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Dashboard widget: Interview Calendar - Advanced

  • May 10, 2024
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The 'Interview Calendar - Advanced' widget expands on the options available with the Interview Calendar - Simple widget. It provides a visual calendar highlighting interview dates in the current month, next month and the following month.

You can filter the calendar to only show schedules for a specific user, for specific opportunities or for specific access pools.

All upcoming slots are displayed below the schedule, organised under dates.

 

In this example, the calendar is filtered to only show schedules where I am the coordinator. I can click 'Change User' to view another user's schedules. The interview slots are displayed below the calendar.

 

 

STEPS TO ADD


  1. Click on the tab where the widget will be placed.
  2. Open the tab's dropdown menu and select 'Add Widget'.
  3. In the Choose Homepage Widget field, select Interview Calendar - Advanced.
  4. Select the Filter type:
    • User - By default, the calendar will display schedules where you are the coordinator. After adding the widget, you can click 'Change User' to view schedules for someone else.
    • Opportunity - By default, the calendar will display schedules for all opportunities you have access to. You can click 'Change Opportunities' to select specific opportunities.
    • Access Rule - By default, the calendar will show schedules for all access pools you have access to. If you click 'Change Access Rules', you can choose to display schedules for specific access pools.
  5. Click 'Save'.
  6. The widget is now displayed on your selected tab. Here, you can:
    • Click 'Change User,' 'Change Opportunities,' or 'Change Access Rules' to filter the calendar.
    • Dates with scheduled events are underlined and highlighted in cyan.
    • All schedules and time slots are listed below, sorted by dates.
    • Click on a date with time slots to navigate to that section of the list.
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