You may add up to 300 candidates for the email invitation method or up to 1500 candidates for the invitation codes.
Email Invitation Method for Positions
1. Create a position WITHOUT adding candidates.
2. Open the position.
3. Select "+ INVITE CANDIDATES"
4. Select "Email" as the invite method BEFORE uploading your CSV.
5. Ensure that your CSV has a header with first name, last name, and email as the column titles.
6. Ensure that your CSV has under 300 individual candidate rows.
7. Select "Upload File" and select your CSV.
Note: You cannot change the invitation method with a CSV uploaded. To change the invitation method, click the X to delete the uploaded file and change the invite method to "Invitation Code". Upload the CSV again.
8. In the final "Edit Position" step, verify that the number of invitations being sent matches the expected number. Select "Send invitations".
Invitation Code Method for Positions
Unlike the email invitation method for positions, you may add a CSV for invitation code generation prior to opening the position.
1. Complete the "General", "Skills" and "Challenges" (if applicable) steps in creating a position.
2. Select "Invite Code" as the invitation method.
2. Select "Upload File" and select your CSV. You may include up to 1,500 candidates if your invite method is invitation code generation. Note: Ensure your CSV has a header. See step 5 above.
3. Adjust the invitation deadline and reminders preference if applicable.
4. Select "Generate Invite Code".
5. Remember to open the position before sending candidates the invitation code.
6. Copy the Invite Code and paste into your communication with the candidate.
Copy the code in its entirety and DO NOT include a period or comma after the code as this will prevent candidates from being able to redeem the correct code.
Email Invitation Method for Tests
1. Complete Test Information and select "Next" to proceed to the "Send Tests" screen.
2. Select the "Email" Invite Method
3. Select "Upload File" and select your CSV file with up to 300 candidates. Note: Ensure your CSV has a header. See step 5 below Email Invitation Method for Positions.
4. Select "Send ## invitations now". Note: Ensure the number listed matches the expected number from your CSV.
Invite Code Method for Position
1. Complete Test Information and select "Next" to proceed to the "Send Tests" screen.
2. Select the "Invite Code" Invite Method
3. Select "Upload File" and select your CSV file with up to 1,500 candidates. Note: Ensure your CSV has a header. See step 5 below Email Invitation Method for Positions.
4. Select "Generate invitation code".
5. Copy the Invite Code and paste into your communication with the candidate.
Copy the code in its entirety and DO NOT include a period or comma after the code as this will prevent candidates from being able to redeem the correct code.