Settings Overview
There are five different tabs from which you can manage your program’s settings.
- Program Settings
- Candidate Settings
- Notifications
- Communications
- Evaluation
Each one is discussed in more detail below.
Program Settings
Within the Program Settings section, there are three different areas where you can adjust various details and settings related to your program.
In the top section, click into the different fields to edit your program’s account details. These details include:
- Program Name
- Reply Email
- Phone Number
- Website
- Address
The bottom left area contains dropdown menus that allow you to adjust settings related to meetings.
The bottom right area contains dropdown menus that allow you to adjust:
- Program Type
- Application System
- Time Zone
- Time
Make sure to click on the green Save button at the bottom of the screen to save whatever changes you made before leaving this section.
Candidate Settings
Within Candidate Settings, there are three different sections:
- Manage Fields
- Document Types
- Manage Tags
Within the Manage Fields section, you have the ability to adjust the fields associated with your candidates.
On the right side of the screen, the currently visible fields are listed along with controls that allow you to determine when others can see those fields.
Toggle the buttons to the right of the fields on or off to make them visible or invisible during rank meetings or evaluations. To remove a particular field from this list, click on the red minus button next to its number.
On the left side of the screen, the other available fields that are not currently in the Selected Fields list can be found.
Click on the blue arrow button next to a particular field to add that field to the list on the right.
Within the Document Types section, you will be able to edit your document types.
- Click the red delete button to remove a document type.
- Click into the type field to edit the name of a document type.
- Toggle the eye button on/off to change the visibility of that document type to evaluators
- Click on the plus symbol at the bottom right to create a new document type. This will add a blank field to the list that you can edit.
Within the Manage Tags section, you will be able to add, edit, and search through your tags.
To edit a tag’s name, click on the pencil shaped icon at the right. Then click into the tag’s field to change the name. When you are done, click on the checkmark icon to save your edits.
To add a tag, click into the Add Tag field at the bottom of the screen and give your new tag a name. Click on the green plus button to add that tag to the list.
To search through your tags, click into the Search Tag field at the top. The search will automatically begin to narrow your list so that you only see the tags with letters matching your search criteria.
Notifications
You can adjust, preview, and add meeting notifications for your candidates and evaluators within the Notifications section.
The list of default notifications includes:
- A Two Minute Warning
- A One Minute Warning
- A Times Up Notice
Click the yellow Test button to preview how your users will experience these notifications. The default settings will include a bell sound and a a window displaying the text of the alert message.
To remove a notification, click on the red trashcan icon to the left of the item.
You can edit items by clicking on the blue pencil icon. This will open up a new menu with several options.
The following details can be edited from this menu. You can adjust the time when users will receive the alert, the text of the alert message, and who is alerted (candidate and/or evaluator).
You can also choose for these notifications to include a bell sound or be silent.
Click the yellow Test button to preview how your users will experience these notifications.
Don’t forget to click to Save Notification button before closing the screen to make sure that your changes are saved.
If you would like to add a new notification, click the Add Notification button at the bottom of the screen. Doing so will open up a new menu with similar options to the edit screen.
You can adjust the time when users will receive the alert, the text of the alert message, and who is notified (candidate and/or evaluator).
You can also choose for these notifications to include a bell sound or be silent.
Click the yellow Test button to preview how your users will experience these notifications.
Click the Add Notification button before closing the screen to make sure that your new notification is added.
Communication
Within the Communication section, you can customize the header of your messages by changing the background color or the text color.
Make sure to click on the green Save Communication Settings button before exiting to save any changes you make that you would like to keep.
At the bottom of the screen, you can see the templates that have been set up for Congratulatory messages and Waitlist Notification messages.
Toggle the button on the top right on/off to enable or disable Automated Slotting.
Evaluation
Within this section, you can adjust the current season’s settings related to prescreening and evaluations.
Begin by selecting if you want to prescreen candidates.
If you selected that you wanted to prescreen, you will have the option to enable or disable the prescreen questionnaire and prescreen results for all evaluators. You also have the option to set either the Prescreen Questionnaire or the Evaluation Questionnaire as what appears by default for your Evaluators.
If you selected that you did not want to prescreen, you will be able to adjust the settings of related to the evaluation questionnaire. You have the option to enable or disable the questionnaire for all evaluators. You also have the option to select default settings.
Near the middle of this section, you can customize the default questionnaire response labels and descriptions.
Click on the label fields or the description fields to edit them. At the top right, you can toggle a button to switch between a five-point scale and a ten-point scale questionnaire.
Please note that if you have made any edits to the current questionnaire scale and you switch to the other scale, the edits that you have made will reset and will not return if you switch back once more to your original scale.
At the bottom of the page, you will find a menu that will allow you to edit evaluation focuses.
To edit a focus name, click on the pencil-shaped icon at the right. Then click into the field with its name to change that name. When you are done, click on the checkmark icon to save your edits.
To add a focus, click into the Add Focus field at the bottom of the screen and give your new focus a name. Click on the green plus button to add that focus to the list.
To search through your foci, click on the Search Focus field at the top. The search will automatically begin to narrow your list so that you only see the foci with letters matching your search criteria.