Documents

Documents

Notes
Relevant for: Regular Observers, Lead Observers, Moderators (see “User Roles”)

General

When you click “Documents” in the lower-left corner, an overview of all stored and accessible documents will appear. These are sorted by exercise and by candidate. You can view exercise-related documents such as interview guides or exercise descriptions, as well as candidate-related documents such as resumes and other application materials.

You will also see the “Self-Assessment” at the top of the page. As an observer and moderator of the assessment, you can share the self-assessment with candidates for the exercise.

Alert[Screenshot Documents Overview Landscape]

Click on the documents to open them in the left window. To return to the documents overview, click the “Arrow” to the left of the document name. To return to the assessment overview, click the “Arrow” to the left of the exercise name.

Alert[Screenshot Documents Open Landscape]




Share Self-Assessment

Click the “Share” button at the top right to unlock a exercise-specific self-assessment for candidates in the Candidate Portal

InfoIf you are in a group exercise, all candidates for this exercise who can have their self-assessment shared will be shown here. If only one candidate is in the exercise, you can only select this candidate.

To select a candidate, click the checkbox to the right of their name or click the name itself. Click the checkbox again to deselect. 

To start sharing the self-assessment for the exercise, click “Share”. Click “Cancel” to abort the release.

To share the self-assessment for multiple exercises simultaneously, navigate to the assessment overview and click the “Folder Icon” next to the name of the desired candidate. For more information on sharing the self-assessment, see here.

Alert[Screenshot Release Self-Assessment Group Exercise]

Candidates can then complete the self-assessment for the respective exercise in the Candidate Portal. For more information on the Candidate Portal, click here.

Clicking the icon opens a pop-up window. Here you can view the release details and end it by clicking the “x” on the right. 

Alert[Screenshot Revoking Self-Assessment Group Exercise]

InfoOnly observers and moderators can release the self-assessment for candidates per exercise. Silent observers do not have this authority.




Share documents

To share documents with candidates, you have two options:

  1. Select the desired candidate under “Candidates” in the assessment overview and click on the “Folder Icon”. A new page will show all available documents.

  2. On the “Assess page” of an exercise, select “Documents” in the lower bar. A new page will display all available documents.

    Info
    If you are in a group exercise, available documents for each candidate will be shown individually.

Info
If you have previously uploaded exercise-specific documents in the administration interface, these will be displayed along with the candidate-specific documents here. For more information on how to upload exercise-specific documents in the administration interface, click here.

You can now share one or multiple documents simultaneously by clicking “Share” in the upper right and selecting the desired documents. If you want to share all available documents with the candidate, click the box next to the candidate’s name to select all files for sharing.

InfoIf you also want to share (all) exercise-specific documents with the candidates, select the box next to the exercise name to choose all documents at once, or select the files individually by checking the boxes. 

Confirm your selection by clicking the “Share” button in the bottom right. A pop-up window will appear where you can:

  • Set the start date and start time

  • Set the end date and end time 

  • When sharing exercise-specific documents, you also have the option to select the candidates with whom you want to share the files using the drop-down menu. To do this, click in the “Candidates” field in the pop-up window, select the individuals, and confirm your selection by clicking “Share” or cancel it by clicking “Cancel.”

InfoFor candidate-specific documents, you can only set the start and end time, as these files can only be shared with the specific candidate.

Click “Share” to start the document release. You can cancel your settings by clicking “Cancel”.

Alert[Screenshot Pop-Up, Share Documents and Select Candidates]

By default, the release start date is set to the current date. To change the date, click on the “Start Date & Time” field to open a new pop-up window where you can select the desired date in the calendar view.

Info
The release date must be in the future.

You can also adjust the end date and time exactly as described above.


Alert

[Screenshot Adjust Date, Pop-Up]

[Screenshot Adjust Time, Pop-Up]


Once you have set the release duration, click “Share” in the bottom right. You will then see an overview of the documents. The documents overview shows how long the document has been shared with each candidate.
Once the document is shared, the candidate will automatically receive an email with a link and a code to the email address stored in the administration interface and can view and possibly download the shared document in the Candidate Portal. For more information on the candidate interface, click here.

WarningThe email is automatically sent the first time the document is shared. Only share documents if the candidate should have access immediately. The email is sent only the first time the content is shared (and not when it is shared again).

Alternatively, the access code can also be shared with the candidates in advance so that they have access to the candidate interface before the start of the assessment. The code can be retrieved from the administration interface. Alternatively, candidates can also be invited via email. You can find out more under “Candidates”. 

To end the release, click “End Sharing” next to the corresponding document. In the new pop-up window, you can end the sharing by clicking “Confirm.” Alternatively, you can also “Cancel” the process. Clicking “Confirm” will end the sharing immediately, even before the set sharing period expires. 

Alert[Screenshot Pop-Up Window End Release and Timer in Candidate Color]



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