Enabling and using the Microsoft Teams integration

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Available for User roles All users. Can only be configured by Super Admins.
Packages Select Lever packages

 

This feature will be part of our Winter 2021 release, scheduled for progressive rollout starting mid-January 2022. For information on the Winter 2021 release, keep an eye on our Release Notes.

Lever's integration with Microsoft Teams allows you to add Teams conferencing links to interviews scheduled through Lever, making booking interviews a more efficient and seamless process. Readers of this article will be able to:

 

Note that this integration can only be used in LeverTRM instances that are synced with Office 365. This integration is not supported in LeverTRM instances synced with GSuite or Microsoft Exchange (on-premise).

Enabling the Microsoft Teams integration

The Microsoft Teams video conferencing integration is built-in to LeverTRM and automatically enabled in instances using Lever's Office 365 calendar integration. No additional steps are needed to enable Microsoft Teams video conferencing as an option when scheduling interviews. For more information on how the Office 365 integration works, refer to our help article on Office 365 calendar syncing.

Adding a Microsoft Teams link to an interview

To schedule an interview with Microsoft Teams:

  • Open the scheduler to book an interview with a candidate.
  • Fill out the date, interviewer, and feedback form fields.
  • Once you have added interviewers to the event, click the Location field and select Microsoft Teams from the list of conferencing options. A unique meeting link will be generated and added to the created calendar event. The meeting organizer will be the Lever user that created the interview, and the scheduled interview will show up in the designated calendar via the 'Add to Calendar' configuration.

Scheduler with location menu expanded next to interview and Microsoft Teams option highlighted.

 

When scheduling a panel with multiple interviews, all Microsoft Teams Online Meetings links will be the same. The candidate will receive a single calendar event for the full panel duration and one Microsoft Teams link. All interviewers will receive their respective meeting events with the same Microsoft Teams link as the candidate.
  • If you wish to also add a physical room to the event, simply select a room from the same Location drop-down menu. This will book a physical room, and add a Microsoft Teams link to the event once you have completed scheduling. 

 

Using Zoom and Microsoft team links together in the same interview panel is not supported.
  • Click the Schedule button.
  • In the next section of the scheduler, you will notice that the Microsoft Team link is not appended on any interviewer's calendar events for which Microsoft Team video conferencing location was selected. Note that this is expected behavior, and the single Microsoft Teams link that will be used by all interviewers will be added to the calendar event upon creation.

Event titles and description in scheduler.

  • Click the Preview button.
  • Click Send All to send out the calendar event invitation to the designated interviewers (as well as the candidate, if applicable).
    • If a calendar event with a Microsoft Teams link is sent to a candidate, note that an additional placeholder panel event will be added to the assigned calendar. This placeholder is responsible for ensuring all interviews use the same Microsoft Teams link and must not be deleted.

 

For those that have synced a shared calendar with their LeverTRM instance, note that only the owner of the shared calendar will be able to schedule interviews using Microsoft Teams links. To learn more about shared calendars, refer to our shared calendars help article.

Creating an Easy Book link with Microsoft Teams

Easy Book links allow candidates to self-schedule interviews based on their interviewer's availability, making interview booking fast and frictionless. Selecting the Microsoft Teams interview type option when creating your Easy Book links will make it so that interviews booked via your Easy Book links will be held on a Microsoft Teams video call.

Easy Book link editor with Microsoft Teams option highlighted in Interview type menu.

When a candidate has booked an interview via your Easy Book link, the confirmation message they receive will include a note that a Microsoft Teams link will be added to the calendar invitation.

Confirmation message sent to candidate with note that Microsoft Teams link will be added to calendar invite.

For full instructions on how to create Easy Book links, check out our Easy Book links help article.

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