Creating an Interview Series

Step #1: Log into Recruiting & Hiring 

Step #2: Click Interviews 

Step #3: Click Create New Series - A separate window will then pop up

Step #4: Click the radio button for Create New interview series

Step #5: Click Specific Posting (A dropdown box will appear that lists all current postings/vacancies), select the position you will be interviewing for)

Step #6: Click Next 

Step #7: Add the words Round X (X=1, 2, final, etc.) in front of the Job ID:…………… (ex. Round 1: Job ID: 00000 Coolest Person Ever at Human Resources)

Step #8: Select the Location (from the dropdown list)

Step #9: Uncheck the box that refers to enabling automated phone interviews;

• Leave the box unchecked that refers to allow applicants to reschedule interviews;
• Leave the default option of As soon as session is created for the section that refers to when do sessions become available;
• Leave the default option of No Cutoff for the When do sessions become unavailable
• Click Next

Step #10: Click Add New Session and a new window will pop up

Step #11: Select Single Occurrence

Step#12: Select the Start Date (date of the interview)

Step #13: Enter the Start Time (time of the interview)

Step #14: Enter the Duration (# of minutes) (length of the interview)

Step #15: Enter the Maximum number of applicants per interview slot in the box for Fixed

Step #16: Select Interview Location (from the dropdown list) enter Address  

Step #17: Enter any additional instructions (i.e. please select and interview time from the options available, if you have any questions call (contact person’s name), you will receive a separate follow up email that contains additional interview information)

Step #18: click Save Session

Step #19: Repeat steps 11-19 for the number of interview slots available, after you have created all of sessions, click Next 

Step #20: Select Participants (those on the interview team), by clicking the box next to their name that are Recruiting & Hiring Users from the list of Users;  If the Participant isn’t an Recruiting & Hiring User, type their name in the box, click Close  

Adding Applicants

If there is no folder created with the applicant list created, follow steps #23-26, if there is a folder created follow Steps #27-32

Step #22: Type the applicants name (last name, first name) in the Search field.

Step #23: The selected applicant’s information will pop up as a new tab, Click Interviews tab  New tab with applicant information

Step #24: Click on Schedule A New Interview (A new window will pop up) 

Step #25: Select Edit existing interview series (A); Select which interview series you are adding applicant to (B); Click Next (C)

• A new box will pop up showing that the applicant has been added to the interview series; Click Close

Step #26: Repeat steps 22-25 for all of the applicants that will be interviewed

Step #27: On the Main Menu tab, Click My Account 

Step #28: Click My Folders & Routings

• Any folders you created will be listed under My Folders, any that were shared with you will be listed under Shared Folders

Step #29: Click on the Title of folder you would like to access 

Step #30: Check the box of the applicant(s) that you would like to schedule an interview with

Step #31: Click Schedule an Interview (from the list that pops up on the left hand side) 

Step #32: Click currently checked applicants (from the list that pops up on the left hand side)

Step #33: All of the applicants names will be added to the interview series

Step #34: Once all of the applicants have been added to the series, click Invite All Unscheduled Applicants (A new window will pop up)

Step #35: Type a message to the applicant (A); Make sure the box is checked that states Receive notification when scheduled (B); Click Send Invitation (C) 

Step #36: Click Close out of this window; you have finished creating the series