Scheduling interviews and leaving scorecards

Schedule an interview#

1. 1

   Step 1: On the candidate’s profile, find Interviews and choose Schedule.

2. 2

   Step 2: Enter the Title, Date & time, Duration and Location / video link, and add the Panel.

   Use the call’s link as the location: it’s how a notetaker’s transcript finds this interview later.

3. 3

   Step 3: Choose Schedule interview.

If your workspace has an interview email set up, the candidate is sent a confirmation straight away with a calendar file (interview.ics) attached. After the interview, choose Mark completed, or Cancel interview if it isn’t happening.

Let the candidate choose a time#

Self-schedule link gives you two kinds:

The candidate sees the role, the interview’s title and length, and the open times in their own time zone. They don’t see who’s on the panel.

Scorecards#

Under Scorecards, choose Add scorecard. Rate the candidate Strong no, No, Yes or Strong yes, write a summary, and pick the interview it’s for. Admins set the questions every scorecard asks in Settings → Hiring → Scorecard questions, as a 1–4 rating or free text.

Feedback forms#

Admins build reusable interview forms in Settings → Hiring → Feedback forms. A question can be a Long answer, a Short answer, Thumbs up or down, Yes or no, One from a list, Any from a list or Competencies, each marked Required or Optional. On a scorecard, pick the interview and its Feedback form; the workspace’s Scorecard questions are asked alongside it. Once a workspace has forms, feedback for an interview needs one.

Editing a form changes what interviewers are asked from then on. Feedback already submitted keeps its questions and answers.

Panelists can’t read each other’s scorecards until they’ve submitted their own. Independent scorecards in Settings → Hiring applies that to everyone.

Each panelist who hasn’t left a scorecard gets one reminder email, about 20 hours after the interview’s start time, once it’s marked completed.