Interviewing Applicants

This chapter describes how to:

Click to jump to parent topicMaintaining Interview Facilities

Interview facilities are specific locations such as meeting rooms where interviews take place. In the context of an applicant's interview schedule, the facility is referred to as the venue. If integration with Microsoft Outlook calendaring is active, the interview facility corresponds to a Microsoft Outlook resource.

Click to jump to top of pageClick to jump to parent topicPage Used to Maintain Interview Facilities

Page Name

Definition Name

Navigation

Usage

Interview Facilities

HRS_VENUE_PG

Recruiting, Administration, Interview Facilities, Interview Facilities

Maintain information about interview venues.

Click to jump to top of pageClick to jump to parent topicMaintaining Interview Facilities

Access the Interview Facilities page (Recruiting, Administration, Interview Facilities, Interview Facilities).

Venue Information

Venue ID

Displays a unique identifier that the system assigns when you create the venue.

Status

Select Active or Inactive to indicate whether the venue is available for use on the Interview Schedule page.

Description

Enter the description that users see when selecting this venue to use for an interview.

Email

Enter the email address that is assigned to the Microsoft Outlook resource that corresponds to this venue. If you use full calendar integration, the system uses this email address to identify the venue, confirm its availability, and reserve it for the interview meeting. If you use partial calendar integration or no calendar integration, the email address is informational only.

Location

Enter the specific location of the venue. When a recruiter adds a venue to an interview, the system copies the location information to the interview schedule. If the recruiter modifies the location text in the actual interview schedule, the changes are replicated to the venue definition.

Interviewers can see the location information on the Interview Calendar page.

Applicants can see the location information on the Interview Detail page in Candidate Gateway. Applicants access this page using the interview notification link that the system generates if the Notify Applicant check box is selected when the interview is submitted.

Under partial calendar information, location information is also included in the iCalendar attachment that the system sends.

Directions

Enter directions to the venue.

Applicants can see the directions on the Interview Detail page in Candidate Gateway. Applicants access this page using the interview notification link that the system generates if the Notify Applicant check box is selected when the interview is submitted.

Notes and Room Details

Enter any additional useful information about the venue. Information in these fields does not appear on the Interview Schedule page. However, users can access the Interview Facility page from the Interview Schedule page if they want to review this information.

Attachments

Upload any useful attachments such as maps or room-specific instructions. The attachments grid includes a link to the document along with information about who uploaded the file and when it was uploaded.

Attachments do not appear on the Interview Schedule page. However, users can access the Interview Facility page from the Interview Schedule page if they want to review this information.

Click to jump to parent topicScheduling Interviews

This section provides overviews of applicant interviews, calendar integration options, and interview letters and notifications. This section then discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding Applicant Interviews

Use the Interview Schedule page to schedule interviews at any time in the recruiting process, whether or not the applicant is associated with a job opening. The Interview Schedule page always shows data for a single job opening (or for no job opening, if applicants have applied without selecting a job opening).

Navigation and the Manage Interviews Action

To access the Interview Schedule page, use the Manage Interviews action.

See Actions in the Take Action Field.

The Manage Interviews action is available in these locations:

You can also access the Interview Schedule page these ways:

Page Layout for Multiple Interviews and Multiple Applicants

The Interview Schedule page always shows interviews for a single job opening, but depending on how you access the Interview Schedule page, it can show schedules for one applicant or multiple applicants. The page includes a collapsible section for each included applicant, even if there is only one.

Within the section for a single applicant, there are collapsible sections for each scheduled interview. In this context, a single interview refers to a single block of time that is associated with one or more interviewers. To schedule separate time slots for different interviewers, recruiters need to set up multiple interviews.

For each applicant whose schedule appears on the page, the final collapsible section, after all of the interview sections, is for sending the applicant a consolidated interview letter. This is a letter that provides information about multiple interviews. (The individual interview sections have separate page elements that you can use to mark them for inclusion in the consolidated letter or to generate a letter with information about just that one interview.)

See Interview Letters and Notifications.

Links at the bottom of the page enable you to expand or collapse all sections with a single click.

This diagram illustrates the data hierarchy on the Interview Schedule page, where one job opening can have one or more applicants, and each applicant can have one or more interviews.

Interview Schedule page layout

Interview Information

When you schedule an interview, you provide the following information:

Click to jump to top of pageClick to jump to parent topicUnderstanding Calendar Integration Options

This section provides an overview of calendar integration for interviews.

Integration Setup

To activate calendar integration for interviews in Talent Acquisition Manager, use the Recruiting Installation – General page, where you select the level of calendar integration for your system:

See Defining General Settings for Templates, Approvals, and Integrations.

Full Calendar Integration

When you enable full calendar integration with Microsoft Outlook, recruiters still create the interview schedule using the PeopleSoft system. When the recruiter submits the interview data, the system sends the information to Microsoft Outlook via the Desktop Integration queue. The recruiter or meeting organizer can then send the meeting invitation from Microsoft Outlook.

The Microsoft Outlook meeting owner is the user who originated the interview in the PeopleSoft system. The users who schedule interviews must have the PeopleSoft plug-in for Microsoft Outlook properly installed. People who receive the meeting invitations but do not schedule them do not need the plug-in; to them, the invitation is identical to a standard Microsoft Outlook meeting invitation.

Until the invitations are sent from Microsoft Outlook, users can still make updates to the interview schedule in Talent Acquisition Manager. But after the invitations are sent from Microsoft Outlook, changes to the interview date and time must originate in Microsoft Outlook, not in Talent Acquisition Manager, which makes the relevant fields read-only. A link on the Interview Schedule page enables recruiters to open the meeting in Microsoft Outlook; any changes or cancellations made there are sent back to the PeopleSoft system and reflected on the Interview Schedule page.

Although recruiters cannot modify the interview schedule in the PeopleSoft system after the invitations have been sent from Microsoft Outlook, they can cancel the interview from the Interview Schedule page. The cancellation is sent to Microsoft Outlook, which deletes the corresponding meeting invitation.

The information that the system sends to Microsoft Outlook includes email addresses (not names or aliases) for all participants, including interviewers, venues (which correspond to resources in Microsoft Outlook), and applicants. These participants must have valid email addresses in their personal data records.

