Step-by-step Guide:
Step 1: Access the workflow dashboard
- From the main menu, navigate to the Workflows section.
- Select the workflow where you want to schedule interviews.
Step 2: Configure Interview Details
- Click Schedule to begin organizing interviews for your selected workflow.
- From the Schedule side panel:
- Choose the provider (platform where the interview will be conducted).
- Select the interview duration.
- Click Download Template to download the candidate spreadsheet.
- Open the downloaded file, fill in candidate details, and save it to your system.
- Click Upload to import the completed spreadsheet.
- Manually choose the interviewer, interview date, and time from the available options.
Step 3: Confirm Interview Schedule
- Review all details to ensure accuracy.
- Click Schedule to finalize the interview.
- Once scheduled, you can view the interview in the respective Interview Step of your workflow.
Note: Successfully scheduled interviews will appear in the interview step timeline for easy tracking and updates.

