How to invite candidatesThe list of candidates and their metadata is availableThe list of candidates only is availableThe list of candidates is not availableGet the candidate list via form and register themCandidates self register via formOpen sessionSSO
How to invite candidates
We are going to discuss here the different ways to distribute a TASK session to candidates.
There are 2 main ways to invite candidates:
- You have a list of candidates email, name and surname readily available
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:
- Retrieve the list of candidates via form and register them yourself
- Candidates self register via form
- Open session
Get the candidate list via form and register them
- Distribute to your candidates a form similar to the following form: English form French form
- Once all candidates have filled in the form and the list is complete, export the responses as CSV
- Filter out candidates if needed
- 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
It is possible to automate the process of registration of your candidates by sending automatically responses to TASK.
The process will be as follows:
- Distribute to your candidates a form similar to the following form: English form French form
- 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
- Create an open session on TASK (Creating a session)
- Get the session code
- Share the session code with candidates along the link to TASK
- Candidates will be able to join directly via code
SSO
SSO is the Single Sign on process allowing candidates to connect to TASK by login in via the organization’s user directory. (ex: LMS)
In order to setup an SSO configuration, please contact your account manager.
Once the SSO configuration is done and working, users can now login with the organization’s credentials.
The process is then very simple:
- Share your SSO link with your candidates or include that link in the candidate organization dashboard.
- Contact our support for more information
- Link under the format:
https://task.sulitest.org/?sso&domain=domain.fr
- Candidates will then be directly logged in to TASK
- There is then 2 possibilities:
- Candidates have been invited to TASK → The session will show directly
- This is an open session → Candidates have to input the session code to access the session