Interviews

Welcome to the Interviews management module in RecruitAssist by CleanDesk AI! This guide will help you navigate the platform to create and manage interviews efficiently.

Table of Contents

1. Accessing the Interviews module

2. Switching Views & Filters

3. Creating an Interview

   1. Filling in the Add Interview form

   2. Submitting the form

   3. Tips

4. Managing Interviews

Accessing the Interviews Module

• On the left-hand menu, hover over and click 'Jobs'.

• From the submenu, select 'Interviews'.

• The Interviews view will open displaying all scheduled interviews, listed by candidate names.

Switching Views & Filters

1. At the top of the Interviews view, locate the Toggle Button.

2. Use the toggle to switch between:

   • Table View: Displays interviews in a tabular format.

   • List View: Displays interviews in a more detailed list format.

3. You will find the first (from the left) dropdown menu that lets you switch between:

   • Interviews for My Office: interviews scheduled for your own office.

   • Interviews for My Client: interviews you scheduled for your clients.

4. Use the second (from the left) dropdown menu to filter interviews by status such as Scheduled, Completed, Cancelled, Re-scheduled.

5. Use the Search option on the top right to search for specific interviews.

Creating an Interview

Follow these simple steps in order to creating an Interview for a Candidate:

In order for an interview to be created for a candidate, they must have a "qualified" status.

1. On the left side Jobs menu, click on Applications. Using the filter on top, select Screening Completed to display all the applications where the screening stage is completed.

2. For the selected candidate, click on the Edit button next to the Screening Completed status.

3. Then, click on Qualified. In the prompt, confirm the change of status to Qualified. Remember, only those applications may progress to the interview stage, where the status is Qualified.

4. Next, in the left side menu click on Interviews. To add an interview click on the Create button on top. Change the tab to "My Client" if the interview is for your customer and in the next drop down field, choose the customer name.

5. In the next field select the candidate name. Only those candidates with a Qualified status will appear in this drop down. For this new interview fill in the required details, such as, give a title, a round name, round sequence like 1 for the first round, interview location, interview date & time and interview status. Mention the contact person's name and contact number, who is managing the interview. Although several fields are optional, it is always helpful to provide as much information as possible. This gives the candidate a professional and detailed view, as well as to the client (if the interview is for your client).

6. Once you have filled in all the relevant information, click the Submit button. Ensure that you complete all the mandatory fields marked by an asterisk (*) before proceeding.

7. You will get an option to send an interview notification to the candidate. Click the Send button to notify the candidate.

To view all scheduled interviews, use the filter on the top and choose "Scheduled", followed by setting the filter to Interviews "For My Client". The interview you just created would appear here.

Following is a video showing creation of an interview for a qualified candidate:

How to create an interview for a qualified candidate with RecruitAssist

Tips for Interview Creation

Here are some tips for creating an interview:

• Ensure Candidate Qualification – Before scheduling an interview, verify that the candidate’s status is set to "Qualified." Only candidates with this status can proceed to the interview stage.

• Provide Comprehensive Interview Details – While some fields are optional, filling in details like interview location, round name, contact person's name, and interview status helps create a professional and clear experience for both the candidate and the client.

• Double-Check Mandatory Fields – Before submitting the interview, ensure that all required fields (marked with an asterisk *) are completed to avoid delays or errors in scheduling.

• Send Timely Notifications – After creating the interview, always click the Send button to notify the candidate promptly, ensuring they receive all necessary details well in advance.

Managing Interviews

Perform various actions on interviews using the following features:

Click on an interview in the list.

• Viewing Filters:

  • Filter interviews by status: Scheduled, Completed, Cancelled, Re-scheduled.

• Interview Search:

  • Use the search bar to find specific interviews.

• Interview Actions (accessed by clicking the More button on a particular Interview):

  • View Details: See interview information.

  • Edit: Modify interview details.

  • Manage Status: Change the interview status in the hiring process.