Creating & Managing Projects

Creating & Managing Projects

This guide provides the necessary steps to create, configure and manage your Projects.
Correctly configuring a Project is vital to ensure candidates receive the right information, raters have the correct access and permissions as well as ensuring the interview process adheres to the defined timeline and structure.

System Restrictions & Rules

Locked Data: Once a Project is activated or receives an application, certain fields cannot be changed, such as the Department , specific form fields , or video questions that have already been answered.

Stages that are currently assigned to candidates in the project cannot be removed.

When Projects are activated, candidates have applied, or raters have rated:
  1. The department cannot be changed once a project has been activated once.
  2. Raters cannot be removed from a project where they have rated at least one candidate.
  3. Stages that are currently assigned to candidates in the project cannot be removed.
  4. You cannot delete a field or an option in a choice field (e.g. drop-down / multiple-select) on a project that has received an application.
  5. Video interview questions cannot be rearranged or deleted if they have been answered by a candidate.
  6. You cannot add more video interview questions when a candidate has completed an application.
Changes that can be made, but will influence the project or candidate:
  1. If background checks are deactivated, none of the future candidates will be asked for consent to run any checks.
  2. If you try to delete a form field or option in a choice field, a modal will ask whether you want to hide the question/options from future candidates. Those candidates will then not have the same questions or options as previous candidates when they complete the form.
  3. You can edit a question that has already been answered by a candidate. This may result in existing answers no longer making sense and may give new candidates an unfair advantage.
Notes
Projects in Draft can be deleted by selecting the options button (︙) and clicking on ‘Delete project’. This brings up a modal asking if the user is sure they want to delete the project, where they can click the white “Cancel” button or the red “Delete” button. If a project was activated once, it can never be deleted. However, projects can be Archived, which hides them from the normal project list view. The project list view is filtered to only show Active, Inactive, and Draft Projects by default, but Archived projects can be included.

Rater Notifications: Raters are not automatically notified when a candidate moves between stages; they must be notified manually via the "Remind Raters" button after the initial application completion.

Candidate Filtering: Admins can filter project candidates based on application form answers (drop-downs/multi-select) or system data like skills test scores.

An Inactive project can always be reactivated, but you need to keep in mind the following:
  1. The automatic reminder emails will “pick up where they left off” in terms of how many reminders should still be sent, unless they are turned off.
  2. Unless these are turned off, the roles will be published to Wamly Jobs, the organisation’s Careers Page and External Job boards again.

Project Creation and Management

Creation Rights: Only System Managers and Administrators have the authority to create or edit project details.

Visibility: An Administrator’s view is limited to projects, templates, and users within their own assigned department(s).

Sorting: The project list is sorted by creation date in descending order.

Drafts: To save a project as a Draft, it must have at least a project name, a department, and the project settings configured. Draft projects can be deleted.

Notes
Once a project has been activated even once, it can never be deleted. Activated projects can be Archived to hide them from the standard list view.

Accessing the Projects Menu and creating a Project

  1. Click on “Projects” in the left hand side menu.
  2. Click “Add New” to create a new project.


Settings Tab

In this menu you will be able to:
  1. You must have at least a Project Name and Department detailed to be able to save a Project as a Draft Project.
  2. Give your Project a name, allocate which Single Department has access to it as well as stipulate the start and end dates of the Project. If the Project does not have an end date you can select “Open Project”. You are also able to select a Cost Centre, although Default is chosen on the creation of a project:


  1. Additional Info (Optional), can be added such as the Role Title, Role Overview, Location of the Vacancy, Compensation for the Role and Classification of the role. (Providing more detail here will populate the Attract Tab that is present later in the setup of the Project).
  2. Emails will be sent from noreply@wamly.io, if a candidate does reply it will be sent to the Contact Person email address specified here.
  3. Landing Page Layout is where you can customize the look and feel of what the candidates see, or you can leave the Wamly Default Landing Page in place.
Info
For more information on Landing pages refer to this article

  1. An Intro Video can be added to be shown to the applying candidates before they start their One Way Video Interview. (Intro Video’s are uploaded via the Templates > Intro Video’s menu).
Info
For more information regarding Intro Video’s refer to this article.

Attract Tab

Information in the Attract Tab will be populated from the Additional Info supplied in the Project setup; while any detail specified in here will update both ways between the Additional Info and Attract Tab sections respectively. (To edit any detail you can click on the edit pencil icon next to each field and click on “Apply Now” to save changes).


  1. Click on the Next button at the bottom right to continue to the next section.
Info
For more information on the Attract Tab and Wamly Jobs see this article.

Emails Tab 

Here you will choose from the following:
  1. Set an Invitation Email Template as well as stipulate an email address that will receive any replies from Candidates to the Invitation email. (Email Templates can be created and managed in the Templates > Email Templates menu).
  2. Automatic Email Reminders can be sent out at given day/week intervals as well as how many in total will be sent. There is also an option to select the Email Template that will be used:
  1. Click on the Next button at the bottom right to continue to the next section.
Info
To find out more about Email Templates refer to this article.

