[ADD] Recruitment: schedule interviews

closes odoo/documentation#9980

X-original-commit: 217ca237bf
Signed-off-by: Lara Martini (larm) <larm@odoo.com>

content/applications/hr/recruitment.rst

@@ -518,212 +518,15 @@ stage, drag and drop the applicant's card to the :guilabel:`First Interview` sta
    :alt: An applicant's card moves from one stage to another by using the click and drag method.
 
 .. tip::
-   The :guilabel:`First Interview` stage can be modified so when the applicant's card moves to the
-   :guilabel:`First Interview` stage, an email is automatically sent to the applicant stating an
-   interview is requested. In this pre-configured email template, a link to the recruiting team's
-   calendar appears, allowing the applicant to schedule their interview.
+   The :guilabel:`First Interview` stage can be modified, so when the applicant's card moves to the
+   :guilabel:`First Interview` stage, an email is automatically sent to the applicant, stating an
+   interview is requested, and :ref:`requests the applicant to schedule their interview
+   <recruitment/schedule_interviews/applicant-scheduled>`.
 
    :ref:`Edit <recruitment/edit-stage>` the :guilabel:`First Interview` stage, and select the
    :guilabel:`Recruitment: Schedule Interview` for the :guilabel:`Email Template` field, to automate
    this action.
 
