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How do I create a project and send out a test using the TalentCentral™ platform?

Follow the below steps to send out a test to a known candidate using the TalentCentral™ platform:

From the menu bar at the top of your screen select Create New and click on Project. The Basic Settings* area will be displayed.
Enter the required information. Only fields marked with an asterisk (*) are mandatory. Candidates will not be able to complete their test after the deadline date has passed.

Click on Products*

Choose the Select Manually tab to add individual tests to the project.
There are search filters on the page to help you find a test.
Click on the test name under Search Results to view a description and, if applicable, specify the test level, language and comparison group.
Click on Add to add test to your project. You may be prompted to select related items, if applicable. Click on Done when you have made your choice.
Your Selected Products will be displayed on the right side of the page.

You can repeat this step until all your required products have been added to the project.

When you have finished selecting your products, click on Users*

Click on the name of the User Groups you want to add to the project.
Click on See Users to see who will have access to the project. Learn more about User Groups

You can search for existing users, who are not part of the User Group, on the right side and add them to the project by clicking on +Add when their name appears in the list.
Click on Candidates* to add the individuals you wish to assess.
Although it is possible to add thousands of candidates to the same project, it is not recommended as it can greatly increase the time it takes to carry out simple tasks, e.g. accessing the project, generating reports, etc.

Under Add individual candidates enter your candidate's title, first and last names and their email address.
Select the language you want for the email invitation.
Click on +Add.

Repeat this step until all your candidates have been added to the project.

The following steps are optional. If you wish to proceed without carrying out these steps, please refer to the Final steps section of the article to send out your test links:

Click on Notifications
Under Select the email notification preferences for this project, you can select the following options:

Send notification to the project Creator - if you would like to receive a notification when your candidate completes their assessments
Send notification to all users who are assigned to the project – if you would like all users to receive a notification when your candidate completes their assessment.

For projects that migrated from S2P, the assigned creator of that project is the Impersonate User. If you wish to receive the email as a project administrator you can edit the project in question in the Notification section. The notifications should be set to "send notifications to the project creator" AND "send notification to all users who are assigned to the project." This will allow all users in a user group to receive notification emails.

Under Select preferences for receiving BCC of emails sent to candidates, you can select the following options:

BCC project Creator – if you would like to receive a copy of all emails sent to your candidate
BCC all users who are assigned to the project – if you would like all users to receive a copy of all emails sent to your candidate
BCC the following email address – a new field will appear to the right where you can enter the specific email address and a copy of all emails sent to your candidate will also be sent to that address

Click on Emails

The Email alias selected will be TalentCentral, unless otherwise specified.
In the Assessment Invitation, select your email template from the dropdown. Invitation emails will be sent out when you create the project.
You can also set as many reminders as you would like. In the reminder 1, select your email template from the dropdown. Click on Reminder Date to choose a date on the calendar or click on Days before Project Deadline and enter the number. The latest reminder is the last one that can still be adjusted.

Under the Candidate messages section both standard system messages and messages created by a company super user will be displayed. Select the message you would like to be displayed to candidates at each stage of the assessment experience. To find out more information on how to create candidate messages please go to the What is candidate messaging and how can I use it in TalentCentral™? article.

Final steps

You can review the choices you have made for the whole project by looking at the section headers.
If you need to make changes to any of the sections click on the section header to expand it and make the necessary adjustments.

When you are satisfied that all the information in the project is correct, click on Create Project at the top or bottom of the project set-up page. Once you click on Create Project, the invitation emails are sent out to the named candidates on the project.


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