01 · Organizer · Outlook
Start in the open appointment
Choose Evidize’s Schedule interview action. Candidate or attendee details, time, and an available meeting URL can be prepared from the active item.
For teams scheduling in Outlook
Add interview protection from the Outlook appointment.
Prepare interview details from the open appointment, confirm the setup in Evidize, and add protected-access instructions to the invitation you control.
Explore a prepared example. Sharing your own workflow is optional.
The organizer handoff
Keep the appointment. Confirm the details. Add protected access.
The handoff prepares context for review. Your recruiter still chooses the role, confirms the details, and sends the invitation.
02 · Organizer · Evidize
Confirm the interview in Evidize
Review those details in the authenticated organizer workspace. Select the role, hiring manager, and any agency-client context separately.
03 · Organizer · Outlook
Review and send the invitation
Place the prepared protected-access content into the open appointment. Review the wording, then edit, save, or send through Outlook.
Workflow example · what moves between systems
From an appointment to a protected invitation.
- Outlook prepares
- Available candidate or attendee details, interview time, and meeting URL.
- You confirm in Evidize
- The candidate details, requisition, hiring manager, and any agency-client context.
- You review in Outlook
- Prepared protected-access instructions in the appointment. You choose when to edit, save, or send.
Details to confirm: candidate, time, and meeting URL can come from the active item. The requisition,
hiring manager, and agency client are selected deliberately in Evidize. Nothing is sent without the organizer’s action.
After the invitation
Give candidates a preparation path and reviewers a connected record.
The candidate follows the disclosed check-in instructions. Authorized reviewers then use Evidize to inspect the session and record follow-up.
Candidate preparation
The invitation directs the candidate to the notice, preparation and readiness steps, and protected meeting access. Include your organization’s support and accommodation route.
Review in Evidize
Review status, available observations, coverage, and next actions in the authorized workspace. A finding prompts clarification; people decide who advances.
The meeting link you already use
The workflow can use the existing meeting URL, including a Teams link. The organizer integration is an Outlook add-in; there is no separate Teams add-in.
Prepare your rollout
Know who needs to do what.
Scheduling and access
- Confirm the supported Outlook environment and add-in availability with your Microsoft administrator.
- Provision approved Evidize users and their product roles.
- Confirm appointment details and the existing meeting destination.
Candidate and reviewer ownership
- Agree permitted-tool and preparation instructions.
- Provide support and accommodation or alternative-process contacts.
- Assign someone to review incomplete checks, findings, and follow-up.
Access is scoped to the current workflow. The Outlook handoff works from the open item. It does not
inspect general mailbox or calendar history, contacts, files, or Outlook attachments. Employee Microsoft sign-in is
a separate integration.
Before you decide
Understand the Outlook and candidate handoffs.
Can Evidize send the Outlook appointment automatically?
No. Evidize can place prepared invitation content into the currently open item. The organizer reviews it and controls whether to edit, save, or send the appointment through Outlook.
Does the Outlook add-in read the entire mailbox?
No. The current workflow uses context from the open message or appointment. It does not inspect general mailbox or calendar history, contacts, files, or Outlook attachments. Detailed current permissions are documented in the Privacy Notice and should be confirmed during security review.
Is Evidize a Microsoft Teams add-in?
No. The current organizer integration is an Outlook add-in. It can use the meeting link already present in an Outlook appointment, including a Teams meeting link, but there is no separate Teams add-in today.
What does the candidate receive?
The prepared invitation can direct the candidate to a disclosed check-in flow with notice, preparation steps, readiness checks, and protected meeting access. The hiring organization should also provide its own privacy information and a clear accommodation or alternative path.
A practical walkthrough
Watch an appointment become a protected interview.
See the organizer handoff, candidate preparation, and reviewer follow-up with a prepared example. We will also cover the setup responsibilities for your team.