Before you and your team add interview availability to your Workstream calendar, you need to set up the scheduling stage(s) in your hiring process templates. This lets you define key details such as meeting length, type, interviewer roles, and instructions for applicants.
If your hiring process template has multiple scheduling stages, set up each stage individually.
š To learn more about the Scheduling stage, visit the Explore the Hiring Stage types article.
You need the Create and edit hiring process templates permission to proceed. If you need access to this setting, reach out to your Super Admin.
Go to the hiring process
In the admin view, go to HIRING, then Hiring Processes.
Select the name of the hiring process you want to edit.
In the Stages tab, find the scheduling stage in your hiring process flow.
Select the pencil āļø icon to edit the default meeting details.
Set up the meeting details
Update the following meeting details:
Specify the meeting length
Pick a meeting type
Assign the interview lead (you can set this as role-based, user-based, or both. We recommend keeping this as role-based for flexibility)
Add meeting details (this information will appear in automated messages if you include the predefined merge tag āmeeting detailsā)
ā
Select Save.
Add location-specific meeting details
If applicable, you can customize meeting details for specific locations:
Select Add meeting details.
āUpdate the following meeting details:
Set the meeting length
Pick a meeting type
Assign the interview lead (you can set this as role-based, user-based, or both. We recommend keeping this as role-based for flexibility)
Add meeting details (this information will appear in automated messages if you include the predefined merge tag āmeeting detailsā)
ā
Select the locations where these meeting details apply.
Select Save.