-.. _recruitment/schedule-meetings:
-
-Schedule a meeting
-~~~~~~~~~~~~~~~~~~
-
-An interview can be scheduled in one of two ways: either manually by the recruitment team, or by the
-applicant themselves.
-
-If the :guilabel:`First Interview` stage was modified to send the :guilabel:`Recruitment: Schedule
-Interview` email template when an applicant reaches that stage, the applicant received a link to the
-recruitment team's calendar, and can schedule the interview on their own. The recruitment team's
-availability is reflected in the calendar.
-
-If the interview needs to be scheduled by the recruitment team, they should reach out to the
-applicant for a date and time that works. When a date and time have been agreed upon for both the
-applicant and interviewer, the interview can be scheduled. To schedule an interview, whether a phone
-or in-person interview, click the :guilabel:`Meeting` smart button at the top of the applicant's
-record.
-
-.. note::
-   The meeting smart button displays :guilabel:`No Meeting` if no meetings are currently scheduled.
-   For new applicants who are new to the :guilabel:`First Interview` stage, this is the default.
-
-   If there is one meeting already scheduled, the smart button displays :guilabel:`1 Meeting`, with
-   the date of the upcoming meeting beneath it. If more than one meeting is scheduled, the button
-   displays :guilabel:`Next Meeting`, with the date of the first upcoming meeting beneath it.
-
-Doing so loads the *Calendar* application, showing the currently scheduled meetings and events for
-the user. The meetings and events displayed are for the employees who are listed under the
-:guilabel:`Attendees` section on the right side of the calendar view. To change the currently loaded
-meetings and events being displayed, uncheck the person who's calendar events are to be hidden. Only
-the checked attendees are visible on the calendar.
-
-The default view is the :guilabel:`Week` view. To change the calendar view, click the
-:guilabel:`Week` button, then select the desired view from the drop-down menu. The other options are
-either :guilabel:`Day`, :guilabel:`Month`, or :guilabel:`Year`.
-
-An option to display or hide weekends is available. Click the :guilabel:`Week` button, then click
-:guilabel:`Show weekends` to deactivate it (the default is to show weekends). If a check mark is
-next to :guilabel:`Show weekends`, weekends are visible. If there is no check mark, weekends are
-hidden.
-
-To change the displayed date range for the calendar, either use the :icon:`fa-arrow-left`
-:guilabel:`(left arrow)`, :icon:`fa-arrow-right` :guilabel:`(Right arrow)`, or :guilabel:`Today`
-buttons above the calendar, or click on a date in the calendar on the right side of the displayed
-calendar.
-
-.. image:: recruitment/calendar.png
-   :align: center
-   :alt: The calendar view, highlighting how to change the displayed meetings.
-
-To add a meeting to the calendar when in the day or week view, click on the start time of the
-meeting and drag to the end time, to select the date, time, and the length of the meeting. A meeting
-can also be added in this view by clicking on the day *and* the time slot the meeting is to take
-place.
-
-Both methods cause a :ref:`New Event <recruitment/event-card>` pop up window to appear.
-
-.. _recruitment/event-card:
-
-New event pop-up window
-***********************
-
-Enter the information on the form. The only required fields to enter are the :guilabel:`Meeting
-Title`, and the :guilabel:`Start` and :guilabel:`End` fields. Once the card details are entered,
-click :guilabel:`Save & Close` to save the changes and create the interview.
-
-The fields available to populate or modify on the :guilabel:`New Event` card are as follows:
-
-- :guilabel:`Meeting Title`: enter the subject for the meeting. This should clearly indicate the
-  purpose of the meeting. The default subject is the :guilabel:`Subject/Application Name` on the
-  applicant's card.
-- :guilabel:`Start` and :guilabel:`End`: select the start and end date and times for the meeting.
-  Click on one of the fields and a calendar pop-up window appears. Select both the start and end
-  date and times, then click :guilabel:`Apply`.
