← All journeys Confidential · NDA Recruiter journey · CRM/job → offer → comp pack

From a CRM record
to a signed offer & sealed pack.

How a recruiter at a tier-1 bank moves a candidate end-to-end. Two paths in (post a job or pull from CRM), one path out (offer accepted + compliance pack frozen for the regulator).

Recruiter · Vault Hub
01

Two entries: post a job or pull from CRM

The recruiter starts in their Vault Hub. They either post a job (which appears on the Vault Hire public board) or pull a record from their existing CRM — Vault Hire is built to live alongside Bullhorn / SuccessFactors / Workday, not replace them.

Recruiter HQ
Fig 01 · Today view with the Candidate-actions + Request-vault-access in the top bar.

What this step does

The Vault Hub is built for the recruiter's existing workflow. Pull from CRM, post a job, request a vault — all three live in the same top bar. No context-switching.

Public
02

Candidates find the role on the public board

The job appears on the Vault Hire public board. Candidates apply directly with a one-click vault share — no CV upload step.

Public jobs board
Fig 02 · Public jobs board — every applicant arrives with a verified vault.

What this step does

Every applicant lands in the recruiter's pipeline with a vault-readiness score, not a guessed-at PDF. Underqualified applicants self-filter (their pack is incomplete); strong candidates surface immediately.

Recruiter
03

Pipeline: candidate appears in "New"

Pipeline with new candidate
Fig 03 · Sarah Chen is in the NEW column. Above the kanban, the AI-overviews panel is empty for now.

What this step does

The pipeline is a kanban with seven canonical stages — New, Screening, Interview, Decision, Offer, Hired, Rejected. Drag-and-drop with audit-logged decisions; no anonymous stage moves.

Recruiter
04

Request the vault

Before any panel time is spent, the recruiter asks Sarah for vault access — section-scoped, time-limited.

Request vault dialog
Fig 04 · Section toggles: Employment + AI profile only on first ask. PII opt-in only.

At what point does the recruiter see more detail?

Only after Sarah approves, and only the sections she ticked. Until then, the recruiter knows her email and her application stage — nothing else. This is the core of the platform's data-minimisation contract.

Recruiter
05

Receive the share

Sarah approves. The recruiter is notified in-app with a 24-hour share URL.

QuickReview sheet
Fig 05 · QuickReview sheet — the recruiter's per-candidate Vault Hub.

What this step does

The QuickReview sheet auto-fills with whatever sections Sarah granted. Documents and PII remain hidden unless explicitly toggled on in step 04.

Recruiter
06

Push the AI overview to the job

The recruiter clicks Send AI overview to job from the candidate's QuickReview sheet. Sarah's approved AI profile is attached to the requisition. Every collaborator (hiring manager, panel) sees it instantly.

AI overview attached
Fig 06 · The AI overview attached to a requisition, content-hashed.

What this step does

The push is logged with a content hash. If the AI profile later changes (e.g. Sarah updates her vault), the diff is visible — no silent rewrites.

Hiring Manager
07

Hiring manager review

The hiring manager opens the requisition. Without ever logging into Sarah's vault, they read the AI overview and fill in structured scorecards.

Defensible decisions

Scorecards capture competencies, evidence, and reasoning per panel member. Aggregate is computed automatically. Material decisions trigger a decision-log entry; reversal cost is captured.

Recruiter · Candidate
08

Offer & e-sign

Recruiter generates the offer from a templated pack pre-filled with vault data (start date, jurisdiction, FCA SMCR role band). Sarah e-signs in-app.

Where the platform stays in the loop

Offer letter, contract, signed regulatory references, RTW, all background checks — every file is captured in the pack at e-sign. The recruiter never emails attachments.

Recruiter · Compliance
09

Final compliance pack delivered

On offer accepted, the pack is frozen, hash-chained, and delivered to the bank's compliance officer in one bundle.

Compliance response platform
Fig 09 · The compliance officer's view (more detail in the Compliance journey doc).

What this step does

Where the recruiter's job ends, the compliance officer's begins — but the artefact is already perfect. No emails. No PDFs flying around. One pack, one hash, one accountable owner.

10

Regulator-ready archive

What's in the final pack

  • Hash-chained timeline of every decision in the hire.
  • Article 12 inference register — every AI call, every model used, every prompt + redacted-input + output.
  • Article 50 disclosure — what Sarah was told the AI did.
  • Signed regulatory references + DBS + RTW (with expiry tracking).
  • Panel scorecards + reasoning + reversal cost.

This is the bundle the FCA asks for in any post-hire review. Vault Hire produces it at zero marginal effort.

Confidential · NDA required

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