Interview guide communications

A communication document allows you to define an introduction and a conclusion for your interview guides. You can use these documents to explain the rating scale, provide the interviewers with instructions, or suggest next steps to complete after the interview.

Creating a communications document

You can create as many communication documents as you need. You might want to provide different instructions depending on the type of job or the level you’re hiring for.

1. Click Interviews in the top nav.

2. Click Actions and select Manage communications.

3. Click Create on the top right of the page.

4. Enter a title and click Create.

5. Enter your introduction and conclusion and click Save.

Renaming a communications document

The document name doesn’t appear in the exported interview guide. We recommend using names that make it easy to identify which document should be used with which guide.

1. Click Interviews in the top nav.

2. Click Actions and select Manage communications.

3. Click the 3-dot icon and select Rename.

4. Make your changes and click Save.

Editing a communications document

Storing documents in a central places keep your guides consistent. Any edits you make will be applied to all guides using that document, so you only need to make a change once.

1. Click Interviews in the top nav.

2. Click Actions and select Manage communications.

3. Click the name of a document.

4. Make your changes and click Save.

Deleting a communications document

Keep in mind that deleting a document removes it from all guides where it’s being used.

1. Click Interviews in the top nav.

2. Click Actions and select Manage communications.

3. Click the 3-dot icon and select Delete.

4. Click Delete to confirm.