Manage Candidates - Assign Integrations

The Assign Integration feature is available from the More drop-down on Manage Candidates. Integrations can be assigned to one candidate at a time or to multiple candidates at once.

Depending on your permissions, you will be able to assign third party assessments and/or background checks.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Applicants: Assign Assessment Integration

Grants access to manage assessment integrations from the Applicant Profile page. This applies to assessments that have been configured in the integration center. This permission cannot be constrained. This permission is only available for portals that have an active assessments integration.

This is the highest level of permission for this functionality. In addition to being able to assign assessments, users with this permission will be able to view the assessment status and assessment details.

 Recruiting
Applicants: Initiate Background Check This permission grants access to manage background checks from the Applicant Profile page. This applies to background checks that have been configured in the Integration Center. This permission cannot be constrained. Users who have this permission will have an Assign to Applicant link in the background check status type panel on the Applicant Profile page. Once the background check is assigned, the page will display "Assigned - [Date Assigned]." Recruiting
Applicants: View Assessment Integration Status

Allows user to view the assessment integration check status on the Applications tab of the Applicant Profile page. The user cannot view the link to the detailed report of the assessment. This permission cannot be constrained. This permission is only available for portals that have an active assessments integration.

This is the lowest level of permission for this functionality. Users with this permission can only view the assessment status; they cannot assign assessments or view assessment details.

 Recruiting
Applicants: View Assessment Integration Status and Details Link

Allows user to view the assessment integration status and view link to access the assessment report from the Applications tab of the Applicant Profile page and from the associated column on the Manage Applicants page. This permission cannot be constrained. This permission is only available for portals that have an active assessments integration.

This is the second highest level of permission for this functionality. Users with this permission will be able to view the assessment status and assessment details but will not be able to assign assessments.

 Recruiting
Applicants: View Background Check Status Allow user to view the background check status. The user cannot view the link to the detailed report. This permission cannot be constrained. Recruiting
Applicants: View Background Check Status and Details Link This permission allows users to view the background check status and view a link to access the background check report, which can be found in the background check status type panel on the Applicant Profile page. This permission cannot be constrained. Recruiting
EMAIL NAME EMAIL DESCRIPTION ACTION TYPE
Assign Integration Assessment

This email is triggered when an Edge integration assessment is assigned to an applicant, such as a WOTC assessment. This email can be configured as a notification or a reminder, and it can be sent to External Applicant, Internal Applicant, OU Approver, Hiring Manager, OU Approver, or a specific user.

This email only triggers when a successful response is received from the vendor.

Note: The APPLICANT.INTEGRATION.ASSESSMENT.LINK tag must be included in the email. This tag provides a link that the applicant can click to access the assessment.

Note about Auto-Assignment of Pre-Employment Verifications: This email also applies to auto-assignment of pre-employment verifications, via the Automated Candidate Progression (Early Adopter) functionality. For more information, see Feature Activation Preferences.

Recruiting

Assign Integration from Manage Candidates Page

To assign an integration:

  1. Navigate to Recruit > Manage Candidates.
  2. Check the box to the left of the candidate name.
  3. Select Assign Integrations from the More drop-down. This opens the Integrations flyout. Each candidate's name appears in the Candidates section.
  4. Select an integration from the drop-down in the Provider section.
  5. Select the package, which is available if you have an integration that has more than one type of package. For example, your integration provider may have a background check, drug check, etc.
  6. Click Submit.

Submitting the integration assignment triggers the Assign Integration Assessment email notification, if enabled and active in Email Administration. This email lets the candidate know they have been assigned the integration.

View Integration Results

Integration results are available from Manage Candidates. You can configure the integration columns to appear by using the Customize Columns feature. See Manage Candidates Page (Early Adopter).

The results include the assignment status, as well as a link to view the results.