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Move Candidate to Interview without scheduling

Summary

Users with the necessary permissions can move candidates to the interview stage in the hiring pipeline. They can either drag and drop a candidate into the interview stage or use the "Move" option. Once the candidate is in the interview stage, users can either move the candidate without scheduling an interview or schedule the interview. If the candidate is moved without scheduling, no communication will be sent to the candidate.

In this article

  • Before you begin
  • Step 1: Access the Candidate in the Hiring Pipeline
  • Step 2: Move the Candidate to the Interview Stage
  • Step 3: Choose to Move or Schedule the Interview
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have the necessary permissions to access the "Interview Schedule" section and manage interviews.
  • Ensure you have the permissions to either move or schedule candidates for the interview. If you do not have these permissions, contact your system administrator.

Step 1.Access the Candidate in the Hiring Pipeline

  1. Log in to your system.
  2. Navigate to the "Hiring Pipeline" of the job posting.
  3. Locate the candidate you wish to move to the interview stage.

Step 2. Move the Candidate to the Interview Stage

  1. Drag and drop the candidate's card into the "Interview" stage.
  2. Alternatively, click on the candidate’s card and select the "Move" option from the menu.

Step 3. Choose to Move or Schedule the Interview

  1. Once the candidate is moved to the interview stage, you will see two options:
    • Move: The candidate will be moved to the interview stage without scheduling the interview. No communication will be sent to the candidate, and their status will be marked as Moved.
    • Schedule: Select this option to schedule an interview for the candidate. This will send communication to the candidate about the interview details.

    Frequently Asked Questions (FAQ)

    1. Who can move a candidate to the interview stage?

    Only users with the necessary permissions for managing the interview schedule can move candidates to the interview stage. If you do not have these permissions, contact your system administrator.
     

    2. How do I move a candidate to the interview stage?

    You can move a candidate to the interview stage by dragging and dropping their card into the "Interview" stage or by clicking on the candidate’s card and selecting the "Move" option.

    3. What happens when I select 'Move' for a candidate?

    When you click "Move", the candidate will be moved to the interview stage without scheduling the interview. No communication will be sent to the candidate, and their status will show as Moved.
     
     

    4. Can I schedule the interview when I move the candidate?

    Yes, you can choose to schedule the interview instead of just moving the candidate. This will send a notification to the candidate about the scheduled interview.

     

    5.Will the candidate know they’ve been moved to the interview stage?

    If you use the Move option without scheduling, no communication will be sent to the candidate, and they will not be notified. If you choose to schedule the interview, the candidate will be informed about it.


    6    .Can I undo the 'Move' action?
     
    The ability to undo a move action depends on your system’s functionality and settings. It's best to check with your system administrator or HR team for more details.


    7.What is the difference between 'Move' and 'Schedule'?

    The Move option moves the candidate to the interview stage without any communication or scheduling. Schedule involves setting a date and time for the interview and sends a notification to the candidate.