Table of Contents
Important Notes for Conversational ATS Customers: If the Disable Manual Scheduling toggle is enabled for your account, it only blocks the creation of new interviews, not the rescheduling of previously scheduled or pending interviews.
At times, you may need to edit, cancel, or reschedule an interview altogether. This can easily be done from the Candidate Profile.
- Open the preferred Candidate Profile.
- Select the Update linked text in the scheduled interview banner from the Applications tab.
- A slide out drawer will then open and display the interview details. Underneath the interview will be the following available options:
- Cancel – This will remove it from the attendee(s) calendar. The user can write a custom cancellation message, if desired, before alerting the candidate(s).
- Edit – This allows users to change the details of the interview, such as interview type, attendees, interview prep, and more.
- Reschedule – This will allow your AI Assistant to perform her normal schedule logic. Provided that the attendee(s) has/have OIT, your AI Assistant will send the candidate new times for an interview.
Important Note if Using a Scheduling Integration: When a user tries to manually update the location of interview in CEM, the system will check their permissions. If the user does not have permission for the new location, they will be removed from the Interviewer section accordingly.
Candidate Rescheduling Round Robin Interviews:
When a candidate reschedules an interview that was originally scheduled with a Round Robin Group, the system will reset any manually added interview instructions and attempt to send the default instructions for the new attendee. If the new attendee does not have default instructions configured, no instructions will be sent. This is expected behavior and differs from interviews scheduled with a specific user, where instructions are maintained after rescheduling.
Permissions
By default, all but Basic/Limited Users will have full access to the Scheduling Actions child permission, which gives users the ability to edit, cancel, and reschedule interviews. This permission lives under the Scheduling permission in Roles and Permissions, and it includes child permissions that can grant/restrict users' access to any of these actions:
- Edit Interviews – This permission is for editing the details of an existing interview.
- Reschedule Interviews – This permission is for changing the date or time of an existing interview.
- Cancel Interviews – This permission is for canceling an interview.