Manage the interview process with these 3 simple steps:

1. Create an Assessment Template
2. Link Assessment Template to a Position
3. Set up an Interview with a candidate

Create an Assessment Template

1. The first step is to create an Assessment Template. To do so, please go to Setup menu–>Hiring. This action takes you to the “Hiring Configuration” page.

2. On the Hiring Configuration page, click on “Assessment Template”.

3. Now click on the “New Template” button.
   

4. Fill in the name and description, and click on “Save Template”.

5. On the next page, you will see a “+ Add Section” link. You can add the name of the section here. Click on the “+ New Item” link to add the questions.

6. In the pop-up to create a New Item, fill in the following details:
   A. Metric: Include the name of the metric.
   B. Description: Add the description for the respective metric.
   C. Include Quantitative Assessment: A metric can be evaluated numerically. After choosing either the Mandatory or Optional, choose the Assessment Template from the drop-down menu.
   (These assessment templates are included in the Goals and Performance Management Setup menu.)
   D. Include Qualitative Assessment: A metric may also include a part where interviewers can include remarks/comments.
   E. Weight %: Adding weightage for a metric could help in calculating the average score of the assessment filled in by the interviwer.
   F. Item Sequence: This helps in setting the sequence of the metric items.

You can create multiple Assessment Templates by following the above-mentioned steps. Please click here to see how to link an Assessment Template to a position.

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