Overview

Administrators and staffing users can launch Interview Scheduling for candidates in these stages:

• Recruiter Screen
• Schedule Phone Screen
• Schedule an Interview

Note: You can also grant Standard Users the ability to schedule interviews. For more information, see Can Standard Users schedule interviews and phone screens?

For a quick start, see Interview Scheduling - Introduction. 

Steps to Schedule an Interview

1. Login and go to People > Hiring > Applicant Tracking. The screen opens to display the Active Jobs in your company.

2. Click the job title. The job details screen appears.
3. Depending on the stage, click either Schedule Phone Screen or Schedule Interview. The Interview Scheduling screen appear.

4. Click +Add Interviewer, and the Select Interviewers screen appears.

5. Select your first meeting interviewers and add more meetings if needed.

• Pro Tip: Click the calendar to move the meetings. You can also select different meeting lengths.
  • In this example:
    • Phoebe Phelps is meeting with the candidate individually. 
    • Afterward, Martha and Ivan meet with the candidate together.
    • If there is a time conflict, Recruiting alerts you with an exclamation mark ( ! ). 
      • The conflicting time slot is shown in red.
• In this example: 
  • Martha Mayhem has something on her calendar from 10:00 AM to 10:30 AM, so these meeting times do not work for her.
  • If the interview start time is moved to 8:30 AM, then there are no conflicts.

6. If you have Interview Rooms set up in Recruiting, add them to each meeting by clicking +Room.
7. Click Next to proceed.
8. Review your invitation templates and options on this screen, and then click Schedule Interview or Schedule Phone Screen to send the emails.
9. Click Invite the Candidate.

Steps to Make Changes and Review Details

1. Login and go to People > Hiring > Applicant Tracking. The screen opens to display the Active Jobs in your company.

2. Click the job title. The job details screen appears.
3. To review your settings, click the Phone Screen / Interview Scheduled event:

• You can also see which interviewers have accepted the invite.
• Candidates do not receive an Accept/Decline invite, so their responses are not logged here.

4. Go to the Home Dashboard to see scheduled phone screens and interviews, and candidates are color-coded to indicate the general status of the meetings. 

• For more information, see Interview Scheduling - Dashboard Status Color.

Watch the Interview Scheduling Video