Before proceeding:
To access all scheduling options, make sure default actions are set up for the candidate’s job position before the candidate is created. Without default actions, only basic scheduling options will be available.
Overview
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Path 1: Scheduling with Default Actions Set
- Booking Option
- Copy Booking Link
- Draft Booking Email
- Candidate Request Option
- Copy Availability Request Link
- Draft Availability Request Email
- Confirm Dates
- Schedule Manually
- Booking Option
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Path 2: Scheduling without Default Actions Set
- Schedule Manually Option
- Choose Dates and Confirm
- Schedule Manually Option
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Important Note
- Manual Updates Needed for Google Calendar Invites
Access the candidate's profile to begin scheduling:
- Click [Candidates]
- Select the relevant candidate
- Under [Job], click the job title for which you want to schedule an interview
- Ensure the [Interview plan] tab is open
Path 1: Scheduling with Default Actions Set
When default actions are set, you’ll have several scheduling options:
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Booking Option
Allows candidates to self-book interview times based on their availability.-
Copy Booking Link:
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- Click [Schedule]
- Select [Copy booking link] to copy the booking URL, which can then be shared with the candidate.
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Draft Booking Email:
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- Click [Schedule]
- Select [Draft booking email]
- Choose an email template if needed and send the email to the candidate, including the booking link.
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Copy Booking Link:
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Candidate Request Option
Enables candidates to submit their available times for consideration.-
Copy Availability Request Link:
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- Click [Request availability]
- Select [Copy availability request link] to generate the request URL, which can then be shared with the candidate.
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Draft Availability Request Email:
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- Click [Request availability]
- Select [Draft availability request email]
- Choose a template if needed, and send the email to request the candidate’s available times.
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Copy Availability Request Link:
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Confirm Dates
Use this option to directly confirm interview dates after reviewing the interviewer’s calendar or pre-arranged dates.-
Schedule Manually:
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- Click [Schedule]
- Select [Schedule manually]
- Refer to the interviewer’s calendar and input the date, time, and other relevant details.
- Send the confirmation to both the candidate and interviewer.
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Schedule Manually:
Path 2: Scheduling without Default Actions Set
If default actions are not set, you will only have the Schedule Manually option. This method allows you to select dates directly and send confirmations, but candidates won’t have self-scheduling or availability request options.
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Schedule Manually Option
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Choose Dates and Confirm:
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- Click [Schedule]
- Select [Schedule manually]
- Choose the interview date and time, confirm the details, and send the confirmation to the interviewer and candidate.
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Choose Dates and Confirm:
Important Notes
After selecting the interview date, meeting room, and meeting format, and sending the calendar invite, any subsequent changes you make and resend will not update the invite message in Google Calendar. Please manually update the message text within Google Calendar if needed.