---
title: How to Create and Use Interview Templates
description: 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.
---

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1. [Hiring Shouldn't Suck!](https://help.scalis.ai/?hsLang=en)
2. [Job Setup](https://help.scalis.ai/job-setup?hsLang=en)
3. [Template Creation](https://help.scalis.ai/job-setup?hsLang=en#template-creation)

# 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

 

1

Step 1

Navigate to Settings

 

Go to **Company Settings \> Interview Templates**.

![Navigating to the Interview Templates settings page](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Interview%20Templates/navigate-interview-template.jpg)

Company Settings \> Interview Templates

 

2

Step 2

Create a New Template

 

Click **Create Interview Template**.

 

The **Interview Template drawer** will open.

 

3

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](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Interview%20Templates/configure-interview-template.jpg)

Configuring template name, stage type, and scheduling type

 

4

Step 4

Add Interview Details

 

Select **Interviewers** (individuals or [pools](https://help.scalis.ai/using?hsLang=en)).

 

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](https://help.scalis.ai/hubfs/Knowledge%20Base%20Guides/Interview%20Templates/navigate-interview-template.jpg)

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.

 

- [Getting started](https://help.scalis.ai/getting-started?hsLang=en#main-content)

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- [Job Setup](https://help.scalis.ai/job-setup?hsLang=en#main-content)

    - [Opening a Job](https://help.scalis.ai/job-setup?hsLang=en#opening-a-job)
    - [Template Creation](https://help.scalis.ai/job-setup?hsLang=en#template-creation)
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- [Candidate Management](https://help.scalis.ai/candidate-management?hsLang=en#main-content)

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