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Complete guide for operating Scout Select across account setup, candidate management, interview creation, session execution, reporting, and settings administration.

Table of Contents

1. Create Account and Access Dashboard2. Create and Manage Candidates3. Create Interview Sessions4. Run Live Interview and Complete Session5. Review Reports and Make Hiring Decisions6. Settings, Access Control, and Admin Workflow

Step 1

Create Account and Access Dashboard

Set up your organization account, verify access, and prepare the workspace for interview operations.

Account setup screen
  1. Go to Register and submit work email, full name, and password.
  2. Complete email verification via one-time code.
  3. Wait for admin approval if your organization uses manual onboarding.
  4. Sign in and confirm access to Overview, Candidates, Interviews, Reports, and Settings.
  5. Set organization defaults in Settings before creating live interviews.

Step 2

Create and Manage Candidates

Add candidates individually or in batches, attach resume context, and keep profile data structured for fair comparison.

Candidates dashboard view
  1. Open Candidates and click Add Candidate.
  2. Enter required profile fields: name, email, and role context.
  3. Upload resume when available to pre-fill technical background.
  4. Tag candidate by role, seniority, or pipeline stage for easier filtering.
  5. Review candidate profile before assigning interview sessions.

Step 3

Create Interview Sessions

Build structured sessions with role-specific focus areas, question flow, and interviewer context.

Interview setup workflow
  1. Go to Interviews and click Create Interview.
  2. Select candidate and target job/assessment template.
  3. Define interview type, focus skills, and expected seniority.
  4. Add job description or role brief to improve prompt relevance.
  5. Generate and share the interview link with the candidate.

Step 4

Run Live Interview and Complete Session

Monitor real-time interview progress, transcript quality, and completion status before report generation.

Live interview session view
  1. Candidate opens session link and completes resume/context steps.
  2. System starts AI interviewer flow with adaptive follow-up questions.
  3. Monitor transcript, timing, and signal quality in session state.
  4. End session normally on completion, or end early when needed.
  5. Confirm session status changes to completed for report processing.

Step 5

Review Reports and Make Hiring Decisions

Use transcript evidence, competency scoring, and concept-level breakdowns to compare candidates per job.

Interview reports and scoring view
  1. Open Reports and choose the completed interview.
  2. Review overall score, competency-level results, and rationale text.
  3. Inspect transcript excerpts tied to strengths and gaps.
  4. Compare candidates within same job track for fair ranking.
  5. Export or share findings with hiring manager and panel.

Step 6

Settings, Access Control, and Admin Workflow

Manage organization-level controls, user roles, and operational settings for secure and predictable usage.

Settings and admin controls
  1. Open Settings to configure account profile and workspace behavior.
  2. Manage user permissions using least-privilege role assignment.
  3. Review pending approvals for newly registered users.
  4. Verify email and identity controls remain enforced for all users.
  5. Audit workflows regularly to maintain compliance and data quality.