How do I send an assessment?

There are 2 ways to send out assessments and you are encouraged to pick the one that makes the most sense for your process. The 2 ways are as follows:

1. Quick Send: Used to send 1 assessment at a time. Once the assessment is complete, the sender will receive an email from [e-mail] with a link to generate the report.
2. Advanced Send: Designed to send both the Word Survey or Self Development Survey and/or the Mental Agility Test to one or more candidates.  This feature allows the sender to select the reporting settings ahead of time so that the reports are automatically emailed to them as email attachments once the assessments are complete.

Regardless of which method you use to send an assessment to a candidate, it is recommended to have the assessment completed prior to the in-person interview. This is because the results of the assessment will uncover areas to probe deeper into in the interview, as well as provide behaviour-based interview questions to do so.

Note: If you would like to send multiple Job Surveys, you should use Benchmarks instead of Advanced Send.  See Creating a benchmark

Update: If you prefer to personally email your candidates and survey participants with a link to complete the assessment rather than sending them an email via the McQuaig platform, deselect the "Send invitation email to candidate(s)" option at the bottom of the page. Once you click send, you can now navigate to the assessment record and copy and paste the unique assessment URL into your personalized communication. NOTE: all assessment URLs are unique and are associated with a particular assessment record. 

How to use Quick Send:

1. Click the Assessment tab
2. Click “Quick Send”
3. Select the Assessment (Word Survey or Mental Agility Test or Job Survey or Self Development Survey)
4. Enter the First Name of the candidate
5. Enter the Last Name of the candidate
6. Enter the Email of the candidate
7. Select the appropriate Group if applicable
8. Select the Language of the assessment
9. Select the Report Gender
10. Enter the expiration period in days
11. Enter a Completion Email Receiver (optional)
12. Enter a Label (optional)
    1. Note: the candidate will not see the label, it is solely for organizational purposes within the McQuaig platform
13. If Word Survey is selected from the Assessment dropdown list, a checkbox will be available to send the Feedback Report automatically to the candidate. Check this box if you would like this to occur
14. You also have the choice to either check or uncheck the box to send the invitation email to the candidate(s)
15. Click Submit

How to use Advanced Send:

1. Click Assessment tab
2. Click "Advanced Send"
3. In the Assessment section, select the assessments you would like to send.
   • Note: As the Word Survey and Self-Development Survey use the same survey form, they cannot be selected together.
4. If you wish to receive your reports via email, select the appropriate reports in the Report section
   • Note: If you select the Job Fit Interview Guide, you will need to select a Job profile Benchmark, Comparison or Job Survey.
   • Note: If you select the Word Survey Report or the Executive Summary Report, you will have the option to select a Job profile Benchmark, Comparison or Job Survey.
   • Note: Report configuration will match the configuration of the last report of that type that you generated.
   • Note: If you wish to include interview questions in the Word Survey Report, or if you have selected the Job Fit Interview Guide, select the Interview Questions Type from the drop-down menu (you will select management, sales or general and this will define the tone of the questions included).
5. Complete the Setup section
6. Enter your Participant’s information. Click Add More to enter additional candidates
   • Note: Step 5 can be replaced by downloading the CSV Model and entering each candidate’s information and uploading the CSV file.
   • Note: Be sure to select "Send Feedback Report to the candidate" if you wish to enhance your candidate experience by providing your candidate with an overview of their Word Survey results. If selected, the candidate will have the option to download the report upon survey completion and a copy of the report will also be emailed to them.
7. You also have the choice to either check or uncheck the box to send the invitation email to the candidate(s)
8. Click Submit

The candidate(s) will receive an email with a link to complete the selected assessment(s). 

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