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xSchedule an Interview
The following steps will help you setting up an interview. Coordinate schedules with Interviewers and Applicant (often this is done via a phone call, preview of calendars, or email)
- Go to the Applicant File
- Go to the Activity Page > Interview Tab and add a new record
- Highlight the person (or people) who will interview the Applicant
- Enter all the interview details (date, time, time zone, requisition, etc.)
- Select “4d-Interview Scheduled” as the new Applicant Status for the Requisition
- Check to Email Recruiter or Hiring Manager if notification of status change is required.
- Check “Email Interviewer”
- Check “Request Confirmation”
- Check “Include Link to Interview Evaluation Form” (if using)
- Check to Email the Applicant
- Click Save Changes icon
Complete the next steps to email the applicant
- Select “choosing an existing correspondence EMAIL template
- Select the “ Interview Confirmation” Template
- Select the appropriate requisition if the applicant is attached to more than one position
- Select one interview from the list whose name will be included in the confirmation email
- Preview the email and highlight and/or select any attachments needed
- Click the Save Changes icon
See also
Understanding the Interview Page
Videos
How to Schedule a Face to Face Interview
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