How do I invite candidates to Thomas Assess Accredited?

• 'Add candidate'

• 'Add multiple candidates'

• 'Upload candidates'

If you are adding just one or two individuals, select 'Add candidate'.

• Enter the candidate's details in the required fields (marked with a red asterisk): 'First name', 'Surname', 'Gender', and 'Country or region'.

• If you intend to send the assessment via email,  the email address is required.

• Optional fields include:

  • 'Unique identifier' (helpful for distinguishing between individuals with the same name)

  • 'Company' or 'Cost centre' (useful for tracking assessment use by department or region)

• Once all details are complete, click 'Continue'.

On the next page, choose which assessments you would like the candidate to complete.

• Use the checkboxes on the left to make your selection.

• Use the 'action' dropdown on the right to select one of the following:

  • 'Email' sends the assessment by email.

  • 'Input scores' allows manual input (only available for the PPA).

  • 'Complete now' opens the assessment immediately in a new window.

• You will be taken to the page where you can edit emails before sending them.

• You can customise the email content to include deadlines, role references, or any company-specific messaging.

• You can add your own email address to keep a personal copy (Assess Accredited does not have a sent items folder).

• Click 'Send emails' to send the assessment invitations.

If you are adding several candidates, choose 'Add multiple candidates'.

• Enter each candidate's information in the required fields.

• Select the relevant assessment(s).

• Once all entries are complete, you can send the assessments to all listed candidates by means of email.

Use the 'Upload candidates' option for bulk uploads. This is ideal for sending large volumes of assessments quickly and efficiently.

• Download the spreadsheet template provided.

• Fill in candidate details as per the format and save it.

• Click 'Browse' to locate and upload the completed file.

To track candidate progress:

• Click 'Search candidates' from the menu on the left.

• Use the search bar to find candidates by name, or click 'Show advanced filters' to filter by fields like date created, assigned assessments, or email address.

• Once you have located a candidate, click their name to open their 'Candidate dashboard'. From here, you can:

  • update candidate details,

• • track assessment completion status,

  • generate reports, 

• • remind candidates about, or cancel assessment requests, and 

  • request additional assessments.