You’re just a few steps away from streamlining your HR workflows with intelligent automation. Here’s how to get set up, explore safely, and personalize the platform to match your organization’s needs.

Step 1: Registering Your Account

To begin, you’ll receive a welcome email with a secure link to create your IDW account. Once clicked:

1. Enter your name, business email, and set a strong password.
2. If asked, choose your role (HR, Admin, Executive, or Other) so the system can tailor your dashboard.
3. Verify  the registration email to activate your account.

If you’re part of a pilot group, you’ll also see TEST MODE – more on that in a moment.

Need help? Our onboarding wizard will walk you through these steps, and a quick-start screencast is available right from your dashboard or just click here to view a Scribe of the steps at the bottom of this section.

Step 2: Customizing Your Company Profile

Once registered, take a moment to edit your company details by navigating to Settings > Company Details. In this area you can:

• Pull fake / test company details from the database if you’re in the TEST MODE
• Replace the fake / test company details with your own company’s details once you are comfortable.
• Upload your company logo (for branding on job postings and documents)
• Enter your business address and primary contact info
• Define your industry, company size, mission, values, and much more
• Enter your HR contact information and email templates
• Additional URL’s for things like scheduling links, states where you have existing employees, and more
• Note: the web link for the Jobs Board that has been created for you will already be posted on the Company Details form

Why does this matter? The more complete your company profile, the more personalized and accurate the assistant becomes – from compliance alerts to job post language.

You can copy/paste this info in from other sources or just start writing in the text boxes – its that easy.

At the bottom are buttons to save the entered information into the database, or to cancel and return to the main web page of the HR Assistant. Once you are happy with the information – click “Save Changes”

Want to see how everything works before adding real jobs or resumes? That’s what TEST MODE is for. As a pilot program user – everyone has this enabled at the start. . 

In TEST MODE, you can:

• Create mock job postings

• Upload sample resumes (we provide fake resumes  if needed)

• Review the AI-generated rankings and detailed evaluations of applicants to the job openings

• Simulate onboarding and offboarding flows

• Preview IDW generated documents like job offers or feedback reports

Nothing you do in TEST MODE will affect live data, and it’s the best way to explore the assistant’s features risk-free. You’ll see a green  “TEST MODE” message  across the interface while it’s active. Once you’re comfortable, you can cancel TEST MODE and start building your real HR workflows.

To cancel TEST MODE , just go into the Settings section in the left sidebar and select “Clear Out All Test Data”. The system will ask if you really want to clear it out as a confirmation and then – all the test data will disappear leaving you with a clean database for your company information to go into the system. It is VERY important to know that once you clear out the test data, you can not get it back as this selection is final.

Lets get started with your first job posting:

1. Click the Attract Talent HR task in the sidebar, then select the Generate Attractive Job Description and the [Select One or More AI Skills] button below to run the feature.
    
2. Provide the AI skill with any Job Title and press the Submit button.

3. Then let the AI go to work automatically generating the Responsibilities, and then the Qualifications, and finally assembling  these with a Company Summary into a complete Job Description.

4. While the AI generates the above information automatically, you are free to add / delete / change any of the information.

5. When happy with the assembled information, simply click the “Update Job Description” to have it saved to the database.

6. Once the Job Description has been saved to the database, you can later transition it using the Jobs Management HR task available on the sidebar through various stages all the way to “Opened”.  All Jobs in the Opened state are listed on the Jobs Board the system has set up for you where candidates can browse and apply to any of the jobs – more on that later.

Need to hire for multiple roles? Just clone an existing posting and edit as needed.

For the visual folks – watch this Scribe walk through: 

[scribe video here]

Getting resumes into the system is easy:

• Drag and drop: Upload resumes directly (PDF, Word, and plain text supported).
• Bulk upload: Drop a folder of candidate files into the dashboard for fast processing.
• Career Page: Job applicant resumes are automatically loaded into the IDW system when they use the careers page for your site (intelligentdataworks.companyx.com)

To test the uploading function, you can use these fabricated test resumes. These resumes can be downloaded, unzipped, and used to try out the processing, ranking, and evaluation capabilities (to make things easier, the number prefix is the Job_Id in the database).

