Use Case: Your candidates are going to take a Byteboard interview and youâre ready to send them the interview invite email OR youâd like to send a test interview internally to someone on your team to review Byteboard assessment material and candidate experience.
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*Note â If you use Greenhouse or Lever as your Applicant Tracking System (ATS) and integrate it with Byteboard, you can send the email invitation for candidates to take a Byteboard interview from the ATS directly!
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Follow these steps below to invite a candidate directly from the platform:
- Log in to your Byteboard portal and click Invite on the left side menu
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F864e9ca3-5190-433d-a9eb-55b9393ec02c%2FInvite_Tab_Demo_Admin.jpg?table=block&id=6c8497cc-b008-4da6-a01e-5a6a6366ce13&cache=v2)
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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)
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F01c7769a-560d-48c1-8497-e5bae5232b5a%2FCandidate_Email_and_Name.jpg?table=block&id=fc3305bb-d5b9-416b-9239-54c9f6af9f77&cache=v2)
- The Name field is optional â you can still send an invite if the name field is blank
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3. Select Interview Type
- Select the most appropriate interview type from the available dropdown for the candidate
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Ffc71e21e-aafc-4d6b-9ba9-69009d78f121%2FSelect_interview_type_1.png?table=block&id=d8a99676-0eed-45e0-8f3f-2ce16513249a&cache=v2)
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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 todayâs date), unless your account has designated an alternative default deadline period
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fd04fcf69-7861-4351-8a80-1c24e573a1d7%2FSelect_Deadline_1.png?table=block&id=08693861-e932-4362-a414-24df1fc57f69&cache=v2)
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- Select the Deadline by clicking the date format itself or clicking the small calendar icon next to it
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fe3a713bf-88db-4003-8ed8-5c595483555f%2FSelect_deadline_2.png?table=block&id=be0fc609-4528-4ddb-9d79-0ac4f2d55738&cache=v2)
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- Select your desired Deadline date from the calendar pop-up and click OK
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5. Once youâve 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)
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2Fa4494c44-ae9a-44cd-a994-705eea24f33b%2FSend_Invitations_Button.png?table=block&id=968daea8-a218-4c30-a4c5-bdeb497e9b06&cache=v2)
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- The Email, Interview Type, and Deadline fields are all required to send invitations; youâll receive an error message if you try to send with any of these three fields left blank
![Notion image](https://www.notion.so/image/https%3A%2F%2Fs3-us-west-2.amazonaws.com%2Fsecure.notion-static.com%2F2e378239-5759-48a0-928e-135c1b1216e9%2FBlank_Email_Error_Message.jpg?table=block&id=d706977a-283a-4d55-acf9-20466c2fba3f&cache=v2)
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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.
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Note â You can send as many test interviews as youâd like and they wonât count against your total interviews used if the interview is not fully submitted (if Part 2 isnât submitted). If you accidentally fully submit a test interview, reach out to your Customer Success representative.
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