SourcingOS Help · Getting started

Getting started with SourcingOS

SourcingOS is a recruiter-controlled sourcing workbench. Start with the hiring brief, turn it into an explicit search plan, run distinct source lanes, review evidence, and keep human confirmation around identity, verification, and outreach.

Last reviewed: 2026-09-06

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1. Start with the role

Use the role brief to capture what is explicitly required before expanding the search. Keep hard requirements separate from synonyms, adjacent titles, discovery expansions, and verification questions.

2. Build multiple search lanes

Different sources expose different evidence. A healthy search can include direct-title, adjacent-title, donor-company, public technical evidence, research evidence, ATS rediscovery, and licensed provider lanes.

3. Review evidence, not just scores

Candidate relevance should be inspectable. Treat missing evidence and uncertainty as part of the review rather than allowing a summary to silently become fact.

4. Keep recruiter approval

SourcingOS can structure, retrieve, summarize, and propose. Identity merges, verification-sensitive claims, and consequential recruiting actions remain recruiter-controlled.

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