Recruitment Marketing Public

Assessments sends candidates an external test automatically through your hiring workflow and brings the result straight back into Recruitment Marketing.

Set up Assessment Provider and Package

1. From the side menu, under Assessments, click Settings.
2. Enter the details for Client ID and Client secret.
   
3. Click Save.
4. Next, navigate back to Assessments in the side menu and click Providers.
5. From the top right, click New.
6. Enter the details for the Provider GUID.
   
7. Click Save.
8. Next, navigate back to Assessments in the side menu and click Packages.
9. From the top right, click New.

10. Enter the details of the package:

    1. Name: Enter the package name.
    2. Provider: Select the relevant provider.
    3. Package code: Enter the code.
    4. Delivery URL: Enter the URL.

    

11. Click Save.

Set up Assessment Invitation Email Templates

Go to Candidate Email Templates and create the Assessment Invitation, Reminder, and Follow-up templates, each with a sender address, using the Email Builder. 

Sending a Candidate an Assessment Automatically

Create a Workflow and add an Order assessment step to it. Choose where it should trigger - for example, at a particular stage - and which package to send. Every candidate who reaches this step will automatically receive the assessment.

Sending a Candidate an Assessment Manually

1. From the side menu, under Assessments, select Invitations.
2. From the top right, click New.
3. Select the Package and Candidate.
   
4. Click Save.

This creates and sends the order immediately, the same way a workflow step would.

What Happens After You Send It

Recruitment Marketing sends a reminder if they haven't started after a few days (2 days from when they were invited), then a follow-up if they're still not finished. Once they complete the assessment, the result and status update automatically.

Checking Where a Candidate Is Up To

You can check the progress in the following areas:

• Assessment Invitations List: Navigate to Assessments > Invitations from the side menu. Search by candidate name to see their status at a glance.
  
• Candidate Profile: The Assessments tab displays their invitation and result.
  
  
  
  
  You can also check more details by clicking the package name. You will be redirected to the Assessment Invitation page.
  
  
  
  A candidate's status will be one of:
  • Invited: Sent, not yet finished.
  • Incomplete: Started but didn't finish.
  • Pending Results: Finished, awaiting the score.
  • Passed/Failed: Result is in.
  • Test Provisioning Failed: Setup failed; resend the test.