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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

  1. Create your agency workspace.
  2. Invite the recruiters and administrators who will work in it.
  3. Invite a candidate, and wait for that candidate to accept.
  4. Add the client, then add the real job order using the actual posting.
  5. Score one candidate against one job order.
  6. Review the score, the strengths and the gaps internally.
  7. Press Request tailored resume for that pairing.
  8. Wait for the tailored resume to be produced and checked against the candidate's attested source resume.
  9. Press Generate link once that is complete.
  10. 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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