Interviews & Scheduling
Interviews: Initial Setup
Setting Scheduling Defaults
12 min
scheduling defaults allow you to set company wide communication and direct booking/candidate availability settings these default settings will be used while scheduling unless you specify different values on interview plans or individual interview schedules scheduling defaults overview scheduling defaults allow you to pre configure details like the location, direct booking email template, and calendar invites across all jobs permissions scheduling defaults see the table below for information on the roles that have access to configure scheduling defaults access role has access? limited access ❌ agency users ❌ elevated access external recruiter (not linked to an agency) ❌ elevated access analyst ❌ elevated access hiring team member ❌ elevated access hiring manager ❌ elevated access admin ❌ elevated access admin private ❌ organization admin ✅ only organization admins can set scheduling defaults as part of their access role but elevated access users can be given access to this feature if needed more on this at docid\ mhy0txb4sxnqye9xkvn8e communication settings settings control key details of calendar invites including the location which is used to automatically generate conferencing links or input the candidate’s phone number communication settings jpg location add video conferencing, phone calls, or custom text to all calendar invites please note, if you select zoom here, a host will need to be specified to ensure direct booking links are generated is private? hides calendar invite details (e g title, attendees) from non attendees direct booking email template this docid 8syy2li7vkire 76zrwwm will be used when sending a direct booking request from the candidate profile candidate availability email template this email template will be used when sending a candidate availability request from the candidate profile candidate interview confirmation the email template specified here will be sent as an interview confirmation once the candidate has scheduled calendar invites candidate invites input a title and description that will show in the candidate’s calendar invite candidates invites do not support formatting interviewer invites input a title and description that will show in the interviewer calendar invite/invites interviewer invites can be formatted direct booking & candidate availability these settings will apply to any direct booking or candidate availability requests that you create based on this schedule available times direct booking requests allow candidates to schedule a time to interview from appointment slots determined by interviewers' calendar availability and any meeting hours you define it can only be used for schedules with a single event candidate availability requests allow candidates to submit one or more timeslots during which they are available you can then view these times while using manual schedule to schedule a preferred time for both you and the candidate minimum scheduling notice (hours) determines the earliest time a candidate can select (starting from the current date) rolling days available determines the range of dates available to a candidate on a meeting request direct booking availability increments (minutes) determines the frequency of the available timeslots for this event when a candidate schedules via a direct booking link minimum days of availability determines the minimum number of days the candidate must select when submitting times via a candidate availability link meeting buffers use meeting buffers to add time before or after an interview that cannot be booked, or to prevent candidates from booking time slots close to any existing meetings after a direct booking interview is booked, meeting buffers are shown as unavailable for meetings on interviewers' calendars in quick schedule pre meeting buffer (minutes) adds time ahead of the booked meeting that cannot be booked post meeting buffer (minutes) adds time after the booked meeting that cannot be booked reminders more information on configuring interview reminders can be found at docid 0z5jm eqkvzq oqc03rer here you can configure interview reminders to go out to both candidates and interviewers at a set interview before the interview start time faq why can’t i format candidate calendar defaults? each email provider has different standards around formatting calendar invites; we’ve disabled formatting for candidate invites to create the best experience for all candidates c an i pull my interview locations from my job locations list? no, interview locations are different to job locations interview locations are set within the communications tab of your interview activity and can either be a custom location, a phone number, or video conferencing (google meet, microsoft teams or zoom)