Send and Track Assessments

Send Assessments

There are essentially two ways to send assessments:

  • Send a link using Sales Indicator (recommended)
  • Send a link using email.

Send a Link Using Sales Indicator

When you send the link from Sales Indicator the applicant is added to the system, which allows you to track whether they have started and completed the assessments. If you just email a link, the applicant must start the assessment before they are added to the system.

To send the link from Sales Indicator:

Click the SEND button from the home page:

Select the position and fill in the applicant information:

Send a Link Using Email

If you want to send out assessments using an email template, then you will want to use the direct link to the assessment for each position:

  • Send links created for each position. All applicants for each position can receive the same link.
  • Go to each position page. Click on Postions and then click on the position name.
  • The link is located under the Postion Settings.
  • Add the link to the email template.

Charting Results

To see any assessee's results, click on their name either in the Home tab or on the Contacts page. The assessment will show you the total score, an itemized score breakdown for the individual attributes, and a projected quota attainment.

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