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Documentation Index

Fetch the complete documentation index at: https://docs.coffeerms.com/llms.txt

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Interview Schedule Workflow

The Interview Schedule module is used to plan, organize, and track interviews for candidates who are shortlisted from a recruitment campaign. It helps recruiters manage interview timings, interviewer assignments, meeting links, communication, and interview outcomes (Select/Reject), all in one place. It acts as the time-based hub of the recruitment pipeline.

Candidate Reaches Interview Stage

A candidate is shortlisted from the Candidate Tracker after pre-screening or CV review.
From there, the recruiter proceeds to schedule their interview from the Interview Schedule page.
Screenshot 2025-11-28 154313.png

Create Interview Flow (Main Workflow)

Step 1 — Open “New Interview Schedule”

The recruiter clicks the button to schedule an interview.
If coming from Candidate Tracker, candidate/campaign fields are pre-filled.

Step 2 — Select Campaign

All active recruitment campaigns are listed.
Selecting one loads all its shortlisted candidates.

Step 3 — Select Candidate for Interview

Only shortlisted candidates from the selected campaign are shown.
Recruiter chooses whom the interview is for.

Step 4 — Select Interviewer

Recruiter selects either a human interviewer or the “AI Interviewer.”

Step 5 — Add Interview Details

Recruiter enters:
  • Interview name (ex: “L1 Interview – Arjun Mehta”)
  • Date
  • Time (From & To)
  • Location / Meeting link
  • Candidate email/phone
  • Interviewer email
  • Interview mode (Online / In-person)
If AI Interviewer is selected, the AI meeting link and setup are auto-generated.

Step 6 — Save Interview

Once saved:
  • Interview appears in the Interview list (left panel)
  • Candidate remains shortlisted, ready for the interview
  • Recruiter can now send email notifications
Screenshot 2025-11-28 153612.png

Viewing the Interview

When an interview is clicked:
  • Full interview details appear on the right
  • Recruiter can view candidate, interviewer, timing, location, and status
  • Any previous notes are visible
This is the working area where actions like notes, select/reject, notifications happen. Screenshot 2025-11-28 153810.png

Sending Interview Notification

The recruiter can send the interview invite email to:
  • The candidate
  • The interviewer
The email includes:
  • Meeting link
  • Date & Time
  • Calendar (.ics) invite
Once sent, the UI shows Notification Sent. Screenshot 2025-11-28 153837.png

Adding Interview Notes

During or after the interview:
  • Recruiter writes notes
  • Notes are saved
  • Notes automatically appear inside Candidate Tracker → L1/L2 Interview Notes tab
This ensures all interview stages stay synchronized. Screenshot 2025-11-28 154016.png

Selecting the Candidate (Move to Next Round)

When the recruiter clicks Select:
  • Interview notes are saved
  • Candidate’s stage is updated (L1 completed → moves to L2, or L2 completed → final stage)
  • Candidate appears in the next round in Candidate Tracker
This is how the candidate moves through the pipeline. Screenshot 2025-11-28 154053.png

Rejecting the Candidate

When recruiter clicks Reject:
  • A rejection email is sent to the candidate
  • Interview is marked completed
  • Candidate status becomes Rejected
  • Candidate moves to the Rejected bucket in Candidate Tracker
This closes the candidate’s interview flow. Screenshot 2025-11-28 154144.png

Search & Filter Workflow

Recruiters can search interviews by:
  • Candidate name
  • Interview schedule name
  • Interviewer name
  • Campaign name
  • Status (Scheduled, Pending, Completed)
  • Date/time
  • Meeting link/location

Interviewer View Filtering

If the logged-in user has the role Interviewer:
  • They only see interviews assigned to them
  • This ensures privacy and reduces clutter

Summary

The Interview Schedule module manages the entire lifecycle of interviews:
  • Candidates shortlisted →
  • Interviews created →
  • Notifications sent →
  • Notes recorded →
  • Candidate moved to next stage or rejected
It seamlessly synchronizes with the Candidate Tracker, ensuring the recruiter maintains a clear, structured flow from L1 → L2 → Final selection.
This module keeps all interview operations centralized, streamlined, and audit-friendly for the entire recruitment cycle.