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.

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.

Related Articles

โ€‹Want to talk to our Support team? Look for the Intercom icon at the bottom right of your dashboard and click on New conversation, or email

Did this answer your question?