Purpose

This article introduces users to the Assessment tab for a specific event within the Eightfold TA event feature. It discusses the overall purpose of the Assessment tab and includes information about creating custom event assessments.

Audience

This article is directed toward new users of the TA product, specifically recruiters, event leads, sourcers, and administrators (admins), as well as Eightfold employees.

Background

The assessment feature of events allows you to evaluate a candidate during an event by answering questions about the candidate. You can choose from default assessment templates, or create your own custom assessment forms and associate the forms with a specific event. Custom assessment forms can be used for multiple events within an enterprise, and, accordingly, can enable a more standardized assessment process.

Within an assessment, you can choose assessment “stages,” which are a specific set of questions. There are six default assessment stage options you can choose from. Questions vary from stage to stage, but each assessment stage ends with the same question of: “Select Assessment Results”. This is a required question, and the question response options are automated: Reject, Accept, and Save to position. The Save to Position option saves the evaluated candidate to a position associated with the event. (See the Event positions overview article for information on positions associated with an event.)

Using default assessment templates

To use a default assessment template rather than creating a custom event assessment form, as described later in this article, take the following steps:

1. Log in to your Eightfold account and navigate to Events.
2. Select the event for which you’d like to set up an event assessment.
3. Select the Assessment tab.

If you have not created any custom event assessment templates, in the Add & view assessment templates dropdown menu, you’ll see the default templates.

4. Select any assessment stages you would like to add to your assessment.

5. Select Confirm to confirm your assessment options.

The saved assessment templates will now appear in a recruiter’s mobile app when they evaluate candidates during the event. You can make additional changes to the templates if needed by selecting Edit Assessment.

Creating a custom event assessment form

You can set up custom event assessment forms in two ways: (1) creating new assessment questions and then adding those questions to a new event assessment form, or (2) creating a new assessment form and adding new questions directly to the form.

Option 1: Create new assessment questions and add them to a new form

To set up a custom event assessment form by first creating new form questions, take the following steps.

Create new assessment questions

1. Log in to your Eightfold account and select the More tab.
2. Select Admin Console.
3. Select Feedback & Assessments > Question Bank > and then Add New Question.
4. This will bring up a Create New Question form. Select a question type from the Question Type dropdown menu, and enter the question text.
5. Select Create Question to finalize the question.
6. Create as many questions as desired for the custom assessment form you’d like to create.

Create a custom event assessment form with the new questions

Once you’ve created the questions to be included in the custom event assessment form, you can create the form itself by taking the following steps:

1. Still within the Feedback & Assessments section in the Admin Console, select Forms Library.
2. Select Create New Form.
3. Complete the form:

1. Add a Form Name.
   
2. In the Form Type dropdown box, select Planned Event Assessment. This will automatically add in the default mandatory fields for the form. (Note: Form Type cannot be modified once it has been created.)
   
3. Activate the form by using the Activate Form slider button. Only active forms can be used for candidate assessments.
   
4. Select Add From Question Bank to add in the questions you previously created.
   
5. An Existing Questions dropdown menu will appear. Select one of your previously created questions from the dropdown menu.
   
6. Complete steps d and e for any other questions that you’d like to add to your form.

Your new form with your custom questions will now appear in the Forms Library.

Option 2: Create new form and add new questions directly in the form

To set up a custom event assessment form by first creating a new form and then adding new questions directly within the form, take the following steps.

1. Log in to your Eightfold account and select the More tab.
2. Select Admin Console.
3. Select Feedback & Assessments > Forms Library > and then Create New Form.
4. Complete the form:

1. Add a Form Name.
2. In the Form Type dropdown box, select Planned Event Assessment. This will automatically add in the default mandatory fields for the form. (Note: Form Type cannot be modified once it has been created.)
3. Activate the form by using the Activate Form slider button. Only active forms can be used for candidate assessments.
4. Instead of selecting Add From Question Bank, as described in the previous section, select Create New Question.
5. Select a question type from the Question Type dropdown menu, and enter the question text.
6. Select Create Question to finalize the question.
7. Complete steps d through f for any other questions that you’d like to add to your form.

Your new form with your custom questions will now appear in the Forms Library.

Using a custom event assessment form

To use your new custom event assessment form, take the following steps:

1. Select the Events tab.
2. Select the event for which you’d like to use your custom event assessment form.
3. Select the Assessment tab.
4. Select Edit Assessment.
5. In the Add & view assessment templates dropdown menu, select one or more of the available event assessment forms. (Note: In addition to seeing the custom templates you’ve created, you’ll also see any other assessment templates available for your Group ID.)

If you select more than one assessment form, the forms will appear as Stage 1, Stage 2, Stage 3, and so on. The order of the stages will reflect the order in which you selected the assessment forms.

When you select an assessment form, the questions will appear, as well as the additional “Select Assessment Results” question discussed in the Background section of this article.

6. Select Confirm to confirm your assessment options.

The saved assessment templates will now appear in a recruiter’s mobile app when they evaluate candidates during the event. You can make additional changes to the templates if needed by selecting Edit Assessment.