Here is where you can find and download the test resumes:
Download Fake Resumes

Once resumes are in the system, the assistant will automatically:

• Extract experience and skills
• Separate demographic data from qualification data
• Begin pre-screening for fit based on your job description

From there, you’ll see ranked recommendations and can start moving candidates through your custom hiring flow.

[scribe video here]

Whether you’re exploring the platform for the first time or knee-deep in a hiring cycle, you shouldn’t have to face questions – or bugs – alone. Here’s how to get the help you need and shape the future of the IDW HR Assistant.

🧑‍💻 How to Get Live Help from IDW

Need assistance? We’ve got your back. You can reach our support team directly within the platform using the feedback textbox on each page, call the phone number and leave a message, or email us anytime at support@intelligentdataworks.com.

We aim to respond within one business day – often within a few hours. From technical issues to workflow advice, we’re here to help you move forward with confidence.

🐞 How to Report a Bug

If something feels broken, chances are it needs our attention. Here’s how to let us know:

• Click the “Report a Bug” option in the platform sidebar or footer.
• Briefly describe what you were doing when the issue happened.
• Include screenshots or error messages if available – those details help us fix things faster. We track all bug reports in our development system and treat every submission seriously.

⭐ How to Provide a Rating on Parts of the HR Assistant

You’ll occasionally see quick feedback prompts as you interact with various Assistant features—like when posting a job or reviewing candidates. These one-click ratings (and optional comments) help us understand how the platform is performing for real users like you.

Think of it like a mini report card: your input directly helps us improve what matters most.

💡 How to Suggest Improvements and Features to IDW

Have a great idea? You’re exactly the kind of user we want to hear from.

Use our Feature Suggestion Form to propose new tools, smarter workflows, or enhancements to the HR Assistant. Pilot users have a unique opportunity to shape our roadmap, and we review every single suggestion as part of our development process.

If your idea makes it into the product, you’ll have the satisfaction of knowing you helped build it.

Our AssistX HR platform is designed to help overworked staff (who may or may not be actual HR people) to be able to handle the following HR tasks quickly and effectively. These are just what we currently have in the platform and will be adding usability to it as we move forward. With the addition of both Team and Enterprise plans, these selections will be increasing.

1. Attract Talent – Create compelling, compliant job listings to draw in qualified candidates.

2. Jobs Management – Organize, track, and manage all job openings in one centralized place.

3. Interview Coordination – Streamline scheduling, structure interview questions, and capture feedback.

4. Employee Onboarding – Automate checklists, document collection, and welcome workflows.

5. Get HR Answers – Use the Assistant to quickly find policy guidance and answers to HR questions.

6. Retention Support – Proactively identify and address employee engagement and satisfaction concerns.

7. Exit Management – Guide compliant and respectful offboarding processes.

8. Performance Management – Track goals, conduct reviews, and offer constructive feedback.

9. Engagement Enhancement – Increase morale and productivity through customized initiatives.

10. Training – Recommend and document training opportunities and completions.

11. Regulatory Compliance – Stay ahead of state and federal labor law changes.

12. Queries and Grievances – Manage and document internal issues or concerns from employees.

13. Skill Gap Analysis and Mitigation – Identify team development needs and recommend solutions.

14. HR Reporting for Stakeholders – Generate clear reports for leadership and compliance needs.

15. Organizational Structure Review – Maintain and evaluate reporting lines and team structures.

16. Company Culture Development (Team & Enterprise) – Reinforce mission, values, and behavioral expectations.

17. Positive Work Environment Initiatives (Team & Enterprise) – Foster a healthy, inclusive workplace.

18. Celebrating Team Wins (Team & Enterprise) – Promote team morale and recognition.

19. Planning Company Lunches or Events (Team & Enterprise) – Coordinate appreciation events and gatherings.

20. Proactive Labor Law Monitoring (US only) (Team & Enterprise) – Get notified of regulatory shifts before they affect you.

(not everything listed is currently available – soon though…)