There are 5 ways you can send a candidate a video screen:
- Candidates Tab - Actions drop down (List view)
- Candidates Tab - Actions drop down (Carded view)
- Candidates Tab - Changing Status
- Candidate Profile - In Workflow Step drop down
- Candidate Profile - In the Video tab
Note: For each method listed (except sending via the Video tab or Candidates tab) you will need to attach a video screen to a requisition in order to send it to a candidate).
Candidates Tab - Actions drop down (List view)
Navigate to the Candidates tab, and select the desired candidate(s).
Then click the Actions drop down for the list, and select Send Video Interview.
This will bring up the Send Video Interview dialog box (see below).
Note: Sending a video screen to candidates this way will not automatically update the candidate's workflow. It will need to be updated manually from the WorkflowStep drop down in the candidate profile.
Candidates Tab - Actions drop down (Carded view)
Similar to the list view, navigate to the Candidates tab, but click the carded view icon (see screenshot below).
Next, click the Actions drop down for the list, and select Send Video Interview. This will bring up the Send Video Interview dialog box (see below).
Note: Sending a video screen to candidates this way will not automatically update the candidate's workflow. It will need to be updated manually from the WorkflowStep drop down in the candidate profile.
Candidates Tab - Change Status
Navigate to the Candidates tab. Select one or multiple candidate to which you would like to send a video screen to.
In the Status column, click the current status of the candidate(s) to bring up the Change Status dialog box.
In the drop down, select Video Screen from the statuses. This will bring up the Send Video Interview dialog box (see below).
Once the video screen is sent to the candidate(s), their status will update to Video Screen (or whichever naming convention you've given this status).
Candidate Profile - In the Workflow Step Drop Down
If you would like to send a specific candidate a video screen, navigate to their profile.
In the Workflow Step drop down, select Video Screen.
This will bring up the Send Video Interview dialog box (see below).
Once the video screen is sent to the candidate(s), their status will update to Video Screen (or whichever naming convention you've given this status).
Candidate Profile - In the Video tab
If you want to send an ad hoc video screen to a specific candidate, there's a quick and easy way to do this.
Navigate to the specific candidate's profile, and click into the Video tab. Next, click Send Video Interview to bring up the Send Video Interview dialog box (see below).
Send Video Interview Dialog Box
When you've selected a candidate to send a video screen to, you then have the option to customize information in the video interview invitation:
1. Select the appropriate questionnaire to send (Note: if you have attached a video screen to a requisition - which is best practice - the Questionnaire portion will be auto-populated here with the attached video screen so you will not need to select one.)
2. Set the expiration date of the video screen (Note: the default is set to 1 week from the current day)
3. Choose the appropriate template from within your system
4. You can edit, remove, or add to the text in the text box
5. Click Send when ready
