Before appointments such as phone interviews, onsite interviews, or trainings, a schedule must be set first.

Follow these steps to set-up a scheduling stage:

STEP 1: From your Workstream dashboard, select Positions tab, located on the upper left side of your screen.

STEP 2: Select and open the position for which you want to setup the Scheduling stage, and then click Setting button located on the upper right side of your screen.

STEP 3: Go to Stages. Then click on Add stage, which can be found on the upper right side of the panel where the stages are.

STEP 4: A pop-up will appear. Select the Scheduling Stage option. 

STEP 5: Type in the name of your stage inside the pop-up box. Then drag the icon for the stage and place it in the position where you want it to appear during the application process.

STEP 6: If your are satisfied with the Scheduling stage's name and placement, click on Add.

NOTE: Once your Scheduling stage is set-up, make sure first to set up your availability

Also, don't forget to add the meeting details, for your scheduling stage. This feature allows you to share details about the event such as location, dial-in number, dress code, or any other instructions which will be displayed when an applicant selects a date and time for the meeting.

Related Articles

How to See Who Had Been Confirmed for a Scheduled Interview
How to Reschedule or Cancel Appointments with an Applicant


Want to talk to our Support team?
Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an Email at help@workstream.is.

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