Account Setup Checklist
Updated
by
Sean Welch
Develop by Criteria
Resources
Building Better Reflective Habits with Coach Bo
Coach Bo's Workplace Advice
Coach Bo Knows Your Organisation
Using Coach Bo to Compound Development: The Power of Getting 1% Better Each Week
Develop for Team Members
Getting Started for Team Members
Logging Into Develop for Team Members
Take (or Connect) Your Personality Assessment
Setting the Permission Levels For Your Develop Profile
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
Evaluate Your L&D Program's Effectiveness Through TEAMscan Insights
How to Build Powerful, Personal Development Plans for Managers
Coach Bo: Admin Guide
Streamline Your L&D Program Effectiveness with TEAMscan Insights
Create Your Organisation Profile
Develop: Talking about Team Personality
Preview the TEAMscan Insight Survey
Logging Into Develop for Admins
Leveraging Coach Bo for Organizational Development
An Introduction to Develop
Develop for Leaders
Getting Started for Leaders
Logging Into Develop for Leaders
Add Your Team Members to Develop
Preview TEAMscan Insight Survey
Create Your Team in Develop
FAQ
Using Develop for Leaders
Launch a TEAMscan for Your Team or Department
Leveraging Coach Bo: Manager Support for 1:1 Meetings
Discussing TEAMscan Results With Your Team
Leveraging Coach Bo: Departmental and Organizational Leadership
Maximizing Team Potential with the Team Personality Report
Complete a TEAMscan and View the Results for Your Team
Understand Personality Results
Interpreting Your Team's TEAMscan Results
Change Your Team's Settings in Develop
Leveraging Coach Bo: Enhancing your Team Leadership
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
UKG Pro Recruiting
Workday
Single Sign-On 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
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
