Sort candidates after an interview

Interview outcomes lists the candidates from your past briefings and second interviews who still need a verdict. You pick one outcome for each, and Apply moves their card and queues their next message.

It shows on any inbox whose candidates booked a briefing or a second interview through Pick a Time. A candidate is listed while their card still sits in Scheduled first interview or Booked for second interview, for interviews in the last 30 days.

Open Interview outcomes

To open it:

1. Open Inbox on the business your candidates book through.
2. Press the wrench beside Search. Its name is Board tools.
3. Press Interview outcomes. The number beside it is how many candidates are waiting.

The line only shows while somebody is waiting. When the business posts its bookings to a Lark group, that group also gets a reminder at 8pm Singapore time on any day candidates are still waiting, with a Sort them now button that opens the screen.

Sort each candidate

Candidates sit under the interview they booked, headed Briefing or Second interview and its time. The recording link beside it opens that interview’s recording, and no recording found means none matched the time.

Each candidate carries a chip read from the recording: Recording: no show, Recording: attended or Not detected. A no-show comes with No show already picked, so check it before you apply.

To sort a candidate:

1. Press Suitable, No show or Lost. After a second interview, Suitable reads Shortlisted, and there’s also Still considering.
2. For Suitable, pick Internship, Full-time or Advisor FINternship under Form to send. For Shortlisted, the same choice sits under Letter to send.
3. Read the message in the box, and change any words you want.
4. For Lost, type a reason. It’s required, saved on the card and never sent.
5. Press Apply.

The row then reads Done: and says what happened, such as moved to No show, message queued, sends at the next slot.

What each outcome does

• Suitable after a briefing moves the card to First interview done, KIV. The message asks for the personality questionnaire and the form for their track.
• Shortlisted after a second interview moves it to Second interview done, shortlisted. The message is the letter of offer to sign and send back as a PDF.
• Still considering after a second interview also moves it to Second interview done, shortlisted. The message sends the links to read and offers another call.
• No show moves it to No show. After a briefing, the message has the link to pick a new time. After a second interview, it asks them to reply, and the agent finds a new time.
• Lost moves it to Lost and closes the conversation. Nothing is sent. The reason goes on the card and the thread.

Each message joins the number’s queue and goes out at its next allowed slot, inside its daily pace and cap. Clearing a batch at night is safe. After any outcome but Lost, the chat goes back to the agent, because every one of those messages asks for a reply.

Internship or full-time

Form to send decides what a briefing’s Suitable asks for:

• Internship sends the internship form, with a link to the FINternship page.
• Full-time sends the careers form, for sales, marketing and other full-time roles, with a link to the careers page. The card is tagged full-time-track, so the later steps follow that track.
• Advisor FINternship sends the letter of offer for the 10-week Advisor FINternship instead of a form. The card moves to Second interview done, shortlisted.

Letter to send does the same after a second interview. Internship sends the FINternship letter of offer. Full-time sends the letter for the 12-week financial adviser training. Advisor FINternship sends the Advisor FINternship letter.

The switch starts on a guess. A card already tagged full-time-track starts on Full-time, and a card with no Job applied for starts on Internship. Otherwise the job title decides: an intern or student role is Internship, and anything else is Full-time. Switching swaps the message, unless you’ve already typed over it.

After the careers form

Once a full-time candidate has done both the questionnaire and the careers form, their answers go on their card under Careers form. The agent then takes the next step, through the workflow Quiz and careers form done: next step:

• It offers second-interview times.
• If they asked for a few days to think it over, it waits 3 days from their form, then offers times.
• If they’re not a Singapore citizen or PR, it thanks them, offers no times and hands the chat to your team.

A careers form from somebody with no chat yet becomes a new card in the first column of the recruitment board, tagged careers-signup, and nobody messages them.

A full-time candidate in Lost whose form asked for a check-in later hears from the agent once, about 90 days on. That never happens to somebody marked Lost on this screen, or to a contact marked Do not contact or opted out.

Round-two bookings

Candidates book their second interview from a link, so their card can stay in First interview done, KIV after they book. Opening the screen lists each clear match under Round-two bookings. Press Move to Booked to move them to Booked for second interview.

When the name on a booking fits more than one candidate, the screen asks Who booked it?. Press the right name to move that card, or None of these to leave every card where it is.

FAQ

A candidate I interviewed isn’t listed. Their card has left Scheduled first interview or Booked for second interview, or the interview was more than 30 days ago. A candidate who rebooked shows under the new time once it has passed.

Does Lost tell the candidate? No. The reason stays on their card, and the conversation closes without a message.

Can I take back Apply? Not on this screen. The card has moved and the message is queued, so read the message before you press it. You can still move the card yourself in your book.