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Organisation and charity workspaces

Organisation (hiring and people)

Teams are the unit of work: a role or squad, with candidates scored against a Success Framework. Set up the framework first, because it defines what every candidate is scored against.

Organisation dashboard

Teams

Getting started

  1. Choose or create a Success Framework (/company/benchmark). Pick a pre-built template or create your own for the role. The editor opens at /dashboard/company/add-role, where you set Requirements, Skills, Competencies, Traits, Culture and Motivation before saving. See Success Frameworks in the app.
  2. Connect your CRM, ATS and tools (/integrations). This is recommended so candidates and evidence flow in automatically, and outcomes such as hires and performance flow back to calibrate your frameworks. See Integrations in the app.
  3. Create a team or role (/company/teams) and attach the framework.
  4. Add candidates manually, from jobs or from your CRM.
  5. Attach evidence: CVs, interview transcripts and notes.
  6. Send assessment invites where you want higher confidence.
  7. Open each candidate (/company/teams/:teamId/:candidateId) for their Success Framework Score, flags, probing questions and interview scoring (/interview-scoring).
  8. Review the team view once several candidates are scored: coverage, concentration, gaps and how candidates would fit together. See Teams.

Routes

NeedRoute
Success Frameworks/company/benchmark
Create / edit framework/dashboard/company/add-role
Integrations/integrations
Dashboard/company/dashboard
Teams/company/teams
Team/company/teams/:teamId
Candidate/company/teams/:teamId/:candidateId

Charity

Same shape as the organisation workspace, under /charity/.... Charities typically use Yareta-provided frameworks rather than designing their own, so step 1 is choosing from the frameworks available in /charity/benchmark. Use this workspace for selection and development programmes, including executive benchmark profiles, without running a calibration programme.

Shared capabilities

  • Integrations (/integrations)
  • Live avatar / interview tools (/live-avatar), where your plan includes them
  • MDD builder (/mdd-builder) for structured management due diligence packs, if enabled