-- :guilabel:`All Day`: if the meeting is an all-day interview, check the box. If this box is
-  checked, the :guilabel:`Start` and :guilabel:`End` fields are hidden from view.
-- :guilabel:`Attendees`: select the people who should be in attendance. The default employee listed
-  is the person who is creating the meeting. Add as many other people as desired.
-- :guilabel:`Videocall URL`: if the meeting is virtual, or if there is a virtual option available,
-  click :guilabel:`+ Odoo meeting` and a URL is automatically created for the meeting and populates
-  the field.
-- :guilabel:`Description`: enter a brief description in this field. There is an option to enter
-  formatted text, such as numbered lists, headings, tables, as well as links, photos, and more. Use
-  the powerbox feature, by typing a `/`, and a list of options are presented. Scroll through the
-  options and click on the desired item. The item appears in the field and can be modified. Each
-  command presents a different pop-up window. Follow the instructions for each command to complete
-  the entry.
-
-More options
-^^^^^^^^^^^^
-
-To add additional information to the meeting, click the :guilabel:`More Options` button in the
-lower-right corner of the pop-up window. Enter any of the following additional fields:
-
-- :guilabel:`Duration`: this field auto populates based on the :guilabel:`Starting At` and
-  :guilabel:`Ending At` times entered. If the meeting time is adjusted, this field automatically
-  adjusts to the correct duration length. The default length of a meeting is one hour.
-- :guilabel:`Recurrent`: if the meeting should repeat at a selected interval (not typical for a
-  first interview), check the box next to :guilabel:`Recurrent`. Several additional fields appear
-  when this is enabled:
-
-  - :guilabel:`Timezone`: using the drop-down menu, select the :guilabel:`Timezone` for the
-    meetings.
-  - :guilabel:`Repeat`: using the drop-down menu, select when the meetings repeat. The available
-    options are :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Monthly`, :guilabel:`Yearly`, or
-    :guilabel:`Custom`. If :guilabel:`Custom` is selected, a :guilabel:`Repeat Every` field appears
-    beneath it, along with another time frequency parameter (:guilabel:`Days`, :guilabel:`Weeks`,
-    :guilabel:`Months`, or :guilabel:`Years`). Enter a number in the blank field, then select the
-    time period using the drop-down menu.
-  - :guilabel:`Repeat on`: if :guilabel:`Weekly` is selected for the :guilabel:`Repeat` field, the
-    :guilabel:`Repeat on` field appears. Click on the corresponding day to select it.
-  - :guilabel:`Day of Month`: if :guilabel:`Monthly` is selected for the :guilabel:`Repeat` field,
-    the :guilabel:`Day of Month` field appears. Using the drop-down menu, select either
-    :guilabel:`Date of month` or :guilabel:`Day of month`. If :guilabel:`Date of month` is selected,
-    enter the date the meeting repeats. If :guilabel:`Day of month` is selected, use the drop-down
-    menus to determine the frequency. Select either :guilabel:`First`, :guilabel:`Second`,
-    :guilabel:`Third`, :guilabel:`Fourth`, or :guilabel:`Last` for the first drop-down menu, then
-    select the day (:guilabel:`Monday`, :guilabel:`Tuesday`, etc.) in the second drop-down menu.
-  - :guilabel:`Until`: using the drop-down menu, select when the meetings stop repeating. The
-    available options are :guilabel:`Number of repetitions`, :guilabel:`End date`, and
-    :guilabel:`Forever`. If :guilabel:`Number of repetitions` is selected, enter the number of
-    total meetings to occur in the blank field. If :guilabel:`End date` is selected, specify the
-    date using the calendar pop-up window, or type in a date in a XX/XX/XXXX format.
-    :guilabel:`Forever` schedules meetings indefinitely.
-
-- :guilabel:`Location`: enter the location for the meeting.
-- :guilabel:`Tags`: select any tag(s) for the meeting using the drop-down menu. There is no limit to
-  the number of tags that can be used.
-- :guilabel:`Appointment`: if an appointment is associated with this meeting, select it form the
