot the strongest candidates, move people forward, and keep your whole hiring team aligned.

## How It Works

- Applicants are grouped into clear stages — such as screening, technical deep-dive, culture & values, and final round — so you always know where each person stands.
- AI screening scores each applicant against your job criteria and surfaces explainable signals, so you can see why a candidate ranks high or low.
- A configurable score threshold automatically flags qualified candidates for the next step.
- You can open any candidate to view their resume, application responses, assessment results, and scorecards in one place.
- Actions like sending an assessment, scheduling an interview, or advancing a candidate are available directly from the pipeline.
## Steps

1. Open the Dashboard sidebar and select Pipeline, or open a specific job and switch to its pipeline view.
1. Choose the job whose applicants you want to review from the jobs list.
1. Scan the stage columns to see how many candidates are in each step and review their AI screening scores.
1. Click a candidate card to open their full profile, including resume, application answers, and screening signals.
1. Move qualified candidates forward by sending an assessment, scheduling an interview, or advancing them to the next stage.
1. Repeat as new applications arrive until you reach a final hiring decision and offer.
## Pipeline Stages and Statuses

| Stage / Status | What it means |
| --- | --- |
| Screening | New applicants being scored by AI against your job criteria and threshold. |
| Technical deep-dive | Candidates being evaluated on role-specific skills, often via assessment or interview. |
| Culture & values | Candidates assessed for fit with your team and company values. |
| Final / Bar raiser | Final-round review before making an offer decision. |
| Assessment sent | A timed written assessment has been issued and is awaiting completion. |

## Tips & Notes

- Adjust your screening score threshold on the job's automation settings to control how many candidates are auto-flagged as qualified.
- Use the explainable screening signals to justify decisions and keep your hiring fair and consistent.
- Viewers with read-only access can review the pipeline but cannot move candidates or send assessments.
> **TIP:** Review your pipeline regularly so qualified candidates don't sit waiting — fast follow-up keeps top talent engaged.

> **INFO:** AI screening scores are decision aids, not final verdicts. Always combine them with your own review of the candidate's profile.

## Troubleshooting

- No candidates showing? Make sure the job is published and that you've shared the apply link so applicants can submit.
- Missing AI scores? Confirm screening automation is enabled in the job's settings; scoring runs shortly after an application is received.
- Can't move a candidate forward? Check that your role has edit access — read-only viewers cannot change stages.
- Too many or too few candidates flagged? Tune the score threshold in the job's automation settings to better match your criteria.
Related topics: Create Job Postings, Send Written Assessments, Interview Scheduling.

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# Configuring AI Screening
Source: https://docs.upstella.ai/screening-candidates/configuring-ai-screening

# Configuring AI Screening

AI screening automatically evaluates and ranks applicants against your job criteria so your team can focus on the strongest matches first. By setting scoring weights and a pass threshold, you control how candidates are filtered and surfaced, with explainable signals behind every score.

## How It Works

- Each applicant is scored against the criteria and skills you define for the job.
- A configurable score threshold decides who automatically advances and who is filtered out.
- Scoring weights let you prioritize what matters most, such as resume relevance versus specific skill areas.
- Every score comes with explainable signals so you understand why a candidate ranked the way they did.
- Candidates who clear screening can be automatically advanced to the assessment stage.
## Steps

1. Open the job you want to configure and go to its screening automation settings.
1. Turn on AI screening to enable automatic scoring for new applicants.
1. Set your score threshold — the minimum score a candidate must reach to advance.
1. Adjust the scoring weights to emphasize resume relevance and the skill areas most important to the role.
1. Review the skills and criteria list to confirm the AI is measuring the right things.
1. Save your settings and publish the job so screening runs as applications arrive.
## Screening Settings

| Setting | What It Controls |
| --- | --- |
| Screening enabled | Turns automatic candidate scoring on or off for the job. |
| Score threshold | The minimum score a candidate must reach to advance automatically. |
| Resume weight | How much resume relevance contributes to the overall score. |
| Skill focus areas | The specific competencies the AI emphasizes when evaluating candidates. |

## Tips & Notes

- Start with a moderate threshold and adjust as you see how applicants score in the pipeline.
- Keep your job description and required skills accurate — the AI scores against what you define.
- Use the explainable signals on each candidate to validate scores before relying on them.
> **TIP:** A higher threshold filters more aggressively. If too few candidates advance, lower the threshold rather than disabling screening.

> **INFO:** Screening scores are decision aids. Always review borderline candidates manually before passing on them.

## Troubleshooting

- No candidates are advancing: lower your score threshold or confirm the required skills aren't too narrow.
- Scores seem off: check that the job description and criteria list accurately reflect the role.
- Screening isn't running: make sure screening is enabled and the job has been published.
- Weights aren't taking effect: re-save your settings, as changes apply to applications received after saving.
Related topics: Create job postings, Send written assessments, Analytics dashboard.

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