There are three types of accounts on the platform and you will have to test each one of them individually.
Admin Account: The admin account is your internal team’s dashboard account where you can view and manage everything that happens on your platform.
Candidate Account: Candidates looking for work will sign up with a candidate account.
Client Account: Client's looking to hire staff will sign up with a client account.
Testing Hygiene:
When testing the platform you will need various emails to sign up with. You will not need a dummy email to test the admin platform–you can use your real admin account for this.
You can sign up as test candidates and test clients using any dummy emails. We recommend two different ways of doing this.
First, you may sign up with your personal/business email. Since you would want to create multiple clients and candidates accounts but might not have that many functional emails, you can use pseudo emails like this. Say your email is: myname@gmail.com you could use myname+one@gmail.com or myname+hello@gmail.com. Anything you enter between '+' and '@' is ignored by Gmail and delivered to your inbox. This allows you to create endless client and candidate accounts, while also receiving the verification code needed to confirm the account, and any notifications that client or candidate would receive from the platform.
Another way to create dummy emails is to create emails ending with example.com. So you can use email like one@example.com, two@example.com then three@example.com and so on to create accounts on your platform. You can recover the verification codes needed to confirm these accounts by being logged into your admin account in a different browser or in a private window and navigating to Reports -> User Reports. However, you will not receive email notifications for these accounts.
Alright, now that you’ve got your accounts created and verified, let’s dive into the testing process.
Testing as a Candidate:
To test as a Candidate you will need the following:
Profile picture (optional – depending on your platform configuration)
Resume (we recommend .docx or .pdf)
It's recommended that you create an account with basic details and do the following with different variations:
Add your experience
Answer Additional Onboarding questions
Add credentials (optional – depending on your platform configuration)
Edit profile information
Apply for shifts
Check in and out of shifts
Testing as a Client:
There are two different ways you can test signing up as a client.
First, you can simply create a new account on your platform from the welcome page. or you can create an account for a client from your admin dashboard.
While creating a client you will need just a test credit card number; you can use the following test credit card:
Card Number: 4242 4242 4242 4242
Expiry: 02 / 24
CVC: 293
It's recommended that you create an account with basic details and do the following with different variations:
Answer Additional Onboarding questions
Add a bank account (for more about ACH, read here)
Post a shift for staff today
Post a shift for staff in a few weeks
Post a shift and don't provide credit card details.
Second, you can create an account on behalf of a client through your admin dashboard by click on “New Order” and then “Add New Client”
Remember that while it is optional to add a credit card at sign up (though you can make it mandatory), and ACH does not have to be configured on your platform at all, an order will not go live unless there is a payment method on file. If your clients will be paying you offline, you will have to go to the client’s profile to manually authorize them.
This will give you a good initial understanding of how the platform works.
This article was last update February 17, 2022.