Recommended process

In order to invite candidates and make sure everything goes as smoothly as possible we recommend that the following process is followed:

In-person session

Diagram
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Remote session

Diagram
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Different possibilities to invite candidates

We are going to discuss here the different ways to distribute a TASK session to candidates based on the different potential use cases.
Use cases:
  1. The list of candidates and their metadata is available
  1. The list of candidates only is available
  1. The list of candidates is not available
In case you see missing cases you would like to have documented, feel free to contact us at support@sulitest.org

The list of candidates and their metadata is available

In this case, we recommend to use the CSV method detailed here: 🏜️Adding candidates to a session

The list of candidates only is available

In this case, we recommend to use the Copy/Paste method detailed here: 🏜️Adding candidates to a session

The list of candidates is not available

In this case the process is going to be a little bit more complex as the source list is not accessible.
There are a few options available to you that we will detail in this article:
  1. Retrieve the list of candidates via form and register them yourself
  1. Candidates self register via form
  1. Open session

Get the candidate list via form and register them

  1. Distribute to your candidates a form similar to the following form: English form French form
  1. Once all candidates have filled in the form and the list is complete, export the responses as CSV
  1. Filter out candidates if needed
  1. Import candidates as follows: 🏜️Adding candidates to a session Remember to rename columns so that they match the expected format

Candidates self register via form

ℹ️
It is possible to automate the process of registration of your candidates by sending automatically responses to TASK.
The process will be as follows:
  1. Distribute to your candidates a form similar to the following form: English form French form
  1. Once a candidate fills in the form and submits it, the responses will be sent to an automation tool (Zapier/Make) that will then send it to TASK.
Sulitest can help with the implementation of this solution. In order to get it set up, please contact us at support@sulitest.org

Open session

  1. Create an open session on TASK (πŸ₯Creating a session)
  1. Get the session code
  1. Share the session code with candidates along the link to TASK
  1. Candidates will be able to join directly via code