With the Essential Edition you set up Carerix yourself, online and at your own pace. For Carerix RMA and Process Automations, a Carerix consultant gives you remote consultancy. This page has everything you need, from first login to go-live.
At a glance
Your application is delivered with a best practice setup: the processes, statuses, fields and templates we see working at hundreds of agencies. You can start right away.
💡 Fully configurable
Does your process work differently? Then you adjust workflows, statuses, fields, templates and permissions yourself.
Timeline: expect about four weeks from first login to fully live, with a few hours a week.
You do | Carerix does |
Login, users, email and calendar, SPF/DKIM | Deliver the application with a best practice setup |
Adjust fields, templates and job orders | Remote consultancy for Carerix RMA and Process Automations |
Deliver the import file (optional) | Run the standard import |
What’s in your edition
All of this is included in your Essential Edition.
Component | What it gives you | Article |
Best practice setup | Processes, statuses, fields and templates that work right away | – |
Carerix RMA | Automated messages to candidates and clients | |
Cx Dashboards | Insight into your team’s activities and results | |
LinkedIn Integration Next | Candidates and contacts from LinkedIn into Carerix | – |
Calendar sync | Appointments in sync with Outlook or Google | |
WordPress plugin or API access | Show job orders on your own website | |
Webhooks | Connect Carerix to your own systems | |
Assisted Matching | Find the right candidate for a job order faster | |
Auto CV Parsing | Automatically read CVs and save them as candidates | |
Carerix AI (free) | AI support in Carerix, such as My Assistant, at no extra cost | |
Jobdigger (Leads & Analytics) | Leads and market insight from open vacancies | |
Process Automations | Automated next steps in your process | – |
Standard import | One-time transfer of your existing data | |
Remote consultancy | Online sessions for Carerix RMA and Process Automations | – |
Training
Training | For whom | How |
User training | All users | Videos in the Carerix Academy, at your own pace |
Administrator training | Administrators | Online and live. Sign up via [LINK] |
Remote consultancy | Administrators | Online sessions for Carerix RMA and Process Automations, see below |
Phase 1: Get the basics right
1. Log in and secure your account
Just before your start date you receive a system email to set your password. Then log in via https://[yourenvironment].carerix.net and set up MFA.
2. Work through the onboarding dashboard
Each tile on the dashboard is an action to complete your application, such as your profile, users and branding. Work through them from left to right.
3. Create users and assign roles
4. Connect email and calendar
Have each user connect their own mailbox and calendar. Emails and appointments are then logged automatically with the candidate and client.
5. Set up SPF and DKIM
Carerix sends email on behalf of your domain. Ask your IT partner or hosting provider to set up SPF and DKIM in your domain’s DNS.
DomainKeys Identified Mail (DKIM) (Dutch only)
⚠️ Do this before your first mailings
Without SPF and DKIM, emails end up in spam or get rejected.
✅ Done when
everyone logs in with MFA, email and calendar are connected and SPF/DKIM are set.
Phase 2: Set up for your way of working
6. Adjust fields, tables and stages
The best practice setup is your starting point. Only change what truly differs in your process.
7. Templates in your house style
8. Publish job orders
✅ Done when
templates are in your house style and the first job order is online.
Phase 3: Work smarter and automate
9. Automate communication with Carerix RMA
With Carerix RMA you automatically send messages at the right moment, for example after an application or before an interview.
For RMA and Process Automations you schedule the remote consultancy, see further down.
10. Search and match smarter
11. Insight with dashboards
12. Jobdigger: leads and market insight
You see which organisations have vacancies and turn them into leads right away.
✅ Done when
your first automation runs and your team works with dashboards and search.
Phase 4: Go live and keep improving
13. Get GDPR right
14. Integrations via the Marketplace
Through the Marketplace, at the bottom left of the menu, you connect Carerix to job boards, digital signatures or telephony.
15. Keep up with new releases
Every release brings new features. View all release notes.
✅ Done when
you work fully in Carerix and know where to find new features.
Remote consultancy: Carerix RMA and Process Automations
The Essential Edition includes remote consultancy for two topics. A Carerix consultant sets these up with you in an online session.
Topic | What we set up together | What you prepare |
Carerix RMA | Automated messages per stage: application confirmations, reminders, follow-ups | The moments you now email or call candidates and clients manually |
Process Automations | Automated next steps in your process, such as tasks and status changes | The recurring actions in your process that take time |
Complete phases 1 and 2 first. The consultant then builds on a working base.
Request the sessions via support@carerix.com. We schedule them with a consultant.
After each session you receive a short report with agreements and next steps.
💡 Tip
Read the RMA implementation guide before the session, so you spend the consultant’s time on your own flows.
Importing your existing data
We run a one-time standard import at no extra cost. This is optional.
Included | Not included |
Clients (companies) | Job orders, applications and matches |
Contacts, linked to their company | History: notes, emails, appointments |
Candidates | Fields outside the import format |
Candidate attachments (CVs, profiles) | Cleaning or deduplicating data |
– | Exporting from your current system |
Request the import format via support@carerix.com.
Fill in the format. Use one file and don’t change the columns.
Use exactly the same values as in Carerix: existing usernames, statuses and table values. Dates as dd-mm-yyyy.
Put attachments in one zip file, with file names matching the ‘Attachments – candidates’ tab.
Deliver everything before the agreed date. We report any errors; after your correction we run one repair import.
Get more out of Carerix
Your edition is a solid foundation. Want to grow further? Extend Carerix step by step.
Extension | What it gives you |
Premium Edition | Scheduler for self-booking, Cx Datasource and VSR Connector |
Enterprise Edition | Automated Matching and portals for clients, suppliers and professionals |
Consultancy (punch card) | A Carerix consultant helps with custom processes, templates or integrations |
Separate add-ons
Separate add-ons are also available, such as the Carerix Notetaker. Ask your account manager about the options.
Need help?
Question | Where to go |
How does a feature work? | |
Error message or something doesn’t work | support@carerix.com, Mon–Fri 08:00–18:00 |
Outage or maintenance | |
Setup help from a consultant | Your account manager, via a punch card |
Subscription, extensions, extra users | Your account manager or customersuccess@carerix.com |
Still stuck? Contact our support team via the chat button in the bottom right corner of your screen.