Individuals can be invited to complete the OutMatch Assessment in one of three ways:
- Direct invitation
- Rapid invitation
- Self-registration link
You can directly send invitations to participants from any screen within the Talent Dashboard by clicking Invite on the top right corner of the navigation bar. On the Begin Invite screen, select the appropriate Assessment Context and the desired job from the drop down menu and click NEXT. Please note that the Selection Context is always chosen by default.
Alternatively, you can directly invite candidates to an active job from the Jobs screen by clicking Invite next to the job name.
When inviting candidates from the Jobs screen, the Job will be pre-selected on the Begin Invite page. Confirm that the proper Assessment Context and Job is selected and then Click Next.
Whether you initiate an invitation from the Invite feature or from the Jobs screen, the remaining steps to invite participants is the same.
Users have the option to add up to 20 participants at a time to send a direct invitation. To add a participant, click on Click Here.
Next, enter the participant's name and email address, and then click Add Individual. If you are adding multiple participants, select Click Here and repeat the steps to add each participant.
As you add each participant, an invitation box for that individual will be added to the tray. If needed, click the pencil icon to edit the participant's name and/or email address or click X to remove the participant from the invitation list. When you have added all of your invitees, click NEXT.
If your account has structure, you will be asked to assign the participant(s) to the appropriate level of structure on the Assign to Structure screen. Click on the top level of structure and click NEXT if you want to assign the participants to the top level of structure. To assign participants to a lower structure level, click on the + sign next to the structure name to expand additional levels of structure: Click on the - sign next to the structure name to collapse. Once you have selected the appropriate level of structure, click Next.
If your account does not have structure, you will not be presented with the Assign to Structure screen; Rather, you will move directly from the Add Individuals screen to the Preview screen.
You will be able to preview the invitation email that is being sent to the participant(s) prior to sending. If the feature to allow users to edit the invitation is enabled, users will be able to make one-off edits to the invitation text prior to sending.
The ability to edit the invitation text is a feature that a Hiring Administrator must activate. If you do not see an option to edit invitations, please contact your Hiring Administrator.
NOTE: To avoid emails being filtered into spam, please advise participants to add 'email@example.com' to their safe senders list, as all invitations and reminder emails will send from this address.
Users can quickly send an invitation from the Home screen using the Rapid Invite feature. To invite a participant, simply choose the assessment context, enter in the participant's Name and Email Address, and then select the job to which the participant should be invited from the drop-down menu. Make sure to click on GO to send the invitation!
You can also use a unique, static link to allow individuals to self-register for the assessment without the need to invite each person individually.
Each job in your account is automatically assigned a self-registration link. Scenarios for which this may be useful:
- You would like to post the survey link within a job posting.
- You would like to invite candidates or employees directly from your personal email.
- You would like to invite a large number of individuals at once without adding each person individually.
To access a job's unique link, navigate to the Jobs screen and select Self-Registration Link to the right of the desired job.
Next, select the desired Assessment Context to generate the appropriate self registration link. You can now copy the link and paste wherever you choose!
If your account has structure, you will need to select the appropriate level of structure in addition to selecting the assessment context in order to generate the correct self-registration link.
NOTE: The self-registration link will automatically change to apply the selected structure location (if applicable) and assessment context - Selection or Development.
Individuals who initiate an assessment with the self-registration link will be asked to enter their full name and email address and then will be launched into the assessment. You will be able to monitor their progress within the People screen on your Talent Dashboard.
The People screen will include all assessment information for all jobs. You will be able to:
- View assessments by status (Completed, In Progress or Not Started).
- Filter assessments by job, invitation context, structure, score, and/or date range.
- Sort and stack rank assessments by status, last name, or score.
- Search by last name for a specific individual.
- Send reminder emails.
Once the survey has been completed, the Assessment Report will be immediately available to view from the People screen.
Click here to learn how to review assessment results!