To set up a scheduling stage, follow these steps:

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 then click the three-dotted line located in the last column.

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

STEP 6: On the progress panel, select Stages.

STEP 7: Select Add new stage.

STEP 8: Select Scheduling stage.

STEP 9: Type the stage name and drag it to anywhere you want to place it.

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 the name of the interviewer from the dropdown list if you wish to assign it to specific users. Note that you can select multiple interviewers.

You can also assign it based on roles. Note that this update will be applied to all positions with the same role selected with the same meeting type and length.

STEP 13: Add the meeting details. Here, you can specify additional information or instructions needed for the interview. If you assigned a role as an interview lead 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.

Viewing applicants who have confirmed for a scheduled interview

Rescheduling or canceling appointments with applicants


Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email at help@workstream.is.

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