How to configure a candidacy site

To edit the configuration of a candidacy, click on “Configuration” in the menu to the left of the candidacy page. Upon clicking, a new menu will appear with a list of configurations. Note that not all of these configurations may be necessary to set up your candidacy.

This guide will take you through the configuration of the following items:

Language, title, and status

Start by setting up the language and title of the candidacy.

Under the “Main” section, you should see the language and title configurations which you already set when you created the candidacy. Should the need arise, you can edit any of them at a later point from the “Main” section.

Disclaimer: Adding a language at a later point in the configuration stage will require you to walk through the setup to ensure you apply translations.

Next, you will need to set a status for the candidacy.

Under “Status,” you can set the status of the candidacy. A candidacy may have one of three statuses: “Enabled,” “Disabled,” or “Scheduled.” For testing purposes, leave the candidacy status at “Enabled” for now, as we must ensure that everything is set up correctly before we change the status of the candidacy.

Phases

Under “Phases,” you may set the status of each phase of the candidacy cycle. There are four phases in Candidacy: registration, qualifying, publishing, and recommendation. Each phase is described in detail below.

A phase can be set as “Enabled,” “Disabled,” or “Scheduled.” For testing purposes, leave “Registration phase” and “Qualifying phase” as “Enabled” and “Publishing phase” and “Recommendation phase“ as “Disabled” for now, as we need to ensure that everything is set up correctly before we change any of the phases' statuses.

Any phase may be changed at any point during the candidacy event.

Candidate config

Under “Candidate config“, you can choose whether candidacies need to be moderated or not by a system admin/user as well as the order in which they appear in the published list of candidates.

Here, leave the setup as it is: “Moderated” as enabled (shown by the green tick mark), “Ordering” by “Positions”, and “Allow reordering” as disabled (shown by the red cross mark).

Groups

Next, scroll down to “Groups.” Groups are logical separations of candidates which, based on a given configuration, limit the boundaries in which these resources can act. Groups can represent, amongst other things, regions, areas, departments, and so forth. Candidates may be assigned to groups in three different ways: “Choice of any group,“ “Choice of groups from identity,“ and “Transfer of groups from identity.”

For this walkthrough, make sure that Groups are “Enabled,” indicated by the green tick mark. Next, under “Candidate group assignment,” choose “Transfer of groups from identity” from the dropdown menu.

The remaining features, “Ordering“ and “Allow reordering,” should stay with their default setup, as shown in the image below.

Identity

Now, continue down the menu to reach options related to Identity.

Identity Claiming

Under “Identity claiming,” you will find three items labeled “Identifier label”, “Identifier help text”, and “Prove identity through.” Leave the first two items as-is, but make sure that, for the “Prove identity through” item, “Knowledge of identifier” is selected. This will ensure that, to prove an identity, knowledge of said identity is only available to the system and to the candidate trying to prove their identity.

An identity is required for

Scroll down to the “An identity is required for” section in the menu. Here, you can choose whether or not candidates need an identity to be able to create an account, register as a candidate, and/or recommend a candidate. In this guide, we will only set up the “Registering as a candidate” option.

Tick “Registering as a candidate.” This means that when registering as a candidate, one must have a verified identity, which is determined by the identifier in the system for identities that will be uploaded at a later stage.
Click on “Update configuration” to save the changes.

Theme

Scroll down to the “Theme” section, where you can choose a color and upload a logo to personalize the candidacy site so as to match your organization’s brand.
Click on “Color” and choose your desired color. You may select a color by either clicking on it or by typing the color code in hex format (e.g. #244FA5).
Click on “Update configuration” to save the changes.
Click on “Logo,” choose a logo file (use a .png or a .jpg file) and save the changes by clicking “Update Configuration.” For this walkthrough, use this image: .

You now have the essential configurations to continue setting up your first candidate site!

Video Guide