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Liaison

Inviting Applicants to Interview

Overview

After creating a session, you must decide if applicants will self-schedule or if you will manually assign them. Once you determine the method, you can send any relevant communications. 

Option 1: Allow Self-Scheduling

Prerequisite Tasks

To let applicants self-select their session, you must:

  1. Add the applicants you will interview to the Interview Portal
  2. Create a session and ensure it's visible to applicants
  3. Enable the self-scheduling option via Program Settings.

    ResidencyCAS Interview Portal – Enable Self-schedule.png

Self-Scheduling Process

Once the prerequisite tasks are completed, notify applicants through the Program Portal that they are invited to interview. Be sure to direct them to create their account at https://interviews.residencycas.com.

  1. When an applicant receives your email invitation and logs in to the Interview Portal, they can accept or decline your invitation via the My Programs button.

    ResidencyCAS Interivew Portal – Selc-schedule Step 1.png

    ResidencyCAS Interivew Portal – Selc-schedule Step 2.png
     
  2. Upon accepting, the applicant selects their first choice session (even if there is only one option).

    ResidencyCAS Interivew Portal – Selc-schedule Step 3.png
     
  3. If you have multiple sessions, applicants choose a second choice in case their first choice becomes unavailable.

    ResidencyCAS Interivew Portal – Selc-schedule Step 4.png
     
  4. Once the applicant submits their preferences, they are confirmed for the session (note that in the example below, the session appears twice because the applicant will complete two rounds of interviews).  

    ResidencyCAS Interivew Portal – Selc-schedule Step 5.png

    Additionally, in your version of the Interview Portal, the applicant's  confirmed session appears in the Applicants section. 

    ResidencyCAS Interivew Portal – Selc-schedule Step 5.5.png
     
  5. Once all applicants select a session, the schedule is automatically generated and the applicants can see their specific interview rounds and times. 

    ResidencyCAS Interivew Portal – Selc-schedule Step 6.png

Option 2: Manually Assign Applicants to Sessions

This process closely mirrors self-scheduling, except that once an applicant selects their first choice session, you must manually assign it. 

Prerequisite Tasks

Similar to self-scheduling, you must: 

  1. Add the applicants you will interview to the Interview Portal
  2. Create a session and ensure it's visible to applicants

However, you must disable the self-scheduling option via Program Settings.

Manual Assignment Process

Once the prerequisite tasks are completed, notify applicants through the Program Portal that they are invited to interview. Be sure to direct them to create their account at https://interviews.residencycas.com

From here, the process mirrors self-scheduling: 

  1. When an applicant receives your email invitation and logs in to the Interview Portal, they can accept or decline your invitation via the My Programs button.
  2. Upon accepting, the applicant selects their first choice session (even if there is only one option).
  3. If you have multiple sessions, applicants choose a second choice in case their first choice becomes unavailable.

At this point, the process works slightly differently than self-scheduling: once the applicant submits their preferences, they are not automatically confirmed for the session. Instead, they see the program as pending.

ResidencyCAS Interview Portal – Manual Session Assignment – Pending.png

In your version of the Interview Portal, the applicant's preferred session choices appear in the Applicants section, and you can manually assign an option. 

ResidencyCAS Interview Portal – Manual Session Assignment – Confirming.png

Once you manually assign the session, it moves from Pending to Confirmed for the applicant. Then, once you finish adding all applicants to a session, you can generate the schedule so applicants can see their specific interview rounds and times. 

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