Purpose

The purpose of this article is to give a quick overview of Eightfold's scheduling center (dashboard).

Audience

This guide is for schedulers.

Scheduling center

The Scheduling center is where schedulers pick up the requests for scheduling and all the associated flows, such as rescheduling, canceling, and sending follow-up reminders.

Information is diplayed in the Scheduling center for the following cases:

• If the interviews are scheduled over multiple days, the date range (date of the first meeting and last meeting in the schedule) is displayed.
• If there are multiple interviews scheduled on the same day, the interview date and time range (time of the first meeting and last meeting in the interview series) is displayed.
• If there it is a single-round interview, the date and time of the interview is displayed.

When you sort the Meeting Date/Time column, the sorting is based on the first meeting in the schedule.

Scheduling center shows all requests for all coordinators and not on the basis of the logged in user. If the user has perms PERM_VIEW_ALL_PIPELINES, then the user is able to see all requests based on the positions. The recruiting coordinator then can use Assign to me and Schedule if the recruiter is not present.

In the Scheduling Center, users can:

1. Use the menu to view your requests, upcoming interviews, exceptions-which are meetings that have been declined or canceled, and all interviews.
2. Use the filters to narrow the number and type of requests that you want to view.
3. View a list of interviews that you are managing.
4. View the status of each interview at a glance.
5. Take additional actions, such as canceling or rescheduling, by clicking on the More button found under Actions.
6. From here you can access your Scheduling Link. Share this link to allow anyone to schedule a meeting with you.
7. The scheduling dashboard can have a maximum lag of 60 minutes, to fetch the interviewers' calendar statuses. It will reflect the correct status within 60 minutes.

Assigned Coordinator

The Assigned Coordinator populates the name of the user who has scheduled the meeting. There are two scenarios:

• If the Request to Schedule flow was chosen, the assigned coordinator, populated under assigned coordinator, or the user who has assigned the scheduling request to themselves to proceed with the request.
• If the Schedule flow was chosen, the assigned coordinator field shows the user who has performed the Schedule action.

Status

The priority order for determining the status of an interview is the following:

• Canceled
• Reschedule Requested
• Declined
• Pending candidate confirmation
• Pending Interviewer
• Confirmed

In case of multiple rounds, the same priority order is followed for each meeting in the Schedule and the status of all the meetings in the Schedule are displayed.

Upcoming meetings tab

The Upcoming meetings tab shows all schedules that have at least one meeting in the schedule which is in the future and not canceled, declined, or deleted in the calendar status.

Exceptions tab

The Exceptions tab shows all schedules that have at least one meeting in the schedule which have canceled, declined, deleted in the calendar, pending candidate response. pending interviewer confirmation, or reschedule requested status.

Date range filter

A schedule appears in the results if any part of the schedule falls within the selected date range. Schedules don't appear if the entire schedule falls before or after the selected date range. The filter looks at the overall schedule time, not individual meetings.

Status filters

As long as there is at least one meeting within a schedule that satisfies the filter criteria, that entire schedule is displayed in the results.

Scheduling without calendar integration (Calendarless Scheduling)

Scheduling offers value to the users at two levels:

1. Basic slot booking in both the interviewer and candidate’s calendar in a single flow. Slot identification is done manually by the scheduler. This is what Specific time offers.
2. Auto-identification of interview slot options, eliminating the need to schedule manually by referring to different calendars. This is offered by using Suggested times and Let candidate select options.

While auto-identification of interview slot options requires calendar integration, basic slot booking doesn’t. Eightfold offers basic slot booking by default.

With Calendarless scheduling, the calendar events can not be placed on the candidate or the interviewer(s)' calendars. Instead, emails are sent to both the interviewer(s) and the candidate with ICS files attached. Users can add interviews to their own calendar explicitly by downloading these file or clicking on the CTAs provided in the emails for directly adding in their Google Calendar, Apple Calendar, or Outlook calendar.