Add candidates to campaign #

There are two ways of inviting candidates to a campaign:

1. Self Registration
2. Add candidates manually to a campaign : individually or by bulk file upload.

Candidate self-registration #

Candidates can be sent a self-registration URL (link) where they can self-register for the Campaign to complete the assessment.

This way eliminates the administration effort required to add candidates to a Campaign.

1. On the Campaigns page, click the icon under the Actions column of the required campaign

2. Click the Copy campaign URL

The self-registration link will be copied to the clipboard which can be pasted into an email or job postings as required.

Add candidates individually #

1. Click Campaigns on the main menu

2. Select the campaign to which new candidates are to be added. Click on menu icon under the Actions column

3. Click Candidates

4. Click + New Candidate (located in the top right corner of the Candidate List page)

5. The Add Candidate/s page will appear. Select Add one by one

6. Click Next

7. Fill in the candidate’s details

8. Click Submit.

The candidate will appear in the Candidate List in a Pending state ready to be invited when appropriate.

To manually add additional participants, click the + New Candidate button again and repeat steps 4 to 6.

Bulk Upload multiple candidates #

1. Follow steps 1 to 4 in the in the Add candidates individually instructions (above)

2. The Add Candidate/s page will appear. Select Bulk upload

3. Click Next

4. On the Bulk Upload page, download the sample CSV template file from the link in the instruction box. The file has the column headings required for the file to be uploaded for bulk addition of participants

5. Update the template file with the required candidate information

6. Import the updated CSV template file by clicking the Upload button

7. Once the file has been uploaded, click Submit

The user will be redirected to Candidate List page.

A list of all the participants in the CSV file will be displayed under the Candidate List tab.

Invite candidates from campaigns #

1. On the Campaigns page, click the three-dot button under the Actions column

2. Click Candidates

There are two options available when inviting candidates from the campaign:

3. Invite single candidate: click the icon under the Actions column then click Send Invite

4. Invite bulk candidates: In the Candidate List tab, select the candidates from the list by clicking the tick boxes on the row Click Bulk Action on the top left side above the table of candidates then select Send Invite to send the selected candidates an invitation to the campaign.