Purpose

This article helps you understand and create effective interview plans. Interview plans ensure you gather all the necessary information for your hiring process during the Scheduling phase.

Overview

Recruiters often face repetitive tasks when scheduling interviews, such as:

• Mention interview process details (For example - focus areas, interviewers, duration, feedback form) in scheduling notes.
• Manually enter/select this information.

Similarly, schedulers need to:

• Select or create scheduling templates specific to each stage or position.
• Manually enter interview details, increasing the risk of errors.

This must be done multiple times across requisitions and candidates. This process is time-consuming and prone to mistakes, leading to inefficiencies.

Create interview plans

Interview plans standardize the hiring process for each requisition, saving time and reducing errors. Recruiters can set up structured interview processes by defining stages, rounds, and feedback forms. Plans can be created from scratch or copied from similar positions, ensuring consistency across interviews.

Create a new plan

When you create a new interview plan, it starts in a Draft state. In this state, you can fully customize the structure without restrictions.

1. Navigate to the position and click Interview Plan.
2. Define your interview stages (Example, Screen, Assessment, Onsite).
3. Add interview rounds to each stage.
4. Click Save to store your progress.

Once an interview plan is created, it helps pre-populate all the relevant information when you attempt to schedule a meeting with a candidate. This ensures a hassle-free scheduling experience and helps increase recruiting efficiency.

Add skills to test

The Skills to test section defines the competencies interviewers will evaluate. The system recommends skills based on your organization's Talent Design to ensure candidates are assessed against standardized criteria.

1. In the interview plan, locate the Skills to test section.
2. Review the Recommended skills.
   • Role-based skills: If a Job Role is associated with the position, the system prioritizes skills defined for that Role.
   • Calibration fallback: If no Role is associated, the system suggests skills from the Position Calibration.
3. Select the skills you wish to evaluate.
   • Depending on your configuration, you may see Required skills (marked with a '+') and Preferred skills.
   • Skills marked as Excluded in calibration won't appear.
4. Assign selected skills to specific interview rounds to generate quantitative feedback forms.

Publish the plan

Publishing the interview plan locks the evaluation criteria. This ensures all candidates in the pipeline are evaluated using the same skills and feedback forms, maintaining compliance and consistency.

1. Review your stages, rounds, and selected skills.
2. Select Publish Plan from the header.
3. Confirm the action.

The plan status changes to Published. You can now start scheduling interviews.

Duplicate an interview plan

Instead of creating a plan from scratch, you can copy an interview plan from another position using the Interview Plan Assistant.

1. Navigate to the Interview Plan tab for the position.
2. Open the Interview Plan Assistant.
3. Search for and select the position you want to copy from.
4. Review the stages and rounds, then confirm the selection to overwrite your current plan.

Edit a published plan

In exceptional cases, you may need to modify a locked plan.

• Admins: Users with the perm_manage_published_interview_plan permission can edit restricted fields on a published plan.

• Recruiters: If you don't have permission, the restricted options (Example, Select Skills, Add Interview) will be disabled. Hover over the button to see a tooltip explaining the restriction.

Note: If an Admin modifies skills on a published plan, the changes apply immediately. Previous logic ensures that even if a Job Role is removed or deleted later, the skills on the published plan remain locked.

Locked plans

Once a plan is published, specific elements are locked to prevent mid-process changes that could skew candidate data.

• Restricted actions:

  • Adding or removing Skills to test.
  • Changing Feedback forms.
  • Adding or deleting Interview slots (rounds).

• Allowed actions: You can still edit logistical details for scheduling, including:

  • Interview duration.
  • Selected interviewers.
  • Conferencing links and location details.