Approving candidates is a very important step in the recruitment process.
written by
Courtney Webster
Last updated:
April 27, 2022
Once candidates start applying to your study, the next step is to approve the participants youād like to confirm. When you approve a candidate, they receive an email invitation to book themselves for the study. Participantsmust opt-in before they are scheduled for your study.
How to approve qualified candidates
Candidates who apply to your project will appear in real-time in the "Participants" section of your project's workspace.
Scroll through the participant list, or apply filters to see only the participants who fit your criteria. Click on any participant to view their profile.
If you decide to invite a candidate into your study, click "Approve & invite" in the bottom right corner of the profile view. If you choose not to invite the candidate, click "Not a fit" or "Next" to move on to the next candidate.
Select āNot a fitā to pass on a participant, or āApprove & inviteā to invite them to schedule a session.
Managing quotas
We do not currently have a system to help you manage specific quotas; any approved candidates can sign up for any open sessions until your āRequested Participantsā number is met.
If you want to run a study with quotas, we recommend creating multiple projects for each segment or using the Double Screening add-on to message folks prior to approval. Feel free to email us at projects@userinterviews.com for more assistance.
Tips
Approving does not confirm a participant's spot. Once approved, participants need to take the final step to confirm their spot via our booking link. Once confirmed, the schedule will be updated and you'll receive a notification email.
Please approve 2x as many participants as you'd like booked. This allows us to account for anyone who cannot make it. This helps us account for drop-outs, participant availability, or other scheduling issues that may come up.
Statuses can be moved from Approve & invite to Not a fit (or vice versa). If you update a participantās status from āApprovedā to āNot a fitā, they will be blocked from confirming their spot.