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Workday User Guide
Zuletzt aktualisiert: 2024-03-08
Steps: Set Up Interviews

Steps: Set Up Interviews

  • Security:
    Set Up: Recruiting
    domain in the Recruiting functional area.
  • Create interview-scheduling location types when you're not integrating with a third-party calendar and you want to assign locations to interview sessions.
  • Create competencies if you want to include them in an interview.
  • Create questionnaires if you want to include them in an interview.
You can add interviews as a component of your recruiting process. With interviews, you can:
  • Define different types of interviews.
  • Include 1 or more interview stages in the
    Job Application
    dynamic business process.
  • Create an interview team and link it to a specific evergreen or job requisition.
  • Create rating scales used by interviewers when providing feedback.
  • Configure interviews to include competencies and questionnaires.
  • Configure the candidate profile to display interview details and feedback.
  • Configure the evergreen and job requisition profile to include interview-related information.
  • Schedule and manage interviews.
  1. Edit Domain Security Policies.
    Define the security groups that can access interview information for these interview-related domains in the Recruiting functional area:
    • Candidate Data: Interview Feedback Comments
    • Candidate Data: Interview Feedback Results
    • Candidate Data: Interview Schedule
    • Person Data: Work Email
    • Self-Service: Give Interview Feedback
    • Self-Service: My Scheduled Recruiting Events
  2. If you don't integrate with Microsoft® Outlook and want to send an email to interviewers, access the
    Edit Tenant Setup - Notifications
    task. In the
    Notification Delivery Settings
    section, select a routing rule from the
    Rule
    prompt that enables
    Email
    as a
    Channel
    and
    Immediately
    as the
    Default Frequency
    for either the:
    • Recruiting
      parent notification type.
    • Interview Schedule Communications
      individual notification type.
    Create an interview scheduling template. Use the
    Candidate URL
    report field to include a link to the candidate profile in the message.
  3. (Optional) Configure Candidate Reminders.
  4. Access the
    Maintain Interview Feedback Ratings
    task.
    Create a rating scale that interviewers use when providing feedback about the candidate. Once you create a rating scale, you can't change it. As you complete your rating scale, consider:
    • Enter at least 2 rows, but not more than 5.
    • For a 2-scale rating on the desktop or mobile application, enter a feedback description such as
      Yes
      or
      No
      .
    • For a 3 to 5-scale rating on the desktop application, enter the description exactly as you want it to display.
    • For a 3 to 5-scale rating on the mobile application, the scale displays as stars. Example: 3 = ***, 4= ****, and 5 = *****.
  5. Access the
    Maintain Interview Types
    task.
    Create different types of interviews so you have flexibility when scheduling an interview. Example: Phone or In-Person.
  6. (Optional) Add interview reports to profiles.
    Add:
    • Interview Team
      on the
      Details for Job Requisition Composite View
      profile group.
    • Interview Feedback Details
      and
      Interview Schedule
      on the
      Interview for Candidate Profile
      profile group.
  7. Access the
    Edit Tenant Setup - Recruiting
    task.
    Select
    Location Types for Interview Scheduling
    .
    Available to users not integrated with Microsoft® Outlook and when
    Enable Microsoft Outlook Interview Scheduling Integration
    isn't selected. Enables you to select organization-related locations when scheduling interviews using the
    Schedule Interview
    task. Locations only display in this prompt if tied to the location type specified here.
  8. (Optional) Access the
    Edit External Career Sites
    task.
    To display the complete interview schedule on Candidate Home, select the
    Enable Interview Schedule on Candidate Home
    check box. Otherwise, the first-time slot for the interview displays. This setting doesn't apply to Candidate Self-Schedule events.
  9. (Optional) Set up internal recruiting.
  10. To configure hidden or required fields on
    Interview Scheduling
    and
    Interview Feedback
    tasks, select
    Interview
    for the
    Recruiting
    functional area.
  11. Add text to help users with the interview feedback task.
  12. (Optional) Set up interviews to integrate with Microsoft® Outlook.
  13. (Optional) Set up interviews to integrate with Google Calendar.
  14. (Optional) Add web conference links to interview schedules.