After creating a job, the next step is to automate your scheduling stages. This helps you move candidates through the process more efficiently and ensures hiring managers receive timely notifications to approve availability.
Start by selecting the main interviewer or hiring manager (the host of the meeting) and any additional participants. You can also customize each scheduling stage to match the specific needs of your job.
To automate a scheduling stage:
Open the scheduling stage for your job.
Click the three-dot menu and select Automate.
Choose + New to create a new automation.
Give your automation a clear name.
Click the gear icon and select Individual Interview.
This opens the scheduling form for the stage. Most fields are prefilled, but you’ll need to confirm the required participants.
Complete the scheduling form by:
Assigning a hiring manager as the host and selecting other participants.
Customizing the format, duration, and any other required fields.
Clicking Set, then Add, and finally Save.
Note: At least one interviewer must be selected as the host. Without a host, the stage cannot be automated.
Watch this short video for a walkthrough of the process:
Great job setting up your first automation! Next, learn how to assign hiring managers to jobs and make the most of the scheduling form: