Interview Step 1: Moving a Candidate to the Interview Stage

This guide walks you through how to move one or more candidates to the Interview stage. This is Step 1 of 4 in the Workday interview process.

Workday

Navigate to <https://wd12.myworkday.com/csusystem/d/home.htmld>

Once logged in, navigate to the job requisition containing the candidates you want to move to the **Interview** stage. You can access your job requisitions from the **Job Requisition** section of your **Recruiting Hub**.

From the Job Requisition workspace, find the correct search and click on the requisition name to open it.

Click **Open Detailed View** to access the job requisition.

To navigate to the job requisition another way, type **JR:** followed by the requisition number, requisition name, or a keyword from the title into the search bar and press **Enter**. Select the correct requisition from the results list.

Once in the job requisition, click the **Candidates** tab.

There are multiple ways to move candidates to the **Interview** stage. **Option 1:** Select the checkbox next to each candidate you want to move forward, then click **Move Forward**.

Select **Interview** from the **Move Selected Candidates to Next Stage** field, then click **OK**.

**Option 2:** Click the pill button in the **Awaiting Me** column. When a button appears in this column, it indicates that an action can be taken on that specific candidate.

Clicking the **Awaiting Me** button opens the candidate’s job application. From there, select **Interview** to move the candidate to the **Interview** stage. **Note:** In this example, clicking **Awaiting Me** opens the candidate’s job application. In other situations, the **Awaiting Me** button may open a different required task instead. What opens depends on the candidate’s current stage.

**Option 3:** Click the candidate’s name in the **Job Application** column to open their application.

Clicking the candidate's name opens the candidate’s job application. From there, select **Interview** to move the candidate to the **Interview** stage.

Once you move a candidate to **Interview**, you will immediately be prompted to complete the **Schedule Interview** task. **STOP HERE — do not complete the task yet.** Click the X in the top right corner of the pop up to complete the task later. At this point, the candidate has been successfully moved to the **Interview** stage, indicating that you intend to interview them. The search committee should now contact the candidate to coordinate and confirm an interview date and time **before** completing the **Schedule Interview** task. You may use Workday to initiate the **Request to Schedule Interview** system email. Refer to the steps below for guidance. Once the department and candidate have agreed on a date and time, **then** complete the **Schedule Interview** task. [You may follow this guide for assistance.](https://scribehow.com/viewer/Interview_Step_2_Schedule_an_Interview_and_Send_Email_Invitation_to_Interviewer__4PZaZ2d8QdGZyeTsWWK6iw)

To send the **Request to Interview** email template, return to the **Candidates** tab within the job requisition. Select the checkbox next to the candidate you want to message and then click **Send Message.**

In the pop-up window, select **Fort Collins Interview Request** from the **Message Template** drop-down field.

Once the template is selected, the **Subject** and **Body** fields will auto-populate with the **Request to Interview** email template. You may edit this content if needed. **IMPORTANT — ACTION REQUIRED:**\ Scroll down to the **Reply-To Email Address** field. This field will default to HR_TA@colostate.edu. **You must remove this address and enter your own email address (or a shared departmental email address).** Updating the Reply-To Email Address ensures that candidate responses come directly to you, allowing you to initiate communication through Workday and then continue the conversation through Outlook.

Once you are ready, click OK. This will immediaty send the Workday email to the selected candidate. When ready, click **OK**. This will immediately send the Workday email to the selected candidate(s). **Note:** If you edited the email body, make sure the content is appropriate for **all selected candidates**. When multiple candidates are selected, any edits to the email body will be sent to everyone selected. If you need to personalize the message for a specific candidate, ensure **only that candidate** is selected before sending the email.