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.

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.
   

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.

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