How do I assign a Workflow to a candidate?

IMPORTANT:  A Workflow must first be created and published before it can be assigned.

To assign a Workflow to a candidate:

  1. Click “Assignment” under the “Assign” tab.  (Screen 1)
  2. On the “Assignment” screen, select the radio button next to “Workflows” to view a list of available workflows.  (Screen 2)
  3. Click the green plus sign (+) to the left of the appropriate Workflow.  (Screen 3)
  4. Click “Continue”  (Screen 4)
  5. On the Assignment screen, create accounts for the people (candidates) that you want to assign the Workflow(s) by clicking “Create Candidate,” “Search Existing,” or “Upload Candidates.”  (Screen 5)
  6. Fill out the required information and click “Save.” Note:  LoginID must be unique.  (Screen 6)
  7.  Click “Continue.”  (Screen 7)
  8. If applicable, a “Demographics” tab will appear. You will be asked to fill out administrator demographic questions, such as an assessment norm group.  Click “Continue.”
  9. Also if applicable, a “Group Options” tab will appear. You have the ability to add candidates to a group, or create a new one.  This is an optional step, and if no changes are needed click “Continue.”  (Screen 8)
  10. Double check to ensure you are assigning the desired Workflow to the correct person and any optional selections are accurate. After confirming this information is correct, click “Assign.”  (Screen 9)
  11. A separate assignment confirmation box will appear, indicating that the Workflow was successfully assigned.  (Screen 10)

NOTE:  The following subscription levels have access to the “Workflow” feature:

Screen 1

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Screen 5

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Screen 8

Screen 9

Screen 10