Creating and using interview plans

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An interview plan consists of a default set of interviewers, interview durations, and feedback forms that are associated with a job posting and pipeline stage. Interview plans are an easy way to save time for your team and increase consistency in your interview processes. Readers of this article will be able to:

Creating an interview plan

When drafting a job posting, the creation of an associated interview plan is the second step in teh creation process. Here, you can designate default interviewers, interview durations, and feedback forms for each stage of your pipeline. Determining the interview plan for a posting before you begin accepting applicants will help prepare and align your team to provide the best possible interview experience.

Interview Plan tab in posting editor with interview stages listed.

On the interview plan step of the posting creation process, you will be shown each of the interview stages in the Interview section of your pipeline. Defining a default interview plan within each stage allows you to customize your interview process per role, while also promoting efficient and accurate scheduling amongst your team.

To create an interview plan, begin by clicking + Add Interview for each additional event, and then configure each step of the interview with durations, feedback forms, or interviewers. To remove a step from an interview plan, simply click the trash can icon.

Interviewers and feedback forms added next to stages in Interview Plan.

 

If interviewers do not stay the same between each interview, either save your interview plan without them, or with all possible options. You can always further edit an interview plan when scheduling the interview.

After saving your interview plan, you can always edit it at a later date by visiting the posting editor. Simply navigate to the Jobs section in Lever, locate the posting that you would like to update, and click Interview Plan at the top of the posting editor.

 

Only users with access to edit the job posting will be able to edit the interview plan.

By default, only interview stages will be visible on the interview plan page, but you can always add a default interview plan to non-interview stages by clicking Show all stages at the bottom of the interview plan page.

Arrow pointing to show all stages link in Interview Plan editor.

When creating a posting, you may notice that some stages already have a feedback form set as a default. This indicates that the feedback form has been set up to be the default for that stage, across all job postings. You can override the pre-selected feedback form for a specific job posting by simply selecting a different feedback form you wish to use and saving your changes. To configure default feedback forms, navigate to Settings > Feedback.

Using an interview plan

After creating an interview plan, you will be able to use the plan while scheduling an interview with a candidate. From a candidate profile, click the calendar icon to begin scheduling. Upon opening the scheduler, select the Use Default Schedule button to insert the relevant interview plan. 

Modal in scheduler with arrow pointing to Use Default Schedule button.

After inserting the plan, you can make additional changes before continuing to the next step of the interview process.

Saving an interview plan from the scheduler

If you are scheduling an interview for a job posting that is not associated with an interview plan, you will have the option to save your scheduled interview(s) as a plan for that posting.

Arrow pointing to modal in scheduler with option selected to save scheduled for the next interview in that stage.

 

Only users that have edit access to the job posting will be prompted with the option to save an interview plan from the scheduler.

If you do not save an interview plan, you will be reminded the next time that you are scheduling an interview for a job posting and stage that does not already have an interview plan. If you would rather not see the reminders, you can select No thanks and Don't show me this again. You will still see reminders for other job postings and/or stages that are missing default plans.

In order to update an existing interview plan, you must navigate to the Jobs section of Lever and make changes in the posting editor.

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