Help Center
Learn how Careersome works by role, by feature, and across the full employee lifecycle. Start with the product overview if you are new, then move into the role guides and feature guides that match your team.
What you can access in the product depends on your organization's plan and enabled modules. Compare plans or ask your administrator if you need a broader scope.
Quick Links
Start with the product model, then jump into the guides that explain your access, your role, and the modules your team uses.
How Careersome Works
Understand the full product model from hiring to offboarding, with one connected people record across every workflow.
Plans and Access
See how roles, plan scope, and enabled modules decide what each user can see and do.
Role Guides
Jump to Admin, HR, Manager, and Employee guidance so each audience can understand their path through the product.
Recruitment Guides
Learn how hiring teams open roles, rank candidates, run interviews, and move from pipeline to offer.
Performance Management
Understand review cycles, goals, feedback, probation, and improvement plans from setup through follow up.
Analytics and Reporting
See how dashboards, reports, exports, and Stories explain what is changing across the workforce.
Learn by Role
Choose the role that matches your day to day work. These guides explain what each audience usually sees, owns, approves, and hands off inside Careersome.
Admin
Organization setup, access control, policy configuration, and company wide oversight across enabled modules.
HR
People operations across recruiting, onboarding, performance, engagement, compensation, reporting, and lifecycle workflows.
Manager
Team approvals, team visibility, performance input, development follow up, and personal work in one role.
Employee
Personal requests, reviews, tasks, development updates, and lifecycle actions from the employee point of view.
Browse by Category
Find help articles organized by topic
Creating Your Account
Step by step guide to setting up your Careersome account and configuring your organization.
How Careersome Works
Understand Careersome as one connected people system, from hiring to offboarding, with each role seeing the parts they own.
Plans, Packages, and What You Can Access
How subscriptions, modules, and roles control menus and features in Careersome.
Setting Up Your Team
Learn how to add team members, assign roles, and configure permissions.
Platform Overview
Tour of Careersome's main features and navigation.
Posting Your First Job
Complete guide to creating job postings, setting requirements, and publishing jobs.
AI Powered Candidate Matching
Understanding how our AI matching works and how to use it effectively.
Managing Your Pipeline
Learn how to move candidates through stages, add notes, and collaborate with your team.
Interview Management
Schedule interviews, collect feedback, and evaluate candidates.
Understanding Compensation Cycles
Learn how to create and manage compensation review cycles for annual, mid-year, or ad-hoc reviews.
Creating Compensation Proposals
How managers create and submit compensation proposals for their team members.
Salary Bands and Market Data
Understanding salary bands, market benchmarking, and compa-ratio analysis.
Budget Management and Tracking
How to allocate budgets, track utilization, and ensure proposals stay within budget.
Creating 360° Review Cycles
Set up organization-wide 360° review cycles with automated scheduling and tracking.
360° Performance Reviews
Conduct comprehensive 360° reviews with feedback from employees and managers.
Probation Reviews
Conduct manager-centered probation assessments for new hires.
Setting Performance Goals
Create and track performance goals that align with organizational objectives.
Performance Improvement Plans (PIPs)
Role-based guide to creating, managing, and completing PIPs with clear accountability.
Performance Analytics
Understand performance metrics, trends, and insights.
Creating Onboarding Templates
Design structured onboarding checklists and workflows for new employees.
Managing Employee Onboarding
Assign templates, track progress, and support new hires through their onboarding journey.
Knowledge Hub Resources
Upload and organize training materials, documents, and resources for new employees.
Onboarding Analytics
Track onboarding metrics, completion rates, and time-to-productivity.
Creating Offboarding Templates
Design structured offboarding checklists and workflows for departing employees.
Managing Employee Offboarding
Assign templates, track progress, and ensure smooth employee transitions.
Access Revocation and Security
Automatically revoke system access, manage security protocols, and maintain compliance.
Asset Recovery and Knowledge Transfer
Track asset returns, document knowledge transfer, and preserve organizational knowledge.
Exit Interviews
Conduct exit interviews, collect feedback, and analyze departure reasons.
My Succession Planning
View succession plans where you are a potential successor, from the dashboard sidebar.
Succession Plans
Create and manage succession plans for key positions, with priority and target dates.
Candidates
Add and manage potential successors, track readiness, and link to development goals.
Risk
See high-risk plans that need action, based on priority, successors, and readiness.
Insights
Overview of succession health: plans, candidates, and readiness at a glance.
Creating Engagement Surveys
Design and deploy pulse surveys to measure employee satisfaction and engagement.
Analyzing Engagement Data
Understand engagement scores, NPS, CSAT, and identify areas for improvement.
Survey Templates
Use pre-built templates or create custom surveys for your organization.
Requesting Time Off
How employees can request leave and track their balances.
Approving Time-Off Requests
Manager guide to reviewing and approving leave requests.
Configuring Leave Types
Set up leave types, balances, and policies for your organization.
Understanding Your Dashboard
Navigate analytics dashboards and understand key metrics.
Creating Custom Reports
Generate reports tailored to your organization's needs.
Exporting Data
Export reports and data for external analysis.
User Management
Add users, assign roles, and manage permissions.
Organization Settings
Configure company information, departments, and organizational structure.
Security Settings
Manage security options, MFA, and access controls.
Admin Role
Understand how Admin users configure the organization, control access, and oversee company wide workflows.
HR Role
Understand how HR users run recruiting, people operations, reporting, and employee lifecycle workflows without owning company settings.
Manager Role
Understand how Managers balance personal work with team approvals, team visibility, and direct report workflows.
Employee Role
Understand how Employees use the personal side of Careersome for requests, reviews, tasks, growth, and lifecycle actions.