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Guide for Using the Applicants Section

This guide is designed to help you optimize your experience with this section and the process of sending automated emails.

Updated over a month ago

Reading time: 2 minutes


Available Information

In the "Applicants" section, you can access the following key information about each candidate:

  • Applicant ID

  • Name and email address

  • Number of completed assessments

  • Assessments the candidate was invited to

  • Last activity

  • Invitation date

  • Completion date


Available Actions for Applicants

You can perform various actions directly from this section:

  • Send results: Allows you to internally send the results of each evaluation by specifying the recipient and their email address.

  • Delete: Removes the candidate from the database without sending any notification to them.


Key Features

  • Automatic Notifications: When a candidate is invited to take an evaluation, they will automatically receive an email using the template "New Evaluation: Applicant Invitation".

  • Automatic Reminders:

    • If the candidate does not start the evaluation within 24 hours, a first reminder will be sent.

    • If they do not start it within 48 hours, a second reminder will be sent.

    • After this, no further automatic reminders will be sent.

  • Evaluation Confirmation: When the candidate completes the evaluation, they will automatically receive a thank-you email using the template "Evaluation Complete: Applicant Thank You".

  • Template Customization: All email templates can be edited in the "Settings" section under "Email Templates".

  • Complete History: The "Applicants" section stores the full history of all applicants for every evaluation created in the account.


Tips and Best Practices

  • To review the report or the status of a specific applicant, use the "Evaluations" section within the corresponding evaluation.

  • Use the "Applicants" section to monitor each candidate's activity and distinguish between active and deleted applicants.

  • Customize your view of applicants according to your preferences, whether in list or grid format, and use the search function to easily find specific applicants.

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