How to Use Breezy HR Like a Pro (2026 Guide)

by Fahim Joharder | Last updated Jul 16, 2026

Quick Start

This guide covers every Breezy HR feature:

Getting Started — Create your account and basic setup
How to Use Candidate Management — Track candidates through every stage of the hiring process
How to Use Automated Workflows — Automate repetitive tasks across the recruiting process
How to Use Onboarding & Checklists — Onboard new employees with clear checklists
How to Use Collaborative Hiring — Let your team share feedback on candidates
How to Use HRIS Integrations — Connect breezy hr with the tools you use
How to Use Reporting & Analytics — View recruiting data and analytics in one place
How to Use Interview Tools — Schedule and run interviews without back-and-forth
How to Use Termination Templates — Handle offboarding with ready-made templates
How to Use Background Screening — Screen applicants before you hire employees

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I have used Breezy HR for over a year and tested every feature covered here.

This tutorial on how to use Breezy HR comes from real hands-on time, not marketing fluff.

Breezy HR is one of the most popular recruitment tools for small and mid-size businesses.

Thousands of companies use it to hire faster, and over 17,000 companies run their hiring on it.

But most users only scratch the surface of its features.

This guide shows you how to use every major feature, step by step, with screenshots and pro tips.

Breezy HR Tutorial

This Breezy HR tutorial walks you through the whole recruiting process, from setup to power-user tips.

Breezy HR

Hire employees faster with a visual pipeline that tracks candidates from apply to offer. Breezy HR automates pre-screening and interview scheduling so your recruiting process runs itself. Start a full feature 14 day trial with no credit card needed.

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Getting Started with Breezy HR

Before using any feature, complete this one-time setup.

It takes about three minutes.

Here is my personal experience setting up an account:

Now let’s walk through each step.

Step 1: Create Your Account

Go to the Breezy HR website and sign up with your email.

Choose a password, then agree to the terms to create your account.

✓ Checkpoint: Check your inbox for a confirmation email.

Step 2: Set Up Your First Job

Add a job title and pick a template to start attracting candidates.

Here is what the dashboard looks like:

✓ Checkpoint: You should see your first pipeline on the main board.

Step 3: Connect Your Tools

Add an access token to connect Slack, your calendar, and other integrations.

✅ Done: You’re ready to use any feature below.

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How to Use Breezy HR Candidate Management

Candidate Management lets you track candidates through every stage of the hiring process.

Here’s how to use it step by step.

Step 1: Open Your Pipeline

Open the Kanban-style pipeline to track applicants by stage.

Step 2: Move Candidates

Drag each candidate from apply to offer as they progress.

Here’s what this looks like:

✓ Checkpoint: Every candidate now sits in a clear, visual pipeline you can view at a glance.

Step 3: Log Notes

Keep team notes inside each profile for a full history.

✅ Result: Every candidate now sits in a clear, visual pipeline you can view at a glance.

💡 Pro Tip: Create custom stages per job family so different roles follow the right hiring process.

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How to Use Breezy HR Automated Workflows

Automated Workflows lets you automate repetitive tasks across the recruiting process.

Here’s how to use it step by step.

Step 1: Open Stage Actions

Open Stage Actions inside any pipeline stage.

Step 2: Set a Trigger

Choose a trigger, then set the task Breezy HR runs for you.

Here’s what this looks like:

✓ Checkpoint: Breezy HR now automates pre-screening candidates and scheduling interviews for you.

Step 3: Save the Rule

Save it so repetitive tasks fire without manual work.

✅ Result: Breezy HR now automates pre-screening candidates and scheduling interviews for you.

💡 Pro Tip: Build automated email sequences to keep candidate communication consistent over time.

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How to Use Breezy HR Onboarding & Checklists

Onboarding & Checklists lets you onboard new employees with clear checklists.

Here’s how to use it step by step.

Step 1: Create a Checklist

Create an onboarding checklist for your new hire.

Step 2: Assign Owners

Assign each task to the right team member.

Here’s what this looks like:

✓ Checkpoint: New employees start with a clear checklist instead of scattered emails.

Step 3: Track Progress

Track completed items until the employee is fully onboarded.

✅ Result: New employees start with a clear checklist instead of scattered emails.

💡 Pro Tip: Reuse checklist templates across roles to save time on every new hire.

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How to Use Breezy HR Collaborative Hiring

Collaborative Hiring lets you let your team share feedback on candidates.

Here’s how to use it step by step.

Step 1: Invite Your Team

Invite hiring managers to review candidates with you.

Step 2: Add Scorecards

Add structured scorecards so evaluations stay consistent.

Here’s what this looks like:

✓ Checkpoint: Your whole team can share feedback in one place, not in email threads.

Step 3: Compare Feedback

Compare scores to choose the best applicants together.

✅ Result: Your whole team can share feedback in one place, not in email threads.

💡 Pro Tip: Use structured interview guides so every candidate is judged on the same criteria.

