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GoSeedly Faculty & Staff Hiring Kit / INSTALLATION

A clear path
to your workspace.

Bring the kit into your compatible Seedly installation, preserve existing work, and choose the starter content that fits your team.

01

Start with your Seedly project.

Use your separately obtained Seedly CRM 5.8.4 installation with extension API 1, a configured backend, and working authentication. Keep a private source checkpoint, including existing customizations. Use Node.js 20 or newer.

02

Run guided setup.

Extract the kit outside the Seedly source folder. From the kit directory, run node setup.mjs. The check identifies supported integration files, changed files, and destination conflicts before installation.

03

Build and connect.

Deploy the included required helper from your authoritative backend source before connected edits. Follow QUICKSTART.md with your project’s existing package manager. Build the web app, sign in, and open your existing /location/YOUR_LOCATION_ID address. Verify access, navigation, and your important CRM flows.

Install the interface.
Choose the starting content.

Frontend installation and optional account content are separate. The included original backend helpers are required for connected candidates, the hiring directory, the staffing charts, the three form inboxes and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse common phrasings of the guarded details in recorded text and in names, check revisions and the chart a page read before saving, keep each school year's chart on its own document and run large setup passes and chart removal in steps within Convex's read limits. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional. Follow QUICKSTART.md and STARTER_CONTENT.md for the exact integration. The frontend installer does not deploy your backend.

Pick your starting structure.

Starter setup offers Teaching candidates, Staff and aide candidates, Coaches and activity stipends, Mid-year openings. Select individual pipelines and drafts, or use a suitable existing pipeline with the exact stage needed by the chosen draft.

Adapt each workflow.

All nine workflows remain inactive drafts. Review their native triggers, internal tasks, notes, timing, and assignments before publishing in Seedly. Timed waits do not check whether a task is complete or the stage has changed. These examples do not send customer messages.

Explore sample mode.

Explore Wickhaven Day School, a fictional preschool to grade 12 day school with five divisions, fourteen departments and 43 positions, intent replies through the winter, openings posted from January, 25 fictional candidates from a first application to a first day, two applications and an intent reply waiting, and three mid-year hires on the current year's chart. The sample follows the calendar: January shows a fresh chart, March shows all four alerts and September shows the off-season. Sample edits stay in memory and reset on navigation or reload. Add ?example=1 to the home or custom-view URL. Leave sample mode to return to your real account.

MORE OF THE WORKING DAY

From the first inquiry
to the final handoff.

Editable native forms and document templates give your team a practical starting point.

01 / INTAKE & FOLLOW-UP

Three ready-to-edit forms.

  • Teaching application
  • Reference request
  • Intent to return

Choose forms individually in Setup & resources, then customize and publish them in the native form builder.

02 / WORKING DOCUMENTS

Three reusable templates.

  • Offer letter
  • Interview day schedule
  • First-day onboarding sheet

Open each template in Documents and complete it for the actual job or visit.

03 / THE NEXT STEP

Checklists alongside the work.

Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.

Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.

INSTALLING WITH AN AI AGENT?

Give it the context.
Keep your custom work.

Existing records and unrelated custom source do not require starting over. Modified integration files need a deliberate merge.

Start with the copy-and-paste prompt in INSTALL_WITH_AI.md.
Read AGENT_INSTALL.md for routes, permissions, provider wiring, backend contracts, and compatibility requirements.
Run node setup.mjs check "/path/to/seedly" before modifying files.
Preserve existing extensions, providers, account controls, custom pages, and unrelated data.
Use a reviewed merge for changed integration files; never replace them with clean copies or bypass the installer’s fingerprints.
Deploy the required write helper from the authoritative backend source before connected edits; preserve existing functions and authorization.
Build and verify account access, original CRM modules, new screens, saving, and reload behavior before publishing.

Make the workspace
feel like your team.

Edit apps/web/components/devlaunch-faculty-staff-hiring/config.ts to set school name, time zone, up to 8 divisions and 40 departments, and for each school year the intent replies due date, the finalist target, the first faculty day and up to 200 positions, then rebuild. The design applies to the entire web installation. Use separate web installations to evaluate different full-interface kits, rather than stacking their installers.

Starter removal, updates, and rollback

Review unused starter additions for removal in Starter setup before removing the frontend. Server checks preserve edited or published workflows and pipelines with jobs or references. The process targets recorded kit additions rather than sweeping account records.

Preserve your local configuration and source edits. Preview frontend removal with node setup.mjs remove "/path/to/seedly" --dry-run. The automatic uninstaller uses a private restoration receipt and refuses to overwrite later edits. Keep that receipt private and out of public hosting or source exports. Removing frontend files does not remove account data or undeploy backend functions.

For an update, follow the documented removal/install process and reapply your preserved changes. A manually merged installation needs its own private change ledger and reviewed source rollback.

What the workspace records

Each school year's staffing chart holds the school's own dates and up to 200 positions, each with its division, department, role, load, the person holding it, their intent to return and the opening's status and dates. Each candidate is one contact-linked opportunity for one opening, holding the name as your office writes it, the source, the applied and finalist dates, a status with a closed reason, the offer with its reply-by date and your school's own figure as recorded, the contract sent and signed and the first day, plus every interview with the panel's recommendation, references as recorded, clearances as a status and dates, credentials as a label, status and expiry, and an editable onboarding checklist.

Doorplate records what the hiring office typed and decides nothing. It has no field for a candidate's age or date of birth, race, religion (there is no statement-of-faith field or score), national origin, citizenship or visa, disability or health, pregnancy, marital or family status, sexual orientation or gender identity or veteran status, or for salary history, Social Security, driver licence and teaching licence numbers, background check, fingerprint and drug test results, criminal history, student details, door codes, passwords and card numbers. A guard refuses common phrasings of them in notes and in name fields (the candidate's name, references, the person holding a position, and "Your name" and "Candidate's name" on the forms), as a guard against accidental entry, not a guarantee; the README lists the phrasings it leaves open. Each refusal names the field and says how to rewrite: describe what the candidate did and showed. Offer figures are your school's own and are never compared or recommended, the offer letter template says your school writes its own terms, and nothing in the kit says hiring is compliant or a candidate is cleared, verified or eligible. Form answers are capped at 250 characters, names at 80, and phone answers take a phone number only. When a later version's guard refuses text saved before, the record still shows and saves, and Doorplate flags the text to rewrite.

The kit’s original operational screens share the frame with full CRM modules from your own Seedly source. Existing account permissions, feature gates, and configured providers still determine access to those modules.