Schedule an interview in Employee Relations using Agent Workspace for HR Case Management

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Use Agent Workspace for HR Case Management to capture a record of an interview.

    Vorbereitungen

    Role required: sn_hr_er.case_writer

    Prozedur

    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Select the Lists icon (Lists icon).
    3. In the ER category, select an ER case.
    4. Select more from the row of tabs below the Case Timeline.
    5. Select Interviews.
    6. Select New.
    7. Fill in the form.
      Tabelle : 1. Create new interview form
      Field Description
      Number The number identifying the interview record. The application automatically assigns interview numbers.
      HR case he HR ER case number associated with the interview.
      Hinweis:
      If you access the interview from Employee Relations, you have to select an HR case to associate the interview to.
      Interviewee Name of the person who you are interviewing.

      Select the Lookup using list icon Lookup using list icon and search for the person you are interviewing. If no names appear, you can create an involved party. For more information, see Create an involved parties record.
      Interviewers Names of the people who conducted the interview.
      Click inside the field and a list of names appear that you can select.
      Hinweis:
      Only members with the sn_interview_temp.writer role or belong to a group that has the Employee Relations skill.
      External attendees Indicates you want to add external attendees to the interview record.
      External invite email The email addresses of the external attendees.
      Only appears when you select the External attendees choice.
      Hinweis:
      Separate each email address with a comma.
      Scheduling method The method you are using to schedule the interview.

      Select Manual entry to select the Start and End dates and times of the interview.

      If your company uses the integration with Microsoft Outlook Calendar to schedule, select Calendar. You can schedule an interview with an interface that syncs with your company's Outlook Calendar. For more information, see Using Interview Management.
      Start date The start date and time of the interview.

      Select the Show calendar icon (Show calendar icon) and select the date and time the interview starts.
      End date The endt date and time of the interview.

      Select the Show calendar icon (Show calendar icon) and select the date and time the interview ends.
      Additional parties Other people you want as part of the interview record.

      Click in the field and a list of names appears.

      You can optionally enter the email addresses for each interviewer.
      Hinweis:
      These names appear from
      External URL A URL that is relevant to the interview.
      Created by The user name of the person who created the interview record.
      Interview notes Notes from the interview or you can enter the answers to the questions from the interview question templates.

      In the Contextual Sidebar, select the Interview Templates icon (Interview template icon) to search for interview question templates.

      HR Agent Workspace - Interview Template

      Interview templates provide questions you can use in the interview, You can insert the questions from the template into the Interview notes field or copy to the clipboard to insert in an outside document.

      HR Agent Workspace - Interview templates

      Select Interview Template icon to see the Insert to notes or Copy to clipboard choices.

      Interview templates ensure consistency and efficiency when conducting interviews. For more information, see Create an interview question template.
    8. Select Save.