# Scheduling interviews and leaving scorecards

> Schedule an interview or send a self-scheduling link, then collect scorecards from the panel in OpenATS.

On a candidate, use **Schedule** in **Interviews** to book a time and a panel, or **Self-schedule link** to let the candidate pick a slot. Each panelist then leaves a scorecard with **Add scorecard**: a rating from **Strong no** to **Strong yes** and a summary.

*Roles & pipeline · Last updated 2026-11-11*

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## Schedule an interview

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

| Link | How it works |
| --- | --- |
| **Built-in link** | OpenATS offers 30-minute slots in the hours you choose, leaving out times the panel already has OpenATS interviews, with at least an hour’s notice. It stays open for 14 days, and booking a slot creates the interview. |
| **Your booking page** | A link to your own Calendly, Cal.com or Google Calendar booking page. Bookings made there stay in that tool. |

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.

> **Tip:** **Settings → Hiring → Self-scheduling → Auto-send booking links** emails a booking link by itself when someone reaches a screen or on-site stage. It’s off until you turn it on.

## 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.

> **Note:** When the interview has a transcript, OpenATS can draft the written answers of a scorecard from it, each with a quote from the call. Ratings and recommendations are never filled in for you: the interviewer reads, edits, rates and submits. See [Meeting notetakers and transcripts](https://openats.ai/docs/integrations/meeting-notetakers-and-transcripts).

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Still need help? Write to the OpenATS team at https://openats.ai/support (or support@b150.ai). We reply by email.

Source: https://openats.ai/docs/roles-and-pipeline/interviews-and-scorecards
OpenATS help center: https://openats.ai/docs