Creating a Role

A role is where every hire begins in Lavalier — it's the first thing you create. It tells Lavalier exactly what you're hiring for, so it knows what to listen for and surface in every interview that follows. You can build one from scratch with the AI assistant, import an existing job description, or capture it live in an intake meeting with your hiring manager.

How to create a role

1. Go to Roles in the left sidebar
2. Click New Rolein the top right and choose how to get started:
   • Record Intake — Record an intake meeting with a hiring manager and Lavalier extracts the role details from the conversation automatically.
   • Create Role — Start from scratch by describing what you're looking for. Lavalier will help you build it out and can generate a job description when you're done.
   • Import Job Post — Upload an existing job description (PDF, Word, or text file) and Lavalier will extract the details and create the role for you. Roles imported this way are automatically marked as ready for interviews once extraction completes.

Tip: Already inside a role? You can also drag a file into the role chat to extract details into an existing role.

Lavalier auto-saves as you go, so you can come back anytime to finish.

Archiving a Role

When you're done hiring for a role, or you've paused the search, archive it to clear it out of your way. Nothing is deleted. Its candidates, interviews, and feedback all stay available.

• From the role: Click Actions → Archive Role.
• From the Roles list: Click the ⋮ menu on a row, or right-click it, and choose Archive Role. To archive several at once, select them and choose Archive Roles.

If some candidates are only active on the role you're archiving, Lavalier asks whether to archive them too. They're all selected by default, so just uncheck anyone you want to keep, then click Archive Selected. Or click Keep All Active to archive only the role. You'll need Owner or Recruiter permissions to archive candidates along with a role.

Archived roles move to the Archived tab on your Roles page and show an Archived chip. They won't appear when you schedule interviews, in search, or under Most Active Roles. To bring one back, open the Archived tab and choose Unarchive Role. Lavalier offers to unarchive its candidates at the same time.

Note: Only roles that are actively interviewing can be archived. Draft roles can't.

What's next?

With your role created, shape how you'll interview for it — tailor its stages, prepare the questions each candidate will answer, and generate a job post if you need one. When everything's set, mark the role ready for interviews so you can start adding candidates.

Customize interview stages → Prepare interview questions → Generate a job post →