Account Setup Checklist
Updated
by
Cody Cooley
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
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
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
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
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
ADP Workforce Now
Bamboo HR
Greenhouse
Greenhouse Harvest
iCIMS Prime
JazzHR
JobAdder
Jobvite
Lever
PageUp
SmartRecruiters
SuccessFactors
Workday
Single Sign-On (SSO)
Adding Single Sign-On (SSO) to Your Criteria Account
Adding and Updating Users Via Single Sign-On
Azure AD SSO Setup
Okta SSO Setup
OneLogin SSO Setup
Other SSO Providers
Your Questions about Single Sign-On (SSO) Answered
Talent Insights Integrations
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
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
Talent Insights
1 Getting Started
An Introduction to Talent Insights
About Talent Insights
About Collaboration Guides
About the Employee Personality Profile
About the Workplace Insights Report
User Roles within Talent Insights
Getting Started for Admins
Getting Started for Employees
2 Using Talent Insights
Using Talent Insights for Employees
Leaving a Team in Talent Insights
Linking Your Prior EPP Results to Talent Insights
Sharing Your Workplace Insights Report and Collaboration Guide
Using Talent Insights for Managers
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
3 Administration
Adding Employees Through the Admin Console
Changing a Employee's Access Role
Creating Teams Though the Admin Console
Inviting Employees to Talent Insights Through the Admin Console
Managing Employees in Talent Insights
Managing Teams in Talent Insights
FAQ
Getting Started: Introduction to Talent Insights
Getting Started: Setting Up Talent Insights
Using Talent Insights
Talent Insights for Employees
Welcome to Talent Insights
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
Candidate Demographic Questions
Who is Criteria?
What's New
Three New Microsoft 365 Skills Tests are Here!
Illustrait competencies now available in downloadable data reports
Illustrait is Here!
New for Video Interviews
Automatically Assign Teams in Talent Insights
Talent Insights Admins Now Able to Import Employees EPP Results!
Reasonable Adjustments for Video Interviewing
Customize the reminder emails your candidates receive!
Get More Out of Your Data With Our Analytics Dashboard!
“Create Job” updates make matching job titles and choosing assessments easier
On-site testing
Improved Job Creation Process Makes Using Structured Interviewing Easier!
Introducing Our New Results Page!
Expanded Options for Setting Time Limits on Candidate Invitations
We've made some changes to our Recommended Test Batteries and Suggested Score Ranges!
Refreshed style for the Cognify assessments
Send Automated Reminders For Candidates To Complete Assessment Tasks
WTMA inclusion in Talent Signal!
Combine Assessments and Video Interview in One Step for Your Candidates to Complete!
Introducing Live Interviewing!
Talent Signal: Keeping your Candidates in Order Just Got Easier!
Managing Your Video Interview Content Just Became Easier!
Access Your Candidates' Application, Assessment and Video Interview Data In One Report!
Develop by Criteria
Develop for Administrators
Getting Started for Admins
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
Administering Develop
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
Resources
Develop for Leaders
FAQ
Using Develop for Leaders
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
Getting Started for Leaders
Develop for Team Members
