Setting Up an Interview Plan

Determining the interview plan for a job before accepting applicants helps align your team and ensures a smooth interview experience. All jobs in Kula require an interview plan, which defines the stages candidates will pass through during the interview process. You can also add activities within each stage to streamline workflows, making it easier to manage key tasks automatically as candidates progress.

Add an Interview Plan

1. Click the Settings icon at the bottom of the left-side menu.
2. Under the Interviews & Scheduling section, click Interview Plan.
3. Click the Add Interview Plan button in the top-right corner.
4. In the Details section, ensure all fields are correctly filled out based on your recruitment needs.
   
   
   

5. Click Next: Interview Plan to proceed.

   
   

You will see four primary interview stages marked with a lock icon:

• Prospect
• Application Review
• Offer
• Hired

        Below the Application Review stage, you’ll find three secondary stages:

• Phone Screen
• Assessment
• Face-to-Face

6. To add more stages, click Add Stage, fill in the Stage Name and Target Time in Stage, then click Create Stage.
   
   

7. To edit any secondary stage, hover over it and click the Edit icon. Update the fields as needed, then click Update Stage.
8. To delete a secondary stage, click the Delete icon that appears when hovering over it.
9. To reorder stages, drag and drop them into the desired order.

Adding Activities to Interview Stages

In each interview stage, you can add activities to streamline your process:

1. Click Add Activity in the respective stage section.
2. Choose from the following options:
   • Add Interview: Schedule an interview with candidates and find a mutually available time.
   • Add Email: Automatically send an email to candidates when specific conditions are met.
   • Add Review: Request feedback on candidates using a scorecard system.

Edit an Interview Plan

1. On the Interview Plan homepage, hover over the plan you want to edit.
2. Click the Ellipsis (three dots) icon and select Edit.
   
3. Update the Details and Scorecard sections as needed.
4. Click Save to confirm your changes.

Clone an Interview Plan

1. On the Interview Plan homepage, hover over the plan you want to clone.
2. Click the Ellipsis icon and select Clone.
3. Enter the new interview plan name in the Add Name Here field.
4. Click Clone to complete the action.
   

Archive an Interview Plan

1. On the Interview Plan homepage, hover over the plan you wish to archive.
2. Click the Ellipsis icon and select Archive.
3. In the confirmation modal, type ARCHIVE.
4. Click Archive to finalize the process.