Onboarding for Basic Users

How to set up your Screenloop account

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Written by Charlotte Higgins
Updated over a week ago

Follow these steps to get set up on Screenloop.
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​User Settings

​Please click on your initials on the top right of the screen and hit User Settings.
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  • User Details

    • Edit name & email address here if needed.
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  • Security:

    • You can change password here.

    • Set up 2 Factor Authentication if your organisation requires by clicking Setup on the right.


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  • Integrations:

    • Connect your Calendar so you can schedule interviews within Screenloop and candidates can book in your calendar when you're free. Click the blue Connect button on the calendar section. Select your Video Conferencing Provider and cilck Link Account.

    • You may be prompted to Define your availability. See paragraph below on defining availability.

    • Connect your Email by clicking the blue Connect button. Choose the google account you use for hiring. You should now be directed back to the previous page and get a popup saying your email is now connected. This means you can now email within Screenloop and have email correspondence shown in the candidate activity feed.
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  • Your Availability:

    • Set your availability to candidates by clicking Define 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.

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