Send interview invitations to your SOAP applicants from the SOAP tab so they can view and schedule for your SOAP calendar events.
Roles: Program Director, Program Coordinator, Program Administrator
Prerequisites:
- SOAP applicants imported into Thalamus Core (see Importing SOAP Applicants in Thalamus Core and Cortex (ERAS Programs))
- SOAP email templates created (see SOAP Email Templates)
- At least one SOAP calendar event created (see SOAP Calendar Events)
Step-by-Step Instructions
- Navigate to the Applicants page from the upper menu bar.
- Select the SOAP tab.
- Use the Search bar or Filters to locate the applicants you want to invite.
- Select the desired applicants by ticking the checkboxes next to their names. You can also use the Select All checkbox at the top of the list.
- Click the Actions dropdown menu at the top of the applicant list.
- Select "Invite to Interview".
- In the modal that appears, select the Invitation Email template you want to use (e.g., your SOAP-specific invitation template).
- Click "Invite".
The selected applicants will receive the invitation email and their Interview Status will update to Invited.
Things to Know
Use your SOAP invitation template. When selecting the email template in step 7, make sure you choose your SOAP-specific template — not your regular season template. See SOAP Email Templates for setup instructions.
Invited applicants can immediately schedule. Once invited, applicants can see and sign up for any open SOAP calendar events. Make sure your SOAP events are created and set to Open before sending invitations.
Bulk invite is the fastest approach during SOAP week. Select all applicants you want to invite at once using the filters and Select All checkbox rather than inviting one at a time.
Snippet Video
Watch a walkthrough of inviting SOAP applicants:
What's Next
Success: Your selected SOAP applicants have an Interview Status of Invited and can view and schedule for your SOAP calendar events.
Next steps:
- Building Itineraries & Interviewing During SOAP — build itineraries and conduct interviews
- SOAP Scoring & Scorecards — set up SOAP scorecards for evaluating applicants
If you need additional assistance, click the help icon at the bottom right of any Thalamus page or submit a support request.