1. Help Center
  2. Managing your Crosschq Account

Managing Organization Settings

How to manage organization settings

Users with administrative permissions can edit Crosschq organization settings. To edit these settings, click the Organization Settings item in the top-right menu using the settings wheel.

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Organization Profile

Here, you can enter information about your company. We recommend filling out this page as this information is exposed to both candidates and references so they have context on who the Crosschq request is being sent from. 

Click the Sync Automatically toggle switch to enable a daily update of your Crosschq Organization profile with the information in your Glassdoor profile. If at any time you need to unlink your Glassdoor account, select the Unlink account button. Additionally, you have the option to sync manually when updates are made so you don't have to enable automatic syncing. 

If your organization doesn't have a Glassdoor page, you enter your company information manually. Once the necessary information has been completed select save. 

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After entering the company information, you will have a chance to upload your company logo and personalize your account. 

To begin, upload your organization's logo into the Icon/Square logo section. Select the image you want to upload, save, and then select upload.

Then you will have the option to upload your organization's full logo. Select the image you want to upload, save and then select upload.

Finally, select the color you would like to utilize for branding/customization purposes. On the right side, you will be able to see a preview of what the account will look like. Click the link to preview a branded survey.

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The Organization Settings menu contains a number of items for you to explore and edit:

  • Organization Profile (above)
  • Team
  • Security
  • Connectors
  • Customization
  • Event Log
  • Request Settings
  • Surveys
  • Templates
  • Report Settings

Team

Here, you can manage user accounts for your team. Learn more in the User Types and Permissions article.

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Security 

Within the Security section, you can enable SSO for your organization for more information on how to do so click here.

You can also enable/disable PDF generation for your account for Crosschq Reports depending on your desired sharing preferences.

And you will have the option to set candidates as "Private" by default. This setting will set candidates as "private" whenever a new request is created.

*Note: private candidates and their 360 Reports can only be viewed by the requestor/recruiter/hiring manager on the request, or by Super Admins. If another user wants to view a private candidate's report and does not meet one of these conditions, use the secure sharing feature to share the report. Click HERE to see how to share private candidate reports.

Connectors

For more details on how to manage your Connectors, reach out to support@crosschq.com or visit the Connectors section of the knowledge base.

Customization

The customization tab allows you to control the way your surveys and reports appear to candidates and references. To apply company logos and colors, edit the logo and colors within the Organization Profile section and apply here by enabling the toggles you would like to be on. 

There are three options, you can apply company logos to communications/surveys, Crosschq 360 reports, and Crosschq Analytics. Your organization can control which of these are enabled for your account. 

Request Settings

Here, enable/disable Candidate SMS messages, click the drop-down to choose the frequency of reminders sent to candidates. Select the checkboxes to enable team member notifications, and enable the Auto-conclude feature for Crosschq requests. To learn more about the Auto-conclude feature, click here

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Surveys

We have 3 survey libraries: 1) Corporate, 2) Education, and 3) Healthcare Provider. We've automatically assigned each library the list of surveys that would most likely be used by a company in that industry sector (note: a survey can appear in multiple libraries or in a single library). The default library for new accounts is Corporate. You can change the libraries on an account by contacting support@crosschq.com.

To preview a survey click the reference or self buttons to preview each survey and review the questions. To mark a survey as inactive, click the trash can on the far right-hand side, this way it will not be available for team members to use when creating new reference requests. To re-add inactive surveys, click the add more surveys button. As Crosschq releases new surveys, you will be able to add them to your account by clicking the Add More Surveys button and selecting from there. You can search for relevant surveys by using the search feature within the Surveys section. NOTE: You must select at least one survey to be active.

Custom Modules are also available to be built by our support team, to inquire reach out to support@crosschq.com.

Optional Modules include the Workplace safety module, the Remote Work module (which was designed for remote work environments during COVID), and the Culture module which can be enabled by selecting the slider within your settings and toggling on. 

Diversity/Bias Modules

Crosschq offers an optional diversity survey module that collects gender, age, and ethnicity from candidates and references. The responses received to these optional questions allow Crosschq to analyze whether bias has an impact on reference responses and proactively make changes to surveys and reports if needed. This information is then shared with Crosschq customers as it is available.

It is important to note that diversity responses received from candidates and references will not be included in the Crosschq 360 report and are not available to recruiting or hiring managers during the hiring decision process. Whether or not to include the diversity module in surveys is a setting that Crosschq users control within the organization settings tab.

To enable this feature click on the Diversity/Bias Modules and select the preferred setting for your organization. There are two options:

Full - Demographic information is collected and stored by name for candidates and anonymously from references. This option must be selected when using Crosschq’s Analytics Diversity & Inclusion product.

Anonymous - Demographic information collected anonymously from candidates and references.

The default setting for all accounts is FULL. Select the setting that is preferred for your organization and it will automatically be updated for your account.

Language Settings

Crosschq offers English, Spanish, and Mandarin surveys within our reference checking module, allowing candidates and references to choose the language that they prefer when completing their reference surveys. Your reports will continue to be provided in English except for open-text answers, which can be automatically translated at the click of a button. You can control what languages to enable within your settings. Additional languages will be added to our survey library in 2022.

To enable surveys in other languages, click Language Settings within the Survey section, and select the checkbox next to the language you want to enable.

You will then be able to view which surveys are available in that language in your survey library.

Please note, if you have a custom module that is in English you will need to reach out to support@crosschq.com to have the module translated so the surveys will function properly. 

Templates

 Templates are utilized to manage Crosschq within an ATS connector or when you want to quickly select a Crosschq template when creating a reference request in the platform. To create a Crosschq template, select Create New Template. Enter the required information such as template name,  ATS Tag if required, and create a description of the template. 

Within the Request Settings section, add in the position, select the appropriate survey, configure the number, and type of references you want to be associated with this request. Please note, the relationship type can either be specified or you can select any relationship type and let the candidate determine the type of reference.

From there, add in optional hiring manager information. Finally, you can create custom emails or text messages associated with each template by filling out the custom notifications section. When you are done, select Create Template and this will automatically be linked to your ATS. 

Additionally, you can add customized notes to each specific reference-request i.e. "Please provide a manager reference from X company."

You can also enable auto-conclude for specific templates rather than setting an overall rule for all requests. Go to Organization Settings, Templates, and then select the template that you want to set up an auto-conclude rule for. From here, click edit. Then you can set the specific auto-conclude rule for this template.

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Screen Shot 2021-10-13 at 2.47.33 PMAt any point, if you need to edit or delete a template select the three dots next to the template and you can manage from there. Here you will be able to review the list of active templates you have available for usage. 

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Report Alerts

On this settings page, you can enable or disable various alerts by clicking the toggle for each alert.  Any alerts that you enable will appear in the Crosschq Candidate report.

For the Reference Average Threshold, enter a number in the field that represents the threshold for the number of candidate references. An alert will appear in the report if the calculated Reference Average from one or more of a candidate’s references falls below this threshold.

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You can also choose to anonymize reference information, which you can adjust so only certain users see PII.

Event Log

This page lists all recent entries in the event log.