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When inviting candidates to an interview, there are several options for how the interview is scheduled with a candidate. Our system will run you through them in order, but we'll discuss them in more detail here.
After clicking the Interview button on a candidate's profile (or from an interview stage view) you'll be presented with the Invite to Interview page. Here, you'll run through a series of steps to get invites out to candidates.
Step 1
Select the Interview Workflow Stage for the interview you're inviting the candidate too. This tells the system which interview template you'll be using. If the candidate hasn't already been moved into this workflow stage, they will be moved there once the invite has been sent out.
Step 2
Select whether you will pick a time for the interview on the candidate's behalf, or whether the candidate will pick their own time using our self-scheduling system.
Step 3
Select whether some or all of the listed interviewers need to attend this interview. For example, you may have 4 interviewers capable of performing this interview, but only 1 of them actually needs to attend each interview, in which case you can list all 4 names here, and when candidates pick a time for interview, our system will decide which of the 4 interviewers is assigned to it, based on their availability and their current interview load.
Learn more about the Select the number of interviewers required option in our guide How can I set up a pool of interviewers when I invite a candidate to interview?
Step 4
Choose who's on the interview team. This can be a single person, or multiple people. For the Video Conferencing interview type, you'll also need to select a conferencing host for this interview and platform for the interview.
Step 5
If you're picking a fixed time and date to meet with the candidate, you can use the time picker directly...
...or, if the interviewer or interviewers have their calendars sync'd with Pinpoint, you can check their availability to see when they're free to conduct the interview. To set up calendar synchronization, navigate to the icon in the top right of your pinpoint page (usually your initials) > Settings > Integrations. Select your calendar provider and connect it to Pinpoint. Once connected, your calendar will automatically sync, allowing you to manage interview schedules directly through your calendar. Note: Slack integration is not required for calendar synchronization and can be skipped if not relevant to your workflow.
If you're allowing the candidate to self-schedule a time for interview you can use the interview team's collective availability based on their availability rules, and/or their live calendar availability if they have the calendars sync'd with the platform. With this option, you also need to decide how far into the future from today's date they will be able to see interview slots based on that availability. For candidates self-scheduling, ensure your calendar is synced as described earlier to provide accurate availability. If you prefer not to sync calendars, you can manually configure interview slots as detailed below.
If you prefer not to use automatically-calculated availability, you can manually set up interview slots. Go to the desired Interview stage for the relevant job in Pinpoint, click on Configure, and add the specific time slots you want to make available for interviews. Save your changes, and candidates will be able to select from these slots when scheduling their interviews.
