Interview Schedule — User Guide
Module: Recruitment
Audience: Recruiters, hiring managers, interviewers
Version: 1.0.0
Last updated: 2026-07-22
Overview
Interview schedule lets you plan interviews for candidates linked to a recruitment campaign. Each schedule has a name, date, time window, assigned interviewers (staff), and one or more participating candidates. You can manage schedules from a table with a preview panel or from a calendar view.
Prerequisites
- Permission: Recruitment → View to open the page and calendar. Create to add schedules. Edit to change records. Delete to remove schedules.
- Campaigns and candidates: At least one campaign and candidate profile should exist before scheduling (recommended).
- Job positions: Optional; position can auto-fill when you pick a campaign.
Step-by-step: View interview schedules
- Go to Recruitment → Interview schedule.
- Review the table: schedule name, time, date, campaign, candidate avatars, interviewer avatars, and who created the entry.
- Click a schedule name or View to open the preview panel on the right.
- Use the double-chevron button to expand or collapse the split view.
Expected result: A list of all interview schedules with a detail preview showing general information and participating candidates.
Step-by-step: Create an interview schedule
- On the Interview schedule page, click New interview schedule.
- Under General information, complete:
- Recruitment campaign (select a campaign — position may auto-fill).
- Interview schedule name.
- Position (optional; may populate from campaign).
- Interview day, From time, and To time.
- Interviewer — select one or more staff members (required).
- Under Candidates, select at least one candidate. Email and phone fill in automatically.
- Click + to add more candidate rows if needed.
- Click Submit.
Expected result: A success message; the new schedule appears in the list. If the candidate already has an overlapping interview at that time, you see a warning and must change the time or candidate.
Step-by-step: Edit an interview schedule
- In the schedule list, hover the row and click Edit.
- Update fields in the modal (same layout as create).
- Click Submit.
Expected result: The list and preview reflect your changes. Candidate links are replaced with your current selection.
Step-by-step: Delete an interview schedule
- In the schedule list, click Delete on the row.
- Confirm deletion.
Expected result: The schedule and its candidate links are removed.
Step-by-step: Use calendar view
- On the Interview schedule page, click Calendar view.
- Interviews appear as events on the calendar (title = schedule name).
- Click an event to open that schedule in the list view.
- Click a day to start creating a new schedule with that date pre-filled.
Expected result: A visual calendar of all interview schedules. You can create new schedules directly from the calendar.
Field reference (create/edit modal)
| Field | Required | Description |
|---|---|---|
| Recruitment campaign | Recommended | Links schedule to a hiring campaign |
| Interview schedule name | Yes (server) | Display name in lists and calendar |
| Position | No | Job role; may auto-fill from campaign |
| Interview day | Yes | Date of the interview |
| From time / To time | Yes | Start and end time |
| Interviewer | Yes | One or more staff conducting the interview |
| Candidate(s) | Yes (per row) | Applicants participating in this schedule |
Common issues
| Symptom | Likely cause | What to do |
|---|---|---|
| Cannot see Interview schedule menu | Missing View permission | Ask admin for Recruitment → View |
| New interview schedule missing | Missing Create permission | Request Create capability |
| Candidate overlap warning | Same candidate already scheduled at that time | Change time or pick another candidate |
| No candidates in dropdown | No candidate profiles exist | Add candidates under Candidate profile first |
| Position empty after campaign change | Campaign has no position set | Edit campaign or pick position manually |
| Calendar shows all interviews | Calendar loads full history | Use list view filters for large volumes |
Related features
- Recruitment → Campaign — parent requisition for the interview
- Recruitment → Candidate profile — applicants linked to schedules; interview history on candidate detail
- Recruitment → Dashboard — upcoming interviews widget
- Setup → Email templates — interview schedule status notification template (configure for future use)