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Homepage Resources Guide Administering assessments Registering candidates Importing candidates

Importing candidates

Registering a list of candidates

Created by Mustafa Ekim / February, 2023

Testinvite offers various tools and methods to simplify the process of registering multiple candidates in a single action.

To register multiple candidates at once, click on the "Register Candidate" button located at the top toolbar of your Task manager.

The page that opens displays a list of methods for registering new candidates.

Choosing one of the methods for candidate registration<br>
Choosing one of the methods for candidate registration

Batch registration of candidates through text input

This process involves two phases:

1. Defining the common values for all candidates

You have the option to set default values, such as Group, Labels, Tags, and Programs, that will be automatically assigned to all candidates during batch registration. These values will be uniform for all candidates and will be automatically applied to all individuals being registered. For instance, you can specify that the Group for all candidates should be set to Batch1.

"All the candidates being registered will be assigned the Batch1 group, the "Youngsters" and "25-34" labels, the "City" tag with a value of "Tokyo", and the "Back-end Developer" program.

2. Specifying the unique properties for each individual candidate

You are provided with a text area where you should enter the properties of each candidate on a separate line, separated by commas.

You can specify the Display name (required), email (optional), Group (optional), Labels (optional), and Unique ID (optional) for each candidate by writing them in a single line, separated by commas.

Example 1: Register candidates by their names. The text input would be formatted as follows:
John
Michael
Sara
Example 2: Register candidates by their names and emails. The text input would be formatted as follows:
John, john@testinvite.com
Michael, michael@testinvite.com
Sara, sara@testinvite.com

Each candidate is listed with their name and email, separated by a comma.

Example 3: Register candidates by their names, emails and groups. The text input would be formatted as follows:
John, john@testinvite.com, class a
Michael, michael@testinvite.com, class b
Sara, sara@testinvite.com, class c

Each candidate is listed with their name,email and group, separated by a comma.

Example 4: Register candidates by their names, emails, groups and 2 labels for each. The text input would be formatted as follows: 
John, john@testinvite.com, class a, accounting;2022
Michael, michael@testinvite.com, class b, sales;2022
Sara, sara@testinvite.com, class c, accounting;2023

Each candidate is represented by their name, email, group, and two labels, with the labels separated by a semicolon.

Constructing the comma separated text input <br>
Constructing the comma separated text input

Once you have entered the text input, click the "Continue" button and map the values to their respective property names.

Mapping the values to their respective properties<br>
Mapping the values to their respective properties

The final step is to preview and verify how your text input will be transformed into a table format listing all the candidates.

Previewing the list of all candidates<br>
Previewing the list of all candidates

Adding tags

You can also assign tags to the candidates being imported. To do so, enter the values for the tags in the text input and assign a name to the tag that matches the values of the properties.

John, john@testinvite.com, class a, front-end developer
Michael, michael@testinvite.com, class b, front-end developer
Sara, sara@testinvite.com, class c, back-end developer
Specify a name for the tag that corresponds to the column where the tag values are listed.
Specify a name for the tag that corresponds to the column where the tag values are listed.

Batch registration of candidates via file upload

In addition to text input, the bulk registration process can also be performed by uploading custom files. This approach assumes that a file is generated by another software and Testinvite maps the fields in that file to the candidate properties.

Since the file is not recognized by Testinvite, a custom mapping function must be established between the custom file and the candidate properties. This custom mapping function can be created upon request. If you require the definition of a custom mapping function for your account, please consult with your sales representative.

Batch registration of organizational users

This approach assumes that you have established user accounts within your organization. If user accounts have been created, you can choose this method and proceed by selecting the appropriate set of users to register as candidates for this task.

It is important to note that organizational users can only log into their assessments if the authentication method for the Task is set to require two credentials (username and password) for acceptance.
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