Product tour

The platform, one chapter at a time.

Eleven chapters following a single mandate from client intake through placement to what you bill for it. Each covers one part of the platform and shows how it hands over to the next.

Chapter 1

Platform overview

The shape of the system: how customers, mandates, candidates and placements relate, and why that structure is what makes the rest possible.

  • The four platform layers
  • Where each module sits
  • The records every module shares
Concept diagram
Record layer
Customers, contacts and contact rolesMandates with requirements, gates and commercial termsCandidates with structured CVs, skills, languages and eligibilityCandidate × mandate placements as their own objectDocuments, notes, activities and interviews
Intelligence layer
Rule-based matching across 12 dimensions and 90 criteriaHard requirements evaluated as gates before any scoringCandidate matrix and mandate matrix maintained separatelyAI extraction from CVs and job ads, checked against a fixed structureAI analyses for risk, positioning and interview preparation
Delivery layer
Anonymised CVs, full CVs and candidate descriptionsFit explanations and executive summariesShortlist material and client booklets as PDF or DOCXWhite-label candidate and customer portalsTenant branding, cover pages and export naming
Governance layer
Role-based permission groups: who may view, create, edit and delete each record typeSix purpose-built roles from Owner to Read-onlyPer-mandate access lists for confidential searchesOIDC single sign-on, provisioning and enforced two-factorBusiness activity timeline and append-only security log

Chapter 2

Dashboard and daily operations

What a recruiter sees at nine in the morning: active mandates, pipeline state, outstanding actions and the queues that structure the day.

  • Delivery health at a glance
  • Work queues and counts
  • Next actions per mandate
Overview
RayCruit dashboard: open mandates, new candidates, awaiting client feedback and submitted counts, quick actions, mandate ageing and an action-needed panel.

Chapter 3

Customers and contacts

Creating a client, mapping stakeholders with explicit roles, and opening the first mandate from the account.

  • Account structure
  • Contact roles
  • Account activity history
Customers
Customer list in RayCruit showing client companies with status, country, region and industry, plus filters for active mandates and open submissions.

Chapter 4

Mandate management

From job ad upload to a structured brief: extraction, must-haves as gates, weighted criteria and commercial terms.

  • Job ad extraction
  • Gates and weighted criteria
  • Pipeline setup
Mandate
Mandate detail for a Senior Product Manager search: status, commercial type, location, dates, and the candidate pipeline with stage chips and per-candidate rows.

Chapter 5

Candidate intelligence

Uploading a CV, reviewing the structured extraction, and completing the eligibility fields that gate mandates.

  • Structured CV extraction
  • Skills, languages, certifications
  • Work authorisation and availability
Candidate · CV
Structured CV of a candidate in RayCruit: extraction status, professional profile, seniority assessment, domain focus and classified competencies.

Chapter 6

Placement Workspace

The candidate × mandate workbench: overview, evaluation, matrix, process, interviews, feedback and activity.

  • Seven working sections
  • Recruiter intelligence as input
  • Interviews and client feedback
Placement workspace
Placement Workspace for one candidate paired with one mandate: match 94 percent, current status, next action, strengths and gaps, client feedback and interview status.

Chapter 7

Matching and the match matrix

Running a rule-based match, reading gate results and criterion evidence, and turning the matrix into a client explanation.

  • Gates before scoring
  • Evidence per criterion
  • Staleness and regeneration
Placement · Matrix
Match matrix: eligibility gates for work authorisation, language level and location all passed, weighted match score 94 of 100, must-have coverage 4 of 4, nice-to-have coverage 43 of 46, and per-category values.

Chapter 8

Filters and saved views

Building a cross-object filter and saving it as a shared work queue the whole team runs their day from.

  • Cross-object filtering
  • Saving and sharing views
  • Hygiene queues
Candidates · Filters
Candidate pool with saved views for shortlist, in interviews, placed this month, review needed, stale matrix and missing consent, an advanced filter bar and the filtered result table.

Chapter 9

Documents and exports

Generating an anonymised CV, a fit explanation and a branded shortlist booklet, then submitting to the client.

  • Anonymised and full CVs
  • Fit explanations from the matrix
  • Branded PDF and DOCX output
Documents & exports
Document and export panel in the Placement Workspace: options for anonymised export, including the match matrix and preliminary documents, with the package generation action.

Chapter 10

Portals and governance

The candidate and customer portals, then permission groups, confidential mandates and the audit trail behind them.

  • White-label portals
  • Permission groups and roles
  • Audit and activity trails
Permission groups
Permission group editor: per-resource read, create, update, delete and special rights across dashboard, candidates, mandates, customers, matching, exports and settings.

Chapter 11

Commercial terms and billable events

The framework agreement behind the customer, the terms this mandate runs on, the fee split into components, and the events the placement produced.

  • Framework agreement and mandate terms
  • Fee components and their calculation basis
  • Confirming the billable events
Interface preview

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