Action Pane Guide:
1. View Project: Your central workspace for overseeing your active projects.From here, you can see:
- Project Details
- Review essential information about the project – such as job role, timelines and assigned teams. You may edit the project from here, for more information see Update Project.
- Project Stages
- See the different stages each project is set up with (for example, application received, assessments, interviews) and track where your candidates currently sit in the process.
- Candidates
- View all the candidates within the project, organised by stage, so you can easily monitor their progress and access individual profiles or results.
- Analytics (Coming Soon)
- A dedicated section (being built) that will provide insights and data visualisations to help you understand project performance and candidate trends.
- Project Summary
- Get a quick snapshot of the project, including the number of candidates in each stage and details of the application flow, helping you keep an overview at a glance.
-
- Does what it says on the tin, it allows you to monitor candidates, their progress, review results, and take action where needed. More here.
-
- Following the same steps as setting up a project here you’re able to edit and update the project. Please note that the extent to which you can edit a project will be restricted after it has been published, more info here.
-
- Publish the project to either Clevry’s job board or external boards (coming soon).
-
- Having hired your wonderful new employee or merely decided you’re good enough as is, you can choose to close the project. Warning once a project is closed, it’s closed for good and cannot be reopened.
-
- Similar to closing a project, deactivating the project prevents any more candidates from applying however, you can reactivate and reuse the project at any time.
-
- Deletes the project. (Note that you cannot delete an active or published project.) Once deleted the project is lost forever so beware.
-
- This generates a link that can be shared with and used by candidates to sign up to partake in the project.
-
- By inputting candidate’s information (name + email) into the template provided in this feature, you are able to send out emails inviting candidates en masse.
-
- Add internal notes about the project, what needs doing or anything that’s on your mind, no need to restrict your authorial freedom based on the medium at hand.
-
- This feature allows you to download spreadsheets of candidate consent information, assessment data, a project summary, live assessment data or application information.
-
- Invite candidates to complete short verification tests if their results seem too good to be true.
Active v Published Status
Active
- Active status determines whether a project is available for candidates to apply. Once active the project can be paused at any time or closed.
Published
- Similar but different from activity status, publication status is basically whether the project is complete and ready to be sent out vs. whether it’s just a draft and not yet ready to go live. Once a project is published, it cannot be unpublished, and the assessments used within the project cannot be changed.
Applications
The applications tab is essentially a one stop shop for checking the health and activity of all currently ongoing currently ongoing. At a glance, you can see how many candidates are in each stage – whether they’re waiting on you, still working on their tasks, approved to move forward, or needing a decision. The graph in the centre helps you instantly spot where things stand, while the sections below let you quickly jump into specific projects, actions that need your attention, or decisions waiting to be made. You can easily switch between a visual dashboard view and a detailed table view, depending on how you like to work. Overall, it’s designed to help you stay on top of your recruitment or assessment processes, keep things moving, and make sure no candidate gets left behind