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Squadio Features Documentation
Squadio Features Documentation
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Auto-matching Interviews Flow
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Auto-matching Interviews Flow

Video:
https://drive.google.com/file/d/1CXTuv-Ah1tHVbLb6TrVjRsaKR2vY4Q6p/view?usp=sharing
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Feature Enabling:

💡 Admins / BD Owners are the only one allowed to enable this feature for Completed leads/ Active clients and must have a deal owner
If its enabled for uncompleted lead then user will see this message “The lead must be completed to enable this feature“ and product will return it back to Off
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Once enabled, the button “Request an interview” will appear to the client in matched talent shareable profile
💡 Each time this feature is enabled for a squad, an email describing the feature will be sent to the client.
The stakeholders and the deal owner in the cc
Subject: Hire Faster with Auto-Matching Feature
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Start Interview Process:

Interview Statuses:

Actions statuses and its reflection on req resource task status:
Pending Talent
Its automatically set when client proposes 2 slots to schedule an interview with the talent
It is reflected on the status of the “Action” in the required resource task as “Pending Talent”
The whole required resource task is in status “Auto-Matching”
Talent Unavailable
Its set in 3 cases:
When talent selects “Unavailable” option
When rec consultant selects that the talent is unavailable from the admin panel or clickup if original status is “Pending Talent”
Or automatic once the 2 slots pass without feedback from talent
CAN NOT update status to Talent unavailable after “Interview Scheduled” status
It is reflected on the status of the “Action” in the required resource task as” Talent Unavailable”
The whole required resource task is in status “Auto-Matching”
Interview Scheduled:
Its automatically set once the talent picks a slot
It is reflected on the status of the “Action” in the required resource task as “Interview Scheduled”
The whole required resource task is in status “Auto-Matching”
Interview Completed
It MUST BE MANUALLY set by the rec consultant from the admin panel or clickup after the interview finishes
It is reflected on the status of the “Action” in the required resource task as “Interview Completed”
The whole required resource task remains in status “Auto-Matching”
Cancelled:
This is automatically set when client responds NO on the google meet invitation
It is reflected on the status of the “Action” in the required resource task as “Cancelled”
The whole required resource task remains in status “Auto-Matching”
Talent No Show
It MUST BE MANUALLY set by the rec consultant from the admin panel after the interview finishes
It is reflected on the status of the “Action” in the required resource task as “Talent No Show”
The whole required resource task remains in status “Auto-Matching”
Client No Show
It MUST BE MANUALLY set by the rec consultant from the admin panel after the interview finishes
It is reflected on the status of the “Action” in the required resource task as “Client No Show”
The whole required resource task remains in status “Auto-Matching”
Accepted
Its set when client clicks on “Accept” from the feedback email
It can be set by the rec consultant from the admin panel or clickup on-behalf of the client
It is reflected on the status of the “Action” in the required resource task as “Accepted”
The whole required resource task moves to status “Offering”
What happens to the other actions especially whom are in status interview completed or pending talent?
Rejected:
Its set when client clicks on “Reject” from the feedback email
It can be set by the rec consultant from the admin panel or clickup on-behalf of the client
It is reflected on the status of the “Action” in the required resource task as “Rejected”
The whole required resource task remains in status “Auto-Matching”
Expired:
Script runs daily to check interviews status and if it finds an interview last Update is 5 days ago then it updates status to “EXPIRED”
What happens when status of interview is updated to expired?
From client side, if he opened the feedback email for an expired interview
If interview date was from more than 10 days, and client clicked on any call to action in the email:
Then he will be redirected to the portal and will see this error red message “You can no longer submit your feedback; the interview has now expired “
Else if interview date is less than 10 days then client will be able to submit feedback normally and will reflect on product as either accepted or rejected
It is reflected on the status of the “Action” in the required resource task as “Expired”
The whole required resource task remains in status “Auto-Matching”
Hired
Automatically set when contract is created between the client and the talent
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