Configure an assessment for a job opening in Zoho Recruit

Topics covered in this article

Assessments are a way of gathering specific information about a candidate. This article explains how to create and configure an assessment for a job opening.

Who is this article for?

This article is for HR department members.

Prerequisites

Before proceeding, ensure you:

1. Have access to Zoho Recruit module
   
2. Have permissions to create assessments by clicking on the "Assessment" module in Zoho Recruit

About Zoho Recruit

Zoho Recruit is the Zoho application that allows us to handle the selection and recruitment process: from job posting, to interviews and candidates hiring, it makes it easy to hire people for the company. Since it's integrated to other Zoho applications, like Zoho People, it makes it easy to integrate candidates' information and convert it to an active employee. To access Zoho Recruit, type the next URL in any web browser:

recruit.zoho.com

Review and create assessments

Assessments are a way of gathering specific information about a candidate. These forms can help you get and understand important details, not only about the experience, education or personal information of the person, but also understand things that are related to the job opening you published. For example, an assessment could include questions related to previous experience, candidates' specific knowledge or other things that, even though they could have been included in the resume, you need to have answered through a specific set of questions.

Assessments can be created to be filled by the candidate, by the recruiter or by an interviewer.

To access the assessments the system has already configured, click on the "Assessment" module on the top of the page. If you don't see this option, click the three dots to the right:

Now, Recruit is going to show a list of previously created assessments. To see more information or edit a record, click on the name of it. If you want to create a new one, click the "Create assessments" button to the right of the screen:

Now, select one option:

1. Candidate Assessment: this type of form is created to be filled by the candidate itself. This way, when you publish a job opening, you can link it to the assessment that the potential employee needs to fill
2. Recruiter's Assessment: this type of form is created to be filled by a recruiter instead of the candidate
3. Interviewer Assessment: this type of form is created to be filled by an interviewer, during the candidate's interview

Now, fill the basic information:

To add a new section for a set of competencies, click the "Add competency" [1] link. If you want to add a new question, click the "Add question" [2] link:

You can edit a question or delete it, by clicking on the appropriate option to the right of it's title:

When editing a question, you can make it mandatory [1] to force the candidate to answer it and change the question type [2]. Zoho Recuit has several types of questions, like single line, radio, drop down, multi select and yes / no. Once you are done adding the question, click the "Save" button.:

Finally, click the "Save" button on the top right side of the page, to save your assessment:

Link an assessment to a job opening

To link an assessment to a job opening, click on the "Job openings" module and select the job opening you want to edit:

Now, select the "Pre-screening assessment" option to the left and click on "Add existing assessment":

Choose the type and assessment and click the "Save" button:

Even though assessments can be filled by the candidate when applying for a job opening, you can share an assessment with a candidate, by going to the candidates module, clicking on a candidates name and sending that person an e-mail:

On sending the e-mail, choose the "Submit assessment - Candidate" [1] e-mail template and the job opening [2] related to it:

Additional resources

Next steps

Check the "Configure and publish job openings in Zoho Recruit" article for more information on how to create job openings and publish them on the portal of the company. Click here.

Check the "Manually register a new candidate on Zoho Recruit" for more information on how to manually register new candidates. Click here.

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