What does a PeopleMatter specialist do?
A PeopleMatter specialist configures and manages the recruiting modules within the PeopleMatter human resources platform to support hiring and onboarding workflows. This role focuses on setting up job requisitions, managing applicant data, and coordinating background checks through the system’s administrative tools. The specialist ensures that hiring managers and candidates interact with accurate job postings and streamlined application processes. They maintain the technical setup required for compliant and efficient talent acquisition operations.
- Configure and maintain job requisitions in the PeopleMatter Recruiting tab to reflect current open positions and hiring needs. This work involves creating job-specific application URLs that direct candidates to the correct intake forms and ensuring all posting details match internal requirements. The specialist updates these requisitions regularly to keep the hiring pipeline active and accurate for both applicants and internal stakeholders.
- Edit and manage recruiting message templates used to communicate with applicants throughout the hiring process. These templates standardize how the organization responds to candidates at various stages, from initial application confirmation to interview scheduling. The specialist reviews and adjusts these messages to ensure they align with company tone and provide clear instructions to job seekers.
- Coordinate background-check workflows by configuring job settings and managing user access levels for screening partners. This responsibility includes submitting checks through integrated services like LS Screening or Sterling Infosystems and collecting required candidate information via Workfile. The specialist monitors the status of these checks and proceeds with hiring steps based on the configured rules and results returned by the screening providers.
- Maintain administrative setup for PeopleMatter modules and locations by managing user roles and permissions in Company Settings. This task involves assigning appropriate access rights to hiring managers and other team members so they can view or edit only the data relevant to their responsibilities. The specialist audits these permissions regularly to ensure security compliance and proper functionality across the recruiting and onboarding modules.
How to hire a PeopleMatter specialist on Upwork
Step 1: Post a job
Define your recruiting workflow needs and configuration requirements clearly. Use the Job Post Generator powered by Uma™, Upwork's Mindful AI to draft a precise description. Describe your needs in a few sentences and Uma drafts a job post for the role. You can write a new post, update a saved draft, or reuse an existing post.
- Specify which PeopleMatter modules require configuration, such as the Recruiting tab or Company Settings for user roles.
- List required deliverables like job-specific application URLs, edited message templates, or background-check workflow setups.
- Clarify permission levels the freelancer needs, such as admin access to manage requisitions or coordinate LS Screening flows.
Step 2: Evaluate candidates
Look for proof of hands-on experience with PeopleMatter’s HIRE tab and administrative setup. Uma can run instant video interviews and build shortlists with side-by-side comparisons to speed up this review.
- Check for examples of configured requisitions and managed job postings that drove candidate intake through specific application URLs.
- Verify experience editing recruiting message templates to maintain consistent communication with applicants during the hiring process.
- Confirm familiarity with background check partner flows, specifically Sterling Infosystems or LS Screening, within the platform.
Step 3: Interview your top choices
Discuss their approach to managing applicant data and configuring access controls. Interviews can be scheduled and conducted within Upwork Messages with an immediate transcript and summary after each one.
- Ask how they handle Workfile data collection from candidates to ensure accurate screening information submission.
- Question their method for setting user roles and permissions in Company Settings to secure module access.
- Explore their process for maintaining administrative setup across multiple locations or distinct recruiting workflows.
Step 4: Agree on scope and begin work
Set clear milestones for configuring recruiting items and managing ongoing requisitions. Use Upwork Messages and the contract workroom for communication and project management, plus identity verification, payment protection, hourly tracking, and project funds for security.
- Define specific outputs such as active job postings, updated message templates, or completed background-check submissions.
- Establish a schedule for reviewing configured user roles and access levels to maintain system security.
- Agree on protocols for managing candidate information and coordinating with external screening partners like Sterling Infosystems.
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