Configure the assessment stage on the job(s)

Once you have connected to the assessment provider, you can configure the assessment integration as a stage in Greenhouse.

1. Search for the specific job on the "Jobs" page (we are using the "Example Job" in this guide): 
   
    
2. Click on "Job Setup" in the job's details page, and click on the "Interview Plan" tab on the navigation sidebar:
   
   
    
3. Click on the "Add stage" button on the "Interview Plan" page:
   
    
4. Scroll through the list of stages in the pop-up till you've found the name of your assessment provider (we're using "Kombo" as an example in this guide). Make sure the assessment provider is selected in the pop-up, and click on the "Add" button:
   

How to invite a candidate to assessment test(s)

1. Select a candidate from the "Candidates" page of a job that has an assessment stage configured (we are using the "Test Candidate" as an example in this guide):
   
    
2. Move the candidate to the configured assessment stage by clicking the "Move stage" button in the candidate's details page, and click on the assessment stage (this should be similar to your assessment provider's name):
   
    
3. Click on the "Send test to candidate" link once the candidate has moved to the assessment stage:
   
    
4. Select a test from the "Test" dropdown that you would like the candidate to be assessed on (we're using "the Psychometrics test" as an example in this guide), and click on the "Send test" button:
   
    
5. The candidate will then be invited to take the assessment test. The test result will be shown under the assessment stage once the test is completed:
   

How to set up bulk invites for a job

1. Go to a job's "Interview Plan" section as described here.
2. Click on the "Edit Interview" (pencil) icon next to the assessment stage:
   
    
3. Set a test that you would like the candidates to be automatically assessed on when they move to the assessment stage by selecting a test under the "Test Name" dropdown field:
   
    
4. Make sure to select a grader in the "Grader and Notifications" section. This is required by Greenhouse to set up an automatic assessment trigger on the application's stage change:
   
    
5. Click on the "Save" button afterwards:
   
    
6. In the job's details page, click on "Job Setup" and then "Stage Transitions": 
   
    
7. Click on the "Create a rule" button:
   
    
8. Select the assessment stage in the "Stage" dropdown:
   
    
9. Select the "Send Take Home Test" option in the "Action" dropdown:
   
    
10. Select a user under the "User credited with this action", and click on "Save":
    
    
     

11. You should see a "lightning" icon next to the assessment stage. The candidates will be invited to the configured assessment test automatically once they've moved to the assessment stage:
    

     

How to view the assessment test result

You can view the result of the assessment in the candidate's details page once it has been completed by the candidate

1. Go to the candidate's details page, and you should see the overall score of the candidate under the assessment stage:
   
    
2. You can click on the "Go to interview kit" link to view the detailed assessment result:
   
   
    

How to filter candidates by score

1. Go to the candidates page of a job:
   
    
2. Expand the "Pipeline Tasks" tab of the filtering section:
   
    
3. Set the filtering criteria on the "Test Score" field (we're filtering candidates whose score is greater than 80 in this example):
   
    
4. You will see a list of candidates filtered by their assessment score afterwards: