TL;DR: As the name suggests, 'Require Review Before Scheduling' intentionally creates a break between when a candidate provides their availability and their interview is scheduled. If you prefer to review a candidate’s submitted availability and manually schedule the ultimate date and time that the interview will occur you will want to keep the 'Require Review Before Scheduling' setting toggled on.
GoodTime allows you to enable/disable Require Review setting in three different locations:
ONE: Require Review can be toggled on/off at the Company level (in the Interview Settings page)
TWO: Require Review can be toggled on/off at an individual Template Level (i.e. you can set all Recruiter Screens schedule via your Recruiter Screen Interview Template to schedule automatically, while all Final Round interviews are still reviewed before confirming with a candidate).
THREE: You can also adjust the Require Review setting on/off an individual basis in the final
'📋Confirmation Page' before you send out any Request Availability invite.
Best Use Cases for Enabling 'Require Review Before Scheduling':
- When you’re still learning how to schedule with GoodTime and want to manually engage with each step of the scheduling process (i.e. you do not want any automatic scheduling/rescheduling to occur);
- When you're scheduling more complex interviews, such as virtual onsite or final round face-to-face interviews, that will require a coordinators review prior to being confirmed;
- When you want to ensure that a confirmation email is delivered to a candidate (candidates scheduled automatically when 'Require Review. Before Scheduling' is toggled off will not receive a confirmation email) and
QUESTION? Where exactly do I enable Require Review?
ONE: Enabling/Disabling 'Require Review Before Scheduling' on the Interview Settings Page:
If you would like to enable the “Require Review Before Scheduling” feature for all interviews scheduled via GoodTime, you can toggle this option on at the top of the Interview Settings page:
If toggled on (as in the image above), GoodTime will notify you as soon as the candidate submits availability. In addition, the candidates status will switch to 'Pending Review' in your GoodTime dashboard, indicating that your candidate has submitted dates and times and is ready to be scheduled.
TWO: Enabling/Disabling 'Require Review Before Scheduling' at the Template Level
You can enable/disable 'Require Review Before Scheduling' at the individual template level so that all interviews scheduled via a specific template either require review or are automated. The most common use case here is:
- Low complexity interviews (Recruiter or HM Screens) have Require Review toggled off and are scheduled automatically.
- More complex interviews (like face-to-face or final round interviews) have require review toggled on at the template level and as such all interviews scheduled via that template will be reviewed by your recruiting team before confirmation with the candidate.
To activate/deactivate Require Review at the template level you should open the Interview Template you want to adjust and in the 'Template Settings' tab choose the appropriate 'Require Review Before Scheduling' setting you want to put in place:
- Company Default (which will always reflect the 'Require Review' interview setting at option ONE)
- Require Review (will ensure all schedules with this Interview Template require review)
- Review NOT Required (allows all schedules with this interview template to schedule Automatically)
THREE: Enabling/Disabling 'Require Review Before Scheduling' on a Case-by-Case Basis
If you prefer not to enable 'Require Review Before Scheduling' at a company level for all interviews, but only for select candidates, you can toggle this option on once you arrive at the '📋Confirmation Page' during the Request Availability workflow.
The check-box to toggle on 'Require Review Before Scheduling' on a per-interview basis can be found at the bottom of the page underneath the Internal Calendar section (as shown in the image below):
Question? How do I decide where to enable 'Require Review Before Scheduling'? Option ONE, TWO or THREE?
That's a good question... and it ultimately comes down to your individual recruitment processes and the level of automation you are comfortable with (or which your calendar hygiene can support)
Most customers tend to leave 'Require Review Before Scheduling' enabled at the company level (option ONE) for the first few months of scheduling via GoodTime in order to gain familiarity with the tool and stay involved with the scheduling process from start to finish. As you begin to feel increasingly comfortable with the 'Request Availability' function and the success of this workflow in finding suitable interview options on a consistent basis, we recommend that you consider turning 'Require Review Before Scheduling' off in the Interview Settings tab and enabling it on the fly for more complex interviews, such as virtual onsites or final round face-to-face interviews.
It is common that you may have some interview types that you are always happy to automate the scheduling of (like Recruiter or Hiring Manager screens for example). If you are always scheduling these interview types via a common Interview Template, then turning Require Review off at the Template level (option TWO) will allow for these interviews to be automated by default.
This various locations in which you can activate/deactivate require review are intended to provide you maximum flexibility for your various scheduling workflows. Regardless of the Require Review settings you have in place you can always manually toggle this setting on/off on a case by case basis when a specific schedule requires it (option THREE)!