How Candidate Packs Work in Role.so

Looking for a definition, reusable outline or example? Use the candidate information pack guide and template. This help page explains the Role.so product workflow.

A candidate pack in Role.so is a personalised, branded page you share with a candidate so they can assess a role before they apply or interview. Use the instructions below to create and manage that page in your account; the linked guides explain each editor action.

Create a pack

Start from the starter content template to draft a pack quickly, then edit each section. See publishing a candidate pack for the full flow.

Personalise and brand

Personalise the pack per candidate, pick a theme, and apply your colours. You can also download a pack as PDF.

Forms: Interested and Decline

Configure the Interested and Decline buttons with the form editor: choose which fields to collect and whether to redirect to Calendly, Workable, Greenhouse, or another workflow.

Measure engagement

Track visits, clicks, conversion, traffic sources, and decline reasons in individual pack analytics, and compare across packs in the aggregated dashboard.

To interpret the numbers across outreach, candidate pages and your ATS, use the recruiting analytics guide. The help articles above explain where to find the reports in Role.so.

Choose the right resource

For the definition, structure and checklist, use the candidate information pack guide. For worked sample content, explore six candidate pack examples. To evaluate the product and decide whether it fits your recruiting workflow, read candidate pack software for recruiting teams.