Internal participants, including internal applicants, receive Microsoft Outlook invitations.

External applicants are not included in the original meeting invitation, but after all internal participants have accepted the invitation, the PeopleSoft system sends an email with an iCalendar attachment to the external applicant. The system also creates an applicant contact note for the email.

As Microsoft Outlook receives replies to the meeting invitation, it sends the information to the PeopleSoft system, which updates the Interview Schedule page to show the attendees' responses. When all participants have accepted the invitation, the Interview Status changes to Confirmed.

See PeopleSoft 9.1 PeopleBook: Integration Interfaces

Partial Calendar Integration

Under partial calendar integration, Notify check boxes for the applicant and the interviewers enable the user to send notifications to interview participants. If these check boxes are selected at the time an interview is submitted or cancelled, the system sends each recipient an email with a formatted iCalendar attachment. Recipients can open the iCalendar attachment in their calendaring software to add, modify, or remove the meeting request entry from their calendar.

Under partial calendar integration, the email with the iCalendar attachment is sent in addition to a standard text-only PeopleSoft email notification.

Click to jump to top of pageClick to jump to parent topicInterview Letters and Notifications

This section provides an overview of interview letters and notifications

Interview Letters

When you enter interview information, you can optionally generate template-based interview letters to send to the applicant.

Each collapsible interview section includes a group box to use for producing an interview-specific letter, or you can mark the interview for inclusion in a consolidated interview letter. A separate Consolidated Interview Setter collapsible section appears after the last interview in the applicant's schedule, and you use this section to produce the consolidated letter.

The same letter templates are available for selection for individual interview letters and the consolidated interview letter. The delivered templates are valid for both scenarios because the letters list interviews in a table format even there is only one interview.

When the system generates interview letters, it also creates a contact note for the applicant.

Letter Generation

Talent Acquisition Manager uses Oracle Business Intelligence Publisher (BI Publisher) to generate recruitment letters, including interview letters.

You can generate interview letters manually on the Interview Schedule page. If you do not generate letters manually, then when you submit the interview schedule, individual interview letters that you defined but did not generate are added to the next run of the HRS Letter Generation process (HRSLETTR). This process generates all queued letters in batch.

Only individual interview letters can be generated in batch. Consolidated interview letters must be generated manually on the Interview Schedule page. This behavior ensures that there are no changes to the list of interviews to be included between the time you mark interviews for inclusion and the time the letter is generated.

To generate a letter from the interview schedule, use these links, which appear both for individual interviews and for the consolidated interview letter:

These links become available for a new interview only after the user saves the interview. The links remain available even if the user makes changes to the interview, but the letter generation process uses the saved data, so users must remember to save changes to ensure that the letter includes the most current information.

Interview Notifications

Under partial calendar integration or no calendar integration, the Interview Schedule page includes Notify check boxes for the applicant and the interviewers. When a user submits, resubmits, or cancels an interview, the system sends notifications to participants whose Notify check box is selected. Any time the system sends a notification to an applicant, it also creates a contact note in the applicant's record.

Note. The system sends notifications only when the Notify check box is selected.

The following table summarizes the types of notifications that the selected interview participants receive under each integration option:

Notification Type

Full

Partial

None

Email with iCalendar Attachment

Not applicable

Yes

No

Text-only email notification

Not applicable

Yes

Yes

Candidate Gateway notification (applicant only)

Not applicable

Yes

Yes

Candidate Gateway notifications are links on the Careers Home page. The applicant can click the interview notification link to access more complete interview details.

If an applicant already has a Candidate Gateway notification for the interview, and a recruiting user makes a change and sends a new notification, the system does not create an additional Candidate Gateway notification. Instead, the detail page that is accessed from the notification shows the updated interview data. If the applicant deleted the previous Candidate Gateway interview notification, then the notification process creates a new one.

See Using the Careers Home Page.

When a participant's appointment status changes, the system sends a notification to the user who created the interview.

Notification Templates

To provide appropriate notification text for different scenarios, the system uses different notification templates depending on the action that triggered the notification and depending on whether the interview is for an application that is associated with a job opening or for an application with no job opening.

The following table lists the notification templates that the system uses to send notifications to interviewers:

Recipient

User Action

Job Opening or None

Interviewer Notification

Interviewer

Submit or resubmit interview

Job opening

HRS_INTVW_SCHED_TEAM

Interviewer

Submit or resubmit interview

No job opening

HRS_INTVW_SCHED_TEAM_NOJO

Interviewer

Cancel interview

Job opening

HRS_INTVWSCHED_TEAM_CANCEL

Interviewer

Cancel interview

No job opening

HRS_INTVWSCHED_TEAM_NOJO_CANCEL

Applicant

Submit or resubmit interview

Job opening

HRS_INTVWSCHED_APPL

Applicant

Submit or resubmit interview

No job opening

HRS_INTVWSCHED_APPL_NOJO

Applicant

Cancel interview

Job opening

HRS_INTVW_APP_CANCEL

Applicant

Cancel interview

No job opening

HRS_INTVW_CANCEL_APP_NOJO

See Also

Viewing Interview Schedules

Sending Correspondence and Recruitment Letters

Click to jump to top of pageClick to jump to parent topicPages Used to Schedule Applicant Interviews

Page Name

Definition Name

Navigation

Usage

Select Job Opening for Interview

HRS_APP_ACTION

Recruiting, Find Applicants, Find Applicants

Search for applicants, then click an applicant name to access the Manage Applicant page.

On the Manage Applicant page, click the Interview Schedule/Evaluation link under the Applicant Activity tab, then click the Manage Interviews link.

Select the job opening for which you are scheduling an interview for an applicant.

Interview Schedule

HRS_INT_SCHED

You can access the Interview Schedule page several ways. This list presents the most frequently used methods.

  • Select Manage Interviews in the Take Action field in the Search Results grid on the Find Applicants page, in the Applicant Activity grid on the Manage Applicant page, or in the Manage Applicant grid on the Job Opening page.

  • Click the Continue button on the select Job Opening for Interview page.

Schedule applicant interviews.

