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

Product tier: Available to Advanced and Expert subscription tiers

Once candidate self-scheduling is configured in your organization, you can send a self-schedule request to candidates during the interview process. During this self-schedule request, a candidate will be asked to pick a time from a list of open times on the interviewer's calendar.

Note: Self-schedule requests are meant to be used for interview stages with a single interviewer. Stages with multiple interviews or interviewers (such as a multi-step onsite interview) can't be scheduled using candidate self-scheduling. Click here for more information on scheduling multi-step interviews.

Send a self-schedule request

Navigate to the candidate's profile and select the correct job from their profile.

Candidate_Profile.png

Navigate to the correct stage and select Send Self Schedule Request.

Send-self-schedule_request.png

Complete the fields for the interview in the pop-up window.

Self-Schedule_modal_candidates.png

Note: If the self-schedule link isn't appearing, or a user is not appearing in the fields, they may not have connected their account to be eligible for self-scheduling. Click here for more information on setting up self-scheduling.

Select the self-schedule email templates for the candidate and the interviewer in the available fields.

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Finish configuring the interview and select Send self-schedule request.

Send_self_schedule_request_.png

When a self-schedule request is pending, it will display on the candidate's profile.

Sent_Reqest_Blank.png

Note:

  • Interviews can be scheduled up to 30 days in the future.
  • The candidate can choose from availability based on the interviewer's current availability on their Google Calendar or Outlook 365 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.

Once a candidate self-schedules an interview, it will show up like any other interview on their profile and job page.

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Click here for more information on how candidates can complete self-schedule requests.

Additional resources