This article lists the steps you need to follow to schedule an interview with Outlook using classic Beeline Enterprise functionality. It is intended for Hiring Managers who do not use the Hiring Manager Experience or for Program Office staff who need to act on behalf of a Hiring Manager.
This content reflects non-client specific Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments.
To schedule an interview using Outlook:
- Navigate to your Beeline Enterprise Home dashboard.
- Click the Number link or the green checkmark My To Do icon within the new resumes alert sentence. The Candidate Review Tool dialog box opens.
- Click the Action drop-down of the candidate for which you wish to schedule an interview. Select Setup Interview Using Outlook from the list of options. The File Download pop-up appears.
First time users receive a pop-up which provides them the option to view a tutorial video or proceed.
- Click the Open button. Beeline Enterprise triggers Outlook to open a new meeting request and pre-fills the candidate's information.
- Modify the meeting request.
- Add attendees - the "DO NOT REMOVE" attendee is what links Outlook to Beeline Enterprise. It is critical to leave this in the To: section in order to synchronize the two applications.
- Add the location.
- Update the start/end date and time - this defaults to the following day at 9:00 AM.
- Open the time zone controls if the interview is being scheduled on behalf of another person that is located in a different time zone.
- Check the free/busy time of all attendees through the Scheduling Assistant button.
- Delete the instructions and add specific interview information or comments.
- All attachments stored within Beeline Enterprise for the candidate appear in the meeting request and can be deleted from the meeting request if necessary.
- Click Send Update to notify all attendees of the interview via Outlook. Suppliers are notified through the application.
- Information from Outlook updates within the application. Return to the Candidate Management Tool dialog box and click the Pending link in the Interview column. The Manage Interviews screen appears.
- The Interview Status column displays the current status of the interview, and the Creation column states whether the interview was created in Beeline Enterprise or in Outlook.
- To review information entered in the meeting request such as comments and location, hover over the iBubble.
Once the Supplier accepts the interview, the requestor receives an e-mail. Click the icon in the e-mail to update the tracking information for the interview in Outlook.