How to automate your scheduling with default interview plans

With this guide, you can: configure your Lever account settings to make Lever's default interview plans as efficient, consistent and time-saving as possible.

Scheduling interviews just became a lot easier! Lever's default interview plans allow you to assign an interviewer, event duration and feedback form to each stage of your interviewing process. Set a template once, and Lever will take it from there! Default interview plans are a good idea for:

  • Small, scrappy startups trying to juggle a million different responsibilities while scaling quickly
  • Growing organizations with limited recruiting resources trying to coordinate error-free interviews
  • Large companies with dedicated recruiting coordinators ensuring a consistent candidate experience across the organization

What's new about this feature?

Previously, Lever allowed you to assign a feedback form to each interviewing stage. Our new interview plans allow you to assign interviewers and event durations as well, so that all essential interview data is applied consistently for every candidate. Already opened a role and started interviewing? Our new interview plan templates can be saved right from the scheduler!

Best practices

1. Double check the interview stages of your pipeline.

Lever will only prompt you to set up an interview plan for your interview stages. Interview stages display call to action buttons on the right side of the candidates view, and blue boxes on individual candidate profiles. Take a quick look through your pipeline:


  • "Hey! I don't see any call to action buttons in our Phone Interview stage."
  • "We started scheduling an Offer Review call every time we extend an offer. I'd like those buttons to show up in the Offer stage too."

If anything needs to be adjusted, just submit a request to our Support team.

2. Give your feedback forms a quick refresh.

Take this opportunity to make sure your feedback forms are setting your team up for success.


Is the overall "Rating" question required? Do you have the most appropriate format configured for each question, so your team can provide answers quickly and consistently? Does each feedback form include instructions?

Tip: Read our best practices for designing effective, efficient feedback forms. Visual learner? See our feedback form templates for more inspiration.

3. Revisit your organization's interview feedback visibility settings.

Lever offers you control over which users can view feedback from the rest of the team. You can review the different options here. If you're trying to guard against unconscious bias, consider hiding interview feedback from the rest of the panel until feedback is submitted. This prevents you from being influenced by the reactions of your team. Honest, unbiased opinions help recruiters - not accidental groupthink.

4. Save templates for existing roles as you schedule interviews for them.

We understand that sometimes interview plan details won't be available until it's time to schedule. We made it easy to save an interview plan as you schedule:


If you do not save an interview plan, we'll remind you the next time that you're scheduling an interview that doesn't have a default interview plan. You can also dismiss the reminders for that particular default plan by selecting "No thanks" and "Don't show me this again".


5. Automate your 1:1 scheduling entirely with Easy Book.

Lever's default interview plans make it easy to create templates for the most complex on-site panel interviews. However, if you're scheduling a simple 1:1 phone call, Easy Book streamlines the process even further by allowing candidates to self-schedule:


Simple, straightforward phone interview scheduling - no back-and-forth email chains necessary!

6. Schedule kickoff meetings to align on interview plans early.

Before you open a new role, schedule time between the recruiter and the hiring manager. This will give you the opportunity to align on the role's expectations, review examples of good and bad example candidates, and define the role's interview process before the first interview is even scheduled. Formal kickoff meetings ensure that your team moves quickly - without missing out on the best candidates. Once your team is aligned, build your interview schedule into a default interview plan!


What's next?

Now that you've read through our suggestions, it's time to create your first default interview plans! Remember, you can either create them from scratch on a job posting or you can schedule an interview and save that interview as a template.

Did the best practices above inspire you to make bigger changes in your interview process? Check out our in-depth guide, How to build an interview process that scales.

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