Agency getting started
Agency getting started
The full recruiter workflow in order, from creating a workspace to sending a client a verified resume link.
Last updated September 11, 2026
A short video for this article is planned
Until it is recorded, the written steps below are complete on their own.
Steps
- Create your agency workspace.
- Invite the recruiters and administrators who will work in it.
- Invite a candidate, and wait for that candidate to accept.
- Add the client, then add the real job order using the actual posting.
- Score one candidate against one job order.
- Review the score, the strengths and the gaps internally.
- Press Request tailored resume for that pairing.
- Wait for the tailored resume to be produced and checked against the candidate's attested source resume.
- Press Generate link once that is complete.
- Copy the link and send it to your client yourself.
Worth knowing
- Scoring alone does not produce a client link. A tailored resume must be requested and completed first.
- The score, the strengths and the gaps are internal decision support for your team. They are never shown on the client facing page.
- TraceScout supports recruiter judgement. It does not replace a recruiter, an applicant tracking system, or professional judgement.
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