Schedule Candidate Interviews

If the interview scheduling functionality is enabled for your user role, you can schedule and manage interviews between candidates and the users at your organization directly from the Recruiting feature.

Note: For job requisitions that use candidate status mapping, the Schedule Interview action might not be available until the candidate is in a certain status. If needed, you can see which candidate status the action is available for in the Job Requisitions screen. In the Improved Recruiter Experience, click the link in the Candidate Status Mapping column. In the Classic Recruiter Experience, click the Candidate Status Mapping is Used indicator ().

To use the interview scheduling functionality, you must first authorize Dayforce to access the calendar information from your email account. This authorization allows Dayforce to retrieve free/busy calendar information for the users and meeting rooms configured for your organization. This authorization can be revoked at any time. See Authorize or Revoke Calendar Access.

Before beginning the interview scheduling process, you must ensure that there is a valid email address available for the candidate as well as for each of the interviewers.

You have two options when scheduling an interview:

• Candidate Self-Scheduling: Allows you to select a date range for the interview, and then invite the candidate to select a time slot based on their availability and the availability of the selected interviewers. Using this option, you can invite multiple candidates to schedule their interview at once.
• Manual Scheduling: Use this option when you know the date and exact time to schedule the interview. The system sends a calendar invite to the candidate and selected interviewers for each interview that you schedule. If you schedule multiple interviews for a candidate, it's considered a multi-part interview and the system sends multiple invites to them. If you aren't sure when the candidate is available, use the Candidate Self-Scheduling option instead.

You also have the option to use templates from the Letter Management feature when you send interview requests to candidates. Using Letter Management templates allows you to streamline and standardize the process of sending interview invitations to candidates. To use this option, you must enable access and configure templates that can be used to send interview invitations. See Configure Letter Management for Interview Requests.

To schedule a candidate interview:

1. Go to Recruiting > Job Requisitions.
2. Open the job requisition that you want to schedule the interviews for.
3. In the Candidates tab, do one of the following to select a scheduling option:
   • Select a candidate and then click Schedule Interview > Candidate Self-Scheduling or Schedule Interview > Manual Scheduling in the toolstrip.
   • Click a candidate’s name to open their profile, and then click Schedule Interview > Candidate Self-Scheduling or Schedule Interview > Manual Scheduling in the left-side panel.
4. Dayforce opens the Schedule Interview dialog box, in which you can configure the interview details. For more information about the configuration required for each method of scheduling, see the following topics:
   • Candidate Interview Self-Scheduling Fields
   • Candidate Interview Manual Scheduling Fields
5. Note: If you haven't authorized your calendar yet, Dayforce displays a confirmation dialog box from which you can begin the calendar authorization process. See Authorize or Revoke Calendar Access.
4. After configuring the interview details, click Next. If your organization doesn't use Letter Management templates for interview requests, the review screen opens and you can skip the next two steps for selecting and configuring the template. If your organization does use Letter Management templates, continue to the next step.
5. Select a template from the list. Alternatively, click Continue Without a Template to use the default interview scheduling functionality instead of a Letter Management interview request template. Note that this button is available only if your user role has access to the Recruiting > Actions > Schedule Interviews > Continue Without a Template feature.
6. Note: Templates can contain tokens that are specific to self-scheduling or manual scheduling. Make sure that the template you select is appropriate for the type of scheduling you selected, or those tokens will be displayed as blank values in the invitation letter.
6. If your template contains editable tokens, enter values for them. If there are no editable tokens to configure, you will go straight to the review screen.
7. Review the invitation message that will be sent to the candidate. If there are any tokens that can't return a value in the generated email, an error panel will be displayed at the top of the review screen so that you can update the letter accordingly.
8. (Optional) Update the message.
9. Click Send Invite. The dialog box closes, and the invitation is sent to the candidate. For the manual scheduling option, a calendar invitation is also sent to the selected interviewers and the meeting room (if selected) is booked. For the candidate self-scheduling option, a calendar invitation isn’t sent for the interviewers and the meeting room isn’t booked until the candidate has selected a time slot for the interview. See Candidate Experience for Self-Scheduling Interviews.

You can see which candidates have interviews scheduled from the Candidates tab for the job requisition. In the Improved Recruiter Experience, look in the Interview Scheduled column for a link. In the Classic Recruiter Experience, look for the scheduled interview icon () next to the candidate's name. Click either of these to see the interview details. See View Scheduled Candidate Interviews.