Getting Started - Positions

This guide walks you through creating a new position, managing its status, and sharing it with candidates.

Written By Justin Martin

Last updated About 1 month ago

1. Navigate to Positions

To begin, navigate to the Positions tab in the main sidebar. This dashboard displays all your current roles.

Click the + Create Position button in the top right corner.

(Shows the main Positions dashboard with the "Create Position" button)

2. Creating and Configuring a New Position

When you open the position configuration page, you will find a multi-step setup process organized into six primary tabs. Follow the detailed instructions below to ensure all aspects of the role are accurately captured.

1. Job Info

This section establishes the basic identity of the role.

  • Position Name: Enter the official title (e.g., Senior Operations Manager). This is a required field.

  • Status: Use the dropdown menu to select the current state of the post. Set it to Draft if you are still refining the details, or Published if you want the role to be visible to candidates immediately.

  • Job Category: Select the appropriate department from the dropdown (e.g., Operations).

  • Employment Type: Choose the nature of the contract (e.g., Full-time, Part-time, or Contract) from the dropdown list.

2. Location & Openings

Define where the work happens and the scale of the hiring need.

  • Location: Specify the geographic requirement. For remote roles, simply enter Remote.

  • Number of Openings: Enter the total number of candidates you intend to hire for this specific role (e.g., 2).

  • Application Deadline: Use the calendar picker to select the final date applications will be accepted (e.g., 20/10/2026).

3. Compensation

Detail the financial package for the position.

  • Use Salary Range: Toggle this switch if you wish to provide a minimum and maximum range instead of a fixed amount.

  • Salary: Enter the numeric value of the compensation (e.g., 3900).

  • Currency: Select the applicable currency from the dropdown (e.g., USD - US Dollar).

  • Period: Define the payment frequency (e.g., Monthly or Yearly).

4. Description

This is where you provide the "meat" of the job post using a rich text editor.

  • Content: Include a compelling introduction, an "About the Role" section, and a detailed list of "Key Responsibilities."

  • Formatting Tools: Use the toolbar to apply Bold text for emphasis, create Bullet Points for readability, or use the AI Generate button to help draft or refine your content.

  • Visuals: You can also insert links or images to provide more context about the company culture.

5. Assessments

Configure the screening requirements for applicants.

  • Enable Typing Test: Toggle this switch if the role requires a specific words-per-minute (WPM) proficiency.

  • Assignment: Use this section to link any specific technical or behavioral assessments candidates must complete during the application process.

6. Auto-Close Settings

Automate the lifecycle of your job posting.

  • Auto-close on deadline: Enable this toggle to automatically move the position to "Closed" once the specified application deadline passes.

  • Auto-close when filled: Enable this toggle to automatically stop accepting applications once the designated number of openings has been reached.


Pro Tip: You can use the "Show Preview" or "Open Public View" buttons at the top right of the screen at any time to see exactly how the job posting will appear to potential candidates.

Click Create Position at the bottom to save.

(Shows the "Create New Position" side drawer with input fields)

3. Sharing the Position

Once your position is created, you need to share it. Note that for candidates to see the position, the status must be Published.

You can find the direct link to the specific position by clicking the Share button on the position row and selecting Copy Link.

Image: (Shows the "Share" dropdown menu with the "Copy Link" option)

Alternatively, you can view your organization's public job board by clicking the Careers Page button above the table.

Image: (Shows the  “Careers Page” button)

Candidate Guide: How to Apply

Candidates can apply for positions either through your main Careers Page or via a direct link to a specific job.

1. Applying via the Careers Page

When candidates visit your organization's Careers Page, they will see a list of all open, published positions. They can browse by category or search for specific roles.

To proceed, they click the View & Apply button next to the desired role.

(Shows the list of open positions on the public Careers Page)
(Shows the list of open positions on the public Careers Page)

2. Viewing the Position Details

Whether coming from the Careers Page or a direct link, the candidate will land on the Position Description page. Here, they can review the "About the Role" section, "Key Responsibilities," and other job details.

To start the application, they click the Apply now button.

Shows the detailed job description page with the "Apply now" button)
Shows the detailed job description page with the "Apply now" button)

3. Submitting the Application

After clicking "Apply now," an application form will appear. The candidate must:

  1. Fill in their personal details (Name, Email, Country).

  2. Select an Available Start Date.

  3. Upload their CV/Resume and Cover Letter.

  4. Click Submit Application.

(Shows the application modal popup with form fields)
(Shows the application modal popup with form fields)

4. Email Verification

For security, candidates must verify their email address to finalize the submission.

  • Verification Prompt: Immediately after submitting the form, a "Verify Your Email" window will appear asking for a 6-digit code.

  • Check Email: The candidate will receive an email from TraitX with the subject "Verification Code for [Position Name] Application". This email contains the 6-digit code which expires in 10 minutes.

  • Finalize: Enter the code into the verification window and click Verify & Submit.

Shows the website popup where the candidate enters the code)
Shows the website popup where the candidate enters the code)
(Shows the email containing the 6-digit verification code)
(Shows the email containing the 6-digit verification code)

5. Application Confirmation

Once the correct code is entered, the system will confirm that the application has been successfully submitted. The candidate will see a success message and a notification that the recruitment team will be in touch.

(Shows the "Application Submitted Successfully!" confirmation screen)
(Shows the "Application Submitted Successfully!" confirmation screen)