When you set up a candidate interview in Breezy, you can save your settings as a template to use for future meetings. If you’re an admin (or have a custom role with the correct permission), you can also save and manage public templates for the whole team.
Hiring Manager access is required to schedule interviews.
Admin access is required to create and edit public interview templates.
How to save interview templates
To save interview details as a template:
Create an interview from a candidate’s profile.
Click Save as Template in the lower-left corner of the scheduling window.
Enter a Template Name.
Choose whether to make the template public or private.
Confirm or update scheduling details.
Click Continue to Email.
Confirm or update the email message to be sent to the candidate.
Click Save Changes.
To use a saved interview template, choose one from the Interview Template dropdown in the lower-left corner of the scheduling window.
Notes:
You can save up to 25 private templates per user and up to 25 public templates across your company account.
You need admin permissions to save public templates.
How to edit interview templates
Private templates
You can edit your own private templates any time you use them in the scheduling window.
Create an interview from a candidate’s profile.
Click the Interview Template dropdown in the lower-left corner of the scheduling window.
Click the edit icon (pencil) next to the correct template.
Update the interview details as needed.
Click Continue to Email.
Edit the email message as needed.
Click Save Changes.
Note: Only the user who created a private template can use it or make changes to it.
Public Templates
If you’re an admin, you can create and edit public interview templates in your Recruiting Preferences.
Click the gear icon ⚙️ in the left sidebar.
Click Templates.
Click Messaging in the left sidebar and find Interview Templates.
Find the correct template on the list and click the edit icon (pencil) to make changes.
Click + Add Template to create a new template.