How to Schedule Interviews and Record Evaluations in CrmLeaf

Overview

Interviews record how a candidate performed at each stage of your hiring process. In CrmLeaf an interview schedule links a candidate's application to an interview stage, the interviewers, the meeting details and any supporting files. After the interview, interviewers record evaluations and comments, and the interview history stays on the candidate's record for later reference.

How It Works

You schedule an interview from the candidate's application, choosing the stage defined on the job opening. Interviewers conduct the interview, record their evaluation and comments, and the outcome informs the next status change on the application.

Schedule → Notify interviewers → Conduct → Evaluate → Comment → Advance the application

• The available interview stages come from the interview stages defined on the job opening.
• An interview can have more than one interviewer, and meeting details are recorded on the schedule.
• Files can be attached to the schedule, for example an assessment task or a portfolio to review.
• Evaluations and comments are recorded against the interview, and the interview history is retained.
• Advancing or rejecting the candidate is done on the application, using the configured application status pipeline.

Who Can Use This Feature?

Administrator

• Define the interview stages available on each job opening.
• Grant recruitment access so recruiters can schedule interviews and interviewers can record evaluations.
• Review interview history and evaluations across openings.

User

• Schedule an interview from a candidate's application.
• Assign interviewers and record the meeting details and stage.
• Record an evaluation and add comments after the interview.

Access depends on the modules and role assigned by your Administrator.

Prerequisites

• The Recruitment add-on module is enabled for your account.
• The job opening has its interview stages defined.
• The candidate has an application on that opening.
• The interviewers have CrmLeaf user accounts.

For Administrators

Step 1: Confirm the interview stages on the job

Go to: Recruitment → Jobs

What to do: Open the job opening and review its interview stages. Adjust them before interviewing starts, so every candidate for the opening is assessed in the same sequence.

What to verify: The stages appear in the interview schedule form for candidates on this opening.

Step 2: Confirm interviewer access

What to do: Check that the users who will interview have the recruitment access needed to open the schedule and record their evaluation.

What to verify: An assigned interviewer can open the interview and submit an evaluation.

For Users

Step 1: Open the candidate's application

Go to: Recruitment → Job Applications

Open the application for the candidate you want to interview and confirm the current status.

Step 2: Schedule the interview

Go to: Recruitment → Interview Schedule

Select Add to create the schedule. Select the candidate's application, the interview stage, the interviewers and the meeting details, then Save.

Step 3: Attach supporting files

Use Upload to attach anything the interviewers need, such as an assessment brief or documents the candidate submitted.

Step 4: Record the evaluation

After the interview, open the schedule and record the evaluation for the candidate, then add comments explaining the assessment. Each interviewer records their own view.

Step 5: Advance the candidate

Return to the application and move it to the next status in the pipeline, or reject it. If a further stage is required, schedule the next interview against that stage.

Field and Option Reference