This guide outlines the steps needed to schedule interviews using default interview preferences.

Configuration

Step #1: Set interview preferences

You can set default interview preference on a per user, user role, and location calendar level. Click here to learn more.

Step #2: Update scheduling based on interviewer’s preferences

Set a user's default interview preferences as the Interview Type wherever you have auto-scheduling set in your account and want to include this feature.

Job Builder

1. Select All Apps from the top left corner of the header and then Settings from its drop-down menu.
2. When the Settings page opens, select Job Manager under the Jobs section.
3. Open the preferred job category and then job.
4. Navigate to the Candidate Journey section.
5. Scroll down to the Scheduling stage and select Edit Scheduling under the Scheduling Summary.
6. Select Interviewer’s Preferences as the Interview Type. 
   • Note: When selected, this option will reflect the preferences set on the interviewer’s My Calendar settings, and the Interview Duration field will be disabled.
7. Select Save in the bottom right corner of the drawer.
8. Save the section.
9. Publish the job.

Group Management

1. Select All Apps from the top left corner of the header and then Settings from its drop-down menu.
2. When the Settings page opens, select Group Management under the Permissions section.
3. Open the preferred group.
4. Navigate to the Candidate Journey section.
5. Select Interviewer’s Preferences as the Interview Type. 
   • Note: When selected, this option will reflect the preferences set on the interviewer’s My Calendar settings, and the Interview Duration field will be disabled.
6. Select Save in the bottom right corner of the drawer.
7. Save the section.

Conversation Builder

The ability to select default interview preferences was added to the Screening and Actions section of a conversation template and the Invite to Interview section of a custom conversation.

Screening and Actions (Conversation Template)

When you are creating a new conversation from a conversation template, you have the option to set the Screening and Actions section of scheduling to Interviewer’s Preferences for the following templates:

• Single Path
• Multiple Path
• Follow Up
• Candidate Journey

If Interviewer’s Preferences is selected, then the time selection will become disabled, and your AI Assistant will reference the interviewer’s default interview preferences.

Screening and Actions (Custom Conversation)

In creating a custom conversation, 

1. Add a new question and select Schedule Interview as the question type.
2. At the bottom of this section, select Configure.
3. A slide-out drawer will then open. Select Interviewer’s Preferences from the Type selector. 
   • Note: Once chosen, the interview Duration will become disabled, and your AI Assistant will reference the interviewer’s default interview preferences.
4. Add one or more interviewers.
5. Select Save in the bottom right corner of the drawer.
6. Publish the conversation.