How To Schedule A Call

Purpose of this guide: Scheduling a call is an essential part of the recruitment process to connect with candidates and hiring managers. This guide will walk you through how to easily schedule a call within the system.

Nathan Veal
16 seconds

**Ways to Schedule a Call** You can schedule a call in two ways: 1. From the **Dashboard** 2. Directly from a **People’s Profile** 3. [[ ]]From the 3 dot's action throughout the system.

**Option 1: Schedule a Call from the Dashboard** 1. Go to the **Schedule Board** on your dashboard. 2. Click the **Calendar** button.

3. Choose whether the call will be **Virtual** or **In Person**. If you choose Virtual, a Teams link will automatically be included in the invite 4. Complete the required fields, including: - **Date and Time** - **Attendees - Ensure you pay attention to the personal or professional email when selecting an attendee** - **Event Title** 5. Select the **Call Type**. If you choose "Interviews," an additional checkbox will appear below. - **Tick the box** if you only want to record the call for reporting purposes. No invites is sent - **Leave it unchecked** if you want to send a meeting invite to attendees. 6. **(Optional) Add the *Objectives* and *Agenda*.** - **Objectives** are visible **internally** to the organizer only. - **Agenda** is visible to **all attendees** of the call. Including these helps you stay aligned on the call’s purpose and key discussion points.

**Option 2: Schedule a Call from a People’s Profile** 1. Go to the people’s **Profile Page**. 2. Click the **Calendar** button. 3. Follow the same steps outlined above to fill in the call details and schedule the event.

How To Schedule A Call

Nathan Veal
16 seconds

**Ways to Schedule a Call** You can schedule a call in two ways: 1. From the **Dashboard** 2. Directly from a **People’s Profile** 3. [[ ]]From the 3 dot's action throughout the system.

**Option 1: Schedule a Call from the Dashboard** 1. Go to the **Schedule Board** on your dashboard. 2. Click the **Calendar** button.