Comments

HRS_RCRTR_CMTS_SP

HRS_REC_APP_CMT_SP

Click the Comments icon on the Interview Schedule page. There are separate Comments icons for applicant-specific comments, for interviewer-specific comments, and for venue-specific comments.

Add a comment. Applicant comments are displayed on the interview detail page in Candidate Gateway. Interviewer comments are displayed to interviewers on the Interview Schedule page.

Interview Schedule - Applicant Availability

Interview Schedule - Interviewer Availability

Venue Availability

HRS_APP_AVAIL_SP

HRS_INT_AVAIL_SP

HRS_VEN_AVAIL_SP

On the Interview Schedule page, click the Availability icon for the applicant, for a specific interviewer, or for the venue.

View the current interview schedule for an applicant, interviewer, or venue. The system does not check external calendar systems for availability, even under full calendar integration. Availability is based only on other interview schedules in the PeopleSoft system.

Interview Note

HRS_INT_NOTE_PG

  • Click the Add Note link on the Interview Schedule page.

  • Click the View Notes link for an existing note on the Interview Schedule page.

Maintain interview-related notes. This page functions similarly to the other note-related pages in the system.

Interview Request

HRS_INT_MTG_REQ_PG

Click the Interviewer Meeting Request or Applicant Meeting Request link on the Interview Schedule page.

Review and optionally modify notification text to be sent to interviewers and applicants.

Interview List

HRS_VW_ALL_INT_PG

Click the View/Print All Interviews link on the Interview Schedule page.

View a read-only summary of data from the Interview Schedule page, and print the information in this compact format.

Click to jump to top of pageClick to jump to parent topicScheduling Applicant Interviews

Access the Interview Schedule page (select Manage Interviews from the Take Action field on the Find Applicants page, the Manage Applicant page, or the Manage Job Opening page).

Page Elements That Vary According to the Integration Option

The following table lists the page elements that are hidden under certain integration settings:

Page Element

No Calendar Integration

Partial Calendar Integration

Full Calendar Integration

Interview Status field

(Interview section)

Hidden

Visible

Visible

Scheduler Status field

(Interview section)

Hidden

Hidden

Visible

Notify check boxes for the applicant, for individual interviewers, and for the interview team

(Interview section)

Visible

Visible

Hidden

Preview/Edit Meeting Request group box

(Interview section)

Hidden

Visible

Visible

Launch Scheduler link

(Applicant section)

Hidden

Hidden

Visible

Note. The preceding page illustrations show the Interview Schedule page as it appears under partial calendar integration, where everything is visible except for the Scheduler Status field and the Launch Scheduler link. Those two page element are visible only under full calendar integration.

Page-Level Action Buttons

Print Job Opening

Click to access the Select Job Openings page, where you configure and generate a printed version of the job opening data.

See Printing Job Openings.

Submit

Click when you have finished entering the information for scheduling interviews. If you use the system's delivered statuses and status change effects, submitting an interview updates the applicant's disposition to Interview.

Note. This update occurs because system assigns the interview its default status, Interview, which triggers the change to the applicant's disposition. The interview status in question is not the Interview Status field that is visible on the Interview Schedule page, which does not have configurable values. Instead, the status update process involves the Interview status area that you configure on the Statuses and Reasons page. This configurable status is used to make recommendations for interviewed applicants, and it is visible only on the Disposition Details: Interview page, where it is labeled Final Recommendation.

If full calendar integration is active, submitting the interview schedule triggers the integration, and the system creates the Microsoft Outlook meeting. For partial or no calendar integration, submitting the interview generates notifications for the participants whose Notify check boxes are selected.

See Interview Letters and Notifications.

Save for Later

Click to save your changes without generating notifications, updating the applicant's disposition, or creating calendar meetings.

Note. Under full calendar integration, the interview is queued for Outlook only when submitted. Clicking the Save for Later button does not queue the interview.

Cancel and Return to Previous Page

Click either of these to return to the previous page without saving any changes.

<Applicant Name>

The system displays a collapsible section for each applicant for whom you are scheduling interviews. The applicant's name appears in the section heading.

Applicant Name, Applicant ID, Applicant Type, and Preferred Contact

These fields display identifying information about the applicant. The applicant types are Employee, External Applicant, and Non-Employee.

Interview-Level Page Elements

For each applicant included on the page, the system displays one or more collapsible sections representing separate interview times. The interview date and time appear in the section heading.

The header information for each interview includes these fields:

Interview Status

Note. This field appears only under full or partial calendar integration.

Values in this status field represent the stages of the interview process.

Users can always update the interview status manually. Additionally, under full calendar integration, certain situations cause the system to update the status automatically.

These are the possible statuses:

  • Unconfirmed is the initial status for new and reinstated interviews.

    The Recruiter Alerts pagelet in PeopleSoft HCM Portal Pack includes an alert showing how many unconfirmed interviews the user is associated with.

    See Viewing Recruiter Alerts for Talent Acquisition Manager.

  • Scheduled indicates that the meeting invitation has been sent.

    Under full calendar integration, the system sets this status when the interview is scheduled in Microsoft Outlook.

  • Confirmed indicates that all participants have accepted the invitation.

    Under full calendar integration, the system sets this status after all the participants have accepted the Microsoft Outlook meeting. If a recruiter manually sets the status to Confirmed, the system checks if all participants have accepted the Microsoft Outlook invitation and displays a warning if any participants have not accepted the invitation.

  • Completed indicates that the interview has occurred and all interview evaluations are done.

    The Interview Evaluation Reminder (HRS_INT_EVAL) Application Engine process changes the interview status to Completed when it processes interviews after their scheduled date. Users can also manually put interviews in Completed status.

    See Finalizing Interviews and Sending Evaluation Reminders.

  • Cancelled indicates that the interview was cancelled; all interview data for a cancelled interview is read-only.

    Users can cancel interviews by updating the status directly (though the change does not take effect until the changes are submitted), or they can click the Cancel button that appears at the end of each interview section.

Note. This field is not associated with the Interview status area that is configured on the Statuses and Reasons page. The configurable statuses, which are not visible on this page, are used to make recommendations for how to disposition the applicant after the interview.

