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Shortlist interviews

Use the Interviews section on a shortlist record to track interviews for the candidate and vacancy.

Open shortlist interviews​

  1. Open Shortlist from the main navigation.
  2. Open the shortlist record.
  3. Go to the Details tab.
  4. Find the Interviews section.

The interview table can show:

  • Interview #
  • Date & Time
  • Stage
  • Type
  • Interview Status
  • Contact

If no interviews have been scheduled, the table shows an empty state.

Schedule an interview​

Use Schedule Interview to open the Add Interview form.

Fields can include:

  • Interview Date
  • Interview Time
  • Estimated Duration
  • Stage
  • Type
  • Interview Contact
  • Other Interviewer
  • Email Address
  • Notes

After completing the fields, use Schedule to create the interview.

Check contacts before scheduling

Make sure the interview contact and email address are correct before scheduling. Interview communication may depend on your workspace configuration.

From a shortlist, you may also be able to open:

  • View Vacancy Schedule
  • View Candidate Schedule

Use these before scheduling to check availability and avoid conflicts.

  • Shortlists Overview
  • Scheduling Overview
  • Vacancy Schedule
  • Candidate Schedule