Key Features
Explore Guide's key features and workflows for maximum coordination power
36 articles
Scheduling requirements
Setting up your interview requirements
Using Interviewer Tags and "Smart Match" Interviewer SelectionUse Guide's powerful tags and Smart Match feature to select the best interviewers every time, without the manual work.
Enabling Interview Plan Templates (Multi-Template Mode)Enable this feature when multiple recruiters manage the same jobs and each needs their own set of interview requirements.
Scheduling basics
Core scheduling workflows
Send Self-schedule requests in GuideSending self-schedule requests saves you a ton of time by eliminating the back and forth with candidates.
Using "Flexible meetings" (whitelists) when schedulingFlexible me
Scheduling interviews as Private in Google
Sending Follow-up Reminders for Availability Requests
Rescheduling interviews in Guide
Resending Interview Calendar Event Invites (ICS Files) to a Candidate
When "Google Calendar event is out of sync with Guide"
Task Queues & Ownership RulesChoosing between auto-assignment vs. shared queues, and setting triage logic for coordination workflows.
Sending Reminders for Candidate Availability RequestsLearn how to follow up with candidates after sending an availability request in Guide.
Requesting Availability: Suggested WindowsHow to suggest specific windows for the candidate to submit availability within.
Requesting Availability: Manually Input Candidate AvailabilityManually input a candidate’s availability directly into Guide so automations can begin matching to the right interviewers.
Advanced scheduling
Advanced scheduling workflows and features
Adding multiple interviewers from the same pool (or set of alternates)
How to Reschedule an Interview After a Scorecard is SubmittedHow to Reschedule Interviews once a scorecard has been completed within Greenhouse
Deleted Greenhouse scheduled interview still appearing in Guide
Using Scheduling Queues In GuideUnderstand how candidate scheduling tasks are routed to a queue and how coordinators can manage them in Guide.
Setting Up Your Secondary Availability Calendar in GuideLearn how to add a secondary Google Calendar (like a PagerDuty on-call calendar) to Guide to check interviewer availability across multiple calendars.
Candidate Portal
Templating candidate portals, interview requirements and emails
Candidate Portal: TemplatesA convenient way to manage the company or department information, branding, and interview plans shared with your candidates in their guides.
How to update the candidate portal interview plan ✏️
Customizing the interview plan for an individual candidateCustomize the pre-defined interview plan for an individual candidate
Changing a candidate's portal statusLearn more about what the candidate's Guide status is, and why you should use it.
Updating a candidate portal to the "Offer Extended" stateShare news and details of an offer with your candidates and update their guide to reflect this celebratory milestone.
Updating a candidate portal to the "Rejected" StateNotify your candidate that they are no longer being considered for the role.
Updating a Candidate Portal to the "Hired" StateSend your candidates an update on the great news. They've been hired and will soon be joining your team.
Overriding candidate details from your ATS
Guide Candidate SurveysSurvey candidates throughout the interview process to collect honest feedback and a valuable NPS score
Adding Prep Content For Each Stage Within your Candidate PortalHow to manage candidate portal prep content content globally using portal templates, or per job.
Interviewer Training Paths
How to set up and use Guide's automated training paths for interviewers
What Happens When An Interviewer “Graduates” from a Training Path?Learn how Guide handles interviewer completion of training paths
Slack Communications
Quickly take actions in Guide that help you communicate with your team via Slack
Creating Candidate-Specific Slack Channels in GuideCreate candidate-specific Slack channels that include recruiters, coordinators and interviewers — all from within Guide
How to Share a Candidate's Schedule into an Existing ChannelQuickly share a candidate's full interview schedule into an existing Slack channel
Reporting & Metrics
Get to know Guide's reporting dashboards and features
Reporting Dashboards & Metrics OverviewA high-level introduction to Guide’s reporting dashboards — including Scheduling, Interviewers, Training, and Surveys.
Interviewer Portal
Give your interviewers access to their most important interview-related info.
Interviewer PortalLearn how Guide’s Interviewer Portal gives interviewers real-time access to everything they need — right from within the ATS.
Booking Links
Use booking links to easily book meetings with prospects or others not yet in your ATS
Enabling Job-specific Sourcing LinksAutomate the scheduling of your outbound sourcing calls, and auto-sync candidate details back to your ATS.
Setting the ATS Source for Guide Booking LinksYou can configure a default “source” value to be applied when candidates are created in your ATS using Guide's Job-specific Booking Links
Job-specific Booking LinksStreamline scheduling within your sourcing workflow