Relevant for: Organisation Administrators, Administrators (see "User Roles in the Cockpit").

Here you can view, edit and delete Candidates already created and add new Candidates to your Assessment. The number in the navigation menu shows you how many Candidates have already been created.

You can sort your already created Candidates by clicking on the headings "First Name", "Last Name" and "Email" according to these categories in ascending or descending order. By default, Candidates are sorted by creation date. You can also see the status of the added "Tests" and which and how many candidates-specific "Files" have been added.

By clicking on "Add tests", you can create tests for all Candidates at the same time, which are available via integrations such as Hogrefe and ITB-IONA (see "Edit Candidates"). 

Under "Import Candidates" you can import and create several Candidates from a list at the same time (see "Create Candidates"). 

Under "New Candidate" you can manually add individual Candidates (see "Create Candidates"). 

For many Candidates, the Candidate you are looking for may not be on the first page. You can switch between pages by clicking on "Next" or on the "Page numbers" at the bottom of the page.

Create Candidates

When creating new Candidates, you have two options: You can add Candidates manually or simply import a list of them as a CSV, Excel file, etc.

You can create Candidates at any time, even if the Assessment has already been activated and is no longer in draft mode. However, you will no longer be able to delete Candidates.

1. Under "First Name" and "Last Name" you can enter the name of the Candidate.
   
2. Under "Gender" and "Date of birth" you can enter the respective data about the Candidate. These details are optional.
   As soon as you click in the field under "Date of birth", a calendar view appears in which you can select the corresponding date. Click on the month and year at the top. A new window will open in which you can select the desired month. In this new window, click again on the year at the top. You will then see a list of different years. You can use the arrow symbols at the top right and left to select different time periods and click on the appropriate year. Once you have selected the date (day, month, year), this view closes automatically.
3. Under "Language" you can select the language of the Candidate. The default language is German. Alternatively, you can use the drop-down menu to select English. The language settings stored here are used for the Candidate Portal and for emails sent to Candidates. If you use tests via the ITB-IONA integration, this information will also be transferred.
   
4. Under "Email" you can enter the email address of the Candidate (optional).
   

The email will be sent automatically when sharing for the first time. Therefore, be careful with the use of this function and do not simply test it out, but only share documents if the Candidate should actually already have access.

1. Below you can select an individual color for the Candidate, which will then only be used for the Candidate during the entire Assessment (e.g. for the scheduled exercises in the Scheduler and the Assessments in the exercises). To do this, click on "Select" and the desired color. 
   
2. To create your Candidate, either click on "Save" to automatically return to the overview or click on "Save & New" to create another Candidate directly.

To import Candidates, click on "Import Candidates" in the Candidates overview above. A new page will open. 

Edit Candidates

To edit Candidates, click either on the Candidate's name or on the "3 dots" on the far right and then on "Edit". A new page will open. 

Here you can see all the "General Information" that you entered when creating the Candidate (see "Create Candidates") and you can change it. 

You can also upload candidate-specific "files". These can be up to 10 MB in size and can have the following formats: PDF, PNG, JPEG, MOV and MP4. 

To upload files you have several options: 

All your uploaded files appear under "Document".

1. The order of the files can be changed individually by drag & drop. To do this, click on the "6 dots" to the left of the file name and drag them to the desired position. The files will then also be displayed in this specific order in the Candidate Portal, provided they are shared with the Candidates.
   
2. When you move the cursor over the uploaded files, a small preview opens. When you click on the file, it opens in a pop-up window. 
   
3. Click the "pencil" next to a file to change the file name. 
   
4. Under "For Candidates" you can specify whether you want to make the file shareable with your Candidates. By default, the files are not shared, but if you want to do so, you can check the "For Candidates" box. The file is then shareable and is displayed to the Candidates in the Candidate Portal (but cannot be opened yet). 
   
5. You can decide whether Candidates can download the file and whether the text of the document is selectable for them by further ticking "Downloadable" and "Text selectable?”. This allows you to protect intellectual property.
   
6. If you click on the "3 dots" on the far right, you can download the file under “Download” or "Delete" the file. 

If you have stored report templates in an Assessment (see "Create an assessment") and generated the reports in the App after the Assessment (see "Individual view of candidates"), the candidate-specific result reports appear under the candidate files. Next to the name of the report, you will see the "Report" label with a "Text Icon" in a colored badge. 

The same navigation options described under "Files" can also be used 1:1 for the candidate result reports.

An additional option is available for editing the report templates. First click on the three dots on the right. Then select "Edit in Word" or "Edit in PowerPoint", depending on whether it is a .docx or .pptx file. This will open the generated report in the Office application on your computer and you can make any changes you like. As soon as you save the changes in the Office application, they are automatically updated in the report stored in the Cockpit. Further information on editing reports in Office can be found here.