You can use Microsoft Teams (MS Teams) to conduct online meetings with applicants.


All interview participants will receive a link to an MS Teams meeting room where they can interact using a camera and/or microphone. Applicants can enter MS Teams üvia the app, or üvia the web browser version.


Caution  

For the use of this feature an authorization on company level may be necessary for the data exchange between d.vinci and Microsoft. Please check with your data protection officer as well as Microsoft 365 administrators whether the feature may be enabled.


Authorize d.vinci for Microsoft Teams

Authorize d.vinci for Microsoft Teams. After that MS Teams can be used with d.vinci.



Configuration in d.vinci


Create application status 

Create an application status for online interviews with MS Teams. 

Select in the field Appointment  the Confirm appointment (with optional MS Teams meeting invitation).


Alternatively, you can also use an existing application status  with the status change feature Confirm appointment  by changing the status change functionality there to Confirm appointment (with optional MS Teams meeting invitation) .  

If you are editing an existing application status with appointment confirmation, you may also want to edit the linked correspondence templates (see below).


Edit status transitions

Edit the status transitions of an existing workflow and add the new application status to the workflow. 

Skip this step if you have edited an existing application status that is already included in the workflow.


Edit correspondence templates

Edit the linked correspondence templates.

When doing so, enter the placeholder New appointment - MS Teams meeting link. When the message is sent as part of the status change, the link to the MS Teams meeting room will be output in this placeholder. 


Invite-to-MS-Teams-Meeting

Proceed as follows:

  1. Confirm a status change to an application status with the status change functionality Confirm appointment (with optional MS Teams meeting invitation) by. 
  2. Fill in the dates in the Appointment section. 
  3. Who MS Teams meeting: Yes. d.vinci checks the authorization in MS Teams.
    • Central authorization has been previously done by a Microsoft 365 admin (see above).
      The user only needs to authenticate for the use of MS Teams.
      For this purpose, a small window is displayed in which the user can log in with his MS 365 credentials. Often these are his Windows credentials. The login is only valid for a limited time and for the current browser session. If the user is already logged in, the window will disappear as soon as it appears.
    • No central authorization has been performed.
      You will see the window with which you can authenticate with your Windows credentials and authorize the d.vinci app for use in Microsoft 365.
  4. Choose a correspondence template. Check if the correspondence template contains the placeholder {APPOINTMENT:ONLINE_MEETING_URL} or New appointment - MS Teams meeting link . This placeholder specifies the URL path to the MS Teams waiting room.
  5. Click on   Perform status change.

Notes


Entering-the-MS-Teams-Meeting

  • Via the  icon    on the page Overview in the tab Appointments next to each MS Teams appointment
  • Via the   icon in the Application in the tab appointments next to each MS Teams appointment
  • Via the URL in the email that was sent to the applicant. This can be viewed in the application history
  • Via the URL in the email that was sent to all participating users (participants) of the appointment


In the waiting room, MS Teams distinguishes between two groups of participants:

  • Participants
    These are members of the Microsoft 365 client and all d.vinci users.
    They can enter the appointment without waiting and allow guests into the meeting.
  • Guests
    Are external people, such as the applicants and other non-d.vinci users.
    Guests can enter the waiting room, but must be manually admitted by a participant to enter the actual meeting. This prevents unauthorized or unwanted persons from gaining access to the meeting.


Caution  

  • The chat in the waiting and meeting room is accessible and visible to all participants and guests.
  • It is mandatory that a person who is registered with Microsoft in the same company (tenant) as the creator of the meeting takes part in the meeting. This person must open the meeting, otherwise the other participants and also the applicant cannot join.