How to schedule an Interview with an Applicant?

This article will show you how to schedule an interview with an Applicant through the Recruit app.

Once an Applicant has been added to the Recruit app, scheduling an interview becomes a straightforward process. You can include all essential details, such as the Interview Title, Date and Time, Time Zone, Location, Job Title for the position the Applicant is applying for, and any additional Interviewers participating in the interview.

You can schedule an interview using one of the following two methods.

Schedule the interview through the Interviews tab:

  1. Navigate to the Recruit, and select the Interviews tab.
  2. In the Interviews tab, click the '+' icon located in the top left corner of the grid.
  3. A fly-out panel labeled "Schedule New Interview" will appear on the right side of the screen.
  4. Enter the Interview Title by clicking the pencil icon and typing the desired name.
  5. Click on the Applicant input field and select an Applicant from the grid that displays all applicants.
  6. The person creating the interview will automatically be included as one of the Interviewers. You can add more Interviewers by clicking in the field and selecting them from the list of Employees.
  7. Specify the Start and End Date and Time by selecting the appropriate dates from the calendar and adjusting the slider for the correct hour. Optionally, you can choose a Time Zone from the drop-down menu.
  8. To designate the Location, either type in the interview address or select options for remote meetings via Zoom or MS Teams.
  9. You may also include a description of the interview if desired.
  10. Finally, click "Create" in the top right corner of the fly-out panel to finalize the scheduling.

Here's a short video of the steps above:

Schedule the interview from the applicant's profile:

  1. Go to the Recruit app from the left panel of the application.
  2. In the Applicants tab click on the name of the Applicant you wish to schedule an interview with.
  3. Unless the Applicant's Status is Hired Elsewhere, you can see the option Schedule Interview on the right-hand side, above the Create and Send Offer button.
  4. A fly-out panel Schedule new interview will appear on the right-hand side of the screen, with the Applicant name information already populated.
  5. Add the Interview Title by clicking the pencil icon and typing in the desired name. 
  6. The person creating the interview will automatically be included as one of the Interviewers. You can add more Interviewers by clicking in the field and selecting them from the list of Employees.
  7. Specify the Start and End Date and Time by selecting the appropriate dates from the calendar and adjusting the slider for the correct hour. Optionally, you can choose a Time Zone from the drop-down menu.
  8. To designate the Location, either type in the interview address or select options for remote meetings via Zoom or MS Teams.
  9. You may also include a description of the interview if desired.
  10. Finally, click "Create" in the top right corner of the fly-out panel to finalize the scheduling.

 Here's a short video of the steps above:

 

When an interview is created, all participants will receive an e-mail notification.

The Applicant will be able to Accept or Deny the scheduled Interview, and all other Interviewers will then be additionally notified of the Applicant's reply (bear in mind, an Applicant can modify their answer for a maximum of two edits i.e. from Accept to Deny or vice versa).


If the Interview is modified or canceled, the Applicant will also be notified via e-mail.