Arrange Bulk Interviews with Candidates from the Card View

How to Arrange Bulk Interviews with Candidates from the Card View

1. Enter into the Job you would like to work in and click the “Shortlist” Tab on the left side menu. To select multiple candidates, click the bubble of their picture next to their name. Then click the lightening bolt “Action” button at the top of your Card View. From the drop down menu, click “Arrange Interview”.

2. The Interviewer will be populated from the Contact of the job, you can also choose a different Interviewer by clicking the drop down arrow and choosing a different Contact from that Company. The location will also be automatically pulled from the Job record. You can change the Location here by entering in a New Address.

You may also change the date and time for each Candidate. If you would like to Send a Confirmation, check the box under “Send Confirmation”. Choose which Template you would like to send either to the Contact or the Candidate. If you would like to include a Calendar invite, check the box “Include ICS Attachment.”

If you need further assistance, please watch this video:


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