Guide allows teams to add candidate prep content at the job level or stage level within an interview plan. This prep content appears in candidate communications and portals, helping candidates understand what to expect for each interview.
There are two common approaches to managing this information:
Configuring prep content directly in the job’s interview plan
Updating prep content while scheduling candidates
Both approaches ultimately update the same job-level interview plan settings.
⚙️ Option 1: Add Prep Content Directly in the Job Interview Plan
Admins or recruiters can configure candidate prep information directly inside a job’s interview plan.
Navigate to Jobs in the left sidebar.
Open the job you want to configure.
Select the Interviews tab.
Click Edit on the interview stage you want to modify.
Add candidate preparation information for that stage.
Click Save.
This will update the interview plan for that job.
⚠️ If you edit a job’s interview plan directly, the job may diverge from the original template used to create it. Guide will indicate when a job has been modified from its template, and you can restore the template if needed.
🧑💻 Option 2: Add Prep Content While Scheduling Candidates (Recommended)
Many teams prefer to refine candidate prep content during real scheduling workflows, since it allows them to update the plan as the role evolves.
Open a candidate in Guide.
Launch the Guide scheduling panel.
In the Interview Plan section, click Edit.
Select the interview stage you want to update.
Add or update the candidate prep information.
Click Save.
You will see two options when saving:
Save for this candidate only – updates prep content for the current candidate.
Save to job settings – updates the job’s interview plan so all future candidates receive the same prep content.
Saving to the job settings effectively updates the job’s default interview configuration.
⏱ Just-in-Time Prep Content
Some teams prefer adding prep information only when a candidate reaches a stage.
For example:
Add prep content when scheduling the phone screen
Later, add additional prep content when scheduling the onsite interviews
This approach allows you to build the job’s interview prep content gradually as the process becomes finalized.
As each stage is updated and saved to job settings, all future candidates will inherit the updated prep instructions automatically.
💡 Best Practices
Start with a template-based interview plan for consistency.
Add or refine prep content during scheduling workflows when details become clearer.
Use Save to job settings whenever you want the change applied to future candidates.
Include helpful information such as:
Interview format
Preparation tips
Materials to review
Technical setup instructions