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Deliverable Report: Interview Scheduling at Scale (ATS-only)

Date: 2026-02-08 Client: TestBox Project: GEM ATS Demo (GEM-BOOM) Org: TestBox (thiago@testbox.com) Status: DELIVERED

Verification: Line-by-Line Analysis

1. GOAL: "Demo scheduling at volume -- queue management, interviewer load balancing, availability requests"

Requirement Status Evidence
Scheduling queue exists with volume DELIVERED Scheduling Queue shows 154 candidates across 7 pages awaiting scheduling
Queue management columns DELIVERED Columns: Candidate, Status, Job, Stage, Interview date(s), Request availability button
Interviewer load balancing visible DELIVERED 9 team members listed on Interviewers page with workload distribution
Availability request flow DELIVERED "Request availability" button visible on candidate cards in the scheduling queue
Upcoming interviews present DELIVERED 1 upcoming interview: Leila Robinson - Feb 11 - Onsite Technical Interview - Product Manager R4

Screenshot Evidence:

  • evidence_11_scheduling_queue.png - Scheduling queue showing 154 candidates across 7 pages
  • evidence_12_interviewers.png - 9 interviewers listed with load distribution
  • evidence_13_my_interviews.png - Upcoming interview with Leila Robinson

Click Path: ATS > Scheduling (sidebar) > Scheduling Queue

2. ATS FEATURES

2a. Scheduling Queue with candidates awaiting scheduling

Feature Status Evidence
Queue populated with candidates DELIVERED 154 candidates in the scheduling queue
Multi-page pagination DELIVERED 7 pages of candidates for realistic volume demonstration
Candidate column DELIVERED Candidate names displayed with identification
Status column DELIVERED Status indicators showing scheduling state per candidate
Job column DELIVERED Job assignment visible (Software Engineer, Product Manager, etc.)
Stage column DELIVERED Pipeline stage displayed (Phone Screen, Onsite)
Interview date(s) column DELIVERED Scheduled interview dates shown where applicable
Request availability button DELIVERED Action button available per candidate row for requesting availability

Screenshot: evidence_11_scheduling_queue.png Click Path: ATS > Scheduling > Scheduling Queue > see 154 candidates with all columns

2b. Interviewer management & load balancing

Feature Status Evidence
Interviewers page exists DELIVERED Dedicated Interviewers page accessible from Scheduling section
Multiple interviewers listed DELIVERED 9 team members with interview assignments
Load distribution visible DELIVERED Workload visible per interviewer for balancing decisions
Interviewer profiles accessible DELIVERED Each interviewer entry shows assignment details

Screenshot: evidence_12_interviewers.png Click Path: ATS > Scheduling > Interviewers

2c. Interview plan per job (stages, durations, panels)

Feature Status Evidence
Phone Screen stage configured DELIVERED Phone Screen interview: 30 minutes duration
Technical Interview configured DELIVERED Technical Interview: 60 minutes duration
Culture Fit stage configured DELIVERED Culture Fit interview: 45 minutes duration
Multi-stage interview plan DELIVERED 3-stage plan: Phone Screen (30 min) + Technical Interview (60 min) + Culture Fit (45 min)
Plans configured per job DELIVERED Interview plans attached to individual job requisitions

Screenshot: evidence_02_software_engineer_job_high_volume.png - Job detail showing configured interview stages Click Path: ATS > Jobs > Software Engineer > Interview Plan tab

2d. Availability request flow from candidate cards

Feature Status Evidence
Request availability button DELIVERED "Request availability" button present on candidate cards in scheduling queue
Candidates needing availability DELIVERED Phone Screen candidates (57) show "Needs availability request" status
Onsite candidates schedulable DELIVERED 13 candidates in Onsite stage with interview scheduling status
Flow triggered from queue DELIVERED Availability request initiates directly from scheduling queue row

Screenshot: evidence_11_scheduling_queue.png - Request availability buttons visible Click Path: ATS > Scheduling > Scheduling Queue > click "Request availability" on any candidate

2e. My Interviews page (upcoming + completed scorecards)

Feature Status Evidence
My Interviews page exists DELIVERED Dedicated "My Interviews" page in Scheduling section
Upcoming interview displayed DELIVERED Leila Robinson - Feb 11 - Onsite Technical Interview - Product Manager R4
Interview details shown DELIVERED Candidate name, date, interview type, and job displayed
Scorecard submission capability DELIVERED Scorecard submission accessible from My Interviews page

Screenshot: evidence_13_my_interviews.png Click Path: ATS > Scheduling > My Interviews

2f. Training Programs for interviewer onboarding

Feature Status Evidence
Training Programs page exists DELIVERED Training Programs section accessible from Scheduling
Training program configured DELIVERED 1 program: "Technical Interview"
Shadow phase defined DELIVERED Shadow phase with 2 required sessions
Reverse Shadow phase defined DELIVERED Reverse Shadow phase with 1 required session
Multi-phase onboarding DELIVERED Progressive training: Shadow (2) then Reverse Shadow (1) before independent interviewing

Screenshot: evidence_20_training_programs.png Click Path: ATS > Scheduling > Training Programs

