All About Panel Assignment

All About Panel Assignment

Overview

The Panel Assignment feature in Meritto CRM streamlines the evaluation process by allowing you to assign evaluators to candidates efficiently. This ensures a structured and organized approach to candidate assessment, improving the overall evaluation experience.

Core Functionalities

Methods for Panel Assignment

Panel assignments can be performed using two approaches:

1. Auto Allocation of Panel

Why is it required?

Every interview cycle, your team coordinates the same things: who evaluates whom, which scorecard applies, and whether a meeting link exists. Getting all of that right, consistently and for every applicant, shouldn't require manual effort each time. With Auto-Allocation of Panel, it doesn't. Configure your logic once, and the system handles assignment automatically from that point forward.

How This Helps?
  1. Interview readiness without the coordination overhead. Evaluator, scorecard, and meeting link are resolved together the moment conditions are met. Every applicant reaches their interview with everything already in place.

  2. Consistent allocation, regardless of volume. When assignment logic is defined once and executed by the system, the outcome is the same whether you're running fifty interviews or five thousand, removing any chance of missed assignments, wrong evaluators, or rework.
Pre-requisite

Users need to have a “Panel Assignment” permission which can be located under the post application bucket.

Step by Step Instructions

  1. Navigate to Post Application in the menu and click on Virtual Post Application from the submenu. Alternatively, search for "Virtual Post Application" using the menu search and click on it.
  2. Select the Form Name for which you want to enable Auto Panel Assignment and click Let’s Get Started
  3. Drag the Panel Assignment tab from the Post Application Stages list and drop it into the Design Your Post Application Process workflow window. Click Next Step.



  4. Select the form for which the panel assignment needs to be done
  5. Select the assignment type as “Auto Assignment Logic.”
  6. Map the available interview slots and evaluators from the drop-down
    Multiple mapping of the slot and evaluator can be done. 
  7. If meeting links are to be generated, then select the “Yes” option from the Schedule Meeting link option. Enter the meeting details, and click the “Publish” button.
  8. All the auto assignment logics can be tracked by clicking on the Auto Assignment Logics Tab, where corresponding to every logic user would be able to Disable, Delete, and Edit the logics.


If there is a video meeting scheduled then the candidate would be able to see the Join video meeting on the Candidate dashboard at the assigned time during the Panel assignment.

2. Bulk Panel Assignment

For assigning multiple candidates to panels at once, follow these steps:

  1. Navigate to Post Application in the menu and select Virtual Post Application.

    • Alternatively, search for the Virtual Post Application in the menu search and then click on the Virtual Post Application listing.

  1. Choose the Form Name for which panel assignments need to be enabled and click Let’s Get Started.

  1. Drag and drop the Panel Assignment tab into the Design your Post Application Process workflow and click Next Step.

  1. Select the Scorecard from the dropdown for which panel assignment is needed.

  2. Select “Upload CSV” option in the Panel Assignment Method.

  3. Choose the Evaluators from the dropdown. If multiple evaluators need assignments, leave this field blank.

  4. Upload a CSV file containing candidate-panel mappings.

  5. Click on Upload Data.

  1. Map the uploaded fields with Meritto labels and click Start Import to finalize the assignments.

Kindly refer to the article to know more in detail:How a scorecard can be configured?

How to Verify Bulk Panel Assignment Uploads

  1. Navigate to Post Application > Scorecard > Allocation Import Report.

    1. Alternatively, search for the Allocation Import Report in the menu search and then click on the Allocation Import Report listing.

  1. Use filters like Institute Name, Scorecard, Import By, Import Status, and Date Range to find the report.

  2. Click Search to view details of each upload.

3. One-on-One Panel Assignment

For assigning a panel to an individual candidate:

  1. Navigate to Application Manager > Manage Application.

    1. Alternatively, search for the Manage Application in the menu search and then click on the Manage Application listing.

  1. Select the Form Name in the filter and click Apply.

  2. Click on the Action Button next to the candidate and select Manual Assignment of Panel.

  1. Choose the Scorecard Name and Evaluator Name from the dropdown.

  2. Define the Tentative Date and Time for evaluation.

  1. If a video meeting is required, select Yes, enter the meeting details, and click Save.

Once the panel is assigned the evaluator would be able to evaluate and candidate using the steps mentioned in the How an Institute/College user can use Scorecard.

If there is a video meeting scheduled then the candidate would be able to see the Join video meeting on the Candidate dashboard at the assigned time during the Panel assignment.

Benefits of Panel Assignment

  • Efficient Evaluation: Automates panel assignments for structured candidate assessments.

  • Bulk & Manual Assignment Options: Flexibility to assign panels in bulk or individually.

  • Integration with Scorecards: Ensures seamless evaluation processes.

  • Supports Video Meetings: Allows remote interviews via Zoom, Microsoft Teams, or Google Meet.

Conclusion

The Panel Assignment feature in Meritto CRM enhances the evaluation process by offering bulk and individual assignment options. With seamless integrations and video meeting capabilities, you can efficiently manage candidate assessments.



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