Scheduler Status

Note. This field appears only under full calendar integration.

Displays the interview's status with regard to creating a Microsoft Outlook calendar invitation. The available statuses are:

  • Initial - Not Visible: This is the default status when you set up an interview. It indicates that the interview data has not yet been sent to PeopleSoft Desktop Integration for scheduling.

  • On Hold - Do Not Schedule: Select this status if you do not want the system to create a Microsoft Outlook meeting.

  • Queued for Scheduling: Select this status if you want the system to queue the submitted interview for scheduling in Outlook.

Interview Type

Select one of the interview types that your organization defined on the Interview Types page. The specific values depend on how your organization chooses to classify interviews.

See Creating Interview Types.

Initiator

Displays the name of the user who originally created the interview.

Applicant Appointment Status

Under partial or no calendar integration, users can manually set the appointment status to Accepted, Declined, None (no response), or Tentative (tentatively accepted).

Under full calendar integration, the system sets the appointment status based on the applicant's reply to the Microsoft Outlook meeting invitation. Because only internal applicants are included in Microsoft Outlook meeting invitations, recruiters must update this field manually for external applicants, who do not receive meeting invitations.

Applicant Comments

Click to access the Comments page where you can enter applicant-specific comments. These comments appear on the interview details that the applicant views in Candidate Gateway.

Applicant Availability

Click to access the Interview Schedule - Applicant Availability page, which displays all interview dates and times for the applicant.

This page does not display information from the applicant's Microsoft Outlook calendar; it displays only interview data from the PeopleSoft system.

Notify Applicant

Note. This check box appears only under partial or no calendar integration.

By default, this check box is initially deselected. Select this check box to have an email notification sent to the applicant when the interview is submitted. Under partial calendar integration, the system sends both a standard notification email and a separate email with an iCalendar attachment.

If the applicant is a registered user of Candidate Gateway, the system also sends a Candidate Gateway notification.

This check box does not appear under full calendar integration. Under full calendar integration, the system sends the application a notification email when the interview status changes to Confirmed.

Interview Details

Date

Enter the date on which the interview is to take place.

Time Zone, Start Time and End Time

Enter the start and end times for the applicant's interview.

This time applies to all interviewers. To schedule different interviewers at different times, create multiple interviews for the applicant. Under full calendar integration, each interview (including consecutive or overlapping interviews) becomes a separate Microsoft Outlook invitation.

The default time zone is the recruiter's own time zone.

Interview Schedule

Use the Interview Schedule grid to schedule specific interviewers during the overall interview time block.

Interviewer ID and Interviewer Name

Identify interviewers by entering their employee IDs; the system then displays the interviewers' name.

Date, Start Time, End Time, and Time Zone

Displays the date and time for the interview in the interviewer's own time zone. Every interviewer is scheduled for the entire block of time. To schedule different times for different interviewers, create additional interviews.

Appointment Status (interviewer appointment status)

If you use full calendar integration, and if the initiator receives a Microsoft Outlook calendar response to the invitation, the system updates the interviewer's appointment status accordingly. Otherwise, manually set the appointment status to Accepted, Declined, None (no response), or Tentative (tentatively accepted).

Notify

Note. This check box appears only under partial or no calendar integration.

Select this check box to have an email notification sent to an individual interviewer when the interview is submitted, resubmitted, or cancelled. The system uses the email addresses from the interviewers' Personal Data records (not the email addresses from their User ID security profiles).

Delete

Click the Delete icon to remove a particular interviewer from the interview schedule.

Comments (interviewer comments)

Access the More tab in the Interview Schedule grid to view the Comments icon.

Click the icon to access the Comments page and enter interviewer-specific comments. If interviewer-specific comments exist, the interviewer sees a comments icon alongside the interview on the Interview Calendar page.

Availability (interviewer availability)

Access the More tab in the Interview Schedule grid to view the Availability icon.

Click the icon to access the Interview Schedule - Interviewer Availability page, where you can view the interviewer's current interview schedule.

This page does not display information from the interviewer's Microsoft Outlook calendar; it displays only interview data from the PeopleSoft system.

Add Interviewer

Click this link to add another row to the Interview Schedule grid.

Under partial or no calendar integration, click the Notify check box for the new row if you want the system to send notifications to the newly added interviewer when you submit the interview.

Under full calendar integration, if the Microsoft Outlook meeting invitation has already been sent, you must use Microsoft Outlook rather than Talent Acquisition Manager to add additional interviewers; Microsoft Outlook then sends a meeting invitation to the new interviewer. Microsoft Outlook also sends information about the new interviewer to the PeopleSoft system so it can add the interviewer to the schedule.

Notify Interview Team

Note. This check box appears only under partial or no calendar integration.

Select this check box to make the system select all of the Notify check boxes for individual interviewers.

This check box is simply a data entry shortcut: the system does not use this setting to determine who should receive a notification. If you select the Notify Interview Team check box and then deselect the Notify check box for an individual interviewer, the Notify Interview Team check box remains selected, but the system does not send a notification the deselected interviewer.

Venue Information and Location

Venue and Add/Maintain Venue Information

In the Venue field, select a physical location for the interview. Under full calendar integration, venues correspond to Microsoft Outlook resources.

The available values are those that you set up in the Interview Facilities page. To modify venue details, or to add a new venue, click the Add/Maintain Venue Information link to access the Interview Facilities page.

Email

When you select a venue, its email appears in the grid. This is relevant only if you use full calendar integration, in which case the ability to book the venue using Microsoft Outlook depends on the venue email matching the corresponding resource email in Microsoft Outlook.

Appointment Status (venue appointment status)

If you use full calendar integration, and if the initiator receives a Microsoft Outlook calendar response to the invitation, the system updates the venue appointment status accordingly. Otherwise, users manually set the appointment status to Accepted, Declined, None (no response), and Tentative (tentatively accepted).

Location

If there is location information in the venue definition, the system enters that location information here, replacing any existing location text. You can modify the location text, and any changes that you make are saved to the venue definition.

Preview/Edit Meeting Request

Use the links in this section to access the Interview Request page, where you can personalize the text of the meeting invitation for this interview.

Note. This section appears only under partial calendar integration.

