📖 How to Create and Use Interview Templates

JOB SETUP

Interview Templates save time and ensure consistency by pre-defining interview settings such as stage type, scheduling format, interviewers, and scorecards. Once created, templates can be applied directly in the scheduling flow.

5 steps4 min read

Step 1

Navigate to Settings

Go to Company Settings > Interview Templates.

Navigating to the Interview Templates settings page — Company Settings > Interview Templates

Step 2

Create a New Template

Click Create Interview Template.

The Interview Template drawer will open.

Step 3

Configure the Template

Enter Template Name (e.g., Engineering Phone Screen).

Choose Stage Type:

Phone Screen

Interview

Select Scheduling Type (see the Scheduling Types table below).

💡 Note: We suggest aligning the template name with the interview stage it supports. For example, if this is a Phone Screen interview, title the template "Phone Screen."

Configuring an interview template — Configuring template name, stage type, and scheduling type

Step 4

Add Interview Details

Select Interviewers (individuals or pools).

Assign Scorecards to guide structured feedback and candidate evaluation.

Set Duration of the interview.

(Optional) Toggle:

Auto Replacement: automatically assign a replacement if an interviewer is unavailable.

Auto Schedule Debrief (for panel and loop interviews only): automatically add a debrief meeting after the interviews.

Adding interview details to a template — Adding interviewers, scorecards, duration, and optional toggles

✓

Final Step

Save and Use Your Template

Once saved, your template will appear on the Interview Templates landing page.

To use a template:

Enter the Manual Scheduling Flow.

Click Link Interview Template.

Select a template from the dropdown.

Fields (interviewers, scorecards, duration, etc.) will auto-fill.

Choose the interview time and complete scheduling as normal.

💡 Note: Build templates for your most common interview types (e.g., recruiter phone screen, technical panel, executive loop) to ensure consistency and reduce setup time.

Scheduling Types Explained

Logic Type	Description
1:1 Interview	A single interviewer meets with the candidate for each session.
Panel	Multiple interviewers meet the candidate at the same time.
Loop	A series of back-to-back interviews with different interviewers.
Self-Scheduling	Candidate selects a time based on available interviewer(s) from a predefined pool. This stage should be used if you would like candidates to use the scheduling link provided to schedule their interview.

That's it! Your interview templates are ready to speed up scheduling and keep every stage consistent. Reach out to your CSM any time you need a hand.