Administer a Test or Video Interview

Updated 3 months ago by Amy Thomas

Once you have created a job, there are several ways to administer an assessment or video interview to your candidates. Here's how.

Add and invite candidates

  1. You can manually add candidates and invite them to take an assessment or video interview in either the Jobs or Results section.
    1. In the Jobs section, click ... More Actions, then select Invite Specific Candidates from the dropdown list.
    2. In the Results section, click the Invite New Candidates button in the top right corner.
  2. In the Invite Specific Candidates section, click Invite Candidates. (Note that this screen only appears when an application form is included in the job. Otherwise you will go straight to the screen shown in step 3.)
  3. Add your candidates' details.
    1. If you are only inviting a small number of candidates, type in their name and email address one at a time. Click Add Candidate after each one.
    2. If you have a large number of candidates, click Upload a CSV file to bulk upload these. Click here for an example upload spreadsheet. Click Choose file to locate the spreadsheet on your computer. The file will automatically be uploaded.
  4. Select the invitation Settings for these candidates. The options available will depend on what features have been enabled for your Criteria account.
    1. Assessment Mode: Do you want the candidates to complete the task at a location of their choosing (Remote) or in your office (On-site)?
    2. Notifying Candidates: You can choose whether to send candidates an invitation email (Remote testing only) and when to send the email (Immediately, after 12 hours, 24 hours or 48 hours). The email template set for the job is the one that will be selected by default.
    3. Event Expiration: Select how long you want to give candidates to complete the task. Select the email template for the reminder that will automatically be sent 24 hours before the invitation expires.
    4. Reuse Results: When enabled, the Reuse Results function will automatically copy across existing candidate results.
    5. You may also have other options, such as adding additional time for timed assessments.
  5. Once you are satisfied with the invitation details, click Invite.

If you see an error message after uploading your file and sending the invitations, the most likely cause is a formatting issue with one of the email addresses.

Check the spreadsheet to locate the error. Once it has been resolved, you can then manually add or upload the affected candidate again. (The other candidates will have been sent their invitations.) You can either ignore or delete the candidate record with the issue. Alternatively, you can just edit the errored candidate record in the job and manually send the invitation to them.

Invite candidates via pipeline automation

If a stage in your pipeline has been set up to automatically send candidates the assessment or video interview invitations when they are added to this stage, this will be indicated by an airplane icon in the pipeline stage.

To move candidates to that step in the recruitment process, simply drag and drop the candidate into that stage.

If you are moving a large number of candidates to the new pipeline stage, select the candidates by ticking the box next to their name. Click Bulk Actions.

Select Move to Pipeline Stage from the dropdown list and select the appropriate stage,

You can set the job to automatically move candidates from one stage to the next, if they meet certain criteria in the current stage. Click on the links below to learn more about using automation to make your recruitment process easier.

Automate Your Hiring Process

Using Automated Pipelines to Streamline Your Recruitment Process

Using Automation to Progress Candidates to Video Interview

Re-administering an assessment

Occasionally you might need to send a candidate an invitation to take an assessment again. You can follow the process above to add them to the job again or you can re-administer the assessment from their existing candidate record.

Click here to learn how.

Candidate reminder emails

If your candidate has not completed the invitation in time, or has misplaced their invitation email, you can send them a reminder email.

Click here to learn how to resend an invitation to a candidate you already invited to complete an assessment or interview.

Create a Job

Conduct Supervised / On-Site Testing

Set Default Invitation Email For a Job

Reusing Your Candidates' Assessment Results

Making Time Adjustments to Accommodate Accessibility Needs

Removing Candidates From Criteria

Sending an Invitation Email

Automate Your Hiring Process

Using Automated Pipelines to Streamline Your Recruitment Process

Using Automation to Progress Candidates to Video Interview

Re-administering an Assessment

Completion Status and Candidate Reminder

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