Once you decide to interview an applicant, you can use the stages and steps assigned to the workflow that appear in each applicant file for a particular job. Using the stages and steps sets your hiring team up for success by consistently processing every applicant.
Account administrators or users with permissions would have assigned an interview message template to each interview step (phone, virtual, in-person) when the job template was created or posted. When requesting applicant interviews for the same job, the interview request email will be identical unless individual changes are made in the Applicant File at the time of sending.
Follow the steps below to schedule an interview associated with the job’s workflow:
- Open an Applicant File.
- From the Stages tab, click on the interview step name to move the applicant to this stage and initiate the interview scheduling process.
- From the interview panel, select an Event Type from the drop-down: Phone, In-Person, Other.
- If an In-Person interview is selected, the Job's assigned Location will be chosen automatically. If needed, use the drop-down to select a different location from your Org Chart. If the meeting will be off-site, an alternate address can be added to the message before sending it.
- Select one or more assigned members of the hiring team as the Interviewer.
- Select the Event Duration from the drop-down: 15 mins, 30 mins, 1 hour, 1.5 hours, 2 hours, 2.5 hours, 3 hours, 3.5 hours, 4 hours
- Click the interview day and then click one or more times during that day to offer to the applicant. To avoid scheduling conflicts, the booked time slots for the selected interviewers will show as unavailable.
- To send additional times on one or more different days, use the "Calendar" button to return to the calendar view and select another date. Repeat the step above to select one or more times.
- Review the selected dates and times you are offering the applicant and remove unwanted selections by clicking the red X.
- Use the Message drop-down to select and review the message template or email content the applicant will receive.
- The In-person Interview template will include the address of the chosen location in the format of Location Name: Street, City, State, Zip. If the meeting is off-site, remove the location token text (##interview-location##) and type in an alternate location.
- Use the Add Attachment button to include one or more files.
- Click SEND to email the applicant.
The applicant will receive your email to confirm the interview date and time and provide a written reply. This system operates on a first-come, first-served basis with regard to interview activities. If a date and time has been offered to more than one applicant (even for other jobs), that time slot will remain available until selected by an applicant. Once selected, that slot is no longer available to the remaining applicants.
If an interested applicant is unable to attend any of the offered times or if no time slots are available they will have the option to "Click here if you are unable to attend one of the times offered or if no remaining time slots are available. Enter any additional comments in the space below." and reply by adding a column. You can then follow the steps to reschedule the interview.
Details of the interview will appear in the processing section of the applicant file and a copy of all interview messages/replies will be stored in the Applicant Messages tab.
Note: The selected interview email templates are created and stored in the message templates library. If you make changes to the email when scheduling an applicant interview, it will not alter the standard template for other candidates. The changes will apply only to that specific applicant.
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