Account Setup Checklist
Updated
by
Sean Welch
Guides for the Criteria Platform
1. Setting Up Your Account
Checklists - Start Here!
Account Setup Checklist
Job Components Checklist
Structured Interviewing Checklist (Video & Live)
Assessments Checklist
Job Components Setup
Create a Job Application
Create a Rating System
Create a Landing Page
Create a Test Battery
Create a Custom Score Range
Create a Pipeline
Create an Exit Page
Create an Email Template
Creating Custom Email Templates Using HTML
Structured Interviewing Setup (Video & Live)
Creating a Live Interview Template
Creating a Custom Email Template for Video Interviews
Adding Questions and Messages to Your Interview Content Library
Create a Landing Page for Video Interviews
Creating a Video Interview Template
Updating Your Interview Content Library
Reducing the Size of Your Video
Assessment Setup
Test Languages for Candidates
Using the Workplace Alignment Assessment
Tips for Creating Great TestMaker Tests
Creating and Using a Competency Set for Illustrait
Creating Surveys Using TestMaker
Branded Candidate Summaries - Logo Upload Guidelines
Create a TestMaker Test
Language Options for Candidate Summary Reports
Account Setup
Logging Into Your Criteria Platform Account
2. Creating and Editing Jobs
Advanced Features
Managing Positions Requiring Multiple Application Forms
Multiple Rounds of Testing
Recruiting for Sensitive Positions (Limiting Access to Results / PII)
Using Automation to Streamline Your Recruitment Process
Changing Your Candidates' Time Zone Setting
Create a Job
Preparations for Creating a Job
Creating a Job - The Basics
Creating a Job - Additional Settings
Using Criteria Recommended Test Batteries
Editing a Job
3. Invite and Manage Candidates
Manage / Organise
Search Options in the Criteria Platform
Completion Status and Candidate Reminders
Using Custom Labels for Filtering
Getting the Best Response Rates For SMS: Opt-In Best Practices
Managing Result Notifications
Organise Candidates
Increase Your Candidate Completion Rate with SMS Invitations and Reminders
Removing Candidates From Criteria
Reusing Your Candidates' Assessment Results
Add Notes
Limiting Repeat Candidate Applications
Invite
Add External Calendar Links to Your Recruitment Process
Administer a Test or Interview
Extending Assessment Invitations
Conduct Supervised / On-Site Testing
Live Interviewing: Evaluator Links
Re-administering a Video Interview
Setting an Expiration Date For Candidate Invitations
Email Candidates
Inviting Candidates to Complete a Video Interview
Re-administering an Assessment
Conduct a Live Interview
4. Review Candidates
View Assessment Results
Filter Candidates by Application Responses
Share Results for a Candidate
Talent Signal
Reviewing Candidate Video Interviews
Rate a Candidate
Tools for Reviewing Applications
Compare Candidates
Filter Candidates by Test Scores
Reviewing Live Interview Results
5. Reporting
Analytics Dashboard
Export List of Candidates
Send Workplace Insights to Candidates
Criteria Score Report Options
Sharing and Reporting on Candidate Video Interviews
Create a Report
Downloading Your Candidates' Assessment Results
Getting Started with Criteria Webinars
Checking out Criteria
Integrations
Applicant Tracking System Integrations
ADP Workforce Now
Bamboo HR
Greenhouse
Greenhouse Harvest
JobAdder
Jobvite
Lever
PageUp
SmartRecruiters
SuccessFactors
Workday
Single Sign-On Integrations
Okta SSO Setup
Adding and Updating Users Via Single Sign-On
Azure AD SSO Setup
Other Single Sign-On Providers
OneLogin SSO Setup
Adding Single Sign-On (SSO) to Your Criteria Account
Your Questions about Single Sign-On (SSO) Answered
Talent Insights Integrations
Platform & Products
Try a Test or Video Interview
Introduction to Video Interviewing
Introduction to Live Interviewing
Criteria Platform and Products Overview
Resources
Assessments
Guides for Interpreting Score Reports
Translating Criteria Score Reports Using Google Translate
Identifying and Promoting Leaders
Recommended Score Range Updates
Candidate Experience
Design an immersive and engaging experience for new hires and internal talent mobility
Candidate Communications Toolkit
Bias in Hiring
Minimise Unconscious Bias with our Blind Hiring Feature
Independent Bias Audit of Criteria's Assessment Platform
Glossary
Interviewing
Live Interviewing Quick Guide
How To Guides for Video Interviewing
Definitive Guide to Structured Interviewing
The Definitive Guide to Hiring Employees
Service Adoption Email Templates
Resources Library
Criteria Platform System Requirements
Talent Insights
FAQ
Using Talent Insights
