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. 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.

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

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

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

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

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

• A sample CSV format is available for download.

• Select the meeting setup (Zoom, Microsoft Teams, Google Meet) if video meetings are enabled.
  

7. Click on Upload Data.
   

8. 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.

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

3. Click Search to view details of each upload.

2. 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.

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

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

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

5. Define the Tentative Date and Time for evaluation.

6. 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.