Welcome to InterviewPlanner! We're excited that you've signed up and are ready to start scheduling.
In this article, we'll walk you through how to get started with InterviewPlanner.
0. Connect your G Suite or Microsoft 365 account.
This happens automatically! When you sign in for the first time, we start syncing the names and emails of employees in your company from either your G Suite or Microsoft 365 account, and we create users for them in InterviewPlanner.
1. Connect your ATS.
To start seeing candidates and jobs in InterviewPlanner, you must connect your ATS.
First, you'll need to follow these steps to create a key in your ATS that InterviewPlanner can use.
Then, in InterviewPlanner, navigate to the Integrations page in the menu. (It's nested under the Account section.) Click the Edit button for the ATS section.
Fill in all the inputs, being especially mindful that the API key is copied correctly. Click Save when you are finished!
You should see a success message when the integration is saved. We will immediately start syncing candidates and jobs from your ATS into InterviewPlanner. Meanwhile, you can continue setting up your integrations.
2. Select a scheduling calendar.
In the Calendar section of the Integrations page, select a calendar from your Google account that you would like to use for scheduling.
All calendar events created through InterviewPlanner will be sent from this calendar. If you do not already use a shared calendar for scheduling interviews at your company (or if you'd like to learn more about how we use this calendar), check out this article on how to set up your scheduling calendar.
Click the Edit button to enable selecting a scheduling calendar and click Save when you're done.
3. (Optional) Connect your video conferencing tool.
If you plan to schedule interviews with video conferencing, you'll need to connect your video conferencing tool. Currently, we only support Zoom for video interviews. Follow these steps to connect your Zoom account.
4. Start scheduling!
We recommend starting with the articles in the Navigating InterviewPlanner section to get familiar with the platform.
Whenever you're comfortable, you can learn how to configure a job for scheduling and schedule your first candidate!