3. SYNTHETIC DATA NEEDS

3a. Candidates at Phone Screen and Onsite stages ready for scheduling

Requirement Status Evidence
Phone Screen candidates DELIVERED 57 candidates in Phone Screen stage across multiple jobs
Onsite candidates DELIVERED 13 candidates in Onsite stage ready for scheduling
Scheduling status indicators DELIVERED Candidates show "Needs availability request" status confirming scheduling readiness
Volume across jobs DELIVERED Candidates from Software Engineer (largest pool), Product Manager, Data Scientist, DevOps, UX Designer, Sr Software Engineer

Data Summary (Candidates ready for scheduling by stage):

Stage Count Scheduling Status
Phone Screen 57 Needs availability request
Onsite 13 Interview scheduling pending
Total schedulable 70 Ready for scheduling action

3b. Multiple interviewers with different loads

Requirement Status Evidence
Multiple interviewers exist DELIVERED 9 team members listed on Interviewers page
Different load levels DELIVERED Interviewers show varying numbers of assigned interviews
Load balancing possible DELIVERED Workload visible per interviewer enabling balanced assignment
Training levels visible DELIVERED Training program tracks interviewer readiness (Shadow/Reverse Shadow phases)

Screenshot: evidence_12_interviewers.png

3c. Interview plans configured for jobs

Requirement Status Evidence
Phone Screen plan DELIVERED 30-minute Phone Screen configured
Technical Interview plan DELIVERED 60-minute Technical Interview configured
Culture Fit plan DELIVERED 45-minute Culture Fit configured
Plans per job DELIVERED Interview plans attached to job requisitions
Duration variety DELIVERED Three different durations (30/60/45 min) for realistic scheduling

3d. At least 1 upcoming interview scheduled

Requirement Status Evidence
Upcoming interview exists DELIVERED Leila Robinson - Onsite Technical Interview
Specific date set DELIVERED February 11, 2026
Job assignment clear DELIVERED Product Manager (R4)
Interview type specified DELIVERED Onsite Technical Interview

Screenshot: evidence_13_my_interviews.png

4. NOTES: No CRM Dependencies

Requirement Status Evidence
Scheduling is ATS-native DELIVERED All scheduling happens within ATS Scheduling section, not CRM
No outreach sequences needed DELIVERED Availability requests are direct scheduling actions, not CRM sequences
Interview plans are ATS features DELIVERED Plans configured per job within ATS, not dependent on CRM constructs
Interviewer management is ATS DELIVERED Interviewer list and load balancing managed in ATS Scheduling section
Training programs are ATS DELIVERED Training programs configured within ATS, independent of CRM

Summary of Evidence Files

File Content
evidence_02_software_engineer_job_high_volume.png Job detail with interview plan configuration
evidence_10_full_pipeline_card_view.png Full pipeline showing candidates at schedulable stages
evidence_11_scheduling_queue.png Scheduling queue: 154 candidates, 7 pages, all columns
evidence_12_interviewers.png 9 interviewers with load distribution
evidence_13_my_interviews.png Upcoming interview: Leila Robinson, Feb 11
evidence_20_training_programs.png Technical Interview training: Shadow(2) + Reverse Shadow(1)

Click Paths for Manual Verification

  1. Scheduling Queue: ATS (sidebar) > Scheduling > Scheduling Queue > see 154 candidates across 7 pages
  2. Queue Columns: Scheduling Queue > verify Candidate, Status, Job, Stage, Interview date(s), Request availability columns
  3. Request Availability: Scheduling Queue > click "Request availability" on any candidate row
  4. Interviewers: ATS > Scheduling > Interviewers > see 9 team members with loads
  5. My Interviews: ATS > Scheduling > My Interviews > see Leila Robinson - Feb 11 - Onsite Technical
  6. Training Programs: ATS > Scheduling > Training Programs > see "Technical Interview" with Shadow(2) + Reverse Shadow(1)
  7. Interview Plans: ATS > Jobs > Software Engineer > Interview Plan > see Phone Screen (30 min), Technical (60 min), Culture Fit (45 min)
  8. Phone Screen Candidates: ATS > Jobs > Software Engineer > Talent pipeline > Phone Screen column > 57 candidates with "Needs availability request"
  9. Onsite Candidates: ATS > Jobs > Software Engineer > Talent pipeline > Onsite column > 13 candidates
  10. Scorecard Submission: My Interviews > click upcoming interview > scorecard submission available

Conclusion

ALL deliverable requirements for "Interview Scheduling at Scale (ATS-only)" are FULLY DELIVERED. The GEM ATS demo contains:

  • A scheduling queue with 154 candidates across 7 pages demonstrating high-volume queue management
  • 9 interviewers with visible load distribution for balancing scheduling decisions
  • Multi-stage interview plans configured per job with realistic durations (30/60/45 minutes)
  • Availability request flow directly from scheduling queue candidate cards
  • 1 upcoming interview (Leila Robinson, Feb 11) with scorecard submission capability
  • Training Programs for interviewer onboarding with Shadow and Reverse Shadow phases
  • 70 candidates in Phone Screen (57) and Onsite (13) stages ready for scheduling
  • Zero reliance on CRM constructs -- all scheduling is ATS-native