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Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up Candidate Self-Scheduling

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.
  1. 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
  2. Configure the
    Candidate Self-Schedule Event
    business process.
  3. Set Up Assignable Roles.
    Configure the Workday delivered
    Self-Schedule Event Leader
    role 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 in
    Assigned by Security Groups
    on the
    Maintain Assignable Roles
    task.
  4. Add the:
    • Scheduled Events profile group to the Candidate Profile.
    • Self-Scheduled Events
      report to the
      Scheduled Events
      profile group. This report contains a section for
      Awaiting Actions
      and another for
      Scheduled
      .
  5. Access the
    Create Off-Site Recruiting Location
    task.
    Create
    Off-Site Recruiting
    locations if you have events that are held at external locations such as hotels or convention centers. This task behaves the same as the
    Create Location
    task except that
    Off-Site Recruiting
    is automatically assigned as the
    Location Usage
    . You can set a date on which the location is no longer valid.
  6. Access the
    Maintain Recruiting Self-Schedule Calendar Types
    task.
    Create calendar types, such as
    Group Interview
    ,
    Orientations
    , or
    On-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 on
    Candidate Home
    .
  7. Access the
    Create Recruiting Self-Schedule Calendar
    task to create a new calendar.
    Candidate Visibility Range
    limits 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.
  8. Access the
    Assign Recruiting Self-Schedule Calendars
    task.
    You can assign more than 1 calendar to an evergreen or job requisition. Example: Job requisition (JR-10026) can have:
    Calendar
    With Calendar Type
    Mapped to
    Assessment Calendar
    Skills Test
    Assessment Stage
    Interview Calendar
    Interview
    Interview Stage
    Orientation Calendar
    Orientation
    Ready for Hire
When you move a candidate to a stage that has the
Candidate Self-Schedule Event
action step, Workday:
  • Creates a
    Candidate Self-Schedule Event
    .
  • Sends a task to the:
    • Registered
      Candidate Home
      account of the candidate.
    • Internal candidate's My Tasks.
Manage candidate self-schedule events.