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How to Use Breezy HR HRIS Integrations

HRIS Integrations lets you connect Breezy HR with the tools you use.

Here’s how to use it step by step.

Step 1: Open Integrations

Open the integrations menu in settings.

Step 2: Add an API Key

Retrieve your access_token and add the API token.

Here’s what this looks like:

✓ Checkpoint: Breezy HR now connects with Slack, calendars, and your other HR tools.

Step 3: Confirm the Link

Confirm the connection to sync data both ways.

✅ Result: Breezy HR now connects with Slack, calendars, and your other HR tools.

💡 Pro Tip: Breezy HR supports multiple third-party API keys, so you can add more tools later.

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How to Use Breezy HR Reporting & Analytics

Reporting & Analytics lets you view recruiting data and analytics in one place.

Here’s how to use it step by step.

Step 1: Open Reports

Open the reporting dashboard from the menu.

Step 2: Pick Metrics

Choose metrics like time to fill and conversion rates.

Here’s what this looks like:

✓ Checkpoint: You can view clear recruiting data and analytics without a spreadsheet.

Step 3: Review Trends

Review the analytics to measure recruiting performance.

✅ Result: You can view clear recruiting data and analytics without a spreadsheet.

💡 Pro Tip: Check time-to-fill weekly so you can attract and hire employees sooner.

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How to Use Breezy HR Interview Tools

Interview Tools lets you schedule and run interviews without back-and-forth.

Here’s how to use it step by step.

Step 1: Pick a Slot

Send candidates open time slots to book.

Step 2: Sync Calendars

Sync calendars so interviews land automatically.

Here’s what this looks like:

✓ Checkpoint: Interviews get scheduled without the usual back-and-forth over email.

Step 3: Add Guides

Attach interview guides for each interviewer.

✅ Result: Interviews get scheduled without the usual back-and-forth over email.

💡 Pro Tip: Automate interview scheduling so your team spends less time on logistics.

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How to Use Breezy HR Termination Templates

Termination Templates lets you handle offboarding with ready-made templates.

Here’s how to use it step by step.

Step 1: Open Templates

Open the template library and find the offboarding set.

Step 2: Choose a Template

Choose a termination template that fits the situation.

Here’s what this looks like:

✓ Checkpoint: Offboarding stays consistent using ready-made, reusable templates.

Step 3: Send Securely

Fill in the details and share it with the right people.

✅ Result: Offboarding stays consistent using ready-made, reusable templates.

💡 Pro Tip: Breezy HR offers over 800 HR and recruiting templates, so start there before writing your own.

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How to Use Breezy HR Background Screening

Background Screening lets you screen applicants before you hire employees.

Here’s how to use it step by step.

Step 1: Start a Check

Start a background check from a candidate profile.

Step 2: Select a Provider

Choose a screening provider and the check type.

Here’s what this looks like:

✓ Checkpoint: You can screen applicants inside the same tool you use to hire.

Step 3: Review Results

Review results before you hire employees.

✅ Result: You can screen applicants inside the same tool you use to hire.

💡 Pro Tip: Run screening only on final candidates to keep costs down as you hire.

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Breezy HR Pro Tips and Shortcuts

After testing Breezy HR for over a year, here are my best tips.

Keyboard Shortcuts

Action	Shortcut
New candidate	C
Search	/
Move stage	Arrow keys
Add note	N

Hidden Features Most People Miss

Breezy Intelligence: Every account gets 100,000 Breezy Intelligence credits, with more Breezy Intelligence credits included on higher plans.
Candidate matching: Breezy offers automated candidate matching so you find strong applicants sooner.
Unlimited pipelines: Breezy allows unlimited job pipelines on higher-tier plans, allowing growth without limits.

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Breezy HR Common Mistakes to Avoid

Mistake #1: Skipping automation

❌ Wrong: Doing every screening and reply by hand.

✅ Right: Set Stage Actions to reduce manual tasks in hiring.

Mistake #2: Inconsistent scorecards

❌ Wrong: Letting each interviewer judge candidates their own way.

✅ Right: Standardize evaluations with structured interview guides and scorecards.

Mistake #3: Ignoring your data

❌ Wrong: Never checking your recruiting metrics.

✅ Right: Review analytics to measure time to fill and conversion rates.

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Breezy HR Troubleshooting

Problem: Integration will not connect

Cause: The access_token is missing or expired.

Fix: Retrieve your access_token again and follow the prompts to store it securely.

Problem: Candidates not appearing

Cause: Your job board or career page is not published.

Fix: Publish the job so candidates can apply and get added to your pipeline.

Problem: Automations not firing

Cause: A Stage Action was saved but not enabled.

Fix: Open the stage, toggle the action on, then test with one candidate.

📌 Note: If none of these fix your issue, contact Breezy HR support.

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What is Breezy HR?

Breezy HR is a recruitment tool that helps businesses hire employees faster.

Think of it as an applicant tracking system for your whole hiring process.

Watch this quick overview:

BreezyHR Review: Should You Use This Recruitment Platform?

