Interview Kits are customised versions of Interview Templates created for specific jobs. The Interview Plan organises these kits and shows which interviews need to be scheduled.
The Interview Plan
The Interview Plan is found in the Interview Plan tab of any job. There are two types of interview plans depending on your account settings:
Interview Kits (Simple List)
When Interview Plans are not enabled, you'll see a simple list of Interview Kits for the job. This is the simplest way to organise interviews for a job - you can add as many kits as needed and arrange them in the order that makes sense for your hiring process.
Synced ATS Interview Plan (Stages and Slots)
When Interview Plans are enabled and you have a connected Applicant Tracking System (ATS) that supports interview plans, you'll see a structured interview plan with Stages and Slots. Stages represent different phases of your hiring process (e.g., "Phone Screen", "Technical Assessment", "Team Interviews") and are typically synced from your ATS. Each stage contains Slots where you assign Interview Kits - each slot represents a specific interview that needs to be scheduled.
Interview Kits (Simple List)
Creating a Kit
Navigate to the Jobs page and select the job
Go to the Interview Plan tab
Click "Add interview kit"
Choose an Interview Template to use as the starting point
You'll be taken to the kit editor where you can customise the kit for this specific job. Changes made here only affect this kit and won't impact the original template.
Reordering Kits
You can drag and drop kits to reorder them in the sequence you want them conducted:
Use the drag handle on the left side of any kit
Drag it to the position you want
Click "Save" to save your changes
Archiving Kits
You can archive kits you no longer need:
1. Click the ... menu on any kit
2. Select Archive
Archived kits are moved to a separate section at the bottom of the list. You can expand the archived section to view them, and unarchive them if needed.
Editing Kits
Click on any kit in the list to open the kit editor. The interview kit editor works in the same way as the template editor - you can find a full guide here.
Synced ATS Interview Plan (Stages and Slots)
Creating and Assigning Kits
To create an Interview Kit and assign it to a slot:
Navigate to the Jobs page and select the job
Go to the Interview Plan tab
Click on an unassigned slot (one with a + icon)
Select "Add interview kit"
Choose an Interview Template to use as the starting point, or copy from another job's kit
The kit is automatically assigned to the slot you selected. You can see which slots have kits assigned (marked with a checkmark) and which are still unassigned.
Removing Kits from Slots
To remove a kit from a slot:
Click the ... menu on an assigned slot
Select Remove
Confirm the removal
Note: Some slots may not be assignable if they're synced from your Applicant Tracking System (ATS) and don't have the "needs scheduling" option enabled.
Editing Kits
Click on any assigned slot to open the kit editor. The interview kit editor works in the same way as the template editor - you can find a full guide here.
Understanding Stages and Slots
Stages are displayed in the order they should be conducted overall, showing the complete flow of your hiring process. Within each stage, slots are displayed in the order they should be conducted. For example, a "Technical Assessment" stage might have slots for "Coding Challenge" and "Technical Interview".
Shared Functionality
Kit Content Restrictions
If the template your kit is based on has restrictions on a section, those restrictions will apply to your kit as well. For example:
Library content restrictions: If a section doesn't allow library content, you won't be able to add content from your Interview Content Library to that section
Custom content restrictions: If a section doesn't allow custom content, you won't be able to create new content directly in that section
Label restrictions: If a section requires specific labels to be selected, you'll need to select those labels before you can add content
These restrictions help ensure consistency across interviews and prevent adding inappropriate content to sections.
Confidential Settings
Interview Kits can be marked as Confidential recordings and transcript. When enabled, interviews using this kit will have confidential recordings and transcripts that are only visible to team members given explicit access to the interview.
To enable this setting:
In the kit editor sidebar, find the Confidential recordings and transcript option
Toggle it on to restrict access to recordings and transcripts
Save your kit
Note: If the template your kit is based on is already marked as confidential, your kit will inherit this setting. You can still change it for this specific kit if needed.
This setting helps protect sensitive interview content and ensures only authorised team members can view recordings and transcripts.