View source for Forward application for evaluation to other people (third parties)


[[Category:Applicant management|Applicant management]]
[[Category:Job applications|Job applications]]
[[de:Bewerbung zur Beurteilung an weitere Personen weiterleiten (Drittpersonen)]]
The action “''Forward application to other people for assessment''“ explicitly releases a given application for assessment (''Appraisal/s'') to third parties, i.e. to people who have not been explicitly entered as a user/role in the solution and have no login data. This action sends a personalized email to the people selected to provide assessments, with a link for the solution and the relevant applicant. This link contains a parameter token that identifies the user and allows them to access the assessment form without additional login data. 
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'''Notes:'''
* Be sure to check the settings (if any) configured under ''[[Security settings#Password|Authentication key validity (number of days)]]''
* The third-party assessor will be able to see all elements in the application that were actually released (by the person with access permissions) at the time the invitation to submit an assessment was sent.
* An application can only be assessed by third parties as long as the application is still '''active''' (i.e. has not yet been archived or anonymized).
* If an application that was forwarded to a third party for assessment has since been archived, an error message will be displayed (403).
* In general, the action to release an application is available to both the [[User roles in Applicant Management#Company-internal users|HR expert]] and the [[User roles in Applicant Management#Company-internal users|hiring manager]].

'''Automated reminder email for outstanding assessments''' <br> 
[[File:info.gif]] You can configure how many days must pass before a reminder email is sent to invited third-party assessors. Further information in the section [[Superior evaluation#Automated reminder email for outstanding assessments|Automated reminder email for outstanding assessments]]. 

[[File:attention.gif]] '''Please note:''' Whether the reminder email is sent does not depend on an application’s current status. The background context here is that application statuses can be freely defined by the customer. What determines whether a reminder email is sent out is whether the application has been released for the manager view (“Release to managers” is active). In other words, only when the application has actually been assessed, or if the release to managers is explicitly withdrawn, will the system stop sending reminder emails to managers or third-party assessors about evaluating the application. The same is true for applications that have been archived or anonymized.

; Warning message, if you invite yourself or invite other persons again
If you want to get a third party evaluation for an application and you enter a person (e-mail address) who has already been invited, you will be informed about this. If you enter '''your own e-mail address''', you will also be informed of this. This helps to avoid unnecessary duplications and obsolete invitations to the third party assessment. <br>
[[File:info.gif]] You also have the option to send the invitation anyway, as the hint message offers both options ("Yes, send now" or "No, change now").
The hint messages currently appear only if the restriction [[#Forward to third party with a user profile|Allow third party assessment only by people with user profile]] '''not''' is active.

==Forward to third party with a user profile==
You can make restrictions and limit the invitation to third-party assessment only for persons with a user profile (of your Umantis Applicant management). In this way, you avoid, among other things, that appraisal requests are sent to external persons by mistake. In addition, the user/third-party appraiser can be found and selected more quickly via the selection provided.

The restriction is optional and can be set via the settings of the respective [[Branches#Settings|Branch]] (''/Administration/Agency/ID/Settings/ApplicationProcess''). Here, the checkbox '''Allow third-party assessment by persons with a user profile only ''' is activated. Subsequently, in the application dossier, instead of "Forward to third party", another action button is displayed: "'''Forward to third party with a user profile'''", which leads to an optimized invitation screen. This screen allows both searching and quick selection of users (people with user profile in the system).

[[File:attention.gif]] '''If forwarding is only possible to persons with user profile:'''
* the third party appraisers will see an overview of all applications sent to you via third party appraisal under ''/SelfServiceAppraisals'';
* the use of the LoginKey is no longer necessary. This is therefore not required in the corresponding [[Email|email]] templates.

==Related topics==
* [[Forward application for evaluation to other people (third parties)|Forward application to other people for assessment (third parties)]]
* [[Activate for committees / retract committee access|Release to committees]]
* [[Activate for committees / retract committee access|Withdraw access from committees]]
* [[Activate for line manager area (and send email)|Release for hiring manager view]]
* [[HR evaluation|HR assessment]]
* [[Superior evaluation|Manager assessment]]
* [[Communication about the application|Communication]]
* [[Linking using emails in applicant management|Linking using emails in Applicant Management]]