Creating and configuring interview templates in Pinpoint is essential for streamlining the hiring process. This article provides a step-by-step guide on how to create, apply, and manage interview templates across various roles in your organization. By setting up these templates, you ensure a consistent interview experience for both candidates and hiring teams, which can enhance the effectiveness and organization of your recruitment efforts.
What are the Parts of an Interview Template?
An interview template consists of various components that help structure the interview process. You can create multiple templates for different departments or roles, each tailored with specific instructions for candidates and teams.
Name: Determine how many interview templates you want to create based on your hiring needs.
Type: Differentiate interview types to enable appropriate functionality during the invite process. For instance, a Video Conferencing interview requires integration with a video platform like Zoom or MS Teams.
Face to Face will use the job location, or the location you enter either on the template or when configuring the interview.
Phone interviews assume you will call the candidate.
Video (external): Select this option if you are managing your video interviews outside of Pinpoint.
Video Conferencing (Pinpoint): Enforce the selection of a video conferencing provider (E.g. Zoom, Google Meet, MS Teams) and host when scheduling interviews. Please make sure that the interviewing team has their conferencing provider connected.
Duration: Define the interview length, either as a single session or multiple sessions with different interview teams.
Instructions and Documents: You can attach instructions and documents like PDFs that will be shared with candidates and the hiring team during the interview process. If you want the interviewing team to fill out a form durring the interview, check out scorecards.
Split: If you want the candidate to meet with multiple teams or a panel sequentially, you can split the interview into parts. If you would like multiple candidates to interview with one team simultaneously, consider Group Assessments instead.
How do I create an interview template?
To create an interview template, follow these steps:
Settings Page
Navigate to the Templates menu under the Settings heading in the left-hand navigation bar. Select the Interview Templates option from the template pages.
Create New
You can either create a new interview template from scratch or duplicate existing templates to start.
Add Details
Fill out the form by setting the name, duration, and type of interview. Refer to the section above for a description of the functions of each part.
Once you have created your template, you can proceed to add it to job postings.
How do I add an interview template to a job?
You can add an interview template to the hiring workflow, which will automatically apply it to any job created using that workflow, or you can add it to an existing live job. The instructions below guide you through the process of adding an interview template to an existing job.
Configure Interview
On the job overview page, click on any interview stage in the hiring workflow. A warning will appear indicating that an interview is not configured. Click the Configure Interview button to begin.
Add Template
The interview configuration page will show up. Choose the interview template you want to use and click the Update button.
Add Alternatives
If you have hybrid interviews, you may want to select alternative interview templates so the hiring manager can select the one that's most applicable to each candidate.
Can I add default interview templates to new jobs I create?
Yes, you can assign interview templates to interview stages in a Hiring Workflow. This enables the templates to be automatically configured each time the workflow template is used for a new job.
Hiring Workflow Settings
Navigate to the Templates menu under the Settings heading from the left-hand navigation bar. Locate and open the Hiring Workflows section of the template menu. Select the hiring workflow template to which you want to add your interview template.
Edit Stage
In the template editor, select an Interview stage (indicated in blue), and in the Interview Type field, choose the interview template you want to use.
Save
Don't forget to scroll down and click the save button.
With these steps, your interview templates can be efficiently integrated into new job postings, enhancing your hiring process.
Next up, we'll look at how to invite candidates to an interview.