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Managing Applicants: Reviewing, Inviting and Next Steps

Once a panel member completes your Recruit screener, they will appear as an applicant for you to review. 

Applicants are not notified whenever they qualified or not, and at this stage, you have no commitment to these applicants. 

 

Reviewing Applicants

From the Recruitment tab, click on View on the Recruit to be brought to your Applicants view. From here, you can see all your potential participants, whether they technically qualified or not.

To see a single applicant's screener answers and profile details, just click 'View'.

Want to compare multiple applicants? Click 'Download Respondents' to get a .csv file of everyone's answers. This can make it easier to track your quotas!

 

Applicant Statuses

All applicants show up in your list, whether they technically qualified or not. Remember, applicants aren't told whether they qualified, so you get to decide who makes the cut.

  • If an applicant is qualified, you'll see a green 'Qualified' status and a pink 'Invite' button.

  • If an applicant is not qualified, you'll see a grey 'Not Qualified' status and a pink 'Qualify' button. If you decide you want to invite them anyway, just click the 'Qualify' button first!

 

To disqualify an applicant, click the three dots on the right side of their row and select 'Disqualify.' A box will pop up asking why. The platform will then go out and find a new person in their place. We recommend doing this for anyone you're sure you don't want, so the platform can keep recruiting new people for you!

 

Inviting to an Indeemo App / In-the-Moment Project

Before you invite anyone, make sure your project is all set up. This means your task list and Opt-in Consent PDF must be ready and set up in the dashboard; these are all part of the Critical Preparations.

Here's how to invite applicants:

  1. On the Applicants view, find a qualified applicant and click the Invite button.

  2. In the pop-up, select the Project and the specific Target Group for this person.

  3. Review and customise the invitation message with any special instructions.

  4. Click Send Invite.

The applicant's status will change to Invited. They will receive an email and a notification prompting them to register for your project.

 

Inviting to 1-1 Online Interviews

Before you invite anyone, make sure to reference the Critical Preparations for recruitment.

Here's how to invite applicants:

  1. On the Applicants view, find a qualified applicant  and click the Compose Invite button.

  2. Review and customise the invitation message with any special instructions.

  3. Click Send Invite.

  4. Once the respondent has booked in for their interview, you will need to return to the Applicants view, find the respondent and click on the Schedule button.

  5. Insert their specific Meeting URL: Paste the link for the video platform you will be using (e.g., Zoom, Teams, or Google Meet).

  6. Set the Time: Select the correct Timezone, Date, and Time for the session.
  7. Click Schedule to finalise.

 

Report an Applicant

You can anonymously report a respondent for misrepresenting themselves or providing false information.

This respondent will not appear in future projects with your team or organisation, and their account may be subject to disciplinary action by our panel partner, which may include suspension or permanent account removal.

To report a respondent:

  1. Click the '...' button on the right side of the respondent's row and select 'Report'.

  2. A box will pop up asking why you want to report them.

  3. Choose from the dropdown and add the reason for reporting.

  4. Click 'Report Respondent'.

The respondent will not be made aware that they have been reported, and they will disappear from your list of applicants.

Important: If this respondent has already joined your project, you'll also need to go to the Respondents view on the dashboard and remove them from your project (see how to Remove/ Delete a respondent).

 

Can I replace a participant I removed? 

If you remove a participant, you can invite another in their place. 

 

Contact support@indeemo.com if you'd like assistance.

 

When to Cancel an Invite or Mark as 'No-Show'

Sometimes, things don't go as planned. If an applicant doesn't sign up or participate, you have a few options:

  • Cancel an Invite: You can do this by clicking 'Cancel Invite' next to the applicant's name. This removes the invitation, and their status on your dashboard will go back to 'Pending.' You can re-invite them again if you want!

  • Mark as 'No-Show': If a respondent doesn't sign up or begin their tasks, you can mark them as a 'No-Show' by clicking the three dots on their row. The applicant gets a notification, and their status will change to 'No-Show' for tracking purposes. If they have already registered for the project, you must remove them from the 'Respondents' view as well (see how to Remove/ Delete a respondent). If you need to re-invite them later, you'll need to contact Indeemo Support.

Can I replace a participant I removed? 

If you remove a participant, you can invite another in their place. 

 

Hide an Applicant

You can also use the 'Hide' option to tidy up your Applicants view without affecting their status. Just click the three dots on the right side of the user row and select 'Hide'.

This simply removes them from your list and does not disqualify them. You can show them again at any time using the 'Visible' filter.

 

Message Applicants

You can message an applicant as soon as they complete a screener, even if you haven't invited them to participate yet. 

Applicants will receive an email to let them know that they received a message.
They can reply to your message. 

Messaging is a shared feature between all moderators that are linked to your recruit.