-  drop-down menu, or create a new appointment by typing in the appointment name, then click
-  :guilabel:`Create & Edit...`. A :guilabel:`Create Appointment` form loads. Enter the information
-  on the form, then click :guilabel:`Save & Close`.
-- :guilabel:`Privacy`: select if the organizer appears either :guilabel:`Available` or
-  :guilabel:`Busy` for the duration of the meeting, using the drop-down menu. Next, select the
-  visibility of this meeting, using the drop-down menu to the right of the first selection. Options
-  are :guilabel:`Public`, :guilabel:`Private`, and :guilabel:`Only internal users`.
-  :guilabel:`Public` allows for everyone to see the meeting, :guilabel:`Private` allows only the
-  attendees listed on the meeting to see the meeting, and :guilabel:`Only internal users` allows
-  anyone logged into the company database to see the meeting.
-- :guilabel:`Organizer`: the employee who created the meeting is populated in this field. Use the
-  drop-down menu to change the selected employee.
-- :guilabel:`Reminders`: select a reminder from the drop-down menu. Default options include
-  :guilabel:`Notification`, :guilabel:`Email`, and :guilabel:`SMS Text Message`, each with a
-  specific time period before the event (hours, days, etc). The reminder chosen alerts the meeting
-  participants of the meeting via the selected option at the specified time. Multiple reminders can
-  be selected in this field.
-
-.. image:: recruitment/new-event.png
-   :align: center
-   :alt: A new meeting card with all the details populated, and ready to save.
-
-Send meeting to attendees
-*************************
-
-Once changes have been entered and the meeting details are correct, the meeting can be sent to the
-attendees via email or text message from the expanded :guilabel:`Event Form` (what is seen when the
-:guilabel:`More Options` button is clicked on in the event pop-up window).
-
-To send the meeting via email, click the :icon:`fa-envelope` :guilabel:`Email` button next to the
-list of attendees. A :guilabel:`Contact Attendees` email configurator pop-up window appears. A
-pre-formatted email using the default :guilabel:`Calendar: Event Update` email template populates
-the email body field. The followers of the document (job application), as well as the user who
-created the meeting are added as :guilabel:`Recipients` by default. Add the applicant's email
-address to the list to send the email to the applicant as well. Make any other desired changes to
-the email. If an attachment is needed, click the :guilabel:`Attachments` button, navigate to the
-file, then click :guilabel:`Open`. Once the email is ready to be sent, click :guilabel:`Send`.
-
-.. image:: recruitment/email-event.png
-   :align: center
-   :alt: Enter the information to send the event via email.
-
-To send the meeting via text message, click the :icon:`fa-mobile` :guilabel:`SMS` button next to
-the list of attendees. A :guilabel:`Send SMS Text Message` pop-up appears.
-
-At the top, a blue box appears if any attendees do not have valid mobile numbers, and lists how many
-records are invalid. If a contact does not have a valid mobile number listed, click
-:guilabel:`Close`, and edit the attendee's record, then redo these steps.
-
-When no warning message appears, type in the message to be sent to the attendees in the
-:guilabel:`Message` field. to add any emojis to the message, click the :guilabel:`Add Emoji` icon
-on the right-side of the pop-up window.
-
-Beneath the message field, the number of characters, as well as the amount of text messages required
-to send the message (according to GSM7 criteria) appears. Click :guilabel:`Put In Queue` to have the
-text sent later, after any other messages are scheduled, or click :guilabel:`Send Now` to send the
-message immediately.
-
-.. image:: recruitment/send-sms.png
-   :align: center
-   :alt: Send a text message to the attendees of the meeting.
-
-.. note::
-   Sending text messages is not a default capability with Odoo. To send text messages, credits are
-   required, which need to be purchased. For more information on IAP credits and plans, refer to
-   the :doc:`../essentials/in_app_purchase` documentation.
-
 .. _recruitment/second-interview:
 
