Schedule an interview in Employee Relations using Agent Workspace for HR Case Management

---
title: Schedule an interview in Employee Relations using Agent Workspace for HR Case Management
description: Use Agent Workspace for HR Case Management to capture a record of an interview.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/hr-service-delivery/hr-er-interview-ws.html
release: brazil
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Using Interview Management, Use, Employee Relations, Case and Knowledge Management, HR Service Delivery, Employee Service Management]
---

# Schedule an interview in Employee Relations using Agent Workspace for HR Case Management

Use Agent Workspace for HR Case Management to capture a record of an interview.

## Before you begin

Role required: sn\_hr\_er.case\_writer

## Procedure

1.  Navigate to **All** > **HR Case Management** > **Agent Workspace for HR Case Management**.

2.  Select the **Lists** icon \(\[Omitted image "agent-ws-hr-list-icon.png"\] Alt text: Lists icon\).

3.  In the ER category, select an ER case.

4.  Select **more** from the row of tabs below the **Case Timeline**.

5.  Select **Interviews**.

6.  Select **New**.

7.  Fill in the form.

<table id="simpletable_bhv_s5z_4pb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

The number identifying the interview record. The application automatically assigns interview numbers.

</td></tr><tr><td>

HR case

</td><td>

he HR ER case number associated with the interview.**Note:** If you access the interview from **Employee Relations**, you have to select an HR case to associate the interview to.

</td></tr><tr><td>

Interviewee

</td><td>

Name of the person who you are interviewing.Select the **Lookup using list** icon \[Omitted image "magnifying-glass.png"\] Alt text: Lookup using list icon and search for the person you are interviewing. If no names appear, you can create an involved party. For more information, see [Create an involved parties record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/hr-service-delivery/hr-er-involved-parties.md).

</td></tr><tr><td>

Interviewers

</td><td>

Names of the people who conducted the interview.Click inside the field and a list of names appear that you can select.

**Note:** Only members with the sn\_interview\_temp.writer role or belong to a group that has the Employee Relations skill.

</td></tr><tr><td>

External attendees

</td><td>

Indicates you want to add external attendees to the interview record.

</td></tr><tr><td>

External invite email

</td><td>

The email addresses of the external attendees.Only appears when you select the **External attendees** choice.

**Note:** Separate each email address with a comma.

</td></tr><tr><td>

Scheduling method

</td><td>

The method you are using to schedule the interview. Select **Manual entry** to select the Start and End dates and times of the interview.

 If your company uses the integration with Microsoft Outlook Calendar to schedule, select **Calendar**. You can schedule an interview with an interface that syncs with your company's Outlook Calendar. For more information, see [Using Interview Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/hr-service-delivery/using-interview-management.md).

</td></tr><tr><td>

Start date

</td><td>

The start date and time of the interview.Select the **Show calendar** icon \(\[Omitted image "hr-ws-show-calendar-icon.png"\] Alt text: Show calendar icon\) and select the date and time the interview starts.

</td></tr><tr><td>

End date

</td><td>

The endt date and time of the interview.Select the **Show calendar** icon \(\[Omitted image "hr-ws-show-calendar-icon.png"\] Alt text: Show calendar icon\) and select the date and time the interview ends.

</td></tr><tr><td>

Additional parties

</td><td>

Other people you want as part of the interview record.Click in the field and a list of names appears.

 You can optionally enter the email addresses for each interviewer.

**Note:** These names appear from

</td></tr><tr><td>

External URL

</td><td>

A URL that is relevant to the interview.

</td></tr><tr><td>

Created by

</td><td>

The user name of the person who created the interview record.

</td></tr><tr><td>

Interview notes

</td><td>

Notes from the interview or you can enter the answers to the questions from the interview question templates.In the Contextual Sidebar, select the **Interview Templates** icon \(\[Omitted image "hr-ws-int-temp-icon.png"\] Alt text: Interview template icon\) to search for interview question templates.

 \[Omitted image "agent-ws-hr-er-int-temp.png"\] Alt text: HR Agent Workspace - Interview Template

 Interview templates provide questions you can use in the interview, You can insert the questions from the template into the **Interview notes** field or copy to the clipboard to insert in an outside document.

 \[Omitted image "agent-ws-hr-er-interview.png"\] Alt text: HR Agent Workspace - Interview templates

 Select \[Omitted image "hr-ws-int-temp-icon2.png"\] Alt text: Interview Template icon to see the Insert to notes or Copy to clipboard choices.

 Interview templates ensure consistency and efficiency when conducting interviews. For more information, see [Create an interview question template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/hr-service-delivery/hr-er-interview-1.md).

</td></tr></tbody>
</table>8.  Select **Save**.