Interview Scheduling
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      1. Hiring Shouldn't Suck!
      2. Managing Candidates
      3. Interview Scheduling

      Interview Scheduling in SCALIS

      1. Requesting Candidate Availability

      Purpose
       Requesting availability allows candidates to share preferred interview times, reducing back-and-forth and helping you match schedules efficiently.

      Steps

      1. Locate the Candidate
        • Navigate to the candidate’s profile or select them from the pipeline.

      2. Initiate Request
        • Click “Request Availability.”
        • The Request Availability drawer will open with the candidate already selected.

      3. Select Interviewers
        • Choose the interviewer(s) who will be conducting the interview.

      4. Add Suggested Times
        • Click “Add Suggested Times.”
        • The drawer will expand to show a calendar view.

      5. Check Interviewer Availability
        • Toggle External Events to view selected interviewer(s) schedules.
        • Choose time slots that do not conflict with their availability.

      6. Save Suggested Times
        • Click Save to return to the main Request Availability drawer.

      7. Send to Candidate
        • Click Next to prepare the candidate email.
        • Write your message or select an existing email template.
        • Add any additional instructions (e.g., prep materials, meeting links).
        • Send the request.

      After the Candidate Responds

      • Notification: You will be notified when the candidate submits their availability.
      • Viewing Availability: View submitted times anytime via:
        Candidate Profile → Interviews Tab.

      2. Manually Scheduling an Interview

      Purpose
       Allows you to directly schedule interviews without requesting availability first (though requesting availability is recommended).

      Steps

      1. Navigate to the Candidate
        • Go to the candidate’s profile.
        • Select Interviews → Interview → Manually Schedule.

      2. Open the Scheduling Drawer
        • A calendar view will appear.
        • Fill in all required interview details.

      3. Check Interviewer Availability
        • Toggle External Events to display interviewer availability.

      4. Review Candidate Availability (If Submitted)
        • If applicable, toggle Candidate Availability to On to compare with interviewer schedules.
        • Tip: Requesting availability first helps minimize back-and-forth.

      5. Use an Interview Template (Optional)
        • If you link a template, fields will auto-populate based on template settings.

      6. Finalize and Send
        • Confirm details, send invitations, and ensure all parties receive the meeting link or location.

      3. Creating Interview Templates

      Purpose
       Interview templates pre-configure all logistical details for an interview type, ensuring consistency and saving time during scheduling.

      Example
       A recurring “Values” Interview can be pre-set with:

      • Duration
      • Interviewer(s)
      • Scorecard(s)
        This guarantees a consistent approach across all candidates.

      Steps

      1. Navigate to Company Settings.
      2. Select Interview Templates.
      3. Click Create Interview Template.
      4. Complete the required fields:
        • Interview name
        • Duration
        • Type (phone, video, onsite)
        • Assigned interviewer(s)
        • Linked scorecard(s)
        • Additional details as needed

      5. Save the template.

      4. Using Interview Templates When Scheduling

      Purpose
       Applying a template during scheduling pre-fills interview details for faster setup.

      Steps

      1. Navigate to the Candidate
        • Go to the candidate’s profile.
        • Select Interviews → Interview → Manually Schedule.

      2. Link the Template
        • In the scheduling drawer, select Link Interview Template.
        • Choose the desired template from the dropdown.

      3. Review Auto-Populated Fields
        • Confirm:
          • Interview name
          • Duration
          • Type
          • Interviewer(s)
          • Scorecard(s)

      4. Adjust if Needed
        • Modify any details specific to the candidate or scenario.

      5. Complete Scheduling
        • Proceed with setting availability and sending confirmations.

      Pro Tip:
       Keep a set of templates for recurring interview types (e.g., “Values,” “Technical Screen,” “Hiring Manager”) to ensure consistency and reduce manual entry.