 Second interview
@@ -735,9 +538,9 @@ applicant's card to the :guilabel:`Second Interview` stage, or click on the :gui
 Interview` stage button at the top of the individual applicant's card.
 
 When the applicant's card moves to the :guilabel:`Second Interview` stage, there are no automatic
-activities or emails configured for this stage. The recruiter can now :ref:`schedule a second
-interview <recruitment/schedule-meetings>` with the applicant, following the same process as the
-first interview.
+activities or emails configured. The recruiter can now :doc:`schedule a second interview
+<recruitment/schedule_interviews>` with the applicant, following the same process as the first
+interview.
 
 .. _recruitment/contract-proposal:
 
@@ -864,9 +667,16 @@ Fill out the rest of the form. For detailed information on the fields, refer to
 :doc:`employees/new_employee` documentation. When done, the employee record is saved in the
 *Employees* app.
 
+.. seealso::
+   - recruitment/new_job
+   - recruitment/schedule_interviews
+   - recruitment/add-new-applicants
+   - recruitment/refuse_applicant
+
 .. toctree::
    :titlesonly:
 
    recruitment/new_job
+   recruitment/schedule_interviews
    recruitment/add-new-applicants
    recruitment/refuse_applicant

content/applications/hr/recruitment/schedule_interviews.rst

@@ -0,0 +1,323 @@
+===================
+Schedule interviews
+===================
+
+Schedule in-person, virtual, and phone interviews with Odoo through the *Recruitment* app.
+
+An interview can be scheduled in one of two ways: either by the :ref:`recruitment team
+<recruitment/schedule_interviews/recruitment-scheduled>`, or by the :ref:`applicant
+<recruitment/schedule_interviews/applicant-scheduled>`.
+
+.. _recruitment/schedule_interviews/recruitment-scheduled:
+
+Recruitment team scheduled interviews
+=====================================
+
+When an applicant reaches the interview stage, the recruitment team should schedule the interview,
+by first coordinating a suitable date and time with the applicant and interviewers.
+
+To schedule the interview, navigate to the applicant's card, by first going to the
+:menuselection:`Recruitment app`, and clicking the relevant job card. This opens the
+:guilabel:`Applications` page for that job position. Then, click the desired applicant's card to
+view their detailed applicant form.
+
+To schedule an phone, virtual, or in-person interview, click the :guilabel:`No Meeting` smart button
+at the top of the applicant's record.
+
+.. note::
+   The *Meetings* smart button displays :guilabel:`No Meeting` if no meetings are currently
+   scheduled. For applicants who are new to the :guilabel:`First Interview` stage, this is the
+   default.
+
+   If there is one meeting already scheduled, the smart button displays *1 Meeting*, with the date
+   of the upcoming meeting beneath it. If more than one meeting is scheduled, the button displays
+   *Next Meeting*, with the date of the first upcoming meeting beneath it.
+
+Clicking the *Meetings* smart button loads a calendar, showing the scheduled meetings and events
+for the currently signed-in user, as well as the employees who are listed under the
+:guilabel:`Attendees` section, located to the right of the calendar.
+
+To change the currently loaded meetings and events being displayed, uncheck an attendee whose
+calendar events are to be hidden. Only the checked attendees are visible on the calendar.
+
+.. image:: schedule_interviews/calendar.png
+   :align: center
+   :alt: The calendar view, highlighting how to change the displayed meetings.
+
+To add a meeting to the calendar when in the *Day* or *Week* view, click on the start time of the
+meeting and drag down to the end time. Doing so selects the date, time, and the length of the
+meeting.
+
+A meeting can also be added in this view by clicking on the desired day *and* time slot.
+
+Both methods cause a :ref:`New Event <recruitment/schedule_interviews/event-card>` pop-up window to
+appear.
+
+.. _recruitment/schedule_interviews/event-card:
+
+New event pop-up window
+-----------------------
+
+Clicking a grid, corresponding with the time and date, opens the :guilabel:`New Event` pop-up window
+to schedule a meeting.
+
+Enter the information on the form. The only required fields to enter are a title for the meeting,
+along with the :guilabel:`Start` (and end date/time) fields.
+
+Once the card details are entered, click :guilabel:`Save & Close` to save the changes and create the
+interview.
+
+After entering in a required name for the meeting, the fields available to modify on the
+:guilabel:`New Event` card are as follows:
+
+- :guilabel:`Meeting Title`: enter the subject for the meeting. This should clearly indicate the
+  purpose of the meeting. The default subject is the :guilabel:`Subject/Application Name` on the
+  applicant's card.
