In this article, we’ll walk you through the initial setup steps to get started with Gem Scheduling.
1. Connect your Google Workspace or Microsoft 365 account.
When you sign in for the first time, we start syncing the names and emails of employees in your company from either your Google Workspace or Microsoft 365 account, and we create users for them in Gem Scheduling so they can added as interviewers in your future events.
2. Connect your ATS.
To start seeing candidates and jobs in Gem Scheduling, you must connect your ATS. If you are using Gem ATS, this happens automatically!
If you are not using Gem ATS, you’ll need to follow either these steps to create a key in your Greenhouse instance that Gem Scheduling can use or these steps to connect your Lever instance.
Then, navigate to the Integrations section of your Scheduling admin page. Select the Edit button for the ATS section.
Fill in all the inputs, being especially mindful that the API key is copied correctly, then select Save when you are finished.
You should see a success message when the integration is saved. We will immediately start syncing candidates and jobs from your ATS into Gem Scheduling. Meanwhile, you can continue setting up your integrations.
3. Select a scheduling calendar.
In the Calendar section of the Integrations page, select a calendar from your Google account that you would like to use for scheduling.
All calendar events created through Gem Scheduling will be sent from this calendar. If you do not already use a shared calendar for scheduling interviews at your company (or if you’d like to learn more about how we use this calendar), you can review these articles for how to set up your scheduling calendar in Google Workspace or set up your scheduling calendar in Outlook.
Select the Edit button to enable selecting a scheduling calendar and then Save when you’re done.
4. (Optional) Connect your video conferencing tool.
If you plan to schedule interviews with video conferencing, you’ll need to connect your video conferencing tool. Currently, we support three tools for video interviews. Follow these steps to connect your account:
- Google Meet
- Microsoft Teams
- Zoom
5. Start scheduling!
- 1. Connect your Google Workspace or Microsoft 365 account.
- 2. Connect your ATS.
- 3. Select a scheduling calendar.
- 4. (Optional) Connect your video conferencing tool.
- 5. Start scheduling!