Raffi Client Workspace Setup (Onboarding)

Raffi Client Workspace Setup (Onboarding)

1. 01

   Create the isolated client workspace from the agency admin panel

   Each client gets its own workspace so candidate data never crosses accounts. Name the workspace after the client's legal entity, not the job title, so billing and audit trails stay clean when the retainer renews.

2. 02

   Point the client's custom domain at the Raffi workspace

   Candidates see the agency's brand and domain on every invite, not Raffi's. Confirm DNS propagation before the first invite batch goes out, because a broken domain link burns the client's trust on day one.

3. 03

   Connect Workable and Google Calendar in the workspace integrations screen

   Workable pulls the job requisition and pushes shortlisted candidates back into the client's pipeline. Google Calendar handles interviewer availability so booked slots do not double up with the client's existing meetings.

4. 04

   Map the client's job brief into Raffi to generate the scorecard and interview questions

   Paste the brief, then edit the auto-generated rubric before saving. Rubrics drive the ranking, so a vague brief produces a vague shortlist and the client will reject the first batch.

5. 05

   Set the shortlist size and delivery window

   Default is a ranked top 3-5 within 24 hours of application. If the client's hiring manager reviews on a weekly cadence, widen the window rather than flooding their inbox daily.

6. 06

   Run one live applicant through the workspace before opening it to the client

   Check the transcript, the anti-cheat flags, and the ranked report format. This catches rubric errors while the fix is still internal and no client has seen a bad shortlist.

7. 07

   Hand the workspace credentials and shortlist review walkthrough to the client's hiring contact

   Cover how to read the ranked report, where anti-cheat flags appear, and who to contact when a candidate disputes a score. Log the handoff date so the first 30-day check-in is scheduled automatically.