Creating Interview Types

Objective

After completing this lesson, you will be able to create interview types to standardize the interview process and provide clarity for interviewers and candidates.

Interview Types

Effectively managing and standardizing the interview process is crucial for making informed hiring decisions. SmartRecruiters provides tools to configure interview types and scorecards, ensuring consistency and focus during candidate evaluations. Interview types help categorize different interview formats, such as phone screens, in-person interviews, or panel interviews. For example, when a member of the hiring team schedules an interview, they can assign each time slot an Interview Type, a configurable label that describes the purpose and/or format of an interview time slot (for example, Phone Screen, Technical Interview, On-site).

Creating interview types ensures your team can easily select the appropriate type, streamlining scheduling and providing clarity for both interviewers and candidates.

Benefits of Using Interview Types

  • Clarity and context for everyone: Selecting an interview type assigns a clear, standardized label to the slot, so interviewers (and your team) immediately understand the intent of that segment.

    The Invite to Interview page displays scheduling modal to set type, title, date, duration, interviewers, host, resources, and notes.​
  • Cleaner, more personalized communications: An interview type token [m_interview_type] is available as a merge field in email templates under the Add merge field menu, allowing interview invitations and reminders to automatically display the interview type without manual updates.The Communication to candidates’ page is displayed with email editor with templates, subject, merge fields, and self-schedule link placeholders for invitations.​
  • Consistent candidate experience in self-scheduling: Sending Self-Scheduling invites and aligning Interview Type with the selected Format/Location helps avoid confusing calendar subjects for candidates (such as Phone vs. On-site).

Configure Interview Types

Steps

  1. Navigate to Settings/AdminConfigurationInterview Types.

    The SmartRecruiters settings Interview types page is displayed to customize interview types; add new type or delete any listed type.​
  2. Review the list of existing interview types and remove any that are no longer relevant.

  3. Add a new interview type by entering a name (for example, Phone Screen) and saving it.

  4. Select the newly added interview type when scheduling interviews.

    Gain more insight by watching this video!

    This video is for demonstration purposes. Any references made in this video to previous or later videos in this course (including titles, numbers, links, or sequence) may differ from the current course structure. Additionally, some functionalities shown may have evolved over time due to ongoing enhancements or business decisions.

Summary

  • Interview types help categorize different interview formats, such as phone screens, in-person interviews, or panel interviews.
  • Configuring interview types provides clarity and context for everyone involved in the hiring process.
  • Interview types can be added, removed, and managed within the SmartRecruiters platform under Settings/AdminConfigurationInterview Types.
  • Interview types can be used in email templates to create cleaner, more personalized communications.