Introduction
As we know, the virtual post-application process is conducted via Video Conferencing Solutions like Zoom, and Google Meet. MS Teams, etc.
In this article, we will quickly touch base with the MS Team Integration process which involves
- Configuring the MS Teams accounts and users
- Setup of Microsoft Team meetings from the NoPaperForms portal to streamline the Interview/Evaluation process
- Allow candidates and evaluators to join Microsoft Teams directly from the NoPaperForms portal
Prerequisite
- Microsoft 365 for business admin account
- Access to the Virtual Post Application module on the Meritto portal
How to Enable Microsoft Team
Step 1: Navigate to the Post Application in the menu then click on the Virtual Post Application in the sub-menu. Otherwise, search for the Virtual Post Application in the menu search and then click on the Virtual Post Application.
Step 2: Select the Form name for which you wish to enable the Microsoft Teams meetings. Once the form name is selected then click on the Let’s Get Started button
Step 3: Drag the Schedule Video Meeting tab from the Post Application Stages list drop it in the Design your Post Application Process workflow window and then click on the Next Step
Stage 4: Enable the toggle in front of the Microsoft Team section then click on “Yes” in the confirmation pop-up
Step 5: Once clicked on Yes. Click on the Microsoft Team logo then input the Alias Name e.g. MBA HR Account etc. to define the connection built with the particular Microsoft Teams account and then click on the Connect button
Please make sure to use the meaningful Alias Name which later could be used to identify the connection built with Microsoft Team
Step 6: Sign in with your Microsoft for Business admin account and then click on the Accept button on the Permission page
Step 7: Click on the downward arrow bar highlighted in the red colored box in the below screenshot
Step 8: You are required to map your Evaluators who are active in the NoPaperForms portal to the Microsoft team's users who are configured in the Microsoft for business admin account and then click on the Save button. Click the + icon to map more users and - if you wish to remove any of the mapped accounts.
Great! With this, you have successfully configured your MS Team Account for scheduling meetings
To schedule video meetings for the Interview/Evaluation process there are two ways to do so:
Execution 1: Manual Panel Assignment
To conduct video meetings, You need to select the list of candidates who need to be evaluated using the application manager and click manual assignment of the panel. You need to assign them the scorecard, evaluator, and tentative date and time for evaluation.
After that you need to select yes on the scheduled video meetings, You will get the option to select the enabled video meetings platform and account to be used in which you need to select Microsoft Teams. Also, set the tentative duration of the interview
On successful panel assignment, the candidate will be able to see the video meeting join button on the candidate dashboard on the tentative date and time for the evaluation
Execution 2: Upload CSV
To upload the CSV follow the below easy step
Step 1: Navigate to the Post Application in the menu then click on the Virtual Post Application in the sub-menu. Otherwise, search for the Virtual Post Application in the menu search and then click on the Virtual Post Application.
Step 2: Select the Form name for which you wish to schedule the video meetings. Once the form name is selected then click on the Let’s Get Started button
Step 3: Drag the Panel Assignment tab from the Post Application Stages list drop it in the Design your Post Application Process workflow window and then click on the Next Step
Step 4: Select the Scorecard from the dropdown for which you want to schedule the video meetings for the candidates who need to be evaluated
Step 5: Select the Evaluator from the dropdown if only one evaluator is to be assigned for the evaluation. If there are multiple evaluators need to be assigned do not select any evaluator from the dropdown. Then upload the CSV which should be similar to the sample file which can be downloaded by clicking the download button after selecting Microsoft Teams from the dropdown and clicking on the Upload data
Step 6: In the Label Mapping page you need to map each fields which are uploaded using CSV to the relevant Nopaperforms Label. Once mapped click on the Start Import button
Once, clicked on the Start Import button the evaluator will be assigned to the candidate, and accordingly Microsoft Teams video meeting link will be generated which can be visible in the Manage Scorecard to the Institute/College user, and to the candidates' video meeting join button would be visible on their dashboard on the tentative date and time for the evaluation.