When you’re ready to set up an interview with a candidate, you can create meetings and send invites from the candidate’s profile. You can add other Hiring Team members and video options, and include interview guides and scorecards.
Hiring Manager access is required to schedule interviews.
How to schedule a candidate interview
To schedule an interview with a candidate:
Open the candidate’s profile.
Click the calendar icon 🗓 in the upper-right corner of the window.
Add a title for the meeting.
Choose a date, time, and duration for the meeting.
Add guests and attendees (you can check their availability first).
Choose a meeting organizer from the dropdown, if you like.
Select a location, phone, or video interview option.
Add an address, phone number, or recording option as needed.
Add a detailed meeting description, if you like.
Choose whether to include an interview guide for team members and select one from the dropdown.
Choose whether you’d like team members to complete a scorecard after the interview.
Choose whether you’d like the candidate to receive a reminder text (an email is sent automatically).
Choose whether to use Interview Analysis, if it’s enabled on the position.
To add another interview for the same date, click + Interview at the top of the window and add meeting details.
Click Continue to Email.
Confirm or update the email message to be sent to the candidate.
Click Send Invite.
Notes:
A candidate’s email address is required for scheduling interviews.
An SMS subscription is required to send reminder messages. Admins can customize the SMS reminder message in their Recruiting Preferences.
The option to schedule multiple interviews at once is available to customers on Business and Pro plans.
💡 Tip: Streamline your schedule — assign a Meeting Organizer!
If you’re scheduling interviews for other members of the hiring team, you can assign someone else to be the meeting organizer. That way, it won’t show up on your calendar if you’re not part of the meeting.
How to save interview templates
To save meeting details:
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.
The timeframe, title, description, organizer, and other settings will be saved so you can use the same details later. To use a meeting template, click the Interview Template dropdown menu at the bottom-left 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.
Admin permission is required to save public interview templates.
An admin can edit public interview templates in their Recruiting Preferences.
How to check interviewer availability
You can check team members’ calendars when you schedule an interview, to choose a time that works for everyone. Just click Check Availability next to the Interviewers search box to see their Breezy calendars.
If your interviewers have their Google or Outlook calendars integrated with Breezy, information from those calendars will also display.
How to reschedule an interview
If you need to reschedule an interview, you can make changes from the candidate’s profile.
To reschedule an interview:
Locate the candidate with a search or from a position or pool.
Open the candidate’s profile.
Click Reschedule in the banner at the top of the window.
Make changes as needed and click Cancel Meeting or Update Meeting.
The candidate and interviewers will receive an email notification about the scheduling change.
Note: Meetings created with a scheduling link can’t be rescheduled. In order to schedule a new time, first cancel the meeting and then resend a link or schedule the interview manually.
How to see all interviews for a position
You can see a calendar view of all the interviews scheduled for a position.
To open the interview calendar:
Click Positions/Pools in the left sidebar.
Open the correct position.
Click Calendar near the top of the window.
You’ll see an overview of all scheduled interviews. Click on any interview to see or edit its details.