Tracking interviews

Interviews get their own tab on jobs, candidates and companies, so each audience sees the slice they need: the job shows its process, the candidate shows their history, the company shows everything across their roles.

Adding an interview

1. Open the job (or candidate) and go to the Interviews tab. On a job you can also choose Add activity → Interview….
2. Click Schedule interview — choose the candidate, the interview type (Screen, First interview, Second interview, Final interview, Client interview, Technical interview, On-site interview, Offer call or Other), the date, and the start and end time. You can also add a location, a video link, a client interviewer, other interviewers and the owner (you by default).
3. Editing an interview also exposes its Status — Scheduled, Rescheduled, Completed, Cancelled or No show.
4. After the interview, choose Log feedback from the row's menu to record the Outcome (Proceed, Hold, Reject, Offer or Withdrawn), a Rating (1–5), the client and candidate Feedback, and Internal notes.

Calendar invites and invite emails

If the interview owner has connected a Google or Microsoft calendar (see Calendar sync), Kepler puts the interview on that calendar and adds the candidate and the client interviewer as guests, so the calendar sends them an invitation. Reschedules and cancellations update the same event. This is the Interviews on your calendar automation in Settings → Automations.

Kepler also drafts an invite email to the candidate from the client's interview invite template. The draft waits in your Drafts until you send it. Turn this off, or choose what happens when a client has no template, in Settings → Templates.

Scheduling from the pipeline

Moving a candidate into an interview stage opens Interview with [candidate]: pick the round, format (in person, video or phone), date and time. When an interview invite template fits — the client's own first, then a team template, then one of yours — the dialog shows it. The buttons are:

• Schedule and draft — sends the calendar invite and opens the invite email in the composer for you to check and send. Its menu also offers Send calendar invite only. Without a template, this button reads Schedule and invite.
• Add to calendar — for an interview arranged elsewhere: it goes on your calendar only, and nobody is invited or emailed.
• Skip — keeps the stage move without an interview.

Where interviews appear

• Job → Interviews — the schedule and history for the role.
• Candidate → Interviews — their interview history across all your jobs.
• Company → Interviews — every interview across the client's roles, useful for spotting process bottlenecks.
• Dashboard — upcoming interviews surface in your day view.

Interviews and the rest of the workflow

• Keep the pipeline stage in sync — a candidate with a confirmed first round should be in your interview stage.
• If you use the AI Note Taker, online interviews on your synced calendar can be transcribed and summarised automatically, with the minutes attached to the meeting record.
• Feedback that decides an outcome belongs on the application too — record it when you log the outcome.