Candidate Assessment Outside of a Job

Candidates can be sent the assessments outside of a Job by adding them to the Candidates Table, either individually or via upload.  click on "Add Candidates"

You are then presented with options to add candidates individually or via the upload template

To add candidates add the requested First Name, Last Name, Email and Language for the candidate as shown on screen, if you want to add more than 1 candidate click on Add New Candidate and follow the same process.  

As you are doing this you can also upload supporting documents for the candidate, such as a CV. Up to 3 Microsoft Word (.docx) or PDF (.pdf) documents can be uploaded per candidate.

To add another candidate, just choose to ‘Add new candidate’ 

Once a candidate/s have been added, an Assessment will be sent via email (according to the schedule you choose) for the candidate/s to complete.  

You are able to choose when to send this Assessment by selecting:

• Send assessment now - This will send the assessment as soon as the Job Vacancy setup process is completed
• Choose a start date and time - this will allow you to choose a date and time for the assessment to be sent in future
• Schedule assessment later - this means nothing will be sent until you edit the candidates later and set the schedule

Once the assessment schedule has been set you are then presented with the option to include or exclude the candidate profile. The candidates profile if set to Yes is presented to the candidate on completion of their assessment in English, and can be exported to pdf.

Once configured click on NEXT

You will be able to configure the email notifications that are sent to the candidates according to their language set when adding, if all English GB you will see no other Language Options, if for example one of the candidates was French and the French language was chosen, you will see an additional toggle to go to the French template for review.

Default text is provided for the email notification in the following fields:

• From name
• Subject heading
• Message body

It is possible to edit each of these by selecting the box containing the default text.

When editing the message body itself, it is possible to use the following dynamic tag values/mergefields:

• First name
• Job vacancy name

By inserting these in the editor, the dynamic value will be populated when the email notification is sent out. 

Once set click on NEXT

You are then provided with a Summary of the Candidate information and a Preview of the candidate email. Once you are happy with the setup click on SAVE