When to Use This
You want to indicate the quality or potential of a lead
You need to schedule an interview with a candidate
You want to assign an interview to a specific team member
You need to track upcoming interviews on your calendar
You want to prioritize which leads to focus on first
Who Can Rate Leads and Schedule Interviews
Managers and admins with access to the Hiring tab can rate leads and schedule interviews. Individual reps who submit referrals may have limited ability to perform these actions depending on their permissions.
Step-by-Step Walkthrough
Rating a Lead
Rating helps you and your team prioritize leads based on their potential.
From the Leads List:
Go to "Hiring" in the left-hand menu.
Click on "Leads." This shows all submitted leads.
Find the lead you want to rate.
Look for the three dots menu on the right side of the lead's row.
Click the three dots.
Select "Rate Lead" or "Rate."
Choose a star rating. Typically 1 to 5 stars, with 5 being the highest potential.
Save your rating. The rating now appears with the lead's information.
From the Lead Detail View:
Click on a lead's name to open their details.
Look for the rating section. This may show stars or a rating option.
Click to add or change the rating.
Select the appropriate number of stars.
The rating saves automatically.
Understanding Star Ratings
Use a consistent rating system across your team:
5 Stars – Exceptional candidate
Highly qualified and experienced
Excellent communication skills
Ready to start immediately
Strong cultural fit
4 Stars – Strong candidate
Good qualifications
Positive impression
Minor concerns or questions to address
Worth prioritizing
3 Stars – Average candidate
Meets basic requirements
Some potential
Needs further evaluation
Worth interviewing
2 Stars – Below average candidate
Limited experience or qualifications
Some red flags
May not be a good fit
Consider only if pipeline is thin
1 Star – Poor candidate
Does not meet requirements
Significant concerns
Unlikely to be successful
May want to reject
Discuss rating criteria with your team to ensure everyone rates consistently.
Scheduling an Interview
From the Leads List:
Go to "Hiring" in the left-hand menu.
Click on "Leads."
Find the lead you want to interview.
Click the three dots menu on the right side.
Select "Schedule Interview."
Fill in the interview details:
Interviewer Select who will conduct the interview. Search for the person's name and select them from the dropdown.
Date Choose the date for the interview using the calendar picker.
Time Slot Select an available time slot for the interview.
Interview Type (if available) Some setups allow you to specify the interview type (phone screen, in-person, video call, etc.).
Notes (optional) Add any special instructions or information about the interview.
Click "Schedule." The interview is now scheduled.
The lead's status updates. They move to an interview stage in the pipeline.
Viewing Scheduled Interviews
From the Hiring Progress Page:
Go to "Hiring" in the left-hand menu.
Click on "Hiring Progress." This is typically the first subtab.
Look for the calendar section. Scheduled interviews appear on the calendar.
Review upcoming interviews. You can see:
Interview dates
Candidate names
Who is conducting each interview
Start dates for new hires
From the Lead's Detail Page:
Click on a lead's name to open their details.
Look for interview information. Scheduled interviews show the date, time, and interviewer.
Review past interviews. Completed interviews may also be listed with notes.
Rescheduling an Interview
If you need to change an interview time:
Find the lead with the scheduled interview.
Open their detail view.
Look for the interview information.
Click to edit or reschedule.
Select a new date and time.
Save the changes.
Notify the candidate. Make sure they know about the schedule change.
Canceling an Interview
If an interview needs to be canceled:
Find the lead with the scheduled interview.
Open their detail view.
Look for the cancel or delete option for the interview.
Confirm the cancellation.
Update the lead's status if needed. Move them back to an earlier stage or to rejected.
Notify the candidate. Let them know the interview is canceled and next steps (if any).
After the Interview
Once an interview is complete:
Open the lead's detail view.
Add notes about the interview. Document your impressions, key discussion points, and any concerns.
Update the lead's rating if needed. Your impression may change after meeting them in person.
Move the lead to the next stage. In the pipeline, drag them to the appropriate bucket:
Second interview
Manager approval
Ready to hire
Rejected
Schedule follow-up if needed. If another interview is required, schedule it.
Using the Calendar View
The Hiring Progress page includes a calendar showing important dates.
Go to "Hiring" then "Hiring Progress."
Find the calendar section.
Review what's scheduled:
Upcoming interviews
Start dates for new hires
Other important hiring events
Click on calendar items for details. See more information about each scheduled event.
Use this for planning. Know what's coming up so you can prepare.
Tips and Common Mistakes
Rate leads promptly. Rate them as soon as you have enough information. This helps prioritize your pipeline.
Be consistent with ratings. Use the same criteria across all leads so ratings are meaningful.
Schedule interviews quickly. Don't let good candidates wait too long. They may accept other opportunities.
Confirm interviews with candidates. Make sure candidates know when and where to show up.
Prepare for interviews. Review the lead's information before the interview so you're ready.
Take notes during or immediately after. Document your impressions while they're fresh.
Update the pipeline after interviews. Move leads to the appropriate stage based on the outcome.
Communicate with your team. If multiple people are involved in hiring, share notes and coordinate.
Don't over-schedule. Make sure interviewers have adequate time between interviews.
Follow up with candidates. Let them know the outcome, whether positive or negative.
Common Questions
Can I schedule interviews for other people? Yes, when scheduling you can select any team member as the interviewer. Make sure they know about the interview.
What if a candidate doesn't show up? Note the no-show in their record. You may want to try rescheduling or move them to rejected depending on your policy.
How do I know when I have interviews scheduled? Check the calendar on the Hiring Progress page. You may also receive notifications depending on your settings.
Can candidates schedule their own interviews? This depends on your company's setup. Some configurations allow candidates to select from available time slots.
Should I rate leads before or after the interview? You can do an initial rating based on their application, then update it after the interview when you have more information.
What happens to the lead after they're hired? They move to the onboarding process and eventually become an active user in Sequifi.
What to Do Next
Now that you understand rating and scheduling, explore these related topics:
Managing the Lead Pipeline – Track leads through the hiring process
How to Hire a Lead – Complete the hiring process
Sending Offer Letters – Extend offers to candidates
Onboarding New Employees – Get new hires set up in Sequifi
If you have questions about rating leads or scheduling interviews, reach out to your admin or our support team and we'll be happy to assist!