Account Setup Checklist
Updated
by
Cody Cooley
Develop by Criteria
What is Develop?
Building a Growth-Mindset Culture
Decide What to Train and Focus Your L&D Efforts On With Develop
Streamline Your L&D Program Effectiveness with TEAMscan Insights
Evaluate Your L&D Program's Effectiveness Through TEAMscan Insights
Leveraging Coach Bo for Organizational Development
Organizational Roles and Responsibilities in Making the TEAMscan a Cultural Habit
Build High-Performing Teams with Develop
The Science Behind Develop: A Research-Backed Approach to Building High-Performing Teams
See Develop In Action!
Getting Started
Setting Up Your Develop Account
Change Your System Settings in Develop
Choosing the Visibility Defaults for Your Organization
Create Your Organization Profile
Coach Bo: Admin Guide
Implementing Develop
Develop: Talking about Team Personality
How to Build Powerful, Personal Development Plans for Managers
Create a Team in Develop
Add Team Members to Develop
Launch a TEAMscan for Your Organization, a Department or a Team
View TEAMscan Results for a Team, a Department, or Your Organization
Linking an Employee's Personality Results in Develop
Choosing Between Automatic and Manual Teams in Develop
Milestone Guides and Checklists
Coach Bo
Building Better Reflective Habits with Coach Bo
Using Coach Bo to Compound Development: The Power of Getting 1% Better Each Week
Coach Bo's Workplace Advice
Leveraging Coach Bo For Your Individual Growth
Leveraging Coach Bo: Enhancing your Team Leadership
Leveraging Coach Bo: Manager Support for 1:1 Meetings
Leveraging Coach Bo: Departmental and Organizational Leadership
Using Develop
For Admins
For Leaders
Create Your Team in Develop
Change Your Team's Settings in Develop
Add Your Team Members to Develop
Launch a TEAMscan for Your Team or Department
Complete a TEAMscan and View the Results for Your Team
Discussing TEAMscan Results With Your Team
For Team Members
Understanding Results and Reports
For Leaders
Understand Personality Results
Interpreting Your Team's TEAMscan Results
Maximizing Team Potential with the Team Personality Report
Leading with Develop
Using the TEAM Personality Report to Build The 4 C's
Managing Direct Reports Using the Manager Guide
For Team Members
Resources and FAQ
Preview the TEAMscan Insight Survey
Why TEAMscan is Conducted at the Team Level (And What to Do If You Get Multiple Invites)
Using Develop in Different Languages
Logging Into Develop
Guides for Using the Criteria Platform
1. Setting Up Your Account
Checklists - Start Here!
Account Setup Checklist
Job Components Checklist
Structured Interviewing Checklist (Video & Live)
Assessments Checklist
Account Setup
Setting Your Company and User Preferences
Users
User Access Roles
Teams
Proctoring
Account Billing Details
Job Components Setup
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
Create a New Landing Page (Beta)
Structured Interviewing Setup (Video & Live)
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
Assessment Setup
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
Using the Employee Personality Profile in Recruitment
Branded Candidate Summaries - Logo Upload Guidelines
Language Options for Candidate Summary Reports
Test Languages for Candidates
Logging in to your Criteria Platform account
Checking out Criteria
2. Creating and Editing Jobs
Create a Job
Preparations for Creating a Job
Creating a Job - The Basics
Creating a Job - Additional Settings
Using Criteria Recommended Test Batteries
Editing a Job
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
Advanced Features
3. Invite and Manage Candidates
Invite
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
Manage/Organize
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
4. Review Candidates
Tools for Reviewing Applications
Filter Candidates by Application Responses
View Assessment Results
Filter Candidates by Test Scores
Reviewing Candidate Video Interviews
Reviewing Live Interview Results
Talent Signal
Compare Candidates
Rate a Candidate
Share Results for a Candidate
Talent Mobility
5. Reporting
Criteria Score Report Options
Create a Report
Sharing and Reporting on Candidate Video Interviews
Export List of Candidates
Downloading Your Candidates' Assessment Results
Analytics Dashboard
Send Workplace Insights to Candidates
Getting Started with Criteria Webinars
Integrations
Applicant Tracking System Integrations
General FAQs on ATS Integrations
ADP Workforce Now
Ashby
Bamboo HR
Greenhouse
Greenhouse Harvest
iCIMS Prime
JazzHR
JobAdder
Jobvite
Lever
Oracle Recruiting
PageUp
Paylocity
SmartRecruiters
SuccessFactors
UKG Pro Recruiting
Workday
Single Sign-On (SSO)
Platform & Products
Try a Test or Video Interview
Introduction to Video Interviewing
Introduction to Live Interviewing
Criteria Platform and Products Overview
Resources
Assessments
Guides for Interpreting Score Reports
Identifying and Promoting Leaders
Translating Criteria Score Reports Using Google Translate
Recommended Score Range Updates
Bias in Hiring
Minimize Unconscious Bias with our Blind Hiring Feature
Independent Bias Audit of Criteria's Assessment Platform
Mitigating Unconscious Bias in Interviews
Interviewing
How To Guides for Video Interviewing
Definitive Guide to Structured Interviewing
Live Interviewing Quick Guide
Candidate Experience
Candidate Communications Toolkit
Design an immersive and engaging experience for new hires and internal talent mobility
Criteria Platform System Requirements
Resources Library
The Definitive Guide to Hiring Employees
Service Adoption Email Templates
Test Portfolio
Aptitude Assessments
Selecting the Appropriate Cognitive Aptitude Assessment
Cognify
Criteria Attention Skills Test (CAST)
Criteria Cognitive Aptitude Test (CCAT)
Criteria Mechanical Reasoning Assessment (CMRA)
General Aptitude Mobile Evaluation (GAME)
Minicog Rapid Assessment Battery
UCognify
Universal Cognitive Aptitude Test (UCAT)
Wiesen Test of Mechanical Aptitude (WTMA)
Emotional Intelligence Tests
Personality Tests
Criteria Personality Inventory (CPI)
Customer Service Aptitude Profile (CSAP)
Employee Personality Profile (EPP)
Illustrait
Sales Achievement Predictor (SalesAP)
Workplace Alignment Assessment (WAA)
Risk Tests
Skills Tests
Computer Literacy & Internet Knowledge (CLIK)
Criteria Basic Skills Test (CBST)
Microsoft Suite 2016
TestMaker Tests
Typing Tests
Criteria Language Proficiency Test - English (CLPT)
Microsoft Excel 365
Criteria Language Proficiency Test Express - English (CLPT Express)
Microsoft PowerPoint 365
Microsoft Word 365
Comparing Microsoft 2013 and 2016 assessments with Microsoft 365 assessments
Overview of All Criteria Assessments
FAQ
Assessments
Your questions about the Microsoft 365 tests answered
Your Questions About Illustrait Answered
Your Questions about the Computer Literacy & Internet Knowledge Test Answered
Your Questions about Emotify Answered
Your Questions about the Workplace Alignment Assessment Answered
Troubleshooting
Troubleshooting: Logging Into Your Criteria Account
Troubleshooting: Helping Other Users Access Criteria
Troubleshooting: Accessing and Using the Criteria Platform
Troubleshooting: Clearing Your Cache
Best Practices
Common Questions About Video Interviewing
Criteria assessments and mitigating practice effects
My Criteria Subscription
Testing
Understanding Test Results
Privacy and Personally Identifiable Information
Creating and Using Custom Landing Pages
Your Questions About Proctoring Answered
Candidate Demographic Questions
Who is Criteria?
What's New
