Schedule and Manage Interviews

Schedule and Manage Interviews

Purpose

This article explains how to schedule and manage interviews within a Job Offer.
Interviews are created directly from the Applicants section of a Job Offer and allow recruiters to:

• Register key details,

• Manage predefined question sets, and

• Record interview outcomes — either live or later.

Access Path

People Management → Recruitment → Interviews

Overview

The interview scheduling feature allows HR users and hiring managers to plan, document, and evaluate interviews while maintaining full linkage between the Job Offer and the Applicant.
Each interview is created through a pop-up window containing standard fields and optional templates for structured evaluations.

Step 1 – Identify the Applicant

1. Open the relevant Job Offer record.

2. In the Applicants section, locate the applicant you want to interview.

3. Click Add Interview.

💡 Tip: Ensure you select the correct applicant to maintain proper linkage with the job offer.

Step 2 – Complete the Interview Details

💡 Tip: Selecting an Interview Template ensures consistent assessment criteria across all candidates.

In the pop-up form, complete the following fields:

💡 Tip: Templates help ensure uniform evaluation criteria and reduce setup time across interviews.

Step 3 – Save and Link the Interview

1. Click Save to register the interview.

2. The system automatically links the interview to both:

   • The Job Offer (for recruitment tracking), and

   • The Applicant (for evaluation continuity).

✅ The interview will now appear in:

• The Applicants list within the Job Offer, and

• The centralized Recruitment → Interviews view.

Step 4 – Record Interview Data

An interview can be conducted with or without a predefined Questions Template.
Regardless of the approach, interviewers can:

• Record Ratings in the Skills tab,

• Add Comments in the Interview Header, and

• Provide an Overall Evaluation Result.

Recording options:

• Enter answers and observations directly into the system during the session, or

• Add offline notes after the interview for documentation and reporting.

📘 For more detailed steps, see Record Interview Feedback.

Step 5 – Update Interview Status

Once the interview is complete:

1. Open the Interview record.

2. Update the Interview Decision field according to available options (e.g., Completed, Proceed, Cancelled).

3. Optionally, add final notes in the Comments field or attach evaluation files.

4. Click Save.

⚠️ Important: Updating the interview status may trigger system actions, such as generating an Offer Letter or marking the Job Offer as Inactive.

Post-Interview Actions

When the Interview Decision is marked as Move Forward or Hired, the following actions may occur (if defined in your HR process):

• HR will be notified of the candidate’s Wage Expectation, Period (months), and Availability Date.

• An Offer Letter can be recorded, including:

  • Offer Letter Date – Date the offer is issued.

  • Due Date – Applicant’s response deadline.

  • Reason to Decline – Reason provided if the offer is not accepted.

Outcome Handling

✅ If the applicant accepts: The process continues toward contract creation.

⚠️ If the applicant declines: The offer is marked as Declined, and HR may choose to reopen or close the Job Offer.

📋 Summary

Related Articles

About the Recruitment Module
Manage Applicants for a Job Offer
Record Interview Feedback
Create or Update a Job Offer
Create a Person Record (cross-link to People)
Recruitment Lifecycle Summary

💡 Scheduling and managing interviews directly from the Job Offer ensures centralized tracking, consistent evaluations, and complete process visibility across the recruitment workflow.