Requests allow you to send custom submission links to candidates from your ATS in a matter of seconds! Requests can be broken down into two categories: Booking Requests and Availability Requests.

Continue reading to learn more about both Request types!

Booking Requests are a quick and easy way for candidates to self-schedule interviews with you and your team via a scheduling link.

To create a Booking Request from within your ATS, navigate to a candidate's profile and click the Prelude Request button. Then, select Create a new request.

To make the request process most efficient, apply a Booking Request template. (Please read our Requests Templates article for more information on Booking Request templates.)

The Scheduling Flow box should be set to Booking request. You can also add an internal note to your request, which will be visible to your colleagues, but not to the candidate. Click Create to proceed.

All of the pre-selected options from your template will automatically populate, but you can continue to customize your Booking Request as needed. You'll see options to adjust various details for your request, such as:

Once you're done customizing, click Next.

This page allows you to customize an email to the candidate, which will include the booking link you've just created. Click Send and the candidate will receive an email containing the link.

Once the candidate opens the booking link, they'll be able to view and select the time they prefer to meet, like this:

When the candidate books a time, the interviewer and candidate will receive a calendar invite and/or email confirmation, and the interview will show up in both Prelude and the ATS.

Note: The above instructions use an example from Greenhouse, but the same process can be followed for Lever and Workday as well.

Availability Requests are an easy way to capture your candidates' availability so that you can schedule complex interview panels that work for your interviewers' and candidates' calendars.

To create an Availability Request from within your ATS, navigate to a candidate's profile and click the Request button. Then, select Create a new request.

To make the request process most efficient, apply an Availability Request template. (Please read our Requests Templates article for more information on Availability Request templates.)

The Scheduling Flow box should be set to Availability request. You can also add an internal note to your request, which will be visible to your colleagues, but not to the candidate. Click Create to proceed.

All of the pre-selected options from your template will automatically populate, but you can continue to customize your Availability Request as needed. You'll see options to adjust various details for your request, such as:

Once you're done customizing, click Next.

From here, you can personalize an availability request email to the candidate. Click Send when your email is ready to go.

Once you've sent your email, the candidate can use the availability link to submit the dates and times of their availability, like this:

Once the candidate availability has been submitted, you'll be able to see it in the Requests extension sidebar. You can then schedule a Loop using that availability by simply clicking Schedule Loop, which will launch Prelude's Loops page. Your Loop will automatically consider the candidate's submitted availability!

Note: The above instructions use an example from Greenhouse, but the same process can be followed for Lever and Workday as well.

The examples above show how you can use the Prelude's Chrome extension for Requests within Greenhouse, Lever, and Workday. You can also create Requests with all the same features using the Requests tab in Prelude!

If you have further questions about Requests, please contact Prelude Support.