Please note: This article currently reflects the Selection Manager experience and will be updated on 6/9 to incorporate the new candidate pipeline being rolled out to customers. To review the candidate pipeline and how to process candidates through the stages, click here.
This article provides a comprehensive overview of our Automated Interview Scheduling feature, designed to streamline your recruitment process. This feature empowers you to automatically offer interview slots to candidates who achieve a predefined score on a prescreen survey.
In this article we will cover:
- Automated Interview Scheduling Overview
- Configuring Automated Scheduling
- Candidate Experience
- Related Topics
Automated Interview Scheduling Overview
The Automated Interview Scheduling feature integrates seamlessly with your existing job creation and editing workflow. This feature can be turned on per job by anyone with the permission to create or edit jobs.
Configuring Automated Scheduling
When creating or editing a job, you can configure the automated interview scheduling settings by clicking on the "0 Automations Active" option on the Applicants page.
Select "Active" to turn on and start configuring the automation.
This includes:
- Target Score: Define the minimum score a candidate must achieve on the prescreen survey to be eligible for automated interview scheduling.
- Interview Type: Choose between a "Phone" or "In-Person" interview. When choosing In-Person, you’ll be asked to confirm the address of the interview.
- Maximum Interviews to be Scheduled (optional): Enter a maximum number of interviews you would like to be scheduled from the automation. NOTE: Once the maximum numbers of interviews has been reached the automation will turn off. Users will see a note added to the job history sharing that the maximum was reached. Users are welcome to re-activate the automation if more interviews are needed.
- Interview Duration: Select the duration of time you would like the interview to be scheduled for (15 min, 30 min, 45 min, 1 hr, 2 hr).
- Hiring Team Member: Select the hiring team member who will conduct the interview. This team member must have a synced calendar for the feature to function correctly.
- Interview Type: Choose between a "Phone" or "In-Person" interview. When choosing In-Person, you’ll be asked to confirm the address of the interview.
- Interview Step: Specify the particular interview stage in your hiring process that the candidate will be scheduled for.
Select "Activate Automation" to enable the feature.
By default, all automatically scheduled interviews are configured with the following parameters:
- Availability: Monday to Friday, between 9:00 AM and 4:00 PM.
Jobs with active automation reflect when viewing each role.
Note: Interviews that are scheduled via this automation will not be included in time to review data. Time to review data represents manual reviews only.
Candidate Experience
Once these settings are configured, if a candidate completes the prescreen survey and scores at or above the target score, they will be automatically advanced to the "Candidate" stage in your recruitment pipeline and will be immediately presented with a dedicated scheduling page. On this page, they can select an available interview time that suits them.
When reviewing your applicant and candidate pipelines, you will see the interview selected as part of the automation as scheduled within the 'Candidates' tab.
If the Candidate qualified for Automated Interview Scheduling but did not schedule the interview status will show "Invite Sent"
You can also review the process of how the candidate moved forward by clicking on the Candidates name and selecting "History".
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