The Mandates Module follows an end-to-end process:

1. Create a mandate: Sales or a Recruiter creates a mandate.
2. Create or select candidate pools: Candidate pools are created, selected, or reused.
3. Share pools and shortlisted candidates: Relevant stakeholders receive access to shared pools and shortlisted candidates.
4. Run Zuri and unlock SmartDoss: The Recruiter runs Zuri and unlocks SmartDoss as needed.
5. Record candidate activity: The Recruiter records conversations, interviews, notes, and documents.
6. Mark the candidate as hired: When the candidate joins, the HIRED status is triggered.
7. Track and close: The candidate is tracked for three months, after which SmartDoss is updated and closed.

Co-workers may collaborate where they have access.

Throughout this process, Client Admin monitors team access, credits, mandate progress, pools, sharing, and usage.