Harbor Client Workspace Setup (Onboarding)

Harbor Client Workspace Setup (Onboarding)

1. 01

   Create a new client workspace in Harbor

   Navigate to the workspace dashboard and select 'Add Workspace'. Name it after the client and choose the niche-specific pipeline template (e.g., biotech) to pre-populate stages.

2. 02

   Configure client CRM fields

   In Settings > CRM Fields, add custom fields for client-specific data like hiring manager contact, fee agreement, and interview process steps. Map these to the client's workflow.

3. 03

   Set up job pipelines

   For each open role, create a pipeline with stages (Sourced, Applied, Screened, Interviewed, Offer). Use Harbor's visual pipeline editor to drag and drop stages as needed.

4. 04

   Connect email and calendar

   In Settings > Integrations, link the client's email account and Google Calendar or Outlook. Enable booking links so candidates can schedule interviews directly.

5. 05

   Build automated outreach sequences

   Use the Automation tab to create email sequences for candidate outreach. Set triggers based on stage changes, and enable auto-stop when a candidate replies.

6. 06

   Install browser extension for sourcing

   Have the team install the Harbor browser extension. Configure it to source candidates from LinkedIn and GitHub, and set up quick-add to the client's pipeline.

7. 07

   Test interview transcription and booking

   Schedule a test interview via a booking link, join via Google Meet or Zoom, and verify that recording and transcription are captured in the candidate's profile.

8. 08

   Document standard operating procedures

   Create a client-specific SOP document covering pipeline stages, communication protocols, and reporting cadence. Store it in the workspace's shared files.