Interview Meeting Request and Applicant Meeting Request

Click the appropriate link to review and optionally modify the text of notifications that the system sends to interviewers or applicants. You can also add attachments to the notification.

As long as you do not make any changes to the default notification, changes that you make to the interview date, time and location are automatically reflected in the notification. However, after you save any changes to the default text, the system no longer makes any updates to the text.

Note. If you change the interview date, time, or location after you modify the notification text, you must make any necessary changes to the notification text manually.

Letter

Letter

Select a letter that you want to send to the applicant when an interview is scheduled. Talent Acquisition Manager delivers three templates: HRS_INT_LETTER_IS1, HRS_INT_LETTER_IS2, and HRS_INT_LETTER_IS3.

Date Printed

Displays the date that you printed the letter. The system populates the field when you click the Generate Letter link or when the letter is generated by the HRS Letter Generation batch process.

Generate Letter

Click this link to generate the letter immediately. The system opens the generated letter in a new browser window, where you can print it or save it locally. Once the letter is generated, the Generate Letter link is no longer available and the letter is removed from the HRS Letter Generation batch process.

When you generate a letter, the system creates a contact note entry on the Manage Applicant page: Contact Notes tab. The letter is an attachment to the note.

If you click the Email Applicant link after generating a letter, the system automatically attaches the generated letter to the email.

Email Applicant

Click this link to display the Send Correspondence page, where you can send the applicant email. If you have generated or uploaded a letter, the Attachments grid on the Send Correspondence page includes the letter (although you can remove or replace it if you wish).

After accessing the Send Correspondence page, enter the email subject and message, then send it to the applicant. When you send the email, the system creates a contact note on the Manage Applicant page: Contact Notes tab. The email attachments are saved as note attachments.

See Sending Correspondence and Recruitment Letters.

Upload Letter

Click this link to upload a saved letter as an attachment. Most commonly, you use this link to upload a modified version of the original generated letter. However, it is not necessary to generate a letter before uploading one.

When you upload a letter, the system creates a contact note entry on the Manage Applicant page: Contact Notes tab. The letter is an attachment to the note.

If you click the Email Applicant link after generating a letter, the system automatically attaches the modified letter (rather than the original) to the email.

Include in Consolidated Letter

Select this check box to mark the interview for inclusion in a consolidated interview letter that lists all selected interviews. Selecting this check box makes the interview-specific fields and links inactive to suppress generation of a individual interview letter.

If you select this check box for any interview, be sure to also generate the consolidated interview letter using the Consolidated Interview Letter group box that appears after the applicant's last interview section on this page.

Attachments and Notes

Attachments

Use the Attachments grid to attach external documents, such as interview scripts, to the interview schedule.

Click the Add Attachment link to add file attachments to the grid; the system prompts you to identify the file to be uploaded.

When a file is uploaded, the default description is the file name. You can modify this description until you save or submit the interview, at which point it becomes read-only.

To view an existing attachment, click its file name. The attachment opens in a new browser window.

Notes

Use the Notes grid to add notes related to the interview. You can also add attachments to individual notes.

These notes are specific to the interview; they are not associated directly to either the job opening or the applicant.

Load JO Attachment (load job opening attachment) and Load JO Notes (load job opening notes)

Click these links to copy selected attachments and notes from the job opening to the interview. Job opening attachments and notes appear on the Activity & Attachments tab on the Job Opening page. Job opening attachments and notes are associated with specific audiences (Private, Public, or Interview), and when you load job opening attachments or notes into the interview, the system copies only the notes and attachments where the audience is Interview.

Buttons for Cancelling and Reinstating Interviews

Cancel Interview

Click the Cancel Interview button, which appears only after an interview has been saved and submitted, to cancel the interview. When the interview is cancelled, the system changes the Interview Status to Cancelled, and all fields for the cancelled interview become read-only. Although these changes appear to occur immediately, you still need to submit or save the interview to complete the cancellation.

Under full calendar integration, cancelling an interview also cancels the Microsoft Outlook meeting invitation.

Under partial or no calendar integration, cancelling an interview triggers notifications to participants whose Notify check boxes are selected.

You cannot cancel interviews that have attached evaluations or where the applicant has proceeded past the Interview disposition.

Reinstate Interview

After an interview is cancelled, the Reinstate Interview button replaces the Cancel Interview button. Click the Reinstate Interview button to change the interview status to Unconfirmed and make the interview fields editable again. The system will not allow you to submit a reinstated interview without first changing the interview date or time or adding or deleting at least one interviewer.

Under full calendar integration, reinstating an interview creates a new Microsoft Outlook meeting invitation.

Consolidated Interview Letter

This group box appears after the last interview listed for the applicant. Use it to generate an interview letter that lists all of the interviews where the Include in Consolidated Letter check box is selected.

Letter, Date Printed, Generate Letter, Email Letter, and Upload Letter

Use these fields to select a template and generate a consolidated interview letter using that template. These page elements work similarly to the ones that appear for individual interviews, except that when you generate the letter, the system brings in data from multiple interviews.

Note. Unlike individual interview letters, the consolidated interview letter cannot be generated by the HRS Letter Generation batch process. To produce a consolidated interview letter, you must use the Generate Letter link on this page.

Select All Interviews and Deselect All Interviews

Click these buttons to select or deselect the Include in Consolidated Letter check box for all of the applicant's interviews that appear on the page.

These buttons are simply a data entry shortcut. You can still change the settings for individual interviews after clicking these buttons.

Exclude Past Dated Interviews

Select this check box before clicking the Select All Interviews button to prevent the button from selecting interviews on days before the current date. Interviews scheduled for the current date are not considered to be in the past; the system does not consider the interview time in making this determination.

The Exclude Past Dated Interviews check box does not deselect past dated interviews, it just prevents them from being selected by the Select All Interviews button. For example, if you click the Select All Interviews button, then you subsequently select the Exclude Past Dated Interviews check box, any past dated interviews remain selected. To prevent those interviews from appearing in the consolidated interview letter, you need to deselect them either manually or by clicking the Deselect All Interviews button.

Applicant-Level Actions

These page elements appear at the end of each applicant section.

