Coordinators need to invite candidates to an exam. In Talview, you can invite candidates directly from the step’s candidate list without leaving the page. In this article, you will explore how to invite candidates to a workflow step either manually or by uploading a template.Documentation Index
Fetch the complete documentation index at: https://docs.talview.com/llms.txt
Use this file to discover all available pages before exploring further.
Step-by-Step Guide
1. Open the workflow step- Navigate to the exam or workflow.
- Open the step where you want to invite candidates.
- Click Invite in the top-right corner of the candidate list.
- The Invite panel is pre-filled with the current workflow and step.
| Field | Description |
|---|---|
| Workflow | Shows the current workflow or exam (read-only). |
| Step | Shows the current step (read-only). |
| Timezone | Defaults to your timezone. You can change it. |
| Notify Candidates | Enabled by default to send notifications. |
- Below these fields is a table where candidate details appear.
- Columns include:
- Full Name
- External ID
- Email Address
- Phone Number
- Click Add Candidate.
- Enter the candidate details in the row.
| Field | Requirement |
|---|---|
| Full Name | Optional |
| External ID | Optional |
| Email Address | Required and must be valid |
| Phone Number | Optional |
- You can add more rows using Add Candidate.
- Use the remove icon to delete a row if needed.
- Click Download Template.
- Fill in the candidate details in the .xlsx file.
- Click Upload and select the file.
- Valid rows are added to the table.
- Rows are skipped if the email is missing, invalid, duplicated, or already invited/in progress for the same step.
- A summary appears if any rows are skipped.
- Adjust Timezone if needed.
- Uncheck Notify Candidates if you don’t want to send notifications.
- Review the candidates in the table.
- Click Invite.