Sending Invitations
To invite one or more candidates to take part in the Leadership Assessment survey, click the Invite People button found in the upper-left area of the Invitations page. This displays the New Invitation page, where you enter candidates’ contact details and fine-tune the actual message contained in the invitation.
In the Recipients section, enter their first name, last name, and email address into the appropriate fields at the top of the page. If you want this person to be a restricted user, then check the box under the Restricted? column to apply that limitation to their account. A restricted user is a candidate who is only visible to the user who sent them the invitation, which means they are not visible or accessible to any other users of the Leadership Assessment system.
The Message section follows. In the Your Email Address field, enter the desired return email address. This email address appears as the “sender” in the recipient’s invitation, and is associated with the invitations in the Leadership Assessment system, so make sure you choose an appropriate address!
Once your recipients, sender, subject, and message are all set, click Send to deliver the invitations.
Re-sending an invitation
If a candidate has been sent an invitation but hasn't completed the assessment, you may re-send their assessment invitation from the Candidate Details page. This re-sends the same invitation with the same survey link, allowing them to complete the assessment they may have already started.