Scheduling: Panel Interviews with Individual, Alternate, and Tag Slots

Last updated: August 11, 2026

Approximate read time: 6 minutes

Overview

A panel interview in candidate.fyi is a Round that includes multiple interviews scheduled together for one candidate. This guide walks through setting up a Round with three interviews where each interview uses a different way to assign interviewers:

  • Interview 1: One specific, known interviewer

  • Interview 2: One of two possible interviewers (whichever is available)

  • Interview 3: Any interviewer from a tagged pool

You will also learn how to change the interviewer on the first interview after it has been scheduled.

Before You Begin

  • Make sure Multiple Interviews is enabled when you create the Round.

  • Your interviewer tags should already exist under Interviewers → Tags, with the right people assigned to each tag.

  • Email and calendar templates should be set up for the Round.

Step 1: Create or Open a Round

Go to Templates & Libraries → Scheduling → Rounds.

Click New to create a Round, or open an existing Round to edit it.

When creating the Round, turn on Multiple Interviews so you can add more than one interview.

Step 2: Add Three Interviews

On the Edit Round page, use the Interviews panel on the left.

Click Add Interview until you have three interviews in the list. Select each interview to configure its interviewers on the Interview Setup tab.

Step 3: Set Up Interview 1 — One Known Interviewer

Select the first interview in the list.

Under interviewer slots, click Add Interviewer Slot and choose Individual Slot - One specific interviewer.

Click Interviewer * and search for the person you want. Select them to assign them to this interview.

Step 4: Set Up Interview 2 — One of Two Possible Interviewers

Select the second interview.

Add an Individual Slot - One specific interviewer.

Assign the first possible interviewer using Interviewer *.

Click the + button next to the slot and choose Additional Interviewer to add a second person to the same slot.

When you schedule this interview, candidate.fyi will look for times when at least one of these two people is available. You can optionally mark one person as a preferred interviewer using Mark as preferred in their menu.

Step 5: Set Up Interview 3 — A Pool of Tagged Interviewers

Select the third interview.

Click Add Interviewer Slot and choose Tag Slot - Multiple interviewers to choose from.

Click Select tag and add the tag(s) that define your interviewer pool.

Choose how tags are matched:

  • Any tag — any interviewer who has at least one of the selected tags can be assigned.

  • All tags — only interviewers who have every selected tag can be assigned.

When you schedule, the system will pull from interviewers who match your tag selection.

Step 6 (Optional): Panel Interview Settings

In the Round settings, open the Panel Interviews section. Here you can optionally:

  • Exclude any previous interviewers — prevent the same person from being assigned to more than one interview in the panel.

  • Exclude previous interviewers on request — apply the same rule across the full scheduling request.

  • Require back to back interviews — schedule all panel interviews consecutively with no gaps.

Step 7: Create a Scheduling Request

From the Rounds list, click Request on your Round.

Fill in the candidate, scheduler, and scheduling type, then click Create Request.

Step 8: Schedule the Panel Interviews

Open the scheduling request and click Schedule.

For each interview in the right-hand Interviews panel:

  1. Select the interview.

  2. Pick a time from Suggested Slots, or choose a full set of times from Suggested Schedules if you want to book all three at once.

  3. If more than one interviewer could fill a slot (Interview 2 or 3), you can swap or confirm the assigned interviewer before booking.

When all interviews have a time selected, click Review & Book, then Confirm.

How to Change the Interviewer on the First Interview

There are two common ways to replace the interviewer on Interview 1, depending on whether you also need to change the time.

Option A: Swap interviewers only (keep the same time)

Use this when the interview is already booked and you only need a different person at the same date and time.

  1. Open the scheduling request.

  2. Find the first interview and open its menu.

  3. Click Swap interviewers.

  4. In the Change Interviewers window, select the new interviewer and click Set Interviewers.

  5. Choose whether to send update notifications to the candidate and interviewers.

Note: Swap interviewers is available for future, already-booked interviews. You need Editor access or higher.

Option B: Reschedule with a new interviewer (change the time too)

Use this when you need a new time as well as a new interviewer.

  1. Open the scheduling request.

  2. Find the first interview and open its menu.

  3. Go to Reschedule Interview and choose Reschedule Now (if you know the new time) or Cancel and Reschedule Later (if you need to find availability first).

  4. On the schedule page, select the first interview, pick a new time slot, and use Change Interviewers to select a different interviewer if needed.

  5. Click Review & Book and Confirm.

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