Schedule Zoom Video Conference

Follow

Overview

Evolve’s Applicant Tracking System (ATS) Video Conferencing integration makes video interviewing easy and intuitive for recruiters, hiring managers, and candidates, providing a seamless experience. Users do not need to connect/authenticate their video conference credentials, and one-click will include the video conference in the interview. The processes below describe how to schedule Zoom Video Conferences and Request Candidate Availability.

Audience

Recruiters

Prerequisites

Before configuring the video conferencing integration within your Evolve ATS system, the following prerequisites must be completed. 

  • The customer must have a Pro, Business, or Zoom United Business account.
  • To install the Zoom app, the user must be an admin within Evolve ATS and Zoom.
  • Interviewers must have the same email address listed in Evolve and Zoom.

Once the above prerequisites are completed, the user can configure the video conferencing integration.

NOTE: The Video Conference feature is configured to work only with Zoom and Microsoft Teams video conferencing services. We will consider adding additional Video Conference vendors in the future. As new vendors are added, we will notify all Evolve customers.

Smart Scheduler

Navigate to the candidate profile and move them into an Interview stage by performing the following steps:

Click the Schedule option (Schedule Interview, Schedule In-Person II, etc.).

Screenshot 2024-06-20 at 12.43.00 PM.png

Select the Add Conference Link checkbox.

Screenshot 2024-06-20 at 1.16.43 PM.png

Click Check Availability.

Screenshot 2024-06-20 at 1.17.45 PM.png

Verify and select a date and time. Click Schedule & Notify.

Screenshot 2024-06-20 at 1.18.14 PM.png

The confirmation screen indicates the Conference Link was selected.

Screenshot 2024-06-20 at 1.18.42 PM.png

Click Send.

You will be redirected to the Candidate’s Workflow tab.

Screenshot 2024-06-20 at 1.19.04 PM.png

Click Invite Candidate.

Screenshot 2024-06-20 at 1.19.25 PM.png

Click Send.

Screenshot 2024-06-20 at 1.19.46 PM.png

Sample Interviewer Invitation email:

Screenshot 2024-06-20 at 1.20.06 PM.png

Sample Candidate Invitation email:

Screenshot 2024-06-20 at 1.20.26 PM.png

 

Manual (Standard) Scheduler

Navigate to the candidate profile and move them into an Interview stage manually by performing the following steps:

Click the Schedule option (Schedule Initial Interview, Schedule In-Person II, etc.).

Screenshot 2024-06-20 at 1.23.31 PM.png

Click Schedule manually.

Screenshot 2024-06-20 at 1.24.00 PM.png

Select a date and time, then add an Interviewer.

Click the Conference Link checkbox.

Screenshot 2024-06-20 at 1.24.22 PM.png

Click Next.

The Confirmation screen indicates the Conference Link was selected.

Screenshot 2024-06-20 at 1.24.54 PM.png

Add your message, then click Send.

Screenshot 2024-06-20 at 1.25.33 PM.png

You will be redirected back to the Candidate Workflow tab. Click Invite Candidate.

Screenshot 2024-06-20 at 1.25.56 PM.png

Use the Message field to invite the candidate to interview, then click Send.

Screenshot 2024-06-20 at 1.26.16 PM.png

Sample Interviewer Invitation email:

Screenshot 2024-06-20 at 1.26.45 PM.png

Sample Candidate Invitation email:

Screenshot 2024-06-20 at 1.27.08 PM.png

The Interview has been scheduled.

Screenshot 2024-06-20 at 1.27.39 PM.pngRequest Candidate Availability

Navigate to the candidate profile and move them into an Interview Workflow state by performing the following steps:

Click Request Candidate Availability.

Screenshot 2024-06-20 at 1.32.23 PM.png

Select an Interviewer(s) and date/time. Click the Conference Link checkbox.

Screenshot 2024-06-20 at 3.59.43 PM.png

Click Send Request.

The confirmation screen indicates the Conference Link was selected.

Screenshot 2024-06-20 at 4.00.09 PM.png

Click Send.

Screenshot 2024-06-20 at 4.00.35 PM.png

Return to the Candidate Workflow tab.

Screenshot 2024-06-20 at 4.00.58 PM.png

Was this article helpful?
0 out of 0 found this helpful