Adding a scheduling stage

In order to facilitate a phone or onsite interview, it is important to add a scheduling stage in your hiring process.

Janina avatar
Written by Janina
Updated over a week ago

To add a scheduling stage, follow the steps below:

STEP 1: Log in to your Workstream account then go to Positions.

STEP 2: If you have multiple brands, select your brand name. Otherwise, proceed to step 3.

STEP 3: Click the arrow down button next to the brand name to select a location.

STEP 4: Select a position. Click on the three dots positioned at the rightmost side of it.

STEP 5: Select Edit Position. You can also click the position name to go to the Edit job summary page.

STEP 6: On the progress panel, select Stages.

STEP 7: Select Add new stage.

STEP 8: Select the Scheduling stage.

STEP 9: Type the stage name. Click and drag it into the desired stage order.

STEP 10: Specify your meeting length. Choose between the intervals of 15, 30, 45, 60 mins, or 2 hours.

STEP 11: Specify the meeting type. Select from Phone call, Onsite interview, Video conference or Other.

STEP 12: Select who will conduct the interview for this position. You can assign this to a specific role or a specific user. Note that you can select multiple interviewers.
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STEP 13: Add the meeting details. Enter additional information or instructions needed for the interview. If you assigned a role as the interviewer instead of a specific user, make sure to use a generic name (e.g. interview with the General Manager) as this information will be copied to all relevant positions.

STEP 14: Select Add stage to finish setting up the scheduling stage.

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