Interview Scheduler User Guide

Complete guide to generating optimized interview schedules that save hours of administrative work

Quick Start The typical workflow takes about 15–30 minutes to set up, then the system handles optimization automatically once responses are collected.

The 4-Step Process

1

Create Your Event & Forms

Set up your interview event and build custom forms to collect availability and preferences from candidates and faculty.

What you can collect:
  • Time availability across multiple interview days
  • Faculty preferences and research interest matches
  • Special scheduling requirements
  • Preference rankings for specific interviewers

How it works: The form builder lets you add fields, time slots, and preference options specific to your program's needs. Create separate forms for candidates and faculty, or use a single form for simpler events.

2

Send Forms & Collect Responses

Distribute your forms to participants and track responses in real-time.

What happens:
  • Forms are sent via email to all participants
  • Response tracking shows completion status
  • Automated reminders go to non-responders
  • All responses are stored and organized automatically

Your role: Monitor response rates and follow up with participants as needed. The system handles the technical distribution and data collection.

3

Generate Optimized Schedule

Once you have all responses, click “Generate Schedule” to create an optimized interview schedule.

The optimization considers:
  • Mutual availability between candidates and faculty
  • Research interest alignment for better matches
  • Balanced faculty workloads
  • Efficient time slots with minimal gaps

What you get: A complete schedule that maximizes preferences while ensuring all required interviews are scheduled within your available time slots.

4

Review & Export

Review the generated schedule, make any necessary edits, and export the final versions.

Editing options:
  • Swap individual interviews between time slots
  • Adjust for last-minute availability changes
  • Resolve any scheduling conflicts
  • All changes automatically check for new conflicts
Export formats:
  • Excel master file with complete schedule data
  • Individual candidate schedules showing personal itineraries
  • Faculty schedules with their interview assignments

Pro Tip: Export different views of the same schedule optimized for different stakeholders — candidates get clean itineraries while faculty get detailed assignment views.

Managing Multiple Events

Create separate events for different parts of your recruitment process. Each event has its own forms, responses, and generated schedules.

Common event types:
  • Initial interview rounds for large candidate pools
  • Second-look events for accepted students
  • Faculty candidate interviews
Event formats:
  • Multi-day recruitment weekends
  • Department-specific sessions
  • Virtual interview events

How it works: Each event operates independently but within the same account. You can track the same candidates across multiple events while maintaining separate scheduling logic for each.

Key Features

Form Flexibility

Build forms that match your specific data collection needs, from simple availability to complex preference rankings.

Smart Optimization

The scheduling algorithm balances multiple competing priorities to create feasible schedules that work for everyone.

Real-time Editing

Make changes directly in the platform with automatic conflict checking to prevent scheduling errors.

Multiple Output Formats

Export different views of the same schedule optimized for different stakeholders.

Ready to get started?

Follow these simple steps to create your first optimized schedule

  1. Create your first event
  2. Build your data collection forms
  3. Add participant email addresses
Start Your First Event