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It's now time to move your candidates to the interview step! If you're using self-scheduling, all you need to do is move the candidates to the interview step. If you're not using self-scheduling, you'll need to schedule the candidates after moving them to the interview step. In either case, you'll want to send them a notice about self-scheduling or their assigned interview appointments. That process is detailed in the upcoming Send Notices section.
Required OHC role: You can schedule interviews if you have the OHC role of Hiring Manager or HR Liaison.
1. To get to your dashboard home page, click Home in the upper left corner.
2. From the My Candidates section, click the referred list that will have a section to schedule interviews.
3. Select the candidates that will be moved to the interview step.
4. On the Actions menu, click Move to Interview. Note: Your hire workflow may have a customized name for the interview step (e.g., on-site interview). If so, click the customized name to move the candidate to that step.
5. Click OK to confirm moving the candidates.
6. The selected candidates have been moved from the referred step to the interview step. To see them again, the view must be switched to the interview step candidates. On the doughnut chart, click Interview, or on the Candidates menu, click Interview.
7. If you do not have pre-configured interview slots, a full-detail schedule form will display including date, time, location, and interviewer(s). Complete the form and click Save.
8. If you have pre-configured interview slots, you will only need to select the location, date and time. Once you're done, click Save.
9. Repeat these steps to schedule the remaining candidates for interviews.