A step-by-step guide to using your Taleo Connector for inviting candidates to take assessments and assigning assessments to requisitions.
Please note: This tutorial requires the Connector to Taleo already be enabled. Please email the Customer Success team if you have not completed this step.
Invite candidates to take assessments.
- Login to your Taleo account.
- Select “Candidates” from the top navigation menu to go to your list of candidates.
- Select the candidate you want to invite to take an assessment and verify that they have a valid email address. Berke invitations require a working email address.
- In the “Next Steps” column, change the candidate’s workflow step to “Perform Berke Assessment” if available. Changing the step to “Perform Berke Assessment” tells Berke to send an email invitation to the candidate. After Berke sends the candidate an invitation, the candidate’s status will be updated to “Berke Assessment Invitation Sent.”
- If “Perform Berke Assessment” is not available from the Next Steps menu, you can scroll all the way to the right to the “Actions” column and select “Edit” from the dropdown menu. This screen should grant you the ability to change the status straight to “Perform Berke Assessment” and provide a reason why other requisition steps might have been bypassed.
Checking assessment status.
To check the status of any assessment, go to a candidate’s profile page in Taleo and look in the first section called “Requisition Summary.” Taleo will record the latest status changes here in the “Req. Based Status” column. You can click on the status to open the Requisition Details with the date that status was assigned. Statuses include:
- “Perform Berke Assessment” which indicates a manager in Taleo has decided the candidate should take an assessment
- “Berke Assessment Invitation Sent” which confirms the Berke system has delivered an invitation to an assessment to the email on record
- “Review Berke Assessment Results” which means the candidate has completed enough of an assessment to qualify for a score on a job assigned to them
- “Correct Berke Assessment Problem” which usually indicates an issue such as an incorrect candidate email address or a job that has not been assigned to a requisition in your HighMatch account
Reviewing completed assessments.
Once the candidate completes the assessment, Berke will automatically advance the candidate’s workflow status to “Review Berke Assessment Results.” You can then view their Berke results.
- Login to your Taleo account.
- Select “Candidates” from the top navigation menu to go to your list of candidates.
- Select the candidate you want to review.
- Scroll down on the candidate’s page to the “Candidate Information” section. There will several lines of information:
- “Assessment Report Link” is the URL to view the Berke Report and Interview Guide. It is not a link you can click, but you can copy it and paste it into your browser window’s URL field. There is also an actual link to the assessment report in the right-hand column of the candidate’s profile just above their email address. Note: This link does not require a Taleo or HighMatch login. To share the report either download the PDF and email it as an attached or copy and paste the link into an email. Anyone who receives the link can access the report (but no other reports – the link is unique).
- “Assessment Result” will be High, Medium, or Low. High is between 67 and 100, Medium is between 34 and 66, and Low is between 1 and 33. Note: If the Berke Assessment is complete and this line is blank, then the Berke Assessment is not configured to return a score level.
- “Assessment Score” will be between 1 and 100. Note: If the Berke Assessment is complete and this line is blank, then the Berke Assessment is not configured to return a score.
- “Assessment Start Link” is the URL that can be sent to the candidate on any device to initiate an assessment.
Assign assessments to requisitions.
Before you can invite anyone to take an assessment via Taleo, you must first assign your job requisitions to the corresponding assessment you’d like each participant to complete. This is the only portion that will be completed inside your HighMatch account and must be completed by the account administrator within your company.
- Login to your Taleo account.
- Create a new job you want to use with the Berke Assessment.
- An email will be sent to the integration owner informing them of the job requisition and prompting them to assign it to a Berke assessment. Click the email prompt or login to your HighMatch account.
- Go to Settings in the upper right menu. Scroll down to Applicant Tracking and select “Assign Requisitions” to reach the configuration page.
- By default, you will be shown a list of any unassigned requisitions currently in Taleo. Click “Edit” to the left of the requisition’s name to select an assessment to assign to it. You can assign the same assessment to multiple requisitions. Click the “Ignore” button if you have a Taleo requisition you do not want to use with the Berke Assessment. If you have a lot of unassigned jobs at any given time, you can opt to use the auto-assign rules tool to process these more rapidly in the future.
- Select the “Save Changes” button at the bottom left of the page when you are done.
Taleo Connector advanced settings.
Administrative accounts within Berke have further advanced settings available for use. To view these options, login to your HighMatch account and go to Settings in the upper right menu. Scroll down to Applicant Tracking and select “Taleo ATS” to reach the administrative settings page.
Technical Contact
The Technical Contact is the person assigned to receive any error messages the system might issue such as an assessment invitation that cannot be delivered (probably due to an invalid email address) as well as any assignment alerts.
Send Usage Instructions
Use this field to enter email addresses (one per line) for anyone you’d like to send a list of instructions on how to invite candidates to Berke assessments using Taleo as well as other subjects such as reviewing completed assessment results within Taleo.
Configure Assessment Invitation Message
Below this is an area where you can compose your message to candidates when inviting them to take an assessment. It is designed as a template so that you can insert dynamic data tags such as the candidate’s name, manager’s name, or job title that will change according to each candidate’s application situation and add a personal touch to your message as well as build trust.
Topics: connect other tools