Setting up Interview Scheduling Automations

Once you’ve linked Cronofy to your SmartRecruiters account you can set up automated scheduling rules, called Triggers. These will automatically send out a self-serve scheduling link to candidates and for the appropriate interviewers. When the candidate picks a time

If you require assistance with following these steps, please reach out to our support team at support@cronofy.com or click the support widget on this page.

Create Cronofy Trigger #

In Cronofy, select your Organisation Settings, then choose Integrations on left side. Select SmartRecruiters, the press Create New Trigger.

Choose an appropriate name, such as the interview stage you are looking to automate, then press Save.

You then need to decide which step you want to trigger the automation. We do this with the combination of the stage and step. It can be a good idea to define a specific step name for this, rather than the standard step names that SmartRecruiters provide. eg: Video Interview [Cronofy].

Fill out the remaining information as required:

  1. Hiring Process: The hiring process defined in Smart Recuiters.
  2. Stage: Select the stage and step in the Hiring Process that you want to automate with this trigger.
  3. Scheduling Rule: Select the scheduling rule that will be used for this particular stage (see below).
  4. Enabled?: Only tick this once you want to start using this trigger to automate new invitations.

Scheduling Rule #

The Scheduling Rule gives two types of options for defining who the interview should be scheduled with.

  1. You can choose to setup interviews with the people described in the Hiring Process, or
  2. You can choose a Group Rule defined in Cronofy, useful when you have more complex interview requriements.

Templates #

You can then customise the Event and Email Templates for your invitation as desired:

  • Event Template: Create a template for the Event Summary and Description. You can use free text along with all supported template fields (Press Show to see all available fields). Ensure any fields you use are formatted as per the example: {{ smart_recruiters.job_title }}. You also have the option to make the events private in the owner’s calendar, should you wish.

  • Email Template: Create a template for the Email Subject line and body. You can use free text along with all supported template fields (Press Show to see all available fields). Ensure any fields you use are formatted as per the example: {{ smart_recruiters.job_title }}.

Once you have finished, press Save to finish creating the Trigger.

You are now ready to test your integration. You can do this by moving a candidate in SmartRecruiters through the flow you have set up above. This should then automatically send a scheduling link to that candidate, which you can view on the Activity Feed tab of a Candidate page.