Users can create a scheduling template from the Scheduling Template Management page or the Candidate Inbox.

Create a template from the Scheduling Template Management page

Users with full access to Scheduling Template Management can create scheduling templates from the Scheduling Template Management page.In the top left corner, select All Apps and then the Settings app from its dropdown menu.

1. In the Settings page, select Scheduling Template Management under the Scheduling section.
2. In the upper-right corner of the Scheduling Template Management page, select the + Create New button.
3. In the modal that displays, enter the Template Name.
4. In the Assign Template section, select between the following based on what employees you want be able to view the scheduling template:
   • All Employees – This allows all employees in the account to view the scheduling template.
   • Specific Roles – This limits the visibility of the scheduling template based on specific user roles. From there, you can use the dropdown menu to select specific user roles.
5. Select the Next button.
6. In the slide-out interview drawer, configure the following details:
   • Interview Details – This allows you to configure all the related interview details, such as the interview type, duration, and interviewers.
   • Prep & Instructions – This allows you to to add any configured interview prep or instructions.
   • Settings – This allows you enable or disable any scheduling settings, including advanced scheduling settings.
7. In the lower-right corner, select the Save button to save the scheduling template.

Create a template from the Candidate Inbox

You can create a new scheduling template directly within the manual scheduling drawer by following the steps below:

1. Begin the process to manually schedule an interview. 
2. Make your edits and configurations to the Interview Details, Prep & Instructions, and Settings sections of the scheduling drawer.
3. At the top of the scheduling drawer, select the Create New Template button.
4. In the modal that opens, enter in the Template Name.
5. Select the Save button.

This template will then be available only to you and can be accessed from the manual scheduling drawer whenever it is opened.