Scheduling interviews

Scheduling interviews


Scheduling interviews

Scheduling interviews through the candidate profile

  1. In eyrecruit, go to either the Pipeline or the Candidates tab and click on the candidate to bring up their profile.
  2. On the right, click the  button next to Events to bring up a form.
  3. Fill out the interview details and add any notes for the hiring team if necessary. 
  4. Choose the Interviewer(s) by clicking on the field and choosing their name from the list of users in the drop-down menu. You can add non-users by typing their email address into this field. Interviewers can be removed by clicking the  next to their names.
  5. Select an email template to send to the candidate and interviewer, or write a new one in the box.
  6. Check the box next to Separate Email to Candidate and Interviewer if you want to pick/write different emails for the candidate and interviewer.
  7. Click Schedule.
Info
Scheduled interviews can be viewed in the candidate’s profile. You can use the drop-down menu next to the event to mark it as Scheduled, Attended, or Cancelled.

Scheduling interviews through the calendar

  1. In eyrecruit, got to the Calendar tab. Note that you cannot book an interview using the  Branch Calendar.
  2. In the top right, click Schedule to bring up the scheduling form.
  3. Fill out the interview details and add any notes to the hiring team if necessary. 
  4. Choose the Interviewer(s) by clicking on the field and choosing their name from the list of users in the drop-down menu. You can add non-users by typing their email address into this field. Interviewers can be removed by clicking the  next to their names.
  5. Select an email template to send to the candidate and interviewer, informing them about the interview, or write a new one in the box.
  6. Check the box next to Separate Email to Candidate and Interviewer if you want to pick/write different emails for the candidate and interviewer.
  7. Click Schedule.
Info
Double-clicking on an interview in the calendar will bring up its details. In the top right, you can use the drop-down menu to mark it as Scheduled, Attended or Cancelled. These are coded in the calendar as Blue, Green, and Red, respectively.

Setting up reminders

While scheduling an interview, you also have to option to create an automatic reminder that will be sent to the candidate's email near the time of the event. 
  1. Schedule an interview through the candidate profile or the calendar.
  2. In the Reminder section, check Remind Candidate.
  3. Click on the When field to select when you'd like the reminder to be sent. You have options ranging from 1 hour before the interview, to 5 days before. 
  4. Click on the Email Template field to select the template to use for the reminder. We recommend you create a specific template for email reminders. 
  5. Click Add Another to set up an additional reminder.
  6. Click Schedule to book the interview.

Rescheduling interviews

Sometimes, after an interview has been scheduled with a candidate, certain details about the interview will change. Instead of cancelling the event and creating a new one, eyrecruit gives you the option to reschedule the interview. 

Rescheduling through the candidate profile

  1. In eyrecruit, go to either the Pipeline or the Candidates tab and click on the candidate to bring up their profile.
  2. In the Events section, click on the box next to the relevant interview to bring up a drop-down menu.
  3. Select Reschedule.
  4. In the pop-up, you can edit the Date, Time, Location, and Interviewers for this interview.
  5. In the textbox at the bottom, type the email which will inform the candidate/interviewers about the changes, or choose a pre-set from the Select an email template menu.
  6. Check the box next to Separate Email to Candidate and Interviewer if you want to pick/write different emails for the candidate and interviewer.
  7. Click Reschedule.

Rescheduling through the calendar

  1. In eyrecruit, got to the Calendar tab. Note that you cannot reschedule an interview using the  Branch Calendar.
  2. Click on the interview in the calendar.
  3. Click on the box next to Mark As to bring up a drop-down menu.
  4. Select Reschedule.
  5. Now you can edit the Date, Time, Location, and Interviewers for this interview.
  6. In the textbox at the bottom, type the email which will inform the candidate/interviewers about the changes, or choose a pre-set from the Select an email template menu.
  7. Check the box next to Separate Email to Candidate and Interviewer if you want to pick/write different emails for the candidate and interviewer.
  8. Click Reschedule.

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