Roles
Create roles from a careers page, a job description or by hand; what a role holds; statuses and limits.
A role is the brief Scout works from: the job, what good looks like, and what rules someone out. Everything else, the interview guide, the outreach, the scorecards, hangs off it. Roles are unlimited on every plan.
Create a role
From your careers page
Send Scout the link. It crawls the page, pulls in each open posting with its full description, and creates a role per posting, up to ten per import.
@Scout here's our careers page https://acme.com/careers
Found 3 open roles and pulled in the full job description for each. Created:
• Account Executive - London, hybrid, £60-75k base
• Sales Development Representative - Remote (UK), £35-40k
• Customer Success Manager - London, £45-55k
Want me to draft the screening interview for the Account Executive role first?
From a job description
Paste the text, or attach the PDF or Word file, and say what you want: "create a role for this". Scout reads it and fills the role. On the dashboard, open a role and use Upload JD (PDF / DOCX) to fill every field from the file.
By hand
On the dashboard, open Roles and press New Role. The form asks for the position title and company. Open the role to fill in the rest.
What a role holds
| Field | Notes |
|---|---|
| Title and company | What candidates see in messages and in the interview invitation |
| Location and remote policy | Used when Scout checks a CV against the role |
| Salary range | Optional. Scout never discusses pay with candidates in the interview. |
| Description and job description | The full text Scout drafts the interview from |
| Must-haves | The criteria that decide fit. Be specific: "sold to finance teams", not "experienced". |
| Hiring contact | The hiring manager who owns the role. Kept for your reference; candidates are not sent it. |
| Interview contact | Who runs the first interview: name, email, phone and booking link. Candidates who pass on this role are sent this booking link. Leave it empty to use your default booking link. |
| Screening | AI screening, or CV review with no interview. See AI screening or CV review. |
| Default interview guide | Pre-selected when you invite someone to interview |
Edit a role
Tell Scout what to change: "make the AE role remote-friendly", "raise the salary range to 70-85k", "add HubSpot experience to the must-haves". Or open the role on the dashboard, edit, and press Save Changes.
Interview rounds
A role can have several rounds, for example an intro screen and a deeper second interview. Ask Scout to "add a second round to the AE role using the Enterprise AE template", or manage rounds on the role page.
Statuses
| Status | Meaning |
|---|---|
| Active | Scout sources, screens and reports for it |
| Filled | Hired. Scout stops working on it; everything is kept |
| Archived | Set aside. Reactivate any time |
Change status in conversation ("mark the SDR role as filled") or from the Roles page with Mark as Filled, Archive and Reactivate.
There is no "paused" status for a role. To stop outreach for one role without closing it, pause outreach; see LinkedIn outreach.
Delete a role
"Delete the CSM role" posts a Confirm card, because deleting is permanent. On the dashboard, use Delete on the role. Candidates who were contacted for the role stay in your pipeline.
Suggested candidates
Open a role on the dashboard to see people already in your pipeline ranked against it, with Send interview and CV review actions. In Slack, ask "suggest candidates for the AE role".