Getting Started: Setting Up Talent Insights
Talent Insights for Employees
Getting Started: Introduction to Talent Insights
3 Administration
Managing Teams in Talent Insights
Adding Employees Through the Admin Console
Inviting Employees to Talent Insights Through the Admin Console
Creating Teams Through the Admin Console
Changing an Employee's Access Role
Managing Employees in Talent Insights
2 Using Talent Insights
Using Talent Insights for Managers
How to Use the Manager Guide
Inviting Your Team to Talent Insights
How to Use the Collaboration Guide
How to Use the Workplace Insights Report
Quick Guide for Managers: Facilitating a Team Discussion
Quick Guide for Managers: Facilitating a One-on-One Discussion
Managing Your Team in Talent Insights
Using Talent Insights for Employees
1 Getting Started
An Introduction to Talent Insights
About the Collaboration Guides
About the Workplace Insights Report
About Talent Insights
About the Employee Personality Profile
User Roles within Talent Insights
Getting Started for Admins
Getting Started for Employees
Welcome to Talent Insights
Test Portfolio
Emotional Intelligence Tests
Personality Tests
Aptitude Assessments
Universal Cognitive Aptitude Test (UCAT)
Criteria Mechanical Reasoning Assessment (CMRA)
Cognify
UCognify
Criteria Attention Skills Test (CAST)
Criteria Cognitive Aptitude Test (CCAT)
General Aptitude Mobile Evaluation (GAME)
Skills Tests
Computer Literacy & Internet Knowledge (CLIK)
Typing Tests
Microsoft Word 365
TestMaker Tests
Microsoft Excel 365
Criteria Language Proficiency Test - English (CLPT)
Criteria Language Proficiency Test Express - English (CLPT Express)
Microsoft Suite 2016
Microsoft PowerPoint 365
Comparing Microsoft 2013 and 2016 assessments with Microsoft 365 assessments
Criteria Basic Skills Test (CBST)
Criteria Platform Videos
1 Introduction to Assessments | Criteria Platform
2 Assessment Portfolio | Criteria Platform
3 The Benefits of Game-based Assessments
Risk Tests
Selecting the Appropriate Cognitive Aptitude Assessment
Overview of all Criteria Assessments
FAQ
Assessments
Your Questions about the Computer Literacy & Internet Knowledge Test Answered
Your Questions about Emotify Answered
Your questions about the Microsoft 365 tests answered
Your questions about Workplace Alignment Assessment answered
Your Questions About Illustrait Answered
Troubleshooting
Troubleshooting: Clearing Your Cache
Troubleshooting: Accessing and Using the Criteria Platform
Troubleshooting: Logging Into Your Criteria Account
Troubleshooting: Helping Other Users Access Criteria
Candidate Demographic Questions
Criteria assessments and mitigating practice effects
My Criteria Subscription
Common Questions About Video Interviewing
Privacy and Personally Identifiable Information
Understanding Test Results
Best Practices
Who is Criteria?
Testing
What's New
Access Your Candidates' Application, Assessment and Video Interview Data In One Report!
Get More Out of Your Data With Our Analytics Dashboard!
Send Automated Reminders For Candidates To Complete Assessment Tasks
Automatically Assign Teams in Talent Insights
Customise the reminder emails your candidates receive!
Managing Your Video Interview Content Just Became Easier!
Expanded Options for Setting Time Limits on Candidate Invitations
Refreshed style for the Cognify assessments
Talent Insights Admins Now Able to Import Employees EPP Results!
Introducing Live Interviewing!
We've made some changes to our Recommended Test Batteries and Suggested Score Ranges!
Restrict how often candidates can create new applications in your Criteria account
Talent Signal: Keeping your Candidates in Order Just Got Easier!
Illustrait is Here!
Combine Assessments and Video Interview in One Step for Your Candidates to Complete!
Improved Job Creation Process Makes Using Structured Interviewing Easier!
Introducing Our New Results Page!
Boost your applicant pool with open links
Three New Microsoft 365 Skills Tests are Here!
Develop by Criteria
Resources
Develop for Team Members
Getting Started for Team Members
Logging Into Develop for Team Members
Take (or Connect) Your Personality Assessment
Accepting an Invitation to a Team in Develop
Using Develop for Team Members
Develop for Administrators
Administering Develop
Change Your System Settings in Develop
Add Team Members to Develop
Launch a TEAMscan for Your Organisation, a Department or a Team
View TEAMscan Results for a Team, a Department, or Your Organisation
Create a Department in Develop
Choosing the Visibility Defaults for Your Organisation
Create a Team in Develop
Getting Started for Admins
Develop for Leaders
