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Candidate Invites in Loops
Candidate Invites in Loops

Learn how to manage Candidate Invites in your Loops.

Grey Allen avatar
Written by Grey Allen
Updated over a week ago

πŸŽ‰ As of June 2024, we now support editing candidate invites! πŸŽ‰

After creating your Loop, you can proceed with sending out candidate invites.

In this article

Creating Candidate Invites

Once you have created a Loop, you will be taken to the Edit tab of the Loop. At the top of the page, you can access the Candidate Invites tab:

If you created a Loop and navigated away from this page, you can visit the Interviews tab, then locate the Loop.

On this page, you can create the invite with the following settings:

  1. Copy Schedule Overview: Save a copy of the candidate schedule overview to your clipboard.

  2. Apply a template from this list or create the invites from scratch.

  3. Add or remove additional attendees.

  4. Select the calendar for the invites.

  5. Choose your preference for how the invites are created.

When you are done creating the invites, you can select these options to Preview and Send the invites:

Once that is processed, you will see the Candidate Invites page refresh and the following notification at the top of the screen:


Viewing Candidate Invites

After the invites are created, you will see the candidate invites for the Loop. You can access the following options:

  1. Copy Schedule Overview: Save a copy of the candidate schedule overview to your clipboard.

  2. Time & date swap: Click on the current interview time to reveal the option to change both interview time and date.

  3. ✏️ Edit interview: Opens the full edit screen, so you can edit additional settings, such as the interviewer, date/time, and invite body.

  4. πŸ‘οΈ View details: See a preview of the invite.

  5. ❌ Remove interview: Deletes this individual interview on the loop.

  6. βž• Add Invite: Adds a new interview for your candidate invites.

  7. Cancel all candidate invites: Cancels all invites on this page.

πŸ“ Note: Hover over an individual interview to access options 4, 5, and 6.


Editing Candidate Invites

When you need to make updates to the candidate invites, such as updating dates/times or the description, hover over the interview and click the pencil icon:

In the pop-up window, make your edits, then click Apply Changes:

Repeat for any other invites that need edits. When you are ready to publish those changes, click Send updated invites:

Once that is processed, you will see the Candidate Invites page refresh with the updated invites and the following notification at the top of the screen:


Canceling Candidate Invites

You can remove certain interview invites or cancel all interviews from the Candidate Invites tab.

Removing an interview

When you need to remove specific interviews from the candidate invites, hover over the invite and click Remove:

Repeat the above steps for each interview you want to remove. When you are ready to publish those changes, click Send updated invites:

Once that is processed, you will see the Candidate Invites page refresh and the following notification at the top of the screen:

Canceling all interviews

When you need to cancel candidate invites (and keep the interviewer invites), click Cancel all candidate invites:

In the pop-up window, you can send an optional email message to the candidate. When done, click Cancel invites:

Once that is processed, you will see the Candidate Invites page refresh with the invites and the following notification at the top of the screen:

πŸ’‘ Tip: If you need to cancel the entire Loop, including the interviewer and candidate invites, we recommend to cancel all interviews from the Edit tab.

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