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Quick Start Guide

Here we will (1) create a project, (2) get candidates to join the project, (3) view results, and (4) buy credits.

 

1. Create a new project

1a. Click Projects > Create in the left-hand menu bar

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1b. Define your project by completing the following fields:

Project Name is anything you like, for example "Tests for Area Manager". Bear in mind that candidates will see the names of your projects.

Access Key (optional) is a secret code which allows candidates to self-register themselves onto the system and take the tests in your project. For example you could put something like "xyzrole-jan2018". Be careful not to widely distribute your project Access Key since this code allows anyone to register and take the tests in your project. Give it out only to candidates you want to assess, or leave this field blank. More information on using Access Keys is here.

Description (optional). This is useful to describe what the project is, for example you could put "One numerical test and one verbal test for the position of Manager." This description will be visible to candidates. 

Email Reports (optional). Tick the box and use this if you want candidates' results to be automatically emailed to someone when each candidate completes the project. Separate multiple email addresses with a comma like this:
[email protected], [email protected]

The 'Pause Project' box should only be ticked if you want the project to be inactive or on hold. Most people leave this box unticked like this:

Now choose the sections that will appear in your project.

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Once you've selected the Type of test you can then select the specific Test within that category. Finally chose the Norm group you would like to compare your candidates' results against. You can read more about norm groups here. And further details on each test can be found here.

1c. Click Save and your project is ready to go!

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Now that you have a project you can invite candidates to join it. 

 

2. Invite candidates

Now you have a project defined, you can add candidates to it. There are three different ways to add candidates to your project: 

 - Manually type their details
 - Send an invite link using an project Access Key.
 - Upload a CSV file.

 

In this Quick Start Guide we will follow the first method as this is what most clients prefer to do. If you have large volumes of candidates you may prefer to follow the other two methods.

2a. Click Candidates > Create in the left-hand menu bar

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2b. Complete the following fields:

Project, First Name, Last Name, Email.

The email field is where we will send the candidate's login details (username and password) so you can put your own email address if you want to receive the login details, or put the candidate's email address if you want our system to send an email direct to the candidate.

Click 'Send Now' and our system will automatically send an email to the email address you have entered as the candidate's email address. You will see a preview of the message before it is sent, which you can edit if you like.

The candidate will now receive an email which looks a bit like this:

 

That's it! Your candidate has now been added to your project and they can start their test by clicking the link in the email they have just received. Now you just wait for the candidate to finish their test. As soon as they finish, their results will automatically appear in the 'Results' section of your account.


Note:
 credits are used only once a test has been completed, not when a test is setup. So you can add as many candidates as you like; you will be charged only for completed tests. If you run out of credits candidates will still be able to complete their assessments but the system will not let you see any of the results until your credit balance is above zero. You can top-up your credits at any time.

 

3. Download candidates' results 

As soon as a candidate has completed any of your projects you can view their results and download PDF reports. If when setting up the project you chose to have reports emailed to you these will arrive in your inbox automatically. If you want to see and download the reports on the system here is how:

3b. Click Results > List in the left-hand menu bar.

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If your credit balance is above 0 you will see a list of all the complete and incomplete assessments you are running. If there is nothing in this list then none of your candidates have been added to any of your projects yet.

3b. Click the download icon next to the report you want to download.

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The most important part of the report is the candidate's percentile score within the norm group. If you need any help interpreting the report have a look at this support article or ask us.

 

4. Buying Credits

You only need credits to view and/or download results. Setting up a project or adding candidates does not cost any credits. 

Your credit balance is displayed on the top-right of your client pages:

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If your balance falls below zero credits, your Results page will deactivate and projects which have been set to automatically email you the reports will stop sending you the reports. So it's a good idea to keep your credit balance positive. 

Don't worry if your credit balance does fall below zero; your tests will still remain open and this won't affect your candidates in any way. All that happens is you won't be able to see the results.

To buy more credits, click the the Buy Credits at the top-right of your client area.

Your credit balance is updated instantly and we will email you with a full VAT receipt.

 

These are the basics to get you started, but our platform can do a lot more so feel free to explore and read through the other articles in this online knowledge base.

 

 

 

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