How do I assign an assessment to a candidate?

Note:  Inventory must be available before it can be assigned. If inventory is not available, place an order through your catalog tab or contact the person in your organization who is responsible for purchasing inventory.

To assign an assessment to a candidate, follow the below instructions. You can also view this helpful VIDEO and/or these instructional SLIDES.

  1. Click “Assignment” under the “Assign” tab.  (Screen 1)
  2. Click the green “+” icon next to the assessment to be assigned and then click “Continue.”  (Screen 2)
  3. Next, select candidates:  (Screen 3)
    • For new candidates, choose “Create Candidate” or “Upload Candidates”
    • For existing candidates, choose “Search Candidates” or “Select Group”
  4. When creating a new candidate, fill out the required information and click “Save.” Note – LoginID is required. You may change the provided LoginID as long as  it is unique for every candidate.  (Screen 4)
  5. Repeat the process for additional candidates, if needed.
  6. When all candidates have been selected, click “Continue.”  (Screen 5)
  7. If the assessments you are assigning include Administrator Demographics, you will be presented with a screen that includes the assessment-specific demographics. Provide the administrator demographic questions, such as an assessment norm group, and click “Continue.”
  8. The next screen presents “Email Options” and “Group Options.” This is where Administrators can:
    • Choose “Yes” to send an assessment invitation to the candidates’ email address, or select “No” for on-site proctored testing.
    • Choose to use an existing invitation template or to modify an existing template.
    • Select the Reminder email template you wish to use.
    • Assign candidates to a Group.
    • Click “Continue” to proceed.
    • These are optional steps and if no changes are needed, click “Continue.”  (Screen 6)
  9. On the “Review Selections” screen, ensure that you are assigning the desired assessment to the correct person(s) and that any optional selections are accurate. After confirming this information is correct, click “Assign.”  (Screen 7)
  10. A separate assignment confirmation box will appear, indicating that the assessment was successfully assigned. Click “Start Test Now” to begin taking the assessment, or click “Done.”  (Screen 8)
  11. The assessment has now been assigned. If you selected “Yes” in Step #8 above, the candidate will receive an email with a link to begin the assessment, similar to the one below.  (Screen 9)

Screen 1

Screen 2

Screen 3

Screen 4

Screen 5

Screen 6

Screen 7

Screen 8

Screen 9