This integration user guide will help you quickly and easily send candidates a HighMatch assessment invitation and receive those results in Cornerstone Recruiting.
Summary of the Integration Flow
- The integration is triggered manually by a recruiter or hiring manager, or during the application process.
- The candidate will complete the assessment via the invitation email they received, which will be sent when a candidate is moved into the assessment step by a recruiter or hiring manager.
- HighMatch will update the assessment status in Cornerstone when the assessment is in progress, completed, or an error occurs.
- When the candidate has completed the assessment, HighMatch will post the results and a link to a detailed HighMatch assessment report on the candidate’s profile.
Process Details
Step 1: Assigning Assessments to Applicants
Using the two methods to assign applicants an assessment:
- Application Workflow: Applicants can launch the assessment when completing the application.
- Manage Applicants: Applicants can be assigned to an assessment ad hoc through the Assign Integration action item on the Manage Applicants page.
Using the Application Workflow Method:
When applying for a position, applicants can launch the assessment when completing their application.
To assign the assessment to applicants during the application process, add it to a step in the Application Workflow.
Access Application Workflow:
- To access the Application Workflow Templates, go to Admin > Tools > Recruit. Then, click the Applicant Workflow Templates link in the Applicant Tracking section.
- To access Default Requisition Templates, go to Admin > Tools > Recruit. Then click the Default Requisition Templates link in the Applicant Tracking section.
- To manage job requisitions, go to Recruit > Manage Requisition.
- To access Requisition Templates, go to Admin > Tools > Recruit. Then, click the Requisition Templates link in the Applicant Tracking section.
Add Assessment(s) to the Application Workflow:
- Click the Add Section icon to add a section to the application workflow that will include the assessment integration. Name the section in the Add Section pop-up.
- Note: You can also add the assessment integration to an existing section.
- Within the section, add the Add Action Item dropdown, then select Custom Integration. This opens the Edit Action Item pop-up.
- Complete the following fields in the pop-up:
- Title: Enter a descriptive value in the Title field. This is a required field with a 50-character limit.
- Instructions: Enter instructions for the action item. This field is optional and accepts HTML and does not have a character limit.
- Integration: Select Custom Assessment. This displays a new dropdown that lets you select the assessment.
- Save the page.
- Create a new job requisition to include the custom application workflow.
Using the Manage Applicant Method:
To assign an assessment from the Manage Applicant page:
- Navigate to the Manage Applicants page.
- Select the applicant(s) and change their applicant status to the previously created custom applicant status associated with the assessment integration.
- While the same applicant(s) are selected, select the Assign Integration Assessment option from the Actions dropdown. This opens the Assign Integration Assessment pop-up.
- Under the Assessment column on the Assign Integration Assessment pop-up, select the assessment you want to assign to the applicant.
- Click Submit.
Applicants will receive an email notification that includes an assessment link. The applicant can launch the assessment by clicking on this link.
Step 2: Viewing the Applicants’ Assessment Results
Once the applicant has completed the assessment, you can review the results in Cornerstone. When viewing an applicant’s results, you can see the following:
- Assigned: The date when the assessment request is assigned to the applicant.
- Reference ID: An auto-generated Cornerstone unique identifier.
- Status: Status of the assessment; possible values are “Completed,” “In Progress,” “Cancelled,” and “Unknown.”
- Assessment Package Name: Name of assessment package assigned to the applicant.
- Provider Reference ID: HighMatch’s unique identifier for each screening request.
- Result: Additional details of the applicant’s assessment results.
- View Report: A Link that will direct the recruiter/hiring manager to HighMatch’s assessment report for a more detailed view of the applicant’s Assessment results.
The process is now complete! Please reach out to HighMatch’s Success team at support@highmatch.com if you have any questions or feedback regarding the HighMatch integration, assessments and assessment reports.