Configuring Delegated Scheduling Preferences

The Delegated Scheduling Preferences can be accessed by:

• System Administrators by default
• Delegated Admins with the Scheduling Management permission of Interview Templates & Scheduling Management

To assign this permission to a custom system role:

1. Select User Menu→Settings.

2. In the Permissions section, select System Roles.

3. Edit the relevant custom role.

4. Enable Interview Templates and Delegated Scheduling under Company Settings.

   

There are two options for setting up these preferences: Company-Wide (Global) Scheduling and Per User.

Company-Wide (Global) Default Scheduling Preferences allow administrators to define default availability rules for interview scheduling. These default settings apply to all users who have not yet customized their own scheduling preferences. This ensures consistent scheduling behavior across the organization, especially during feature rollout or onboarding new team members.

To set company-wide default scheduling preferences:

1. Navigate to User Menu→Settings.

2. In the Administration section, select Delegated Scheduling Preferences.

3. In the Global tab, define the default scheduling automation preferences for the organization:

   • Preferred interview times: Specify the days and times when interviews are typically conducted (for example, Mon–Fri, 9am–5pm).
   • Advance and Buffer time settings: Configure the amount of advance notice required before an interview and the buffer time between interviews.
   • Daily interview limit: Set the maximum number of interviews a user can conduct in a single day.

4. Select Save.

   
   Note

   These defaults only apply if users haven’t manually set their own preferences.

Admins with the right permissions can view and edit scheduling preferences on behalf of other users.

This is useful when supporting executives, recruiters, or interviewers who don't have the time (or knowledge) to configure their availability themselves.

To enable the scheduling preferences per user:

1. Select Menu→Settings.

2. Select Delegated Scheduling Preferences in the Administration section.

3. In the Per user tab, select the users you'd like to manage their scheduling preferences.

4. Select a group of users and mark specific users as Favorites for quick access. (The next time you visit the page, you can easily filter the list to show only your favorites.)

5. Select Edit scheduling preferences pen icon next to the user's name, or the button at the top of the table to manage the preferences of the selected users.

6. You'll be able to fully manage the scheduling preferences of the selected users including:

   • Preferred interview times (e.g., Mon-Fri, 9am-5pm)
   • Advance and Buffer time settings between interviews
   • Daily interview limit
   • Date-specific availability
   • Out-to-office blocks

7. Select Save.

   Note

   Admins cannot override user-defined preferences. They can only set preferences for users who haven't set them, or manually edit preferences on behalf of users via the Manage Individual Users section.

   Once a user customizes their scheduling preferences under Settings→My Account→Scheduling Preferences, the company default no longer applies to them.