+- :guilabel:`Start`: start and end date and times for the meeting. Clicking either of these fields
+  opens a calendar pop-up window. Click :guilabel:`Apply` to close the window.
+- :guilabel:`All Day`: tick the box to schedule an all-day interview. If this box is ticked, the
+  :guilabel:`Start` field changes to :guilabel:`Start Date`.
+- :guilabel:`Attendees`: select the people who should attend the meeting. The default employee
+  listed is the person who created the meeting. Add as many other people as desired.
+- :guilabel:`Videocall URL`: if the meeting is virtual, or if there is a virtual option available,
+  click :icon:`fa-plus` :guilabel:`Odoo meeting`, and a URL is automatically created for the
+  meeting, which populates the field.
+- :guilabel:`Description`: enter a brief description in this field. There is an option to enter
+  formatted text, such as numbered lists, headings, tables, links, photos, and more. Use the
+  powerbox feature, by typing a `/` to reveal a list of options.
+
+  Scroll through the options and click on the desired item. The item appears in the field, and can
+  be modified. Each command presents a different pop-up window. Follow the instructions for each
+  command to complete the entry.
+
+More options
+~~~~~~~~~~~~
+
+To add additional information to the meeting, click the :guilabel:`More Options` button in the
+lower-right corner of the :ref:`New Event <recruitment/schedule_interviews/event-card>` pop-up
+window. Enter any of the following additional fields:
+
+- :guilabel:`Duration`: this field auto populates based on the :guilabel:`Start` (and end) date and
+  time. If the meeting time is adjusted, this field automatically adjusts to the correct duration
+  length. The default length of a meeting is one hour.
+- :guilabel:`Recurrent`: if the meeting should repeat at a selected interval (not typical for a
+  first interview), tick the checkbox next to :guilabel:`Recurrent`. Several additional fields
+  appear when this is enabled:
+
+  - :guilabel:`Timezone`: using the drop-down menu, select the :guilabel:`Timezone` for the
+    recurrent meetings.
+  - :guilabel:`Repeat`: choose :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Monthly`,
+    :guilabel:`Yearly`, or :guilabel:`Custom` recurring meetings. If :guilabel:`Custom` is selected,
+    a :guilabel:`Repeat Every` field appears beneath it, along with another time frequency parameter
+    (:guilabel:`Days`, :guilabel:`Weeks`, :guilabel:`Months`, or :guilabel:`Years`). Enter a number
+    in the blank field, then select the time period using the drop-down menu.
+  - :guilabel:`Repeat on`: enabled when the :guilabel:`Weekly` option is selected in the
+    :guilabel:`Repeat` field. Choose the day the weekly meeting falls on.
+  - :guilabel:`Day of Month`: configure the two drop-down menu options to select a specific day of
+    the month, irrespective of the date (e.g. the first Tuesday of every month). To set a specific
+    calendar date, choose :guilabel:`Date of Month` and enter the calendar date in the field (e.g.
+    `15` to set the meeting to occur on the fifteenth of every month).
+  - :guilabel:`Until`: using the drop-down menu, select when the meetings stop repeating. The
+    available options are :guilabel:`Number of repetitions`, :guilabel:`End date`, and
+    :guilabel:`Forever`. If :guilabel:`Number of repetitions` is selected, enter the number of
+    total meetings to occur in the blank field to the right. If :guilabel:`End date` is selected,
+    specify the date using the calendar pop-up window, or type in a date in a XX/XX/XXXX format.
+    :guilabel:`Forever` schedules meetings indefinitely.
+
+- :guilabel:`Location`: enter the location for the meeting.
+- :guilabel:`Tags`: select any tags for the meeting using the drop-down menu, or add a new tag by
+  typing in the tag and clicking :guilabel:`Create "tag"`. There is no limit to the number of tags
+  that can be used.
+- :guilabel:`Appointment`: if an appointment is associated with this meeting, select it from the
+  drop-down menu, or create a new appointment by typing in the appointment name, then clicking
+  :guilabel:`Create & Edit...` from the resulting drop-down men. A :guilabel:`Create Appointment`
+  form loads. Enter the information on the form, then click :guilabel:`Save & Close`.
+- :guilabel:`Privacy`: select if the organizer appears either :guilabel:`Available` or
+  :guilabel:`Busy` for the duration of the meeting. Next, select the visibility of this meeting,
+  using the drop-down menu to the right of the first selection. Options are :guilabel:`Public`,
+  :guilabel:`Private`, and :guilabel:`Only internal users`. :guilabel:`Public` allows for everyone
+  to see the meeting, :guilabel:`Private` allows only the attendees listed on the meeting to see the
+  meeting, and :guilabel:`Only internal users` allows anyone logged into the company database to see
+  the meeting.