Raters Tab



With the Raters Tab settings you are able to:
  1. Blur candidate interviews for raters. - If enabled this will cause your raters to see a blurred version of the video answer.
  2. Display skills test results to raters. - If enabled this will make skills test results visible to raters.
  3. Display all candidate information to raters. - If enabled this will make all candidate information visible to raters.
  4. Hide Psychometric Evaluation results from raters. - If enabled this will make all Psychometric information hidden from raters.
  5. Hide Background check results from raters. - If enabled this will make all Background check information hidden from raters.
  6. Whether to show question ratings to raters. - Select when raters are allowed to see other raters video question ratings.
  7. Whether to show overall ratings to raters. - Select when raters are allowed to see other raters overall candidate ratings.
  8. Notify raters when a candidate completes an application. - If enabled raters will be notified as soon as a candidate completes their application.
  9. Allow raters to change application stages. - If enabled raters will be able to change stages to rater assignable stages.
Notes
Raters can be assigned at the bottom of the menu where you can search for a rater by name, email address or by Department.
  1. Click on the Next button to continue to the next section.

Stages Tab

Here you will be able to manage the stages that can be assigned to applications on this project. You can add, remove and reorder stages as required.


  1. The first stage in the list will be labeled as your Initial Stage, which is where all applying applications will be allocated. If no raters are added to this Stage then no Candidate Applications will be visible to Raters allocated to the project.
  2. Simply click on “Add New Stage” to create new stages.
  3. Stages can be ordered in the list by clicking and dragging a Stage up or down in the list.
  4. You are able to assign “All Raters” or selected raters to specific Stages in the list, thus giving controlled visibility to your raters, ensuring that only applications that need to be seen by a set rater or list of raters.
  5. Stages can be renamed by clicking on the Stage Name.
  6. Stages can be deleted by clicking on the delete icon on the right hand side of the Stage.
  7. Click on the Next button to continue to the next section.

Psychometrics Tab

In this menu you will be able to enable Psychometric assessments as well as choose a type of report to include. (Please note that only one can be selected).


The reports available are:
  1. Job Fit - Talent Role Fit Report.
  2. Potential Profile - Personality traits and Motivations only.
  3. Cognitive Abilities - Processing new information, solving complex problems and identifying connections.
  4. Click on the Next button to continue to the next section.

Background Checks Tab

In this menu you will be able to enable different types of Background checks, do note that Candidates will be asked to provide consent as part of their application if any are enabled.


The types of Background Checks are:
  1. ID Verifications - Verify candidate ID’s and whether they are who they say they are.
  2. Financial Checks - Verify the candidate’s credit history to assess financial reliability and any outstanding debt. (Consumer Credit Reports / Fraud Checks).
  3. Criminal Checks - Verify whether the candidate has a criminal record or any prior legal issues.
  4. Qualification Checks - Verify candidate qualifications such as matric or tertiary.
  5. Click on the Next button at the bottom right to continue to the next section.
Info
For more information about Background checks refer to this article.

Forms Tab

In this menu you will be able to create a new application form or select a pre-existing form from the list for your project.


In this menu you will be able to create a new application form or select a pre-existing form from the list for your project.

Notes
Mandatory fields are: Name, Surname, Email Address, Mobile Number, Gender, Candidate ID Number, Date of Birth and Qualification.
  1. When you select “Create New Form” you will be presented with a form layout where you can drag and drop fields from the right hand side “Toolbox” list to populate the Application Form detail.
  2. By clicking on the pencil icon you are able to set Labels, Required Fields, Required Document Upload fields. (By selecting “Required” this makes that field a Mandatory field and the candidate will not be able to proceed unless completed or the required document has been uploaded). 
  3. Click on the Next button at the bottom right to continue to the next section.
Info
For more information about Forms refer to this article.

Skills Test Tab

In this menu you are able to turn on a skills test for your project as well as select a skills test from your list of created skills tests. (These Skills tests are created and managed in the Templates > Skills Test Menu). 


  1. Click on the Next button to continue to the next section.
Info
For more information about setting up Skills Tests refer to this article.

Questions Tab

In this menu you will be able to create your own set of questions or choose from a comprehensive example list of typical questions for a role type.


Notes
When setting out your questions you are able to select to “Allow a breather between questions”, how long that “Prep Time” is and “Answer Time” is in Seconds: (The total time for Prep and Answer is accumulated to give a guideline to the candidate on how much time would be required to complete the video interview).

You can also add new questions by clicking on the “Add Question…” option at the bottom of the question listing.


  1. To Complete the setup of your project click on the Create action button at the bottom left.

Info
For more information regarding preset Interview Guides refer to this article.

Project Listing View



  1. In the Project “Listing” view you are able to see all of the projects (based on permissions) that are visible to you.
  2. Here you will be able to search for projects by name, filter by Department, Start date, End date or status of the project.
  3. The table is broken down into columns detailing the Project Name, the Department it is allocated to , when it was created, when is/was the start date, when is/was the end date as well as the total number of applications and how many completed the video interview.
  4. There is a project link that can be copied and shared, which will only be available on active projects.
  5. The status of the projects are also visible and are broken down into “Active, Inactive and Draft” statuses.






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