Guide
Everything you need to run RouteFlex
Short, focused guides for setting up your account, running your hiring board, ordering background checks, and tuning your AI assistant. New to the product? Start with Welcome to RouteFlex.
Getting started
Set up RouteFlex, seed your first job from a template, and tour the dashboard.
What RouteFlex is, who it's for, and what to read next.
Pick a published template to seed your board, automations, and AI policy in one click.
Where to find applicants, automations, training, settings, and the AI knowledge base.
Add recruiters, dispatchers, and admins, and pick the right role for each.
Recruiting
Run your hiring board, manage applicants, and configure forms and screening.
Public and gated forms for applications, references, and follow-ups.
How stages, columns, and statuses work, and how applicants flow from intake to hired.
Apply links, manual adds, merging duplicates, archiving, and stage moves.
Trigger emails, SMS, stage moves, and AI actions when applicants meet your conditions.
Send a per-applicant questionnaire that captures answers, writes them to your board, and can auto-knock-out disqualified candidates.
Publish per-job availability windows so applicants can self-book interviews, verifications, and other appointments.
Per-job templates for offers, agreements, acknowledgments, and tax forms — sent for the candidate to fill in and sign, with PDF and audit trail on completion.
Compliance
Background checks, drug screens, and physicals through the integrated FADV workflow.
Order and track drug and physical results alongside the background check.
Send applicants for screening, watch results land on the board, and approve in one click.
AI assistance
How RouteFlex AI helps you reply to candidates and triage inbound messages.