It includes these key features:

Candidate Management: Track candidates through every stage of the hiring process.
Automated Workflows: Automate repetitive tasks across the recruiting process.
Onboarding & Checklists: Onboard new employees with clear checklists.
Collaborative Hiring: Let your team share feedback on candidates.
HRIS Integrations: Connect breezy hr with the tools you use.
Reporting & Analytics: View recruiting data and analytics in one place.
Interview Tools: Schedule and run interviews without back-and-forth.
Termination Templates: Handle offboarding with ready-made templates.
Background Screening: Screen applicants before you hire employees.

For a full review, see our Breezy HR review.

The best thing about it is how fast you can start.

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Breezy HR Pricing

Here’s what Breezy HR costs in 2026:

Plan	Price	Best For
Bootstrap	Free	Small teams testing the recruiting process
Startup	$157	Growing businesses that hire employees often
Growth	$273	Teams scaling recruitment across roles
Business	$439	Larger companies needing full analytics

Free trial: Yes — a full feature 14 day trial with no credit card needed.

Annual billing: Annual subscriptions offer discounts on paid plans.

💰 Best Value: Startup — it fits most growing teams that hire often.

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Breezy HR vs Alternatives

How does Breezy HR compare? Here’s the competitive landscape.

Tool	Best For	Price	Rating
Breezy HR	Small and mid-size hiring	Free–$439/mo	⭐ 4.5
Workable	Scaling teams	$149/mo	⭐ 4.4
Zoho Recruit	Zoho users	$25/mo	⭐ 4.3
Greenhouse	Enterprise	Custom	⭐ 4.4
Lever	Sourcing	Custom	⭐ 4.3
JazzHR	Small business	$75/mo	⭐ 4.2
Recruitee	Collaboration	$149/mo	⭐ 4.4
Manatal	AI scoring	$15/mo	⭐ 4.5

Quick picks:

Best overall: Breezy HR — easy setup with strong automation.
Best budget: Manatal — low price for lean teams.
Best for beginners: JazzHR — simple and affordable.
Best for enterprise: Greenhouse — deep structured hiring.

🎯 Breezy HR Alternatives

Looking for Breezy HR alternatives? Here are the top options.

🚀 Workable: Great for larger teams needing deep sourcing and structured hiring at scale.
💰 Zoho Recruit: A budget pick for agencies that already use the Zoho suite.
🎨 Greenhouse: Strong for enterprise teams that want data-heavy structured hiring.
⚡ Lever: Blends CRM and applicant tracking for high-volume recruiting teams.
🔒 JazzHR: An easy, low-cost option for small businesses starting out.
🧠 Recruitee: Collaborative hiring with a simple visual pipeline like Breezy’s.
👶 Manatal: AI candidate scoring at a low price for lean recruitment teams.

For the full list, see our Breezy HR alternatives guide.

⚔️ Breezy HR Compared

Here’s how Breezy HR stacks up against each competitor.

Breezy HR vs Workable: Workable scales further, but Breezy HR is easier to set up and cheaper.
Breezy HR vs Zoho Recruit: Zoho wins on price inside its suite; Breezy HR wins on candidate experience.
Breezy HR vs Greenhouse: Greenhouse suits enterprises; Breezy HR fits small and mid-size businesses better.
Breezy HR vs Lever: Lever leans on sourcing; Breezy HR keeps the hiring process simpler.
Breezy HR vs JazzHR: JazzHR is cheap, but Breezy HR offers more automation and templates.
Breezy HR vs Recruitee: Both are visual; Breezy HR adds stronger automated workflows.
Breezy HR vs Manatal: Manatal is budget-friendly; Breezy HR gives deeper integrations and support.

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Start Using Breezy HR Now

You learned how to use every major Breezy HR feature:

✅ Candidate Management
✅ Automated Workflows
✅ Onboarding & Checklists
✅ Collaborative Hiring
✅ HRIS Integrations
✅ Reporting & Analytics
✅ Interview Tools
✅ Termination Templates
✅ Background Screening

Next step: Pick one feature and try it now.

Most people start with Candidate Management.

It takes less than five minutes.

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Frequently Asked Questions

Is Breezy HR easy to use?

Yes. Breezy HR uses a visual, Kanban-style pipeline that makes it easy to track candidates and hire employees, even if you have never used recruitment software before.

Is there a free version of Breezy?

Yes. The Bootstrap plan is free and supports unlimited users, so small businesses can run a basic hiring process at no cost.

How much does Breezy HR cost?

Breezy HR has five tiers. Bootstrap is free, Startup is $157, Growth is $273, and Business is $439 per month, with annual discounts available.

What size business is Breezy HR best for?

Breezy HR fits small and mid-size businesses best, though over 17,000 companies of many sizes use it to attract and hire employees.

How does Breezy HR work?

Breezy HR gives you a visual pipeline to track applicants, then automates pre-screening and interview scheduling across your whole recruiting process.