Key Requirements and Restrictions
Before sending an invitation, keep the following rules in mind:
Internal Candidates: Depending on your system configuration, assessment options may be disabled for internal employees.
Ineligible Statuses: You cannot send assessments to candidates marked as Declined, Do Not Hire, Do Not Rehire, or Hired.
Status Mapping: If your requisition uses status mapping, the Send Assessment option may remain hidden until the candidate reaches a specific stage (e.g., "Screening"). To view a requisition's specific status mapping, navigate to Recruiting > Job Requisitions and click the link within the Candidate Status Mapping column.
Locate the Requisition: Go to Recruiting and open the relevant job requisition.
Select the Candidate: In the Candidates tab, you can initiate the request in two ways:
From the list view: Select the candidate and click Screen > Send Assessment (or Resend) in the top toolstrip.
From the profile: Click the candidate's name to open their profile, then click Screen Candidate > Send Assessment (or Resend) in the left panel.
Review the Email: A dialog box will appear with the assessment request template.
Edit and Send: Customize the email content if necessary, then click Send to deliver the assessment link to the candidate.
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