How do I set up the auto scheduler?

Step One: To create your auto scheduler link that you will send to candidates, you must create the event. Begin in the “settings” tab and click “Auto Schedulers”

Step Two: Click “add” to create a new auto scheduler for an associated hiring event.

Step Three: Select the users you want this scheduler to be shared with.

Step Four: Next, select the event type - these are associated with the folders in your org tree, your lead progress events. This will set the name in the left column.

Step Five: If you have multiple types of logins on your account, you can schedule events for others. If you do not have special logins for your account, you will see “Me” as the only option. Select that. Then set the controls for how soon or how far in the future candidates can schedule their interview.  This will set a range of dates to limit the number of available dates the candidate will see on the calendar link they receive.

Step Six: Next, set up the confirmation notifications and reminders you want the recipient to receive once they schedule an event. The first time you use the scheduler, you will need to create the email content or select from an existing template. Your confirmation message will go out as soon as the candidate schedules. The reminders will go out for whatever time interval you establish for yourself and the candidate.

Step Seven: Next, create the content the recipient will view in the invitation link. You will complete this in the greeting message content box. This information will display in a web page, so make the content attractive and begin the message with a logo that immediately identifies you. Your finished message should look something like this:

Step Eight: Once your message is set, click save, the save the completed auto scheduler box.

Step Nine: Proceed to your search or leads activity, to select the candidate you want to send an auto scheduler invite to. Click the name of the candidate, then click “Send Email” to send the candidate an invite to schedule their next interview.

Step Nine: From here, you can create a “scheduler” email by selecting “manage my templates.” In the body of your template, you can create space for the scheduler link to use for future scheduling events and save it to your library for future use as shown below.

Step Ten: Then, using the “insert” drop down menu, locate and insert the schedule link where appropriate in your email body copy. Be sure to click “save” to make this template available for future use.

Step Eleven: Clicking “save” returns you to the send email screen. Select your template you just made, then Click “send” when you are ready to send.

Step Twelve: Your recipients email invitation will look like this, once the email is sent:

Step Thirteen: The invitation link takes the candidate to a schedule page that looks like this:

Step Fourteen: If the user should need to reschedule their event, following the invitation link from the email will allow them to reschedule, which will look like this:

Step Fifteen: To block out times in you or your Manager’s calendar for this auto scheduled event, create a “planned” event in the application following the steps in the “How do I create a planned event?” help topic.