Approving candidates is a very important step in the recruitment process.
April 27, 2022
Once candidates start applying to your study, the next step is to approve the participants you’d 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.
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 “Requested Participants” number is met.
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 participant’s status from “Approved” to “Not a fit”, they will be blocked from confirming their spot.