Setup Wizard

Overview

The Setup Wizard guides you through the initial Kraken Careers configuration, including email defaults, application confirmation settings, your first Company Profile, Job Location, and Benefits record.

Completing the wizard creates the core configuration and reusable records needed before you begin creating job postings.

If setup is incomplete, go to:

Careers → Careers Setup

Important: Completing the Setup Wizard does not publish a job.

Before You Start

Have the following information ready before beginning the Setup Wizard:

  • Sender name and email address for recruitment emails
  • Reply-To address
  • Internal notification recipients
  • Preferred application confirmation message or WordPress thank-you page
  • Company details and contact information
  • Company logo
  • Your first Job Location
  • Your first Benefits Summary

For a complete preparation checklist, see Before You Begin.

Work Through the Wizard

The welcome screen introduces the initial setup process.

Complete each step in order.

Use Save & Continue to save the current step and move forward.

Use Back to return to an earlier step.

Important: The Company Profile, Job Location, and Benefits Summary records are created when you select Finish Setup.

Configuration

1. Global Email Controls

Configure the default information used by Kraken Careers notification emails.

Send To Email

Enter the default internal recipients for notifications that use the global recipient setting.

Separate multiple email addresses with commas.

From Name

Enter the sender name recipients should see in their inbox.

Use a recognizable name that identifies your organization or recruitment team.

From Email

Enter the email address used to send Kraken Careers notifications.

Use a sender address authorized by your website’s email service.

Using an address on your organization’s domain can also help maintain consistent branding and email deliverability.

Reply To

Enter the email address that should receive ordinary replies to outgoing messages.

Candidate, reference, reviewer, and interviewer emails use the recipients associated with their respective records.

Send To Email provides the default recipients for internal notifications that use the global setting.

Notification settings and email templates begin with their default values. After completing the Setup Wizard, you can:

  • Customize individual notification settings
  • Change notification recipients
  • Add BCC recipients where supported
  • Change email subjects
  • Change email message content
  • Update sender and Reply-To information

Note: Email delivery settings and email content are managed separately after setup.

For sender and recipient controls, see Email Settings.

For email subjects, message content, and placeholders, see Templates.

2. Form Settings

Choose what the candidate sees after successfully submitting an application.

The Setup Wizard provides two confirmation methods:

Stay on the Job Page

The candidate remains on the job posting after submitting the application.

The application form is replaced by a confirmation message.

Enter a message that:

  • Confirms the application was received
  • Thanks the candidate for applying
  • Explains what happens next, where appropriate

Use a Thank-You Page

The candidate is redirected to a selected WordPress page after successfully submitting the application.

Select the published WordPress page you want candidates to visit.

The appropriate message or page field appears after you choose the confirmation method.

Important: The website application confirmation is separate from the Thank You For Applying email. Changing one does not automatically change the other.

The Setup Wizard configures the initial submission confirmation. Review the remaining application form settings after setup.

3. Company Profile

Create the first Company Profile that will be available when preparing job postings.

Enter a Title that makes the profile easy to identify internally.

Then complete the company information:

  • Company Name
  • Description
  • Logo
  • Street Address
  • City
  • State, Province, or Region
  • Postal Code or ZIP Code
  • Country
  • Website
  • Email Address
  • Phone Number

Check the company and contact information carefully before continuing.

Company information can be used in job content and supported email placeholders.

After setup, you can edit the Company Profile or create additional Company Profiles when required.

Note: A Company Profile identifies the organization associated with a job. Physical workplaces are managed separately through Job Locations.

See Company Profile for more information.

4. Job Location

Create your first Job Location.

Enter a Title that makes the location easy to identify internally.

Then complete the location information:

  • Location Name
  • Street Address
  • City
  • State, Province, or Region
  • Postal Code or ZIP Code
  • Country

This creates a reusable Job Location that can be assigned to job postings.

