How to Add an Agenda While Scheduling an Interview for a Candidate?

Introduction

Keka Hire allows you to include an interview agenda while scheduling an interview with a candidate. You can mention the agenda in the email subject and provide additional details in the email body to help candidates understand what the interview will cover.

You can add an agenda in two ways:

• Directly while scheduling an interview.

• By creating an email template with the interview agenda and selecting it while scheduling the interview.

Method 1: Add an Agenda While Scheduling an Interview

You can directly include the interview agenda in the subject and body of the email while scheduling an interview.

Navigation:

1. Navigate to Hire and go to the Candidates section.

2. Select the candidate for whom you want to schedule an interview.

3. On the candidate's profile, click Schedule.

4. Select the appropriate interview type:

   • Online Interview
   • Face-to-Face Interview
   • Self-schedule interview
     
     

5. In the scheduling window, navigate to the Email to candidate tab.

6. Enter the interview agenda in the Subject field.

7. Add the detailed interview agenda, discussion points, or instructions in the Body section.

8. Review the email and click Send to share the interview details with the candidate.
   

Example:

• Subject: Online Interview – Technical Discussion – Sales Role

• Body: Include the topics to be discussed, interview expectations, and any other relevant instructions.

Method 2: Add an Agenda Using Email Templates

If you frequently schedule interviews with similar agendas, you can create an email template and reuse it whenever you schedule an interview.

Step 1: Create an Email Template

Navigation:

1. Navigate to Hire and open Settings.

2. Under the Notifications section, select Email Templates.
   
   

3. Click Create Template.

4. Configure the following details:

   • Category: Select the appropriate category, such as Interview Scheduling.

   • Visibility: Choose who can access the template.

   • Template Name: Enter a suitable name for the template.

   • Subject: Add the interview agenda or a relevant subject line.

   • Body: Include the detailed interview agenda, discussion points, and other relevant information.
     
     

5. Click Create to save the template.

Step 2: Use the Template While Scheduling an Interview

1. Navigate to Hire and open the Candidates section.

2. Select the candidate for whom you want to schedule an interview.

3. Click Schedule and select the appropriate interview type.

4. In the scheduling window, navigate to the Email to candidate tab.

5. Under Email Templates, select the previously created template.

6. The subject and body will be populated with the details configured in the template.

7. Review the information and make any necessary changes.

8. Click Send to share the interview invitation with the candidate.
   
   

Notes

• You can customize the subject and body of the email while scheduling an interview.

• Email templates help standardize interview agendas and reduce the need to enter the same information repeatedly.

• You can create multiple templates for different interview rounds or interview types.

• Ensure that the interview agenda is clearly mentioned in the subject and the relevant details are included in the email body.