Scheduling an Interview Between a Candidate and a Contact

Learn how to schedule an interview between a candidate and a contact, and how to reschedule or delete one if needed.

Once a contact expresses interest in meeting a candidate, schedule the interview from the job record — starting there pre-fills the candidate's information into the interview form.

Interview Types

Depending on your process, you may need to track multiple rounds. You can choose from four types: Interview, 2nd Interview, 3rd Interview, and Final Interview. Rounds beyond the first don't appear as their own sections on the Activity tab — they're logged under Related Appointments.

Scheduling an Interview

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

  2. Select the checkbox next to the submission you want to interview.

  3. From the Move drop-down, select Interviewing.

  4. Complete any remaining fields, and choose whether to schedule an appointment.

  5. Click Move.

  6. Complete the appointment details as described in Scheduling an Appointment with a Candidate or Contact.

    Enter the candidate and contact as attendees separately rather than together — if you add them to the same invitation, they may see each other's information. Notify each of them individually instead.

  7. Click Save.

Bullhorn automatically updates the candidate's submission status to Interview Scheduled. For more on submission statuses, see Updating a Candidate's Submission Status.

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

After saving, send separate emails to the candidate and the contact with the interview details. For the candidate, consider including directions to the interview location or any interview pointers.

Rescheduling an Interview

To reschedule, don't delete the interview — open the appointment instead and update the Start and End fields.

Deleting an Interview

Only the interview's owner can delete it.

What you should do next depends on why you're deleting it:

  • Scheduled for the wrong candidate or contact? Delete the interview, delete its history, and change the submission status back to Client Submission to keep your reporting accurate.

  • Candidate didn't show, and the contact rejected them as a result? Delete the interview since it never happened, but keep the submission history for reporting. Change the submission status to Client Rejected, and consider adding a note explaining what happened.

To delete an interview:

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

  2. Expand Interviewing, then click the subject of the interview you want to delete.

  3. Click the interview's Edit tab.

  4. Select Delete.

  5. Expand Submission.

  6. If needed, change the submission status back to what it was before the interview was scheduled.