Team templates are the base of how your actual calendar invites will act and the content they will contain. They are free floating objects and can be attached to various interviewing ‘teams’ at any stage in the interview process. The interview round specifics in each template (subject line, location, body content, specifics on how that interview should be conducted, other business rules for a specific round of interviews) will be reflected in each new interview scheduled using that template and shown in the actual calendar invitations.
To create a team template, navigate to the left of your screen to the Meeting Types - Templates tab. Click the blue circle with a plus symbol inside to create a new template.
You’ll insert various criteria within the template, but most importantly fill out the Template Name, Title and Description fields.
The Template Name is the internal name your team will see detailing this template type. For example, you can name your template “Account Executive First Round Interview” or “Recruiting Screen” to understand what this template is used for.
The Title will reflect in the calendar invitation as the name of the event. This is different from the Template Name because this will appear on a candidate’s calendar.
The Description field, while not required, is very important to giving information to candidates. You can include where they should meet, the interviewer’s info (LinkedIn profile, etc.) how they should dress, etc. to give them details before their interview.
You can additionally add meeting buffers and more advanced settings.
Click Create to save your template and its settings.