+- :guilabel:`Organizer`: the employee who created the meeting is populated in this field. Use the
+  drop-down menu to change the selected employee.
+- :guilabel:`Reminders`: select a reminder from the drop-down menu. Default options include
+  :guilabel:`Notification`, :guilabel:`Email`, and :guilabel:`SMS Text Message`, each with a
+  specific time period before the event (hours, days, etc). The chosen reminder chosen alerts the
+  meeting participants of the meeting, via the selected option at the specified time. Multiple
+  reminders can be selected in this field.
+
+.. image:: schedule_interviews/new-event.png
+   :align: center
+   :alt: A new meeting card with all the details populated, and ready to save.
+
+Send meeting to attendees
+-------------------------
+
+Once changes have been entered on the :ref:`New Event <recruitment/schedule_interviews/event-card>`
+pop-up window, and the meeting details are correct, the meeting can be sent to the attendees, via
+email or text message, from the expanded event form (what is seen when the :guilabel:`More Options`
+button is clicked on in the :guilabel:`New Event` pop-up window).
+
+To send the meeting via email, click the :icon:`fa-envelope` :guilabel:`Email` button next to the
+:guilabel:`Attendees` field on the expanded meeting form.
+
+A :guilabel:`Contact Attendees` email configurator pop-up window appears. A pre-formatted email,
+using the default :guilabel:`Calendar: Event Update` email template, populates the email body field.
+
+The followers of the job application, as well as the user who created the meeting, are added as
+:guilabel:`Recipients` by default. If needed, add the applicant's email address to the list to send
+the email to the applicant, as well. Make any other desired changes to the email. If an attachment
+is needed, click the :guilabel:`Attachments` button, navigate to the file, then click
+:guilabel:`Open`. Once the email is ready to be sent, click :guilabel:`Send`.
+
+.. image:: schedule_interviews/email-event.png
+   :align: center
+   :alt: Enter the information to send the event via email.
+
+To send the meeting via text message, click the :icon:`fa-mobile` :guilabel:`SMS` button next to
+the :guilabel:`Attendees` field on the expanded meeting form. A :guilabel:`Send SMS Text Message`
+pop-up window appears.
+
+At the top, a blue banner appears if any attendees do not have valid mobile numbers, and lists how
+many records are invalid. If a contact does not have a valid mobile number listed, click
+:guilabel:`Close`, and edit the attendee's record, then redo these steps.
+
+When no warning message appears, type in the message to be sent to the attendees in the
+:guilabel:`Message` field. To add any emojis to the message, click the :icon:`oi-smile-add`
+:guilabel:`(smile add)` icon on the right-side of the pop-up window.
+
+The number of characters, and amount of text messages required to send the message (according to
+GSM7 criteria) appears beneath the :guilabel:`Message` field. Click :guilabel:`Put In Queue` to have
+the text sent later, after any other messages are scheduled, or click :guilabel:`Send Now` to send
+the message immediately.
+
+.. image:: schedule_interviews/send-sms.png
+   :align: center
+   :alt: Send a text message to the attendees of the meeting.
+
+.. note::
+   Sending text messages is **not** a default capability with Odoo. To send text messages, credits
+   are required, which need to be purchased. For more information on IAP credits and plans, refer to
+   the :doc:`../../essentials/in_app_purchase` documentation.
+
+.. _recruitment/schedule_interviews/applicant-scheduled:
+
+Applicant scheduled interviews
+==============================
+
+By default, the recruitment interview stages are **not** set up for applicants to schedule their own
+interviews.
+
+However, if the :guilabel:`First Interview` or :guilabel:`Second Interview` stages are modified to
+send the :guilabel:`Recruitment: Schedule Interview` email template when an applicant reaches that
+stage, the applicant receives a link to the recruitment team's calendar, and can schedule the
+interview on their own. The recruitment team's availability is reflected in the calendar.
+
+In order for applicants to be able to schedule their own interviews, a :ref:`stage must first be
+modified <recruitment/schedule_interviews/modify-stage>` in the *Recruitment* app.
+
+.. _recruitment/schedule_interviews/modify-stage:
+
+Modify stage
+------------
+
+To modify either the :guilabel:`First Interview` or :guilabel:`Second Interview` stage, first
+navigate to the main :menuselection:`Recruitment` app dashboard. Next, click on the desired job card
+to navigate to the :guilabel:`Applications` page for that job position.
+
+Hover over the name of the stage, and a :icon:`fa-cog` :guilabel:`(gear)` icon appears in the
+upper-right hand side of the stage name. Click the :icon:`fa-cog` :guilabel:`(gear)` icon, and a
