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❓ How do I send a Byteboard interview invitation?

Step-by-step guidance for how to send interview invites from the portal.

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Use Case: Your candidates are going to take a Byteboard interview and you’re ready to send them the interview invite email.
 
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*Note — If you use Greenhouse or Lever as your Applicant Tracking System (ATS) and have integrated it with Byteboard, you can send the email invitation for candidates to take a Byteboard interview from the ATS directly.
 

Sending Byteboard Invites in Platform

 

Follow these steps below to invite a candidate directly from the platform:

  1. Log in to your Byteboard portal and click Invite on the left side menu
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2. Manually enter the candidate Emails and Names on the Invite Candidates screen

  • Add the info for one or more candidates (by populating additional lines below the first line)
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  • The Name field is optional — you can still send an invite if the name field is blank
 

3. Select Interview Type

  • Select the most appropriate interview type from the available dropdown for the candidate
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      ^ *Note -
      ^ *Note - the Interview Type dropdown options available will be specific to your account!
 

4. Set the interview Deadline, and then click Send Invitations at the bottom of the page

  • The default Byteboard Deadline date will be set to seven days (one week from today’s date), unless your account has designated an alternative default deadline period
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  • Select the Deadline by clicking the date format itself or clicking the small calendar icon next to it
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  • Select your desired Deadline date from the calendar pop-up and click OK
 

5. Once you’ve finished entering candidate data, send the interview invites by clicking Send Invitations in the bottom righthand corner

 
  • On the Invite Candidates page, you can easily view how many total interviews are remaining on your account (Total remaining interviews)
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**Please note that the Total remaining interviews / Invites remaining metrics only apply to certain Byteboard account plan types, so this may not appear in your portal!
 
  • The Email, Interview Type, and Deadline fields are all required to send invitations; you’ll receive an error message if you try to send with any of these three fields left blank
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Once you send your Byteboard interview invites, check the status of the interviews at any time in the portal. Refer to the Candidates Tab Byteboard Best Practices for more info.

 

Sending Multiple Byteboard Invites in Platform at One Time

 

If you must send invites to multiple candidates at once from the Byteboard portal directly, you can either use the bulk upload via CSV feature or you can input multiple candidates manually.

 

If you input multiple candidates manually, you can then use the multi-select checkboxes feature to apply the same deadline and/or interview type to all the selected candidates.

 
  1. Manually enter the candidate Emails and Names on the Invite Candidates screen
      • Add the info for one or more candidates (by populating additional lines below the first line)
        • Notion image
      • The Name field is optional — you can still send an invite if the name field is blank
 
  1. Select all added candidates by clicking the checkbox in the header row or manually select the candidates for which you’d like to update their information
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  1. Use the Apply Interview Type and/or Apply Deadline features at the top to add a deadline date and interview type for all selected candidates.
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  1. Once you’ve finished entering candidate data, send the interview invites by clicking Send Invitations in the bottom righthand corner.

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