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Candidate management

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Managing tests and candidates

To invite a candidate to a test, click on the Tests option in the left navigation menu, and click on the person icon Invite button to the right of the test title.

In the left nav the Tests option is highlighted. In the center of the screen  a list of tests is shown below with an arrow pointing towards the invite button.

Alternatively if you’re already in the test, you can navigate to the Candidates tab and click the Send test button.

The candidates page is shown with an arrow pointing to the "send test" button in the top right of the screen.

You can invite candidates in one of two ways:

  1. Enter in individual candidate details
  2. Send out a public URL

1. Input candidate details

Input the candidate’s first name, last name, and email address. You can also import a .CSV file with multiple candidates.

✅ An API integration to import candidates is available to Enterprise customers. 

Use tags to sort and track candidates. Tags remain invisible to candidates.

You’ll then select who will receive the test report for the candidate(s) and click on Next step: email setup to finish setting up the email template that will go out to the candidates with a link to the test.

The test invitation screen is shown for a test. The "invite candidates" tab is shown with the name, email, and tags field.

⚠️Users who receive reports must be set up in the Users section and given the relevant access permission by admins. If this hasn’t happened, you may not see this option.

2. Send out a public URL

Sometimes, inviting candidates individually via email isn’t the most efficient. For example, if you want to:

  • Conduct university recruitment sessions, where you don’t know in advance who will take the test
  • Have recruiters who do not have access to Screen
  • Include your test link in your online job posting or social media post

In these cases, you can use a public link, allowing candidates to take a test without an email invitation.

Once your test has been created, simply click navigate to the Test settings for your test (1) and then open the Public Link tab (2). You’ll need to enable the link by clicking on the toggle (3); you can disable the test at anytime by switching the toggle back to “Disable link”. You can then copy the link (4) as well as select which of your team members should receive the test reports from the public test (5).

The test settings page is shown with a #1 next to the test settings tab at the top of the screen. There is a #2 next to the public link tab, a #3 next to the "enable link" toggle, a #4 next to the text are where you can copy the link, and a #5 next to the "select the users who should receive the test report" dropdown.

In your Tests dashboard, tests with a public link will be identified by a link icon:

The test screen is shown with an arrow pointing toward a link symbol next to a selected test.

Similarly, candidates invited via a public link will have the same icon next to their name.

Setup invitation email

✅ The default language depends on the language you set up the test in. If you chose French/Spanish and English, the email automatically shows in English.

In the Preview invitation email window, click Edit email to customize the test invitation.

The "preview invitation email" screen with an arrow pointing to the "edit email" option.

This will open the email editor:

The invitation email editor is shown with text boxes to edit the subject line and the email body.

⚠️ The system inserts the candidate’s name at the [[NAME]] tag, and the invitation link at the [[LINK]] tag. Do not remove these tags.

Once you’ve finished customizing the email, click OK. Then click Send invitation to have the email distributed to the test takers.

The candidate will receive an invitation from your company containing the link to start the test and their name appears in the list of candidates who have been invited to this test. 

Tracking candidates with statuses

At the top of the candidate list, you can see at a glance which candidates are waiting to be reviewed, as well as which ones you have rejected or passed on to the next step:

The top of the candidates tab is shown with the search bar shown and a set of tabs showing candidate statuses.

Candidates whose tests are no longer in progress will automatically appear in the To review category. From here, you can decide which category a candidate should be moved to. 

You can change the status of a candidate in three ways:

1. Simply click on the status icon of a candidate in the list and select an option from the drop-down menu:

There's a list of candidates and one of the candidates has the candidate status drop down open with the options: "to review", "rejected", and "passed" shown.

2. Click on a candidate to open their report and select the desired status at the bottom of the screen:

The candidate results screen is shown with the "update status" option shown at the bottom of the screen.

3. Select several candidates, open the batch action drop-down menu, then click on Update status:

The list of candidates for a test is shown with the bulk change dropdown menu open and the  "update status" option highlighted.

⚠️ You cannot change the status of a candidate whose test is still ongoing. 

Assess invited candidates

To access your candidate list and view their scores, click on any test in your tests list and you’ll be taken to the candidate screen (as long as at least one candidate has been invited).

By default, candidates are sorted by their global test score.

A list of candidates is shown along with their test results.

If you test them on several technologies, there is a score per technology.

Click on a candidate’s name. A pop out on the right shows information on candidate score and ranking compared to other candidates tested on the same technology and at the same level.

A candidate report is shown with an arrow pointing towards the display that says "Better than 95% of developers".

For more information, check out understanding candidate reports.

Notifications of candidates’ progress

You can choose which events to display in the candidates’ Timeline by updating the Timeline settings. The following events can be tracked in the timeline:

  • Candidate is invited to take a test
  • Candidate visits the welcome page
  • Candidate starts test
  • Candidate starts tutorial
  • Candidate finishes tutorial
  • Candidate’s invitation is cancelled
  • Personal data are erased for a candidate
  • Candidate abandons test
  • Candidate’s invitation expires
  • Candidate finishes test
  • Candidate’s email is invalid
  • Candidate’s status is updated

To access the Timeline settings, navigate to your account and click on Tests on the left navigation menu. Then, click the gear wheel icon ⚙️ in the top right of the Timeline window. 

Tests selection is highlighted in the left nav menu. A red arrow is pointing towards the setting button at the top right corner of the screen.

A pop up containing Timeline settings will appear. Simply check the events that you want to display and then click Save.

📧 You can also receive an email when the candidate finishes the test by selecting the same checkbox at the bottom of the Timeline settings.

Pending tests

Pending tests are invited tests not yet taken by a candidate.

To see all pending tests, go to My Tests.

Hover over a test to see the number of invitations and the number of completed tests. If both numbers are the same, there are no pending tests. If the numbers are different, there are pending tests.

A test is shown with a field that says "1 invited" and an arrow from there pointing towards a field that says "0 completed".

To view pending tests, click on the test to see the candidate list:

  • If the test is not yet complete or has not started yet, the comparative score will say Pending.
The list of candidates for a test is shown. In the "comparative score" field is the word "Pending" for both candidates.
  • If the time limit has expired, the status will say Expired.
The score field has the word "expired" in it.
  • If the candidate started the test but stopped while taking it, they have 48 hours to finish it. If they do not finish it within the 48 hours window, the score is based on completed questions and a red exclamation mark notifies you that that test was abandoned by the candidate.
A candidate row is shown with an exclamation point next to their name. The text "The candidate has aborted this test (48 hours have passed since the beginning of this test)" is shown below the exclamation point.
  • If the candidate is still within the 48 hours window, the test will be labelled as In progress in the score column.
The text "In progress" is shown.

The Last activity column gives a summary of a candidate’s activity.

The candidate's test history is shown, begins with Test started, and then Test opened, and lastly Test sent.

Candidates who have not yet started their tests receive a reminder email 3 days and 7 days after the the invitation email is sent.