Candidates_How to Invite Candidates Using Prevue Wizard

Last Updated: Apr 21, 2017 11:54AM PDT
Assessing a Candidate
The easiest way to register a candidate to complete an assessment in Prevue Online is to use the Prevue Wizard. The Prevue Wizard allows you to quickly assign a candidate to an Activity, which determines the appropriate assessment to use. Depending on how the Activity has been set up, reports will either be delivered by email once the candidate has completed the assessment, or you can log into the site and use the Report Viewer to view reports for the candidate. To learn more about building reports for a candidate who has completed the assessment, please read the How-To Guide – Building Prevue Reports.

Assessing a Candidate using the Prevue Wizard

STEP 1: Access the Prevue Wizard
To get to the Prevue Wizard, click on the ‘Prevue Wizard’ menu item.

STEP 2: Choose the Activity
Select the appropriate Activity for the candidates you want to add. An Activity is a pre-determined set of instructions for sending out invitations, assessing individuals and sending automatic reports. Which Activity you choose determines how your candidate will be assessed. If you were not provided with a specific activity name, you can choose one of the Assessment Only Activities to assess your candidate.

Note: The Assessment Only activities are designed to allow you to send out Invitations to candidates and receive a Status email when your candidates are done. You may also create and use job specific Activities. See the How-To-Guide “Create Activity”. You may select from one of the following default Assessment Only activities:

Assessment Only – WNS1S2IP (Full) Words, Numbers, Shapes 1 & 2, Interests and Personality Assessment Only – WNS1S2 (L&R) Words, Numbers, Shapes 1 & 2
Assessment Only – NIP (Numerical) Numbers, Interests and Personality
Assessment Only – IP (Coaching) Interests and Personality
Assessment Only – P (Personality) Personality Only

STEP 3: (Opt) Choose from Existing Candidates
If you want to add candidates to the Prevue Wizard that you know have already been added to the system, select <Choose from Existing Candidates>. If you do not need to do this, skip to Step 8.

STEP 4: (Opt) Search for an Existing Candidate
To find the candidate you want, type the letters of the candidate’s last name into the Search field. If the candidate has completed an assessment, you will see his/her name selected and highlighted in blue.

Note: Use Choose from Existing candidates if you wish to re-send an email to any candidate who previously was added to your account.

STEP 5: (Opt) Add a Candidate to the Selected Candidates List
Highlight the candidate(s) you want to add, and then click on <Add>. To select multiple candidates, use the <SHIFT> and <CTRL> keys on your keyboard.

STEP 6: (Opt) Remove a Candidate
If you want to remove a candidate from your selected candidate list, select the item from the Selected Items list and click on.

STEP 7: (Opt) Confirm Selected Candidates
Click on <OK>to confirm your selected candidates and return to the Prevue Wizard.

STEP 8: Enter Candidate Information
To enter a new candidate, fill out his/her title, first name, last name, and email address (if available).

STEP 8a: (Opt)
The language will default to English. Use the language drop down menu to change the invitation language, if necessary.

STEP 9: (Opt) Add Multiple Candidates
If you want to add more than one candidate, click on <Add> and enter the information for the next candidate as in Step 8. Repeat until you have added all the desired candidates.

STEP 10: (Opt) Remove a candidate
If you have added a candidate’s information incorrectly, click on <Remove> to remove him/her from the list and re-enter the candidate.

STEP 11: Process the Request
To process your request to add the candidate(s) to the selected Activity, click on <OK>. Please note that you must have entered at least one candidate to process the request.

Note: The Activity Name that is displayed will be used to add all the candidates displayed below the empty text boxes, prior to clicking “OK”. If you wish to add candidates to a different Activity than the one displayed, you must finish sending emails to the group of candidates displayed and then click the Prevue Wizard from the menu heading of the same name and repeat the procedure set out in this How-To-Guide.

STEP 12: Display Printable Version
If you want to print a summary of your Prevue Wizard transaction, click on <Printable Version>. Click on <File>, then <Print>, in your browser menu to print the summary. To return to the website, click on <Return to Website>.

STEP 13: (Opt) Review the Summary
Review the summary information to understand how the Prevue Wizard processed your request. If your candidate needs to complete an assessment, a P will appear next to their name. If the candidate was invited by email to take the assessment, an I will appear under Emails Sent with the email addresses the invitation was sent to. If the candidate has completed the necessary assessment a C will appear next to their name. If a report or status email has been sent on a candidate, then an R or an S, respectively, will appear under Emails Sent with the email addresses the emails were sent to. Please note the username and password that have been provided for each candidate. The candidate will need this information to log in to the assessment site. In most cases, the Activity will be set to send this information to the candidate by email.

Note: If the Emails Sent column does not display an I: S: or R: with email address(es), the site has not generated any emails. This could be due to no email address being provided or the instructions set up in the Activity.
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