Manage interview guides

Learn how to share, edit, clone, and delete interview guides

In this article:

Sharing an interview guide

To make a guide visible to other users, change the status to shared. This allows other users to export the guide, but only the creator of a guide can edit and make changes.

  1. Navigate to Content > Jobs.
  2. Click a job title in the Jobs table.
  3. Click the Guides tab.
  4. Point to a guide and click the 3-dot icon.
  5. Select Share in the drop-down.

Note: A user with Interview Administrator permission can manage all shared and private interview guides created by other users.

Sharing an interview guide

Editing an interview guide

Even after it’s been shared, you can continue to make changes to your guide.

  1. Navigate to Content > Jobs.
  2. Click a job title in the Jobs table.
  3. Click the Guides tab.
  4. Point to a guide and click the 3-dot icon.
  5. Select Edit in the drop-down.
  6. Click the All Details link to expand all fields.
  7. Make your changes and click Save.

Tip: You can also navigate to Content > Guides to see which jobs have guides.

Editing an interview guide

Editing the questions on a guide

Note: Changes only apply to this this guide, not to questions on the Manage Questions page. To edit questions for reuse, check out the Manage interview questions article.

  1. Navigate to Content > Jobs.
  2. Click a job title in the Jobs table.
  3. Click the Guides tab.
  4. Point to a guide and click the 3-dot icon.
  5. Select Edit in the drop-down.
  6. Point to a question, click the 3-dot icon on the right side of the page, and select Edit.
  7. Make your changes to the question text or additional information and click Save.
  8. Scroll to the bottom of the page to create, edit, or reorder probes.

Editing a question on an interview guide

To reorder questions

  1. Navigate to Content > Jobs.
  2. Click a job title in the Jobs table.
  3. Click the Guides tab.
  4. Point to a guide and click the 3-dot icon.
  5. Select Edit in the drop-down.
  6. Scroll to the Interview Questions table.
  7. Click and drag to reorder the questions.

To create probes

  1. Navigate to Content > Jobs.
  2. Click a job title in the Jobs table.
  3. Click the Guides tab.
  4. Point to a guide and click the 3-dot icon.
  5. Select Edit in the drop-down.
  6. Point to a question, click the 3-dot icon, and select Create Probes.
  7. Enter each probe on a new line and click Save.

Managing questions on a guide

To delete questions

  1. Navigate to Content > Jobs.
  2. Click a job title in the Jobs table.
  3. Click the Guides tab.
  4. Point to a guide and click the 3-dot icon.
  5. Select Edit in the drop-down.
  6. Point to a question, click the 3-dot icon, and select Delete.
  7. Click OK to confirm. The question is removed from your guide. If it was created from the Manage Questions page, it will still appear on that page and can be added to other guides.

Adding new questions to a guide

On the Edit Interview Guide page, scroll to the questions and click Add.

  • Create New Question: Opens the Create Question page. This question will not be stored on the Manage Questions page and cannot be reused. Unless it’s specific to this guide, we recommend creating your question from the Interview Questions page.
  • Add Questions: Opens a window listing the questions from the Manage Questions page that are associated to competencies required on the job. Questions that have already been added still appear in this window to add to the guide.

Adding new questions to a guide

Cloning an interview guide

  1. Navigate to Content > Jobs.
  2. Click a job title in the Jobs table.
  3. Click the Guides tab.
  4. Point to a guide and click the 3-dot icon.
  5. Select Clonein the drop-down.
  6. Click OK to confirm. The Edit Interview Guide page opens. The new guide is named with the prefix “Copy of…” and is private by default.

A cloned interview guide

Deleting an interview guide

  1. Navigate to Content > Jobs.
  2. Click a job title in the Jobs table.
  3. Click the Guides tab.
  4. Point to a guide and click the 3-dot icon.
  5. Select Delete in the drop-down.

Deleting an interview guide