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.
🔹 Creating an Interview Template
-
Navigate to Settings
-
Go to Company Settings > Interview Templates.
-
-
Create a New Template
-
Click Create Interview Template.
-
The Interview Template drawer will open.
-
-
Configure the Template
-
Enter Template Name (e.g., Engineering Phone Screen).
-
Choose Stage Type:
-
Phone Screen
-
Interview
-
-
Select Scheduling Type (see definitions below).
-
🔹 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. |
🔹 Add Interview Details
-
Select Interviewers (individuals or pools).
-
Assign Scorecards to guide structured feedback.
-
Set Duration of the interview.
-
(Optional) Toggle:
-
Auto Replacement – automatically assign a replacement if an interviewer is unavailable.
-
Auto Schedule Debrief – automatically add a debrief meeting after the interview.
-
🔹 Save and Use Templates
-
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.
-
✅ Tip: Build templates for your most common interview types (e.g., recruiter phone screen, technical panel, executive loop) to ensure consistency and reduce setup time.