Add Interview

Click this button, which appears once per applicant (at the bottom of the Interview Schedule page) to add an additional interview section for the applicant.

Launch Scheduler

Note. This link appears only under full calendar integration.

Click this link to open Microsoft Outlook so that you can review and update interview meeting invitations.

Recruiters who schedule interviews and therefore originate the Microsoft Outlook meeting invitations must have the PeopleSoft plug-in for Microsoft Outlook installed. The plug-in adds PeopleSoft-specific features to Microsoft Outlook, including the ability to send meeting changes back to Talent Acquisition Manager.

Click to jump to top of pageClick to jump to parent topicChecking Participant Availability

Access the Interview Schedule page (click the applicant availability or interviewer availability icon on the Interview Schedule page) or the Venue Availability page (click the venue availability icon on the Interview Schedule page).

Click to jump to top of pageClick to jump to parent topicModifying Interview Notification Text

Access the Interview Request page (click the Interviewer Meeting Request or Applicant Meeting Request link on the Interview Schedule page).

Subject and Message

Review the subject and text of the message and make any necessary modifications.

Access

The system saves the message as a contact note for the applicant; choose whether the note is to be Public (the default) or Private. Anyone can view a public contact note; only the creator of the note can view a private note.

Add Attachment

You can optionally add attachments to the message. For example, you could attach a map to the interview venue.

Click to jump to top of pageClick to jump to parent topicReviewing and Printing an Interview Summary

Access the Interview List page (click the View/Print All Interviews link on the Interview Schedule page).

This page summarizes the data on the Interview Schedule page in a simple printer-friendly format. The page lists all the interviews for one or more applicants for a single job.

Click the Print this Page link to print the interview list exactly as it appears on screen.

Click to jump to parent topicCompleting Interview Evaluations

This section provides an overview of interview evaluations, lists prerequisites, and discusses how to:

Note. Only the scheduled interviewers (as entered on the Interview Schedule page) can create evaluations. Only administrators can update submitted evaluations.

Click to jump to top of pageClick to jump to parent topicUnderstanding Interview Evaluations

To complete an interview evaluation, you use the Interview Evaluation (HRS_INT_EVAL) component.

Creating Evaluations

To create a new interview evaluation, use the Create Interview Evaluation action, which displays the Interview Evaluation page and is available from these locations:

You can also create an interview evaluation from the Interview Evaluations grid that appears on the Disposition Details - Interview page and on the Manage Applicant page: Applicant Activity tab: Interview Schedule/Evaluations section.

Completing Evaluations

The evaluation categories that appear on the Interview Evaluation page come from the interview evaluation template that is associated with the job opening's recruitment template.

Evaluators assign ratings to the individual categories, give an overall rating and recommendation, and enter any comments.

There are two options for saving an evaluation:

Reviewing Evaluation Progress and Accessing Existing Evaluations

To view a list of interview evaluations for an application, use the Interview Evaluations grid. This grid appears in two places:

The Interview Evaluations grid lists all scheduled interviewers and, for submitted evaluations, the overall rating and recommendation. The grid also includes an Action column with links that the user clicks to access the Interview Evaluation page. The link text indicates whether the link is used to create a new evaluation, complete an already-started evaluation, or view a completed evaluation.

Updating Submitted Applications

When you set up your recruiting system, you can give administrators the ability to edit, delete, and send back submitted interview evaluations. To do this, select Yes in the Administrator Evaluation Edit field on the Recruiting Installation - Applicants page.

See Defining Applicant-Related Settings.

When you grant administrators these additional privileges, administrators see an Edit Evaluation link rather than a View Evaluation link next to completed evaluations. Clicking this link displays the Interview Evaluation page, but in this mode, the Save and Submit Evaluation buttons are replaced by buttons that the administrator can use to:

Click to jump to top of pageClick to jump to parent topicPrerequisites

Before you can interview applicants, you must set up the interview evaluation template.

See Setting Up Interview Evaluation Templates.

Before administrators can update submitted evaluations, you must select Yes in the Administrator Evaluation Edit field on the Recruiting Installation - Applicants page.

See Defining Applicant-Related Settings.

Click to jump to top of pageClick to jump to parent topicPages Used to Complete Interview Evaluations

Page Name

Definition Name

Navigation

Usage

Find Applicants

HRS_REC_SCHAPP

Recruiting, Find Applicant, Find Applicant

Search for and select applicants.

Interview Evaluation

HRS_INT_EVAL

HRS_VIEW_INT_EVAL

  • To create a new evaluation, select Create Interview Evaluation in the Take Action or Group Action field on the Find Applicants page, on the Manage Applicant page, or on the Job Opening page.

  • To access an existing evaluation, click the View Evaluation or Update Evaluation link on the Disposition Details - Interview page or in Interview Evaluations grid on the Manage Applicant page: Applicant Activity tab: Interview Schedule/Evaluation section.

Create, update, or review interview evaluations.

Interview Evaluations

HRS_INT_EVAL_LST

Self Service, Recruiting Activities, Interview Evaluations, Interview Evaluations

Create, update, or review interview evaluations using self-service.

Evaluation Rating Comments

HRS_INT_EVAL_SEC

Click the Comments icon for a rating category on the Interview Evaluation page.

Enter evaluation comments for a specific category.

Click to jump to top of pageClick to jump to parent topicCreating an Interview Evaluation

Access the Interview Evaluation page (select Create Interview Evaluation in the Take Action or Group Action field on the Find Applicants page, on the Manage Applicant page, or on the Job Opening page).

Evaluator Actions

Save

Click this button to save your work without submitting evaluations or navigating away from this page. If the page includes sections for multiple applicants, the system saves all sections except those for which no rankings have been entered.

Submit Evaluation

Click this button to submit your completed evaluations and return to the previous page. All evaluations on the page must be complete before you can submit them; the system displays error messages if there is any missing data.

Cancel and Return to Previous Page

Click to return to the previous page without saving or submitting your work.

<Applicant Name>

The page displays an expandable section for each applicant you are evaluating. Several read-only fields at the top of this section give basic information about the applicant and the job opening. Additional fields identify the user who submitted the evaluation and the date that the evaluation was submitted.

