Account Setup Checklist

Job Components Checklist

Structured Interviewing Checklist (Video & Live)

Assessments Checklist

Setting Your Company and User Preferences

Users

User Access Roles

Teams

Account Billing Details

Create a Job Application

Create a Landing Page

Create an Exit Page

Create a Pipeline

Create a Test Battery

Create an Email Template

Creating Custom Email Templates Using HTML

Create a Rating System

Create a Custom Score Range

Adding Questions and Messages to Your Interview Content Library

Updating Your Interview Content Library

Creating a Video Interview Template

Creating a Live Interview Template

Reducing the Size of Your Video

Create a Landing Page for Video Interviews

Creating a Custom Email Template for Video Interviews

Using the Workplace Alignment Assessment

Create a TestMaker Test

Creating Surveys Using TestMaker

Creating and Using a Competency Set for Illustrait

Tips for Creating Great TestMaker Tests

Branded Candidate Summaries - Logo Upload Guidelines

Language Options for Candidate Summary Reports

Test Languages for Candidates

Preparations for Creating a Job

Creating a Job - The Basics

Creating a Job - Additional Settings

Using Criteria Recommended Test Batteries

Adding Illustrait to a Job

Set a Default Invitation Email For a Job

Adding a Test to an Existing Job or Test Battery

Add or Edit a Video Interview in an Existing Job

Using Score Ranges for Assessments

Share Results for a Job

Updating Test Batteries with New Versions

Changing Your Candidates' Time Zone Setting

Multiple Rounds of Testing

Recruiting for Sensitive Positions (Limiting Access to Results/PII)

Using Automation to Streamline Your Recruitment Process

Managing Positions Requiring Multiple Application Forms

Administer a Test or Interview

Email Candidates

Extending Assessment Invitations

Re-administering an Assessment

Conduct Supervised / On-Site Testing

Inviting Candidates to Complete a Video Interview

Setting an Expiration Date For Candidate Invitations

Conduct a Live Interview

Re-administering a Video Interview

Add External Calendar Links to Your Recruitment Process

Live Interviewing: Evaluator Links

Add Notes

Completion Status and Candidate Reminders

Organize Candidates

Removing Candidates From Criteria

Reusing Your Candidates' Assessment Results

Using Custom Labels for Filtering

Managing Result Notifications

Increase Your Candidate Completion Rate with SMS Invitations and Reminders

Getting the Best Response Rates For SMS: Opt-In Best Practices

Search Options in the Criteria Platform

Limiting Repeat Candidate Applications

About Talent Insights

About Collaboration Guides

About the Employee Personality Profile

About the Workplace Insights Report

User Roles within Talent Insights

Steps to Launch Talent Insights

Joining Talent Insights

Leaving a Team in Talent Insights

Linking Your Prior EPP Results to Talent Insights

Sharing Your Workplace Insights Report and Collaboration Guide

Inviting Your Team to Talent Insights

Quick Guide for Managers: Facilitating a One-on-One Discussion

Quick Guide for Managers: Facilitating a Team Discussion

Managing Your Team in Talent Insights

How to Use the Workplace Insights Report

How to Use the Collaboration Guide

How to Use the Manager Guide

Coach Bo: Admin Guide

Logging Into Develop for Admins

Preview the TEAMscan Insight Survey

Create Your Organization Guide

Setting Up Coach Bo for Your Organization

Launch a TEAMscan for Your Organization, a Department or a Team

Add Team Members to Develop

Choosing the Visibility Defaults for Your Organization

Create a Department in Develop

View TEAMscan Results for a Team, a Department, or Your Organization

Change Your System Settings in Develop

Create a Team in Develop

Leading with Develop

Complete a TEAMscan and View the Results for Your Team

Discussing TEAMscan Results With Your Team

Launch a TEAMscan for Your Team or Department

Interpreting Your Team's TEAMscan Results

Change Your Team's Settings in Develop

Understand Personality Results

Create Your Team in Develop

Add Your Team Members to Develop

Preview TEAMscan Insight Survey

Logging Into Develop for Leaders

Complete a TEAMscan and View Your Team's Results

Understanding Your Personality Results

Logging Into Develop for Team Members

Accepting an Invitation to a Team in Develop

Take (or Connect) Your Personality Assessment