<aside> 📝 In this guide, we’ll talk through what an interview plan is, the types of interview plans and how to set them up.
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Section Overview:
Interview plans determine the stages your candidates will pass through when interviewing with your team. Interview plans are created in Admin, then assigned to jobs. All jobs require an interview plan. You can see the stages of your interview plan displayed in the Candidate Pipeline section of the role it’s assigned to.
See the table below for information on the roles that have access to set up and edit shared interview plans.
| Access Role | Has Access? |
|---|---|
| Limited Access | ❌ |
| Agency Users | ❌ |
| Elevated Access - External Recruiter (not linked to an agency) | ❌* |
| Elevated Access - Analyst | ❌* |
| Elevated Access - Hiring Team Member | ❌* |
| Elevated Access - Hiring Manager | ❌* |
| Elevated Access - Admin | ❌* |
| Elevated Access - Admin Private | ❌* |
| Organization Admin | ✅ |
*Only Organization Admins can configure shared interview plans by default. Elevated Access users can be given access to edit shared interview plans if needed. More on this at Additional User Permissions.
Here’s an example of an interview plan:
You can see that it’s split into three sections; Lead, Active and Completed.
Lead: These stages are used for sourced candidates, both when finding suitable candidates and when reaching out to them to gauge their interest. Please note: The New Lead, Reached Out and Replied stages cannot be removed from an interview plan.
Active: These are stages that reflect your hiring process from when an application is received, right up to an offer being extended.
Completed: These are your stages that show the application result - either Archived (or rejected), or Hired.
When you click into a job, you can see these stages laid out in the Candidate Pipeline tab. You can click on the stage sections at the top of the Candidate Pipeline view to view your leads within the Leads section, and view candidates in Application Review, your Active stages and those who are in the Offer stage. Hired and Archived candidates are also accessible via the Hired and Archived buttons.
When clicking on an option, you’ll be able to see the stages you’ve set up. In Active for example, you can see each of the interview stages that were added to your interview plan and then the candidates listed in each stage.