Interview Date and Interview Type

Displays the date and interview type that were entered when the interview was scheduled. You can override the data in these fields if necessary.

If there is no interview scheduled for the applicant, you can still create an evaluation. The default interview date is the current date.

Rate Applicant

Category

The grid lists the rating categories that are associated with the interview template for the job opening.

Interview Rating and Score

Select a rating for the given category. The system displays the score that is associated with the rating you select. Ratings are associated with scores in the interview evaluation template for the job opening.

Comments

Click the Comments icon to access the Evaluation Rating Comments page and enter a comment for the specified category.

Recommendation and General Comments

Overall Rating

Enter an overall rating. Select from the values that were defined in the Interview Evaluation Ratings page.

See Creating Interview Ratings.

Recommendation and Reason

Enter an overall recommendation. Select from the statuses are defined for the Interview recruitment phase.

See Defining Statuses and Reasons Codes.

If the interview evaluation template is configure to require a reason for the rating you select, the Reason field appears. The available values are the reasons that are associated with the status that you selected as the recommendation.

General Comments

Enter freeform text comments about the applicant.

Click to jump to top of pageClick to jump to parent topicUpdating a Submitted Evaluation

Access the Interview Evaluation page in administrative update mode (click the Edit Evaluation link in the Interview Evaluations grid on the Disposition Details - Interview page).

Note. Only administrators can update submitted evaluations. The option for administrators to edit evaluations is available only if activated in the Recruiting Installation - Applicants page.

Administrator Actions

Edit

Click the Edit button to make a submitted evaluation editable. When the page changes to editable mode:

  • The Send Back and Delete buttons disappear.

  • The Save button appears.

    To exit editable the page without saving changes, click the Return to Previous Page link.

  • The Edited By, Date Edited, and Edit Evaluation Comments field appear.

  • The administrator can update the original evaluator's ratings, recommendations, and comments.

Send Back

Click this button to send the evaluation back to the original evaluator. Sending an evaluation back reverses the evaluation submission; it is as if the original evaluator saved it without submitting it.

If the administrator edited the evaluation before sending it back, changes to the original evaluator's data is kept, but the Edited By,Date Edited, and Edit Evaluation Comments fields are cleared.

Delete

Click this button to delete the evaluation entirely. All data is cleared, and the system displays the page from which you accessed the evaluation.

The Interview Evaluations grid no longer displays data for the deleted evaluation. Instead, the Action field displays Evaluate Applicant, the text that appears when no evaluation data exists.

Edit Mode Page Elements

These page elements appear after an administrator clicks the Edit button. If the administrator saves changes, these fields remain visible to anyone else who views the evaluation. These fields provide the only audit trail for modified evaluations. If the administrator later sends the evaluation back to the original evaluator, the system clears these fields, but retains any changes to the evaluation itself.

Edited By and Date Edited

These fields display system-generated information about who edited the evaluation and when it was edited.

Edit Evaluation Comments

An administrator who edits an evaluation uses this field to enter comments related to the edit.

Click to jump to parent topicFinalizing Interviews and Sending Evaluation Reminders

This section provides an overview of interview evaluation reminders and discuss how to send interview evaluation reminders.

Click to jump to top of pageClick to jump to parent topicUnderstanding Interview Finalization and Evaluation Reminders

The Interview Evaluation Reminder (HRS_INT_EVAL) Application Engine process performs these two tasks:

To prevent the system from processing every interview in the system, you must specify a date range for the interviews to be processed. You can enter actual dates, or you can specify the number of days to look back from the current date.

Click to jump to top of pageClick to jump to parent topicPage Used to Finalize Interviews and Send Evaluation Reminders

Page Name

Definition Name

Navigation

Usage

Interview Evaluation and Final

HRS_RUN_INT_REM

Recruiting, Administration, Interview Evaluation Reminder, Interview Evaluation and Final

Run a process to mark interviews complete and to optionally send interview evaluation reminders.

Click to jump to top of pageClick to jump to parent topicFinalizing Interviews and Sending Evaluation Reminders

Access the Interview Evaluation and Final page (Recruiting, Administration, Interview Evaluation Reminder, Interview Evaluation and Final).

Interviews Scheduled From and To

Enter specific dates to be used when processing interviews. The system processes interviews that are scheduled on or between the dates you enter.

Between and And <number of > days prior to today

Enter two numbers that define how many days to look back when processing interviews. For example, enter 1 and 7 to process interviews that are scheduled for one to seven days before the day that the process runs.

Send Evaluation Reminders

Leave this check box selected if you want the Interview Evaluation Reminder process to send reminder notifications to interviewers who have not completed evaluations for the interviews that the system processes. Deselect this check box to skip reminder processing.

Note. The Interview Evaluation Reminder process always applies the Completed status to completed interviews that it processes. There is no option to deactivate this part of the process.

Click to jump to parent topicMaking Final Recommendations

This section provides an overview of final recommendations, lists a prerequisite, and discusses how to make final recommendations.

Click to jump to top of pageClick to jump to parent topicUnderstanding Final Recommendations

After all of an applicant's interview evaluations are complete, the recruiter can make a final recommendation regarding the applicant. To make a final recommendation, use the Manage Applicant - Disposition Details: Interview page.

To make a final recommendation, enter a recommendation and an optional reason. These values come from the statuses that are defined for the Interview recruitment phase.

You can specify which letter you want sent to the applicant telling them of your recommendation. However, you must save the entered data and then return to the Disposition Details - Interview page to print the letter immediately or send it using email. Otherwise, the letter can be printed using the HRS Letter Generation batch process.

Click to jump to top of pageClick to jump to parent topicPrerequisite

Before you make a final recommendation, you must have interview evaluations forms completed.

See Completing Interview Evaluations.

Click to jump to top of pageClick to jump to parent topicPage Used to Make Final Recommendations

Page Name

Definition Name

Navigation

Usage

Manage Applicant - Disposition Details: Interview

HRS_APP_RCMNT

Recruiting, Find Applicants, Find Applicants

In the applicant search results grid, click the Interview link in the Disposition column.

Recommend a disposition for an applicant after interviews are complete.

