Inviting applicants to interview is an exciting step in the recruitment process. In order to invite applicants, the following prerequisites must be met. Click through each user guide for instructions on completing these steps.
Required:
- Create Scheduling Groups 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 Scheduling Groups
- Assign Applicants to Tiers
Optional:
Steps to Invite an Applicant or Group of applicants to interview
- Use search/filters to select the applicants that you wish to invite to interview
- Once all desired applicants are selected, use the bulk “Actions” dropdown menu and selected "Invite to Interview"
- 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:
- The names and number of applicants inviting
- Information about your calendar that may prevent applicants from scheduling an interview
- Indication of whether any applicants were previously invited
- From this module, you will also be able to take the following actions prior to inviting:
- Select the Email Template to be sent to invited applicants, by clicking the dropdown arrow
- Send a program survey to applicants by toggling the "Send Survey(s)" button to the "on" position. If turned on, select which survey to send by clicking the "Select Surveys to Send" dropdown menu.
For more information on program surveys, review the Creating Program Surveys guide or the Managing Program Surveys guide.
- If you are assigning survey questions to your applicants, select the checkbox next to any survey(s) to be sent from the "Select surveys to send" dropdown menu.
NOTE: All surveys can be sent at any time throughout the recruitment season. We strongly suggest that the Post-Interview and Post-Match surveys are sent separately of the Pre-Interview Surveys after the Interview or Match has completed. - 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 from Thalamus.
- To cancel the invitation, select “Cancel” or click anywhere outside of the box. NOTE: This must be done before clicking Invite.
Once invited, you will see a confirmation message in the upper right hand corner of your screen and the date of invitation will be populated into the “Invited Date” column on the Applicant Dashboard.