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At the account level, you can establish the default settings for Round Robin Groups. Whenever a new group is created, it will inherit the settings configured at the account level.
Update Round Robin Group settings
To update these settings, users with full access to Round Robin Management can follow the steps below.
- Select All Apps in the top left corner of the header and then Settings in its drop-down menu.
- When the Settings page opens, select Round Robin Management under the Scheduling section.
- The Round Robin Management page will then open. Select the settings icon in the upper-right corner of this page.
- A slide-out drawer will then open and display the following settings. Update these settings as needed.
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Utilize Prioritization – Toggle this on to allow users to be prioritized in a Round Robin Group, making them more likely to be scheduled as the interview attendee. When users are added to a group, a priority pill will appear next to each user in the group. Update the priority from its default Medium to Highest, High, Low, or Lowest. Availability checks will start from the highest priority level within the group and offer those time slots first.
- Limit Interview Requests to Highest Priority – This will only be available to use when the Utilize Prioritization toggle is enabled. Toggle this setting on to only send times from users marked as the highest priority level first.
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Phone/Virtual Interview Distribution – When enabled, interviews that are scheduled for a Round Robin Group as phone interviews or virtual interviews will be distributed based on the location of each of the employees.
- Use Case: This could be used by a large grocery store company that has 4 recruiters and 40 store locations. Each recruiter is in charge of candidates for 10 locations. You would like for candidates to be auto-scheduled for phone interviews with the recruiter who is in charge of the location selected by the candidate during apply.
- IMPORTANT NOTE: When the Phone/Virtual Interview Distribution toggle is off, the system does not check user permissions for location when scheduling phone or virtual interviews via a Round Robin Group. This means users may be scheduled for interviews at locations they do not have access to. To ensure location-based permissions are enforced, make sure this toggle is enabled.
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Default Number of Attendees – Select the default required number of available users for each time slot. By default, this value will be 1.
- Note: If more users are available than the required amount for a specific time slot, then the users with the least number of interviews scheduled will be selected as attendees for that time. If prioritization is enabled, then the system will generate and send times to the candidate for Round Robin Panel interviews where prioritized users are available.
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Utilize Prioritization – Toggle this on to allow users to be prioritized in a Round Robin Group, making them more likely to be scheduled as the interview attendee. When users are added to a group, a priority pill will appear next to each user in the group. Update the priority from its default Medium to Highest, High, Low, or Lowest. Availability checks will start from the highest priority level within the group and offer those time slots first.
- Select Save.
- When you save, you will have the option to apply the default settings to all existing groups in the account or only to newly created groups. Make your selection and then select Confirm.