Interview Templates make setting up interviews faster and more consistent by letting you pre-define interview details like duration, location, time zone, and message templates. If you're tired of reinventing the wheel every time you schedule a chat with a candidate, this one’s for you!
Before You Begin: A Few Housekeeping Notes
Before diving into templates, make sure the following is in place:
Not all users can access these specific areas of Account Details listed below. Double-check your user level if the Templates section isn’t visible.
Connected Calendar Required: Interview Templates only work if at least one hiring manager has a connected calendar.
Not sure how to connect your calendar? Check out: Calendar Feature: How to Schedule and Add Interview Locations
Calendars must be connected directly by the user and cannot be connected by their manager or supervisor.
Message Templates Set Up: You’ll want to have any message templates you plan to use already created.
Go to: Account Details > Templates > Messages to review your Message Templates or create new ones.
For more info on Message Templates, please see Message Templates: Creating or Editing Message Templates
Creating an Interview Template
Here’s how to create your first (or fifth!) Interview Template:
Navigate to Account Details
Use the main menu and head over to Account Details > Templates > Interview Templates
Start with the Default Template
Each account includes a starter template.
You can create a new template or edit this template
Select "Create a Template" to start from scratch
Or click on the sample template title or use the dropdown menu and select Edit
Customize the Interview Template
Duration: Choose from the dropdown (e.g., 30 minutes)
Video Conferencing: Choose:
Don’t Use Video Conferencing or
Use Hiring Manager’s Default Video Conferencing Provider
Meeting Location (Optional): Add an address, phone number, or meeting link
Time Zone: Set the interview’s time zone
Minimum Notice: Define how soon an interview can be scheduled (e.g., 24 hours means they can look at available times starting 24 hours from now)
Interview Window: Set available time frame for applicants to choose from (e.g., 14 days means they need to schedule the interview within the next two weeks)
Message Template: Pick from your pre-created templates (includes subject line and body of the invite)
For more info on Message Templates, please see Message Templates: Creating or Editing Message Templates
Preview: You'll see a preview of the interview template you're creating.
Name Your Template
Use clear, descriptive names—especially if you’re creating multiple templates. It helps your team find the right one later.
Save It!
Click Save once you're done.
Using Your Interview Template
Now that you’ve created a template, here’s how to put it to work:
From the Applicant Profile
Go to the Messages Menu > Interview Request
Choose Scheduling Method
Select Schedule interview with template
No Connected Calendars?
If you see: “No hiring managers have calendars connected”, don’t worry!
Click the link provided to connect your calendar
Once connected, return to the applicant profile and repeat the steps
Set Up the Interview
Search or Select a Template under Interview Template
Select Hiring Manager(s): Only those with connected calendars will appear
You will see a preview of both:
Interview Template Details
Interview Template Message
Hiring Managers will show on the left
Review and Save
If everything looks good, click Save
If something’s off, you'll need to back up and edit the template or message in Account Details before you proceed.
Alternative Scheduling
Want more control? You can always choose:
Final Thoughts
Interview Templates are your new best friend for consistent, no-fuss scheduling. Whether you’ve got one role to fill or ten, they save time and ensure smooth communication with candidates.
If you hit a snag or have questions, don’t hesitate to reach out to our Support team—we’re always here to help!
