When a position is saved, there are three sections of information in the saved position: Candidates, Evaluators, and Interview Setup.
To edit the title, click the pencil icon.
Click Archive Position at the top right to archive the position. Use this option to delete the entire position. Ensure that there are no candidates waiting for the interview before archiving the position.
Please note: When you archive a position, the position information is only available to view. You will not be able to edit any of the position information while it is archived. To edit the information, you will need to re-open the position.
Candidates: Add and Manage Candidates
Use the Candidates tab within the position to add and manage candidates.
Custom statuses are listed at the top of this section. These statuses help manage candidates
throughout the hiring process.
Click Add or Upload to add candidates to the position.
For a guide on adding candidates, click here. For a guide on uploading candidates, click here.
When candidates are added, their interview will be listed. To edit which columns you view, click Edit columns.
To search for candidates, use the Filter candidates option. You can also click Filter to create a custom search filter to search for candidates.
To compare candidates, click Compare. Use the down arrow to choose to compare candidates in an Interactive Compare View or a Table View.
To cancel a candidate’s interview, delete the candidate’s interview from the position. The candidate will then receive an email informing them that their interview is cancelled.
To reschedule candidate interviews, delete the interview block(s) created. Ensure there are other interview blocks created. The candidates will then receive an email notification asking them to reschedule their interview.
Bulk Actions
Use bulk actions to manage candidate interviews. Select candidate interviews to see bulk action options. The bulk action options Move Candidate and Download are specific to Event interviews.
Moving Candidates
This action allows you to schedule the candidate’s interview for another time. In the bulk actions menu, click Move Candidate.
In the window that appears, choose a new date and time. Click Save.
Downloading Scheduled Interviews
This action allows you to download a list of the scheduled candidate interviews. Use this report to know which candidates will show up each day. To use the download option, select More.
In the drop down menu, select Download.
In the downloaded report, the following fields are listed:
- Candidate name and contact information
-
Interview Scheduled: Time zone adjusts according to the interviewing candidate’s time zone
Evaluators: Add and Manage Evaluators
Click on the Evaluators tab within the position to add and manage evaluators.
Click Add Evaluator to add evaluators to the position.
Each evaluator assigned will be listed. Under Status, click the number of candidates assigned to see who they are assigned to evaluate and add more candidates to evaluate.
Under Actions, an email icon and trash icon are listed. The email icon will send an evaluation reminder to the evaluator. The trash icon will remove the user as an evaluator.
Tip: The evaluator listed without the trash icon is the position owner.
Interview Setup
Click on the Interview Setup tab within the position to manage the interview setup.
Block Scheduling
In Block Scheduling, use Block Duration to choose the length of each interview block.
Please note: Block duration cannot be less than 15 minutes.
Time Zone will default to your profile’s time zone. If applicable, choose a different time zone.
Please note: Regardless of where the candidate lives, the interview blocks will appear to the candidate in the time zone that you select.
Use the calendar to choose the date that you need to schedule interviews.
To the right of the calendar, click into the desired time block to populate a block scheduling box.
In the block scheduling box, use Start Time to choose the interview block start time.
Under Number of Candidates, choose the number of candidates to schedule interviews in that block of time.
Once you’ve scheduled all of the interview blocks, click Save.
To edit an existing interview block, click on the interview block.
To delete the interview block, click Delete. Always click Save when you make changes.
Please note: Deleting the interview block will delete the candidates from the schedule and send the affected candidates emails to reschedule their interviews.
Copy Days
The Copy This Day button is useful for when you need to use the same block time structure across multiple days. Read the steps below or watch this video to learn how to copy days.
Click on a date on the calendar already configured with interview blocks and click Copy This Day to copy that day to other future dates.
Next, click on the day(s) you would like to copy to from the calendar.
Click Copy to copy the interview blocks.
Information for Candidates
Select the desired theme in Custom Theme. To preview the theme, click Theme Preview.
Tip: Use this to see the templates for the candidate’s invitation email.
Use the Event Location / Address box to add the location for the candidate.
Use the Candidate Instructions box to add any instructions for the candidate. Use the paperclip icon to attach any documents.
Use the Advanced Notice section to require a minimum number of days or hours for the candidate to schedule their interview before the actual interview time. To preview the schedule availability, click Preview schedule availability.