Once you have created your interview, there are three ways that you can invite candidates, depending on your project or preference. Click on the links below to find instructions on each invitation type.
- Bulk Invitations using a Spreadsheet Upload
- Respondents Self-Register using a Link or QR Code
Invite a Respondent (Single Invitation)
| Open your interview by selecting it from the interview list. |  |
| Select Invite a Respondent in the side-menu. |  |
To invite a single respondent, you will just need their First Name, Last Name and Email Address. Enter the details into the pop-up form, and select which invitation email template to send them at the top. You can also change their deadline from the interview default using the date box at the bottom. *New Feature - SMS notification Select SMS template Tick the box if you would like to receive a notification email when this candidate completes. Input candidate's Mobile number |   |
| Once you are satisfied with your candidate details, click Invite to send them their invitation email. |
Upload Respondents (Bulk Invitations)
| Open your interview by selecting it from the interview list. |  |
| Select Upload Respondents in the side-menu. |  |
| To invite multiple respondents at the same time, you will need to download the CSV template file and fill it with the First Name, Last Name and Email Address for each respondent. The External Reference column is optional, but you must include the heading. You can add anything here, such as application ID's or nicknames. |
Click here to download the CSV template(do not edit the headings)
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| Open the file, and fill in your candidate details under the respective column headings. |  |
| Save the file by clicking Save As and select the .CSV (Comma Delimited) file type. This makes sure your file can be read by the system. |
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| Now that you have saved your file, select an email template (and SMS Template), upload the file by clicking Choose File, and click Upload to send out invitations. |  |
| If there are any errors in your file, such as invalid email addresses, or duplicate entries, the system will detect these and show you the below page: |  |
| You can fix errors just by typing in the boxes to amend the details. If you would like to include a duplicate entry for any reason, you can just tick the box to include them. Once you've resolved any issues with your upload, just click Confirm to send out your invitations. |
Instant URL/QR Code Invitation (Respondents Self Register)
| Open your interview by selecting it from the interview list. |  |
| Select Interview Settings from the side-menu. |  |
| Click into the Invitation URL at the top of the page. |  |
| Change Status to ON to activate your link. |  |
Set a limit for the number of users who can access the link before it becomes deactivated. Participants will only be able to register for your interview once per email address they use to sign up.
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Set a closing date: Days upon sign up will create an automatic close date for the candidate, based on the time they click on the link. Enter a date and select the second option to set a fixed closing date and time.
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Select the Invitation that candidates will receive after registering for your interview.
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| Select the SMS that candidates will receive after registering for your interview |  |
| Choose an email to receive completion notifications to. |  |
Click Update to save your changes.
*Important* |  |
Once your changes have been saved, you can head back to the Invitation URL tab at any time to retrieve your Link and QR code. These are displayed at the top of the page, when your link is active:
Copy & Paste the link to share it with your candidates, or Export to download a hi-res copy of the QR code.
Please note that anyone with access to the link or code can use it to register for your video interview. We recommend that you consider this whenever sharing or hosting the link.