Click to jump to top of pageClick to jump to parent topicMaking Final Recommendations

Access the Disposition Details: Interview page (on the Find Applicants page, click the Interview link in the Disposition column).

Final Recommendation

Final Recommendation

Select a final recommendation.

Reason

Select a reason for the final recommendation.

Interview Evaluations

This grid lists all scheduled interviewers and, for submitted evaluations, the overall rating and recommendation.

Action

Displays text that indicates the status of the evaluation. When appropriate, the Action column text is a link that the user clicks to access the Interview Evaluation page. Values in this column include:

  • Evaluate Applicant: This appears when there is no evaluation data.

    This is an active link only for an evaluator's own evaluation. Clicking the link displays the Interview Evaluation page, where the evaluator can begin the evaluation.

  • Complete Evaluation: This appears when the evaluation has been saved, but not yet submitted.

    This is an active link only for an evaluator's own evaluation. Clicking the link displays the Interview Evaluation page, where the evaluator can continue to work on the evaluation.

  • View Evaluation: This appears when the evaluation has been submitted

    This link is active regardless of who created the evaluation. Clicking the link displays the Interview Evaluation page in read-only mode.

  • Edit Evaluation: Administrators see this instead of View Evaluation if you enabled administrator evaluation edits by selecting Yes in the Administrator Evaluation Edit field on the Recruiting Installation - Applicants page.

    Clicking this link displays the Interview Evaluation page, but in this mode, the Save and Submit Evaluation buttons are replaced by buttons that the administrator can use to edit, delete, or send back the completed evaluation.

Interview Schedule

This group box displays the applicant's scheduled interviews.

Disposition History

This group box displays the applicant's disposition history.

Edit Disposition Details

Use this group box to edit the applicant's disposition status.

See Reviewing Disposition Details.

Click to jump to parent topicReviewing Interview Schedules and Evaluations

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Review Interview Schedules and Evaluations

Page Name

Definition Name

Navigation

Usage

Manage Applicant page: Applicant Activity tab: Interview Schedule/Evaluation section

HRS_MANAGE_APP

Recruiting, Find Applicant

Click an applicant name link in the Search Results grid on the Find Applicants page.

Access the Applicant Activity tab: Interview Schedule/Evaluation section.

Review an applicant's interview schedule and interview evaluations.

Interview Calendar

HRS_INT_CLNDR

  • Recruiting, Interview Calendar, Interview Calendar

  • Self Service, Recruiting Activities, Interview Calendar, Interview Calendar

Review the interview calendar for scheduled interviews to which you are associated.

Schedule Notes

ER_INTCMNT_MON_SEC

Click the Notes link on the Interview Calendar page

View schedule notes.

Interview Team Schedule

HRS_SEL_TEAM_SCHED

Self Service, Recruiting Activities, Interview Team Schedule, Interview Team Schedule

View a list of job openings or applicants where you are part of the interview team, and access detailed interview schedule information as needed.

Click to jump to top of pageClick to jump to parent topicReviewing Applicant Interview Schedules and Evaluations

Access the Manage Applicant page: Applicant Activity tab: Interview Schedule/Evaluation section (on the Manage Applicant page, click the Applicant Activity tab and then the Interview Schedule/Evaluation link).

Interview Schedule

Date

Click this link to display the Interview Schedule page, where you can edit this interview.

Job

Click this link to display the Job Opening page.

Manage Interviews

Click this link to access the Select Job Opening for Interview page, where you select one of the applicant's associated job openings before continuing to the Interview Schedule page to create or edit interviews.

Interview Evaluations

This grid lists all scheduled interviewers and, for submitted evaluations, the overall rating and recommendation.

Action

Displays text that indicates the status of the evaluation. When appropriate, the Action column text is a link that the user clicks to access the Interview Evaluation page. Values in this column include:

  • Evaluate Applicant: This appears when there is no evaluation data.

    This is an active link only for an evaluator's own evaluation. Clicking the link displays the Interview Evaluation page, where the evaluator can begin the evaluation.

  • Complete Evaluation: This appears when the evaluation has been saved, but not yet submitted.

    This is an active link only for an evaluator's own evaluation. Clicking the link displays the Interview Evaluation page, where the evaluator can continue to work on the evaluation.

  • View Evaluation: This appears when the evaluation has been submitted.

    This link is active regardless of who created the evaluation. Clicking the link displays the Interview Evaluation page in read-only mode.

  • Edit Evaluation: Administrators see this instead of View Evaluation if you enabled administrator evaluation edits by selecting Yes in the Administrator Evaluation Edit field on the Recruiting Installation - Applicants page.

    Clicking this link displays the Interview Evaluation page, but in this mode, the Save and Submit Evaluation buttons are replaced by buttons that the administrator can use to edit, delete, or send back the completed evaluation.

Click to jump to top of pageClick to jump to parent topicReviewing Personal Interview Calendars

Access the Interview Calendar page (Recruiting, Interview Calendar, Interview Calendar).

Note. This is a partial screen shot.

Display Week Of

Enter a date. The calendar shows the calendar for the week (Monday through Sunday) of the date you enter.

Previous Week andNext Week

Click these links to move forward or backwards through the interview calendar.

<Day of Week>

Each weekday has its own group box on the calendar; Saturday and Sunday appear together in the last group box on the page.

Interview data that appears on the calendar includes the applicant's name, the interview start and end time, the job opening, and the interview location. The applicant name and the job opening ID appear as links if the user has security access to the Manage Applicant page and the Job Opening page, respectively.

As long as they have access to the Job Opening page, interviewers can access the job opening from the interview calendar, even if they would not normally have row-level access to the specific job opening.

If you use full or partial calendar integration, the interview status also appears for each interview.

(Comments)

If interviewer-specific comments exist, the interviewer sees a comments icon alongside the rest of the interview information. Clicking the icon opens a page with the complete text of the comment.

Click to jump to top of pageClick to jump to parent topicReviewing Team Interview Schedules

Access the Interview Team Schedule page (Self Service, Recruiting Activities, Interview Team Schedule, Interview Team Schedule).

This page has links for two subsections:

In both subsections, the Team Schedule grid provides a link to the relevant interview schedule.