How to Capture Additional Candidate Information in Testlify

When conducting assessments, collecting relevant candidate information helps you make better-informed hiring decisions. Testlify allows you to customize the information you gather beyond basic fields like email and phone number. You can include fields for resumes, educational documents, LinkedIn profiles, or other relevant details to streamline your hiring process.

Here’s how to capture additional candidate information in Testlify:

Steps to Capture Additional Candidate Information

1. Go to Assessment Settings

Navigate to the Settings of the assessment where you want to capture additional candidate information.

2. Click on the Information Tab

In the Information tab, you will see email as a mandatory field by default. Additional fields such as First Name, Last Name, and Phone Number are also available. You can choose to make these optional or mandatory based on your requirements.

3. Add More Fields

To collect more information, click the Add button. This allows you to create custom fields for collecting specific data such as resumes, educational documents, LinkedIn profiles, or any other relevant details.

4. Select Input Type

Choose the appropriate input type for each field depending on the information you wish to capture:

• Text: For open-ended responses.
• Dropdown: To provide predefined options.
• Number: For numerical inputs.
• Email: For email addresses.
• URL: For web links such as LinkedIn profiles or personal websites.
• File upload: For documents like resumes, certificates, or other supporting files.
• Checkbox: For agreements or confirmations, such as verifying documents or accepting assessment terms and rules.
  • Clickable link within checkbox

    • You can also include a clickable link to your checkbox text using this format:

      {Click here: Your Link}

    • This allows candidates to check the box to confirm they have read your terms and conditions and refer to the linked page before proceeding with the assessment.
    • Example: I agree to the {Terms of Use:https://help.testlify.com/article/298-how-to-capture-additional-candidate-information-in-testlify}

5. Mark Fields as Required

If certain information is critical for your assessment process, mark the fields as required. This ensures that candidates provide the necessary data before submitting their assessments.

Important Note

To activate this feature, ensure the Registration option is enabled:

Assessment Settings > Pages > Enable/Check Registration (Individual invite).

This flexibility allows you to tailor candidate information collection according to your hiring needs, making the process more structured and efficient. For any additional assistance, please feel free to reach out to us at support@testlify.com

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