Overview

Optional interviewer feature allows you to add participants, such as shadowers or observers, to an interview panel without making them essential to the scheduling process.

Marking an interviewer as optional ensures that:

• Their availability does not delay or cause a reschedule of the interview.
• They are not required to submit formal feedback.
• They are hidden from candidate-facing communications to maintain a professional experience.
• They are excluded from standard scheduling reminders and feedback collection workflows.

Add Optional Interviewers

1. Begin Scheduling: Navigate to the required pipeline, event, or community.
2. Create or edit a schedule: Click Create schedule or select an existing schedule to edit.
3. Add Interviewers: In the Interviews section, add participants to your panel by typing their name or email into the interviewer field.
4. Mark as Optional: Locate the user icon next to the interviewer's name. Click the icon to change their status from mandatory to optional.
   
5. Configure feedback and reminders: Ensure a feedback form is selected for mandatory interviewers. Optional interviewers will be automatically excluded from feedback requests.
6. Review your panel configuration and click Save.

Note: Each panel must have at least one mandatory interviewer. If you mark all interviewers as optional, the system will display a 'Mandatory Interviewers not assigned' message.

Manage interviews as an optional participant

• Interview Centre: You can still view all assigned interviews in the Interview Centre regardless of your status. Your status will be clearly labeled as 'Optional.'
• Notifications: You’ll receive initial calendar invites and notifications for reschedules or cancellations. You may not receive standard feedback reminders or session-specific reminders unless your administrator has enabled them via your organization's ‘scheduling_config’.
• Declines: If you decline an interview as an optional participant, the system will not trigger a reschedule or an auto-replacement workflow for the core panel.