In Breezy, the jobs you and your team create are called “positions”. Each position has its own settings and views. Your options and access may vary with your plan and your role on the hiring team.

In this article:

How to view a position

Position views

Candidates

Pipeline

Tasks

Inbox

Reports

Activity

Notes

Calendar

Position options and settings

Star

Notifications Bell

Position Settings

You can view positions you’re assigned to wherever you see their title in Breezy. To find a position:

When you open a position, you’ll see a snapshot of the position details in the top left corner, including:

By default, positions open to the pipeline view. You can switch views with the tabs across the top of the screen.

The Candidates view gives a list of all the candidates for the position. Everyone on the hiring team can:

If you’re a Hiring Manager or Admin, you can also:

To take candidate actions:

The pipeline is where you can track candidates through the hiring workflow. Candidates are listed in columns that represent each stage of the process.

Everyone on the hiring team can:

Hiring Managers and Admins can also:

The position Inbox is visible to hiring managers and admins. It's a one-stop shop for all candidate communications for the position. You can choose between your own conversations with candidates or the entire team’s, view conversations flagged as important or snoozed, and see messages scheduled to send in the future.

Once you choose a conversation, you’ll see a candidate’s message thread in the center of the screen and their profile details on the right. You can send new messages here, plus take several other actions, like scheduling an interview, assigning a hiring manager, sending a questionnaire, or moving the candidate to a different stage.

The Reports view is available to hiring managers and admins. It provides the following position-level reports:

The Promote link is a shortcut to the Advertise tab of your position’s settings. You can jump there straight from any other view to check and update the job boards your position is promoted on.

The Notes view is where Hiring Managers and Admins can add notes about the position. By default, notes are public and visible to everyone on the hiring team, but you can make notes private so they’re only visible to you.

To toggle between public and private notes, click My Notes or Team Notes on the left side of the screen.

The Tasks view gives you a roundup of tasks associated with the position. On the left, you can switch between

The Activity view shows the history of actions taken on the position, from newest to oldest. You can filter the list by team member and activity type.

The Calendar view gives a bird’s-eye view of all the candidate interviews scheduled for the position. You can click a calendar item to see the meeting summary, where you can edit the meeting details and view the candidate’s profile.

The gear icon in the top-right corner opens Position Settings. Admins and Hiring Managers can edit the details and settings for the position here.

These are the same sections you advance through when creating a position. Just click a section name in the left sidebar to make changes.

You can update the basics of your position, including

You can edit the job description applicants see on your job posting, and even replace it with one of your custom job description templates or one from our job description library.

Customize your application form, to collect the right info. You can also include a Questionnaire and set preferences for compliance.

Choose a Pipeline to use for the position, and update Stage Actions if needed.

You can add a Scorecard and enable Applicant Insights to simplify screening for the hiring team.

Choose job boards to promote your position on. All free boards are enabled by default, and you can choose from premium boards to advertise on.

You can manage the hiring team for the position and adjust roles, if needed.

If your admin requires it, you can choose an approval flow for the position