User Settings (unique to your User only).
Please click on your initials on the top right of the screen and hit User Settings.
Security:
Set up 2 Factor Authentication if your organisation requires.
Integrations:
Connect your Calendar so you can schedule interviews by hitting
Connect your Email so you can email within Screenloop and have email correspondence shown in the candidate activity feed.
Your Availability:
Define availability to block out standard times each week that you don't want candidates to book in your calendar (e.g. "Focus time" every Friday afternoon).
Do this by clicking on the slot - it will turn white & candidates can no longer book an interview within this slot.
Chrome exension:
Please download Screenloop's Chrome Extension here if you plan to use Interview Intelligence.
This will enable the AI Notetaker to do its magic in your interviews. Cya later, frantic typing.
2. Account Settings (effective across your organisation).
Click on the settings wheel on the blue banner on the left.
Users:
Invite users to the platform by clicking "Add User" and inputting their name, email and access level. They will get an email notification to accept their invitation and join Screenloop. Please remind users to connect their calendar & email upon joining Screenloop, otherwise they won't be able to schedule interviews or send emails on the platform.
You can see on the "Status" bar if they have accepted their invite. Status definitions are: Invited = they've received an invite but haven't yet accepted it. Active = accepted invite. Inactive = ?
Authentication:
Enable your organisation to sign in with Google or a SAML2 Identity Provider by hitting "Set up".
Integrations:
Applicant Tracking Systems:
please skip as this is for TA Teams using Screenloop as a point solution alongside their ATS.
Human resources information systems
Setup this if you want to integrate your HRIS with Screenloop - note we only integrate with the HRIS listed.
Video Communications Systems
Enable with your VCS (GMeet, Teams or Zoom).
This lets Screenloop pull through interviews.
Slack
connect with Slack to get notifications from Screenloop sent to Slack.
Background Check Systems
Toggle this on if you'd like to set up Background checks through Screenloop (pay-per-check).
3. Organisation Settings (effective across your organisation).
Locations:
Click on Locations on the left tab. Add your job locations via the blue button on the top right. You can add more locations at any point. Tip: avoid duplicating or overlapping locations, in order to keep your data clean.
You can edit a location once it has been created by clicking on the 3 dots on the right of the location tab. If you need to delete a location, message the support bot and the team will delete it for you.
Departments
Click on Departments on the left tab. Add your job departments via the blue button on the top right. You can add more departments at any point. Tip: avoid duplicating or overlapping departments, in order to keep your data clean.
You can edit a department once it has been created by clicking on the 3 dots on the right of the department. If you need to delete a department, message the support bot and the team will delete it for you.
4. Customisation
Email Templates
Hit email templates on the the left tab to view & edit email templates.
You can view existing email templates by hitting the 3 dots on the right. Note you cannot edit these here.
Create a new email template, or edit existing templates, by clicking the blue Add Email Template button.
Creating a New Email Template from Scratch:
To create a new email template from scratch, leave the toggle on Custom.
Please give your template a Name and Subject.
To input personalised variables (Candidate Name, Job Title Company Name and Sender Name) into the subject or body of the email, click the relevant variable. This will automatically copy the variable for you. Next, paste it in the subject or template.
Once you're happy with your template, click the blue Save button on the top right.
To edit your template once you've already saved it
Creating a New Email Template based on an existing template:
To create an email template with the helping hand of an existing template, click Based on template and then select template from the drop-down box.
Please give your template a Name.
You can edit the Subject, or leave it as is. For adding variables (Candidate Name, Job Title Company Name and Sender Name), click the relevant variable. This will automatically copy the variable for you. Next, paste it in the subject.
Edit the email as you see fit.
Once you're happy with your template, click the blue Save button on the top right.
To edit your template once you've already saved it, click the 3 dots on the right of the tab (see below).
Job Workflow
Click Job Workflow on the left tab to view and edit your Job Workflows / Pipelines.
Default Interview pipeline template is our standard template. You can only view, not edit this.
To view your Workflows, click into them. Or hit "View" after clicking the 3 dots on the right.
Creating a New Workflow based on a template:
To create a new Workflow based on an existing template, click the blue Add Job Worklow button on the top right.
Give your job workflow a name by typing it in and clicking "Create (Job Name)" when it pops up in the dropdown.
Click Based on Template to toggle on an existing template. Select the template you want to base your new template on. You will now see the Workflow template.
To edit the order of job stages, click and hold the top area of the box to drag and drop the stage to where you'd like it.
Creating a New Workflow from Scratch:
To create a new workflow from Scratch, click the blue Add Job Worklow button on the top right.
Give your job workflow a name by typing it in and clicking "Create (Job Name)" when it pops up in the dropdown.
Leave the toggle on Start from Scratch
To add your first stage, click Add stage
Give your stage a name.
If your stage does NOT include an interview, leave the toggle for Does this stage include an interview and hit Submit on the top right.
If your stage includes an interview, toggle Does this stage include an interview to Yes. You now need to select your Interview Questions template and Scorecard template that you'd like to associate with this interview stage. Hit Submit on the top right.
You can now see your stage at the first stage in your Workflow. Hit Add Stage and repeat until you've added each stage for your workflow.
Editing Your Workflow
Please note you can only edit a Workflow before it has active candidates in it.
You can edit the order of each stage by dragging and dropping the boxes. Click and hold on the top area of the box and drop the stage where you'd like it.
You can edit Job Stage Name, Interview Questions Template and Scorecard, or even include or exclude an interview by hitting Edit when you click the 3 dots on the top right of the box.
To delete a job stage, click the 3 dots on the top right of the box and choose Delete.
Congrats, you're set up and ready to hire!