Steps: Set Up Candidate Self-Scheduling
Review setup considerations for Candidate Self-Scheduling. See Setup Considerations: Candidate Self-Scheduling.
Candidate Self-Scheduling enables you to:
- Create predefined calendars for recruiting events, such as mass interviews or orientations, at any stage in the recruiting process.
- Schedule, reschedule, and cancel events on behalf of a candidate.
- Send tasks to external candidates through Candidate Home so they can schedule themselves for an event.
- Send tasks to internal candidate through My Tasks.
- Track event activity and calendar availability.
Candidate Self-Scheduling enables candidates to reserve, reschedule, view, and cancel time slots for events.
- Edit Domain Security Policies.Configure these security domains in the Recruiting functional area:
- Manage Candidate Recruiting Self-Schedule Event
- Manage Job Requisition Recruiting Self-Schedule Calendars
- Manage: Recruiting Self-Schedule Events
- Self-Service: My Scheduled Recruiting Events
- Set Up: Recruiting
- Set Up: Recruiting Self-Schedule Calendar
- Configure theCandidate Self-Schedule Eventbusiness process.
- Set Up Assignable Roles.Configure the Workday deliveredSelf-Schedule Event Leaderrole to give access to workers who might not normally be able to view specific candidate information. This role can be assigned to calendar schedules by those security groups listed inAssigned by Security Groupson theMaintain Assignable Rolestask.
- Add the:
- Scheduled Events profile group to the Candidate Profile.
- Self-Scheduled Eventsreport to theScheduled Eventsprofile group. This report contains a section forAwaiting Actionsand another forScheduled.
- Access theCreate Off-Site Recruiting Locationtask.CreateOff-Site Recruitinglocations if you have events that are held at external locations such as hotels or convention centers. This task behaves the same as theCreate Locationtask except thatOff-Site Recruitingis automatically assigned as theLocation Usage. You can set a date on which the location is no longer valid.See Create Locations.
- Access theMaintain Recruiting Self-Schedule Calendar Typestask.Create calendar types, such asGroup Interview,Orientations, orOn-site Assessments, and associate it with a recruiting stage. You can have more than 1 calendar type mapped to the same recruiting stage.Also define the messages candidates see when they access the self-scheduling task onCandidate Home.
- Access theCreate Recruiting Self-Schedule Calendartask to create a new calendar.Candidate Visibility Rangelimits the range of dates (within the start and end date of the calendar) that a candidate can select when scheduling a time slot.Example: On January 5, a candidate goes to schedule a time slot. The calendar schedule has start and end dates of January 1 - January 31. The visibility range is 2 days and 10 days. Workday uses the date that the candidate initiated the scheduling and adds the number of days of the visibility range to it. The candidate can select from time slots available on January 7 through January 15.
- Access theAssign Recruiting Self-Schedule Calendarstask.You can assign more than 1 calendar to an evergreen or job requisition. Example: Job requisition (JR-10026) can have:CalendarWith Calendar TypeMapped toAssessment CalendarSkills TestAssessment StageInterview CalendarInterviewInterview StageOrientation CalendarOrientationReady for Hire
When you move a candidate to a stage that has the
Candidate Self-Schedule Event
action step, Workday:
- Creates aCandidate Self-Schedule Event.
- Sends a task to the:
- RegisteredCandidate Homeaccount of the candidate.
- Internal candidate's My Tasks.
Manage candidate self-schedule events.