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

Product tier: Available for 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 interview. 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.

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

Send a self-schedule request

Go to the candidate's profile and select the appropriate job from their profile. Then, click Send self-schedule request.

Screenshot of the send self schedule request link

Complete the fields in the Self-schedule window, then click Send self-schedule request.

Screenshot of the self schedule email window

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.

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

Screenshot of the request sent message

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.

Screenshot of a scheduled interview

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

Additional resources