Scheduling an Interview Between a Candidate and a Contact

Once the contact expresses interest in meeting the candidate, set up an interview using Bullhorn's Add Appointment feature. Once saved, the interview appears on your Outlook calendar with hyperlinks to all related records.

As with the internal and client submission, start this step from the job record so the candidate's information is pre-populated into the interview form.

After you complete this step, Bullhorn automatically changes the candidate's submission status to Interview Scheduled. For more information, see Updating a Candidate's Submission Status.

Depending on your company's process, you may schedule multiple rounds of interviews for the same candidate. You can choose from four appointment types: Interview, 2nd Interview, 3rd Interview, and Final Interview, and your workflow icons may reflect these. Additional interview rounds don't appear as their own sections on the Activity tab. They're logged under Related Appointments instead.

Schedule an Interview Between a Candidate and a Contact

  1. On the job record, click the Submissions tab.

  2. Check the box next to the submission to interview.

  3. Select the Move box, and choose Interviewing.

  4. Modify or complete any information, and select whether to schedule an appointment.

  5. Click Move.

  6. Select whether to notify the attendees of the interview.

  7. Enter the attendees for the interview.

    • Example: Candidate, Contact

    If you list both the candidate and contact in the Attendees field, they may see each other on the appointment they receive. Notify them separately instead (see step 14).

  8. In the Start and End fields, enter the date and time of the appointment.

  9. Select how soon before the interview to be reminded.

  10. In the Location field, enter the location of the appointment.

  11. Enter an appointment description, if applicable.

  12. Enter any relevant references.

  13. Click Save.

  14. Send separate emails to the candidate and the contact with the interview details.

    • For the candidate, consider including directions to the interview location or interview pointers.

Interviews scheduled for a future date appear as "Pending" under the Interviews section on the job record's Activity tab only.

Delete an Interview and its History

Only the interview's owner can delete an interview.

Bullhorn's recommended process depends on the scenario:

  • You scheduled the interview by mistake: Delete the interview and update the candidate's submission status back to Client Submission. Delete the interview history too, so your reporting stays accurate.

  • The candidate no-showed and the contact rejected them: Delete the interview, since it never happened, but keep the submission history for reporting. Update the candidate's submission status to Client Rejected, and consider adding a note to the candidate record explaining what happened.

  • You just need to reschedule: Don't delete the interview. Open the appointment and adjust the Start and End fields instead.

  1. On the job record, click the Submissions tab.

  2. Expand Interviewing and click the subject of the interview to delete.

  3. Click the interview's Edit tab.

  4. Select Delete.

  5. Expand Submission.

  6. Change the candidate's submission status back to what it was before the interview was scheduled, if needed.