Once you've set up candidate self-scheduling, you can send a self-schedule request to candidates. Interviews can be scheduled up to 30 days in the future. If enabled, candidates can re-schedule their interview through their interview reminder email.
When completing the self-schedule request, the candidate will be asked to pick a time from a list of open times on the interviewer's calendar.
Note: Self-scheduled interview requests are for interviews (such as a Hiring Manager Screen) with a single interviewer.
For interviews with multiple sessions or more than one interviewer in a single session, the recruiter will have to schedule the interview normally.
Send a self-schedule request
Go to the candidate's profile and find the stage you want to schedule. Click Send self-schedule request.
Note: If you don't see the self-schedule request link, you may need to set up self-scheduling before proceeding.
Provide the interview details in the Self-schedule window.
- Interviewer
- Length of interview
- Calendar provider
- Calendar
Ask them to connect their calendar to Greenhouse Recruiting and grant you permission to their calendar by following the steps in Candidate self-scheduling set up.
Follow the prompts in the pop-up window to complete the self-schedule request and send confirmations to the scheduler and candidate.
Tips:
- You can automate this process by setting up a stage transition rule for self-schedule requests.
- After the candidate has scheduled their interview, you can set an automatic email reminder to be sent to the candidate 24 hours before the interview.
Self-schedule statuses
The status of a self-scheduled interview is shown in the stage where you sent the self-schedule request. The status updates when the request is sent, the candidate chooses a date, and the interviewer responds to the calendar invitation.
Self-schedule request is sent
After you send the self-schedule request, you'll have the option to cancel the outstanding self-schedule request.
Candidate completes the self-schedule request
After the candidate successfully self-schedules an interview, the details appear in the stage, including interviewer name, date, and time.
The interviewer RSVP
When the interviewer accepts the invitation, a green check mark appears next to the interview details.
When the interviewer declines the invitation, a red Xappears next to the interview details.
For guidance on rescheduling a self-scheduled interview, visit Cancel or reschedule a self-scheduling request.
Considerations when using self-scheduling
Interviews can be scheduled up to 30 days in the future.
When completing the self-schedule request, the candidate will be asked to pick a time from a list of open times on the interviewer's calendar. Available times are based on the interviewer's working hours. If no working hours are defined, interviews can be scheduled Monday to Friday, 9:00 AM to 5:00 PM, based on the interviewer's timezone.
Candidates cannot self-schedule an interview for the same day.