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Add automated assessment

Included in:
  • SmartStart
  • SmartRecruit


If you regularly rely on assessments such as skills tests, video interviews and reference and background checks to select the best candidates, you can add triggers to specific steps in your hiring process to send assessment when someone moves a candidate to the appropriate hiring step.

You'll need to be an Admin to pre-configure assessments.

Add assessment

To add an assessment to a particular step:

  1. Navigate to Settings / Admin.
  2. Click Hiring Process in the Configuration list.
  3. Find the appropriate step in your hiring process, and click the Settings icon in the upper right corner. (Don't click Edit.)Screen Shot 2017-02-08 at 3.14.21 PM.png
  4. In the list, click Assessments. You'll see a list of all available assessments. You can filter by type or vendor, or even search by keyword, e.g., "JavaScript". To learn more about the different vendors, visit the Marketplace.Screen Shot 2017-02-08 at 3.28.36 PM.png
  5. Click Select to add an assessment to this step. You can add more than one. When you've added the right assessment(s), click SaveScreen Shot 2017-02-08 at 3.27.51 PM.png
  6. Click Edit to add or remove assessments.

Since these are automated assessments, you'll need to purchase credits in advance. You can click Buy Credits to go to the Marketplace and purchase credits from that vendor. To check your current credit balance, see the Credits page.

Automation in action

Once you've add an automated assessment, Admin users can configure auto-triggering an assessment under Admin/Settings » Hiring Process and then choosing a specific step. 

When an application moves into the hiring step where the auto-triggered assessment has been enabled, the candidate will be automatically sent the assessment in the background. The same automation would apply to a group of candidates when they are bulk moved to a hiring step that includes an auto-triggered assessment.


Alternatively if auto-triggered assessments are not triggered, when someone advances a candidate to a step in the hiring process with an automated assessment, SmartRecruiters will automatically prompt them to confirm and send the assessment. SmartRecruiters won't send the assessment without this confirmation.

When the assessment is ordered, the candidate will receive an email with instructions.Screen Shot 2017-02-08 at 3.48.03 PM.png

Monitoring status

Anyone with a hiring manager, recruiter, or executive role on the job's hiring team can view the status of a candidate's assessment on their profile. 

Screen Shot 2017-02-08 at 3.56.04 PM.png

When the candidate completes the assessment through the vendor, SmartRecruiters will automatically update with the results, and add a notification to the Hireloop. Only executives, hiring managers, and recruiters assigned to the job will be able to see this information. If you've configured your email notifications to include Assessment Status, you'll receive an email notification of the completion.