How to do things in Helixon.
Step-by-step guides for the things recruiters do every day. Can't find it? Email support@helixon.co.uk and a person will answer.
Getting started
- Screen your first CV
Upload a CV and a job description and get a match report in under a minute.
- Invite your team
Add teammates so you share candidates, clients and jobs.
- Import candidates from a spreadsheet
Bring candidates, clients and jobs over from your old system.
Candidates
- Correct a candidate's work history
Fix roles, dates, education or skills that were read wrongly from the CV.
- How duplicates are spotted
When someone already on file applies or is uploaded again.
- CV files Helixon can read
PDF, Word, scans and photos, in any language.
Jobs and applications
- Publish jobs on your own jobs page
A public careers page where people apply with their CV.
- Get applications from job boards
Give Reed, Totaljobs, CV-Library, Indeed or your multiposter one address per job.
Clients
- Send a shortlist to a client
A private link where the client says who they'd like to meet.
- The client portal
One sign-in for a client to see everything you've sent them.
- Put your logo on client CVs
Your logo and colour on profiles and shortlists clients see.
Email, calendar and texting
- Send email from your own Gmail or Outlook
Emails go from your address, with your signature, and replies are logged.
- Put interviews in your calendar
Google or Outlook, or a feed for any calendar app.
- Text candidates
Send texts from a candidate's record and see their replies there.
Placements and money
- Raise invoices and credit notes
From a placement, from timesheets, or a manual invoice.
- Timesheets and client approval
Contractors' weeks, approved by you or the client.
- Connect Xero or QuickBooks
Invoices go across; payments come back.
Team and security
- Roles and permissions
Decide what members can see and do.
- Require two-step verification
Everyone signs in with a code as well as their password.
- Single sign-on
Sign in through Microsoft Entra ID, Okta, Google Workspace or another SAML provider.
Privacy
- Handle a subject access or erasure request
Export everything about someone, or erase them for good.
- How long candidate data is kept
Automatic deletion after your retention period.
Developers
- Zapier, Make and webhooks
Send what happens in Helixon to your other tools.
Also see the FAQ, the API reference and the status page.