Send a self-schedule request

Permissions: Site Admin, and Job Admin who can email candidates/prospects

Product tier: Available for Advanced and Expert subscription tiers

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.

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.

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.

Screenshot of the send self schedule request link

Provide the interview details in the Self-schedule window.

Interviewer
Length of interview
Calendar provider
Calendar

Self--scheduling--window--showing--the--interview--details--options.png

Don't see the interviewer or calendar you're looking for? If you're sending the self-schedule request on behalf of someone else whose name or calendar don't appear in the list, that person may need to finish setting up self-scheduling.

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.

Edit the self-schedule emails in the window if needed. When finished, click Send self-schedule request.

Screenshot of the self schedule email window

The candidate will then receive your email with a link to complete their self-schedule request.

Tip: You can automate this process by setting up a stage transition rule for self-schedule requests.

Tip: 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, the status on the candidate's profile is Self-schedule request sent.

Phone screen stage showing the interview status 'self-schedule request sent'

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.

Phone interview stage showing the interview information populated

The interviewer RSVPs yes to the interview

When the interviewer accepts the invitation, a green check mark appears next to the interview details.

Phone interview stage showing the interview information populated with a green check next to it

The interviewer RSVPs no to the interview

When the interviewer declines the invitation, a red Xappears next to the interview details.

Phone interview stage showing the interview information populated with a red x next to it

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 business hours, 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.

Additional resources

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