Watch: attach Knowledge Base documents to Coaching (1 min)
Coaching sends your interviewers regular tips on how their interviews went. You can attach your company's interviewing standards, such as an interview policy or feedback guidelines, so each coaching report coaches against them. Documents can add topics to coach on and change how interviewers are judged.
To learn how coaching tips work in general, see Coaching Tips Agent.
Before you start
Knowledge Base has to be turned on for coaching in your organization. If you don't see a Documents section in Coaching settings, contact your BrightHire team.
You need access to Coaching settings to change the list.
The Knowledge Base picker only lists documents in folders you have access to.
Add documents
Go to Settings → Coaching and scroll to Documents, below Customization instructions.
Click Add document, then choose From Knowledge Base or From your computer. You can also drag files onto the section.
In Add from Knowledge Base, tick the documents you want and click Add.
The documents appear in the list. A Knowledge Base document shows the folder it comes from. A file from your computer is marked This workflow.
Documents save as soon as you add or remove them. You don't need to click Save changes, which saves the other settings on the page.
How coaching reports use documents
If a document is on the list, the next report uses it. Every document on the list goes into the next coaching report for every interviewer coaching covers (see Audience).
There's no on/off switch per document. To stop using a document, remove it from the list.
Reports that were already sent don't change.
Files from your computer
A file you upload from your computer belongs to coaching only. It isn't added to your Knowledge Base, so other workflows can't use it.
If you can manage the Knowledge Base, you'll see Add to Knowledge Base next to the file. Click it, choose a folder, and confirm. The file stays on coaching either way. Adding it lets other workflows use the same file.
Remove a document
Click × next to the document and confirm. This takes it off coaching. It does not delete the document from your Knowledge Base.
FAQ
When does a change take effect? The next coaching report uses whatever is on the list when it runs.
Does removing a document delete it from the Knowledge Base? No. It only takes it off coaching.
Can I use a document for some interviewers and not others? No. The list applies to every interviewer coaching covers.
Which files can I add? PDF, DOCX, RTF, TXT and Markdown up to 10 MB, and XLSX up to 1 MB.