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Getting Started:  Platform Set Up Basics

This guide walks you through the essential steps to set up your organization inside Interview Now. From logging in to adding team members, you’ll be ready to hit the ground running. You'll find some basic navigation steps along with helpful videos to get you started.  Please complete these steps prior to our first meeting. 

Things You'll Need:

  • Cell phone 
  • PNG file of Department Logo or Patch 
  • List of names and email addresses for your Recruitment Team

 

1. Log in and Set Up Your Account

Start by accessing the platform with the credentials you received via email.

  • Visit Interview Now

  • Enter your login information

  • Set up two-factor authentication (optional)

2. Upload Your Logo Patch

To personalize your account, you'll need to upload a PNG file of your department or agency's logo patch. Head into "My Account" and select "Account Settings". Look for the option to upload the image. 

  • Recommended file format: PNG

  • Ideal size: At least 500x500 pixels

  • You’ll upload this during the account setup process under Account Settings

 

3. Create your Admin & Team Accounts

To collaborate effectively, invite your team to the platform:

  • Add users manually using the "New Account User" button on the right-hand side. 

  • Assign roles (Admin, Recruiter, etc.)

 

Below is a helpful video that walks you through setting up your user accounts, adding your patch, account settings, and how to get support. 

 

4. Test Your Pre-screen Experience Using Your Cellphone

Before you begin using Interview Now with real candidates, it's important to test your pre-screening experience from a candidate’s point of view. This ensures everything works smoothly and looks professional.

🔍 How to Find Your Organization’s Pre-screen Phone Number:

  1. Navigate to the Dashboard.

  2. Go to the My Account  > Account  Settings section.

  3. Scroll down until you see Communication Settings.

  4. Next to the Interviews & FAQ Center lives your AI Recruitment phone number. 

  5. You can also test by texting your keyword ex. "JoinIN" and walking through the set of questions. 

If you did not provide your pre-screen questions, please submit a ticket with your job application links and questions you'd like associated with each one, and we can set them up for you. 

📱 How to Test the Experience:

  • Use your cellphone to text the number along with your keyword phrase.

  • Go through the Pre-screen questions as if you were a candidate.

  • Check for clarity, timing between questions, and mobile-friendliness.

  • If something feels off, you can make edits by taking notes and submitting a support ticket 

 

Below is a video that walks you through how your pre-screening works and where to find your communications phone number. 

 

 

 

🎉Great job! You’ve completed everything needed to get started with Interview Now.

You’re all set for the next step, your Kickoff Onboarding Meeting, where we’ll dive into your goals and tailor your training to match your needs.

Schedule your Kickoff Onboarding Meeting with Kathy & Rob. 

We’re excited to work with you—talk soon!