Before inviting your applicants to interview the following steps must be completed. And there are some features that are optional but should be updated prior to inviting. Click through each link for a guide on completing these steps:
- Create Tracks on your Program Profile
- Create Interview Dates
- Upload Applicants from ERAS or for Non-ERAS programs, use the Uploading Applicants into Thalamus NON ERAS guide
- Assign Applicants to tracks
- Assign Applicants to Tiers
Optional:
These conditions must be met in order for applicant(s) to be invited to interview. If they are not, error messages will guide you to help meet these conditions.
1. Use search/filters to select the group of applicants that will be invited to interview.
2. Select “Actions.”
3. Select “Invite to Interview.”
4. The “Invite to Interview” module will appear. From here, you will be able to confirm your invitations prior to inviting. This module will also provide the following information:
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- The Names and Number of applicants inviting
- Information about your calendar that may prevent applicants from signing up for your interview days.
- Indicate whether any applicants were previously invited
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5. From this module, you will also be able to take the following actions prior to inviting:
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- Change the email template you'd like to use for these applicants from the drop down menu
- Assign Survey Questions to these applicants, by sliding the "survey questions" button to the right.
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6. If you are assigning survey questions to your applicants, select the survey questions you'd like to send by checking the boxes next to the questions. Questions may be reordered by “dragging and dropping” questions into order. NOTE: Questions must be selected and have a teal check mark next to them or they will not be sent.
7. To send the invitations to selected applicants, select the "Invite" button. Your applicants have now been invited to interview! Email invitations will be sent automatically through Thalamus.
8. To cancel the invitation, select “CANCEL” or click anywhere outside of the box. NOTE: This must be done before clicking INVITE.
9. Once invited, you will see a confirmation message in a green box and the date of invitation will be populated into the “Invited Date” column on the Applicant Dashboard.
