Setting up a Calendar for Autopilot
  • 16 Jul 2024
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Setting up a Calendar for Autopilot

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Article summary

To complete Autopilot Setup, a calendar must be connected. This allows for the system to recognize available dates/days and times to auto-schedule interviews.

Users must have a Calendar connected to R365 Hire in order to utilize Autopilot. Users can watch this video to get familiar with connecting a Calendar or follow the steps in this article.


Set Up Notice

Users will be prompted to connect a Calendar by the Autopilot Setup Assistant after completing Autopilot Setup. 

However, when the Setup Assistant is exited without connecting a Calendar, Users will see the SET UP AUTOPILOT notice at the top of their screen with the note to 'Connect Your Calendar.'


Accessing the Calendar Integrations Page

Users can begin connecting a Calendar for Autopilot from three different places:

  • Clicking the Setup Autopilot Notice

  • Clicking 'Connect Your Calendar' when prompted by the Setup Assistant

  • Navigating to the Calendars Tab of the 'My Profile' page

Set Up Autopilot Notice

Setup Assistant Prompt

My Profile 'Calendars' Tab



Connecting a Calendar For Autopilot

To connect a Calendar to Autopilot, follow these steps:

  1.  Click the 'Edit' button to Edit Calendar settings




  2. Locate the Autopilot Calendar Integration section of the Calendar Edit settings page, and select a Calendar provider preference. After making a selection, Users will be prompted to complete sign-in steps for their respective accounts






  3. Restaurant 365 uses Cronofy to connect to Calendar providers. This will require Users to agree to Cronofy Terms of Service and grant Cronofy access once signed in

     

    After completing sign-in and the steps to connect the Calendar, Users will return to the Calendar Integrations page, where connected Calendar Accounts are listed and additional Calendars can be connected
    When additional Calendars are connected, Users must select a Primary Calendar as well as which Calendars to include for consideration when selecting Availability




  4. Select an minimum interview notice. This is how much notice the system will give the Interviewer before the Interview start time

      

  5. Set the hours of availability for Interviews on the calendar by clicking the Time Slots. Users can select/unselect multiple Time Slots by clicking and dragging the mouse up or down.

    Then, select a Time Zone from the Time Zone selector before clicking 'Save'

     

    Click the up or down arrow on the left axis of the Calendar to expand the times available



The Calendar is now integrated and ready for Interview scheduling


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