What is an Interview Plan?

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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. Once created, interview plans can be easily selected when scheduling an interview, which automatically populates all of the appropriate interviewers, event durations, and feedback forms. Creating interview plans is the easiest way to save time and increase consistency in your interview process.


Creating an interview plan in the posting editor

When creating a new job posting, you will reach the interview plan step. 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.


On the interview plan step of the posting creation process, you will see each of the Interview Stages in 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 customizing each step of the interview with durations, feedback forms, or interviewers. If you’d like to remove a step in your interview plan, simply click the trash can icon.


Tip: If your interviewers don’t stay the same between each interview, either save your interview plan without them, or with all possible options. You can always edit the plan further upon scheduling!

After saving your interview plan, you can always edit it at a later date by visiting the posting editor. Simply visit the Jobs section of your account and find the role you’d like to update. Within the posting editor, simply click on the the interview plan tab.

Please note: 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.


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. These feedback form defaults can be set and removed from the Feedback form settings page.


Using an interview plan

After creating an interview plan, you will be able to use the plan while scheduling an interview. From a candidate profile, click the calendar icon to begin scheduling. Upon opening the scheduler, select the “use default schedule” button if you'd like to insert the relevant interview plan. If you’d like to begin scheduling from scratch, click the "X."


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

You can also save an interview plan while you are in the process of scheduling an interview. You will only be asked to save a plan if you are scheduling an interview for a job posting and stage that does not already have an associated interview plan.


Please note: Only users with access to edit the job posting will be prompted to save an interview plan from the scheduler.

If you do not save an interview plan, we'll remind you the next time that you're 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 visit the Jobs section of your account and make changes in the posting editor.

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