After setup, you can create additional Job Locations when recruiting for multiple offices, branches, stores, worksites, or other physical workplaces.

Note: A Job Location can use the same address as your Company Profile, but the two records serve different purposes.

See Job Location for more information.

5. Benefits Summary

Create your first reusable Benefits Summary.

Enter a descriptive Title, such as:

  • Full-Time Benefits
  • Part-Time Benefits
  • Management Benefits
  • Corporate Benefits

Then describe the benefits, perks, programs, and workplace advantages offered to jobs using the Benefits Summary.

Only include information that applies to the jobs that will use this record.

After setup, you can edit the Benefits Summary or create additional Benefits Summaries for positions with different benefit packages.

See Benefits for more information.

Finish Setup

After completing all required steps, select Finish Setup.

Finishing the Setup Wizard will:

  • Save the initial configuration to Careers Settings
  • Publish the starter Company Profile
  • Publish the starter Job Location
  • Publish the starter Benefits Summary

The completion screen confirms that the initial setup has finished.

It also provides a Create Your First Job button.

Select Create Your First Job to open the new-job editor.

Important: Completing the Setup Wizard does not publish a job. It prepares Kraken Careers and creates the reusable records needed to begin building job postings.

Usage

After completing the Setup Wizard, the Company Profile, Job Location, and Benefits Summary created during setup become reusable records.

These records can be assigned to job postings rather than entering the same information separately for every job.

Additional Company Profiles, Job Locations, and Benefits Summaries can be created later as your recruitment requirements change.

Editing and Management

After the Setup Wizard is complete, update Kraken Careers configuration through:

Careers → Settings

Manage the reusable records created during setup from their respective Careers sections:

  • Company Profiles
  • Job Locations
  • Benefits

You do not need to run the Setup Wizard again to update these records.

Important Behaviour

Important: Company Profiles, Job Locations, and Benefits Summaries are reusable records. Changes made to a shared record after setup may affect multiple job postings that use that record.

Important: Completing the Setup Wizard does not create or publish your first job. It creates the initial configuration and reusable records required to begin creating jobs.

Note: Careers Admin users can manage Careers Settings after setup but do not receive access to the Setup Wizard by default.

After Setup

Before publishing your first job:

  1. Review the job details.
  2. Select the appropriate Company Profile.
  3. Select the appropriate Job Location.
  4. Select the appropriate Benefits Summary.
  5. Create any Screening Questions required for the position.
  6. Create staff accounts and configure reviewer assignments.
  7. Configure default reviewers where appropriate.
  8. Review email recipients and notification settings.
  9. Review email Templates.
  10. Review the application form.
  11. Submit a test application.
  12. Verify the candidate, reviewer, and email workflows before accepting live applications.

Troubleshooting

The Setup Wizard Does Not Appear

Confirm that:

  • Kraken Careers has not already completed its initial setup
  • You are signed in as a WordPress Administrator
  • Your account has the required permissions

If setup is unfinished, go to:

Careers → Careers Setup

A Careers Admin Cannot Access the Setup Wizard

This is expected behaviour.

The Setup Wizard requires WordPress Administrator permissions by default.

After setup is complete, Careers Admin users can manage Kraken Careers configuration through:

Careers → Settings

Emails Are Not Sending Correctly

Review the sender and recipient configuration under:

Careers → Settings → Email

Confirm that From Email uses an address authorized by the website’s email service.

Also review the relevant email Templates and the website’s mail-delivery configuration.

The Application Confirmation Is Incorrect

Review the Form settings and determine whether candidates should:

  • Remain on the job page and see a confirmation message
  • Be redirected to a WordPress thank-you page

Remember that the website confirmation is separate from the Thank You For Applying email.

Company, Location, or Benefits Information Needs to Change

You do not need to rerun the Setup Wizard.

Edit the appropriate reusable record from its Careers section.

Important: Check whether the record is shared by multiple jobs before editing it. Changes to a shared record may affect every job that uses it.