<aside> 💡 Scheduling defaults allow you to set company-wide communication and direct booking/candidate availability settings. These default settings will be used while scheduling unless you specify different values on Interview Plans or individual Interview Schedules.

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Section overview:

Scheduling Defaults Overview

Scheduling defaults allow you to pre-configure details like the location, direct booking email template, and calendar invites across all jobs.

https://www.loom.com/share/d693d4953d254064815305ab919f091f

Permissions: Scheduling Defaults

See the table below for information on the roles that have access to configure scheduling defaults.

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 set scheduling defaults as part of their access role but Elevated Access users can be given access to this feature if needed. More on this at Additional User Permissions.

Communication

Settings

<aside> ☝ Settings control key details of calendar invites including the location which is used to automatically generate conferencing links or input the candidate’s phone number.

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  1. Location Add video conferencing, phone calls, or custom text to all calendar invites. Please note: If you select Zoom here, a host will need to be specified to ensure direct booking links are generated.
  2. Is Private? Hides calendar invite details (e.g. title, attendees) from non-attendees.
  3. Direct Booking Email Template This email template will be used when sending a Direct Booking request from the candidate profile. ****
  4. Candidate Availability Email Template This email template will be used when sending a Candidate Availability request from the candidate profile. ****
  5. Candidate Interview Confirmation The email template specified here will be sent as an interview confirmation once the candidate has scheduled.

Communication Settings.jpg

Calendar Invites

  1. Candidate Invites Input a title and description that will show in the candidate’s calendar invite. Candidates invites do not support formatting.
  2. Interviewer Invites Input a title and description that will show in the interviewer calendar invite/invites. Interviewer invites can be formatted.

https://cdn.zappy.app/dc579c49d13d36ee793acb069cd3c970.png

Direct Booking & Candidate Availability

<aside> ☝ These settings will apply to any Direct Booking or Candidate Availability requests that you create based on this schedule.

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Available Times