+drop-down menu appears. Then, click on the :guilabel:`Edit` option, and an :guilabel:`Edit: (Stage)`
+form appears.
+
+.. image:: schedule_interviews/edit-stage.png
+   :align: center
+   :alt: The drop-down that appears after clicking the cog.
+
+The :guilabel:`Email Template` field is blank, by default. Using the drop-down menu, select
+:guilabel:`Recruitment: Schedule interview` for the :guilabel:`Email Template` field, then click
+:guilabel:`Save & Close` when done.
+
+.. image:: schedule_interviews/interview-template.png
+   :align: center
+   :alt: The Recruitment: Schedule Interview email template populating the Email Template field.
+
+Send email
+----------
+
+After either the :guilabel:`First Interview` or :guilabel:`Second Interview` stages are
+:ref:`modified to send the <recruitment/schedule_interviews/modify-stage>` :guilabel:`Recruitment:
+Schedule interview` email to the applicant upon moving their applicant card to one of those stages,
+the following email is received by the applicant:
+
+`Subject: Can we plan an interview together for your (Job Position) application?`
+
+`Congratulations!
+Your application is really interesting and we'd like to plan an interview with you.
+Can you please use the button below to schedule it with one of our recruiters?`
+
+`Plan my interview`
+
+Schedule interview
+------------------
+
+When the applicant received the email, they click the :guilabel:`Plan my interview` button at the
+bottom of the email. This navigates the applicant to a private online scheduling page, which is
+**only** accessible through the emailed link.
+
+This page displays the :guilabel:`MEETING DETAILS` on the right side of the screen. This includes
+the format and length of the meeting. In this example. the interview is virtual
+(:icon:`fa-video-camera` :guilabel:`Online`) and the duration is a half hour (:icon:`fa-clock-o`
+:guilabel:`30 minutes`).
+
+First, if there is an option of who to meet with, the user selects who they are scheduling their
+meeting with, by clicking on their icon and name. If only one person is available to interview the
+applicant, this step is not available. If the applicant does not wish to chose an interviewer, they
+can just click :guilabel:`See all availabilities` :icon:`fa-arrow-right`.
+
+.. image:: schedule_interviews/select-interviewer.png
+   :align: center
+   :alt: The first screen seen after clicking 'Plan my interview', where the applicant selects their
+         interviewer.
+
+.. note::
+   If the applicant selects an interviewer, the applicant is shown a :guilabel:`Select a date &
+   time` page, and **only** sees the dates and times that specific person is available. In addition,
+   that interviewer's information (name, email, and phone number) appears on the right-side of the
+   screen, under the heading :guilabel:`OPERATOR`, located beneath the :guilabel:`MEETING DETAILS`.
+
+   If the applicant clicks :guilabel:`See all availabilities` :icon:`fa-arrow-right` instead, or if
+   there are no interviewer options available, the user is navigated to the same :guilabel:`Select a
+   date & time` page, but there is no :guilabel:`OPERATOR` section visible.
+
+Then the applicant clicks on an available day on the calendar, signified by a square around the
+date. Once a day is selected, they click on one of the available times to select that date and time.
+
+.. image:: schedule_interviews/select-date-time.png
+   :align: center
+   :alt: The calendar screen with dates and times to schedule an interview.
+
+.. tip::
+   Be sure to check the :guilabel:`Timezone` field, beneath the calendar, to ensure it is set to the
+   correct time zone. Changing the time zone may alter the available times presented.
+
+Once the date and time are selected, the applicant is navigated to an :guilabel:`Add more details
+about you` page. This page asks the applicant to enter their :guilabel:`Full name`,
+:guilabel:`Email`, and :guilabel:`Phone number`. The contact information entered on this form is how
+the applicant is contacted to remind them about the scheduled interview.
+
+When everything is entered on the :guilabel:`Add more details about you` page, the applicant clicks
+the :guilabel:`Confirm Appointment` button, and the interview is scheduled.
+
+.. image:: schedule_interviews/confirmation.png
+   :align: center
+   :alt: The confirmation page with all the details for the interview displayed.
+
+After confirming the interview, the applicant is taken to a confirmation page, where all the details
+of the interview are displayed. The option to add the meeting to the applicant's personal calendars
+is available, through the :guilabel:`Add to iCal/Outlook` and :guilabel:`Add to Google Agenda`
+buttons, beneath the interview details.
+
+The applicant is also able to cancel or reschedule the interview, if necessary, with the
+:guilabel:`Cancel/Reschedule` button.