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Using the Cappfinity Integration

Send Cappfinity assessments through Pinpoint

Anca Toma avatar
Written by Anca Toma
Updated this week

Sending Cappfinity assessments and event invitations through Pinpoint allows you to efficiently manage candidate evaluations and event participation directly from their profiles. This integration ensures that once Cappfinity returns the results, assessment scores, statuses, and event outcomes are conveniently displayed in one place.


How do I Set Up Cappfinity Integration?

To link your Pinpoint and Cappfinity accounts, you'll need to enter your Cappfinity credentials, enable the integration, and configure event groups if you plan to use events. Follow these steps to complete the setup:

  1. Obtain Your Cappfinity Credentials
    Before starting, make sure you have your Cappfinity username and password ready.

  2. Access the Integrations Menu
    In Pinpoint, navigate to the Settings > Integrations menu.

  3. Select the Cappfinity Integration
    In the integrations menu, click on the Apps button and either search for Cappfinity or scroll to find it. Click the Add button for that integration.

  4. Enter Your Credentials
    Paste your Cappfinity username and password into the corresponding fields and press Save.

  5. Enable the Integration
    Toggle the setting in the top right corner from Disabled to Enabled.


If you want to invite candidates to events, complete the following additional steps:

  1. Enable Events with Self-Led Booking
    Contact Cappfinity to set Event Notifications to use the PUSH option, ensuring Pinpoint can receive necessary results.

  2. Create Event Groups
    In the Cappfinity Event Builder, create Event Groups for different types of events and enable Self-Led Booking for each group.

  3. Link Event Groups to Pinpoint
    Copy the Group Identifier from Cappfinity and paste it into the Event Group ID field in Pinpoint, providing a clear Display Name for identification.

  4. Save Your Setup
    After saving your configuration, your integration will be ready to send assessments and event invitations.


How do I Send a Candidate an Assessment?

To send an assessment to a candidate, follow these steps:

  1. Access the Candidate's Profile
    Open the candidate's profile and select the Send Cappfinity assessment option from the action button (three small dots).

  2. Confirm Email and Select Assessment
    Pinpoint will prompt you to confirm the email address for sending the assessment and choose the desired assessment from those available in your Cappfinity account. You can also tick the "Require extra time?" checkbox if necessary.

  3. Review Assessment Status
    After sending the assessment, a new tab named 'Assessments' will appear, showing both current and completed assessments with the newly sent one labeled as "Pending."

Once the candidate has completed the assessment, Cappfinity will provide statuses such as PASS, FAIL, CONSIDER, EXPIRED, or AWAITING MANUAL SCORING. A link to the Cappfinity report will also be available for a more detailed breakdown of the candidate's performance.



How do I Invite a Candidate to a Cappfinity Event?

You can invite candidates to self-book an event through Cappfinity using the following steps:

  1. Access the Candidate's Profile
    Select the three-dot menu (⋯) and choose Send Cappfinity Event Invitation.

  2. Select the Event Group
    Choose an event group from those configured in your integration settings.

  3. Send the Invitation
    Pinpoint will email the candidate with a link to self-book an event (this email cannot be edited).

  4. Track Event Outcomes
    Once Cappfinity returns the results, you’ll see the event outcomes in the candidate's profile, including overall decisions and scores.

After the candidate completes their event, review their results and proceed with your hiring workflow as usual.


FAQs and Troubleshooting

How long does it take for assessment results to appear in Pinpoint?

Assessment results are typically sent back from Cappfinity shortly after the candidate completes their assessment, but it may take some time for them to reflect in Pinpoint. Check back periodically for updates.

What happens if a candidate does not receive their assessment email?

If a candidate reports that they did not receive their assessment email, first verify the email address used in Pinpoint. If it is correct, suggest that they check their spam or junk folders. If the email is still not found, consider resending the assessment.

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