Creating a schedule couldn't be easier!
If this is your first time creating a schedule, these instructions will walk you through the process, it shouldn't take more than a few minutes.
You can also use this article as a reference if you've created schedules before but need a quick refresher.
From your Fair Management dashboard, navigate to Meetings, and click Manage Meetings & Schedules. Then click '+New' and fill in the schedule details! This video gives you a walk-through, but the steps are laid out below too.
On the first step, you will fill in some basic information:
- The employer this schedule belongs to
- The name of the schedule (bear in mind this is what candidates use to determine which schedule is right for them so it is typically the recruiter's name or position title, but recruiters can edit this as necessary)
- If you are running a multi-day fair, confirm the date of the schedule. Otherwise, the date defaults to the day of the fair
- Select the interaction type for the schedule
- Add a schedule description, but again, recruiters can edit this as necessary
Click 'Continue' to go through to Prerequisites. Please note: Recruiters will be able to select from any of the candidate profile fields you have required. See this article on setting prerequisites for more information.
Click 'Continue' to go through to Time Slots. This is automatically set to our defaults, so you can go ahead and click continue if you are happy with this. Remember that you or the recruiters associated with this employer can modify the availability on the schedule.
In Step 4, you will enter the email address(es) of additional recruiters, if appropriate.
If you are creating a new schedule for a new recruiter, you will add them here. If you are creating a schedule for a recruiter already associated with the employer, you need not enter anything, and you can click Continue.
Step 5 is where you will assign the primary recruiter for the schedule. You will have the option to select any of the recruiters associated with the employer. When you create the schedule, the system will email the assigned recruiter letting them know that a schedule has been created for them, with an invitation to our platform.
Review and Publish
Finally, in Step 6, you can review the schedule information.
You then have two options:
You can either just click Save, to save the schedule but not publish it yet. Alternatively, you can click Save and Publish to make it visible under that employer.
Note that this does not necessarily mean that candidates can book meetings on the schedule, as this will depend on whether the scheduling window for the fair is open or not.
Once you hit save, you will be taken back to the 'Manage Meetings & Schedules' portal. You can check that the schedule has indeed published by searching by Employer Name, Schedule Name, or the Assigned Recruiter’s Name.
How do I copy a schedule?
Copying a schedule is helpful as it will pre-fill some of the steps above for you based on the copied schedule. The 'Copy Schedule' function can also be useful if you have set up specific prerequisites or time slots for an employer that you would like to duplicate on another schedule.
From your Manage Meetings & Schedules page, search for the schedule you would like to copy by Employer Name, Schedule Name, or the Assigned Recruiter’s Name. Once you can see the schedule you would like to copy, use the 'Copy' button at the far right (You can see the control in the snapshot below):
For questions about schedule management, check out this article with FAQs: Common Questions about Schedules