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Schedule an interview with a candidate

Schedule interviews in Sage HR using Recruitment. Set the details and send invitations to candidates and attendees.

Written by Marcus

You can schedule interviews for candidates directly in Sage HR Recruitment.

Administrators and recruitment administrators can schedule interviews. Hiring team members can also schedule interviews if you add them to the role.

If interviews are a part of the recruitment process for the position you are hiring for, you can arrange and send out an invite to the interview within Sage HR.

📎NOTE: By default, only administrators and recruitment administrators can schedule interviews for candidates.

You can select the relevant members of the hiring team when adding a new position. If you select them, they can open the applicant’s page and schedule interviews.


Schedule an interview

  1. Click Recruitment in the main menu.

  2. Select the position from the Positions tab.

  3. Click the applicant tile in the pipeline.

  4. Click Schedule interview.

  5. Enter interview details such as type, date, time, and meeting link.

  6. Select attendees.

  7. Add a message for the candidate and attendees.

  8. Click Next.

  9. Review the summary.

  10. Click Schedule.


Manage interviews

Once you have sent out the invitation, the Interviews tab will appear on the applicant page. You can also see the status of the interview to the right of it.

Hover to the far-right of the interview title to edit, cancel, or delete an interview from the same tab:

  • Calendar icon to view the interview

  • Pencil icon to edit the interview

  • Cross to cancel the interview

  • Trash can icon to delete the interview

You can also download the calendar event here.

All interviews will also show in the Calendar section of recruitment.

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