Assessment workflow automation

Create automated assessment processes and customize each stage
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Created by Mustafa Ekim / December, 2023

Construct automated assessment workflows and customize each stage of the process to optimize productivity and create a seamless candidate experience.

Outline

  1. Unproductive and inefficient assessment processes
    1. Optimizing assessment processes through automation and customization
      1. Constructing streamlined online assessment processes withTestInvite
        1. Integrating Multiple Tests in the Assessment Process
          1. Automatically Granting Exam Access Based on Conditions
            1. Automating Exam Assignments with Candidate Groups and Programs
              1. Balancing Automation and Manual Control in the Assessment Process Through Stages
                1. Customizing the Delivery Settings for Each Test
                  1. API Integration
                    1. Tailoring Each Stage of the Assessment Process
                      1. Personalized Email Templates
                        1. Implementing Date and Time Controls Across Multiple Process Stages
                          1. Tailoring the Welcome Page
                            1. Obtaining Legal Consents
                              1. Choosing Among Multiple Authentication Options
                                1. Gathering Candidate Data with Forms and Automated Candidate Organization
                                  1. Adding Custom Instructions Throughout the Assessment Process
                                    1. Automated Email Notifications After Test Completion

                                  Unproductive and Inefficient Assessment Processes

                                  Conducting online assessments becomes challenging when it involves numerous manual interventions by administrators and lacks a streamlined experience for candidates. In cases where automation is missing and candidates cannot seamlessly navigate the process on their own, completion rates decline. This places a heavier burden on assessment administrators, who must invest additional time and effort to salvage the operation by re-engaging candidates in the assessment process.

                                  The negative effects of unproductive and inefficient assessment processes.
                                  The negative effects of unproductive and inefficient assessment processes.

                                  Optimizing Assessment Processes Through Automation and Customization

                                  Organizations should strive to establish assessment processes that minimize manual interventions, granting candidates the autonomy to navigate the assessment steps independently. Concurrently, it is imperative to tailor each stage of the assessment process to align with the organization's specific requirements and objectives. The growing demand for automation and customization necessitates the adoption of software solutions that facilitate the design and implementation of assessment processes with minimal effort. This approach ensures not only high completion rates but also a seamless candidate experience.

                                  Constructing Streamlined Online Assessment Processes withTestInvite

                                  TestInvite adopts a comprehensive approach to the creation and execution of online assessments. You have the flexibility to construct an assessment that comprises single or multiple exams. Moreover, you can personalize each facet of the assessment process, including the customization of invitation emails, crafting tailored welcome pages for candidate reception, configuring authentication methods, designing