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Get Started with Tailed ​

Time to read: ~5 minutes
This guide walks you through everything you need to do to go from zero to running your first candidate search.

Step 1 — Create your account ​

  1. Go to app.tailed.ca and click Sign up.
  2. Enter your work email address.
  3. Check your inbox for a magic link — click it to confirm your email and log in. No password to remember.

Using SSO? If your company uses Microsoft (Entra ID) or Google Workspace, your IT admin can set up single sign-on so your team logs in with their existing company credentials. See Authentication & SSO.

Step 2 — Set up your organization ​

The first time you log in, Tailed will ask you to create an organization. This is your company's private workspace — all candidates, jobs, and team members live here.

  1. Enter your organization name (e.g. Acme Corp Talent Team).
  2. Choose your primary time zone.
  3. Click Create organization.

You are automatically set as the Owner, which gives you full access to all settings.

Step 3 — Invite your team ​

Bring your colleagues in before you start importing candidates.

  1. Go to Settings → Team Members.
  2. Click Invite member and enter their work email.
  3. Choose their role:
RoleWhat they can do
OwnerFull access, including billing and org settings
AdminManage candidates, jobs, and team (no billing)
RecruiterAdd candidates, manage applications, view jobs
ViewerRead-only access to candidates and jobs
  1. Click Send invite. They will receive an email with a link to join.

Step 4 — Connect a university platform ​

Tailed pulls candidate data directly from university job portals (ETS, Polytechnique Montréal, Concordia, and more). This saves you from manually downloading spreadsheets.

  1. Go to Settings → University Connections.
  2. Click Add connection.
  3. Select your university from the list.
  4. Enter the login credentials your institution provided for the employer portal.
  5. Click Test connection — Tailed will verify it can reach the portal.
  6. Click Save.

Once connected, Tailed will periodically pull new job postings and applicants automatically.

Don't see your university? Contact us at support@tailed.ca — we add new platforms regularly.

Step 5 — Post or import a job ​

You have two options:

Option A — Import from a connected university portal Tailed automatically detects jobs posted on connected portals. Go to Jobs and you will see them listed. Click a job to view its applicants.

Option B — Create a job manually

  1. Go to Jobs → New job.
  2. Fill in the job title, department, and description.
  3. Choose which season this hiring cycle belongs to (e.g. Winter 2026).
  4. Click Publish.

Step 6 — Review your candidates ​

  1. Go to Candidates to see everyone who has applied across all your jobs.
  2. Use the filters to narrow by university, program, graduation year, or hiring stage.
  3. Click a candidate to open their profile — you will see their resume, application details, and any notes your team has added.

You're ready! ​

Here are a few things to explore next:

  • Move candidates through your pipeline — drag and drop them between stages on the Kanban board.
  • Leave notes on a candidate profile so your whole team stays in sync.
  • Check Analytics for a summary of your current hiring cycle.
  • Set up SSO if your company uses Microsoft or Google — see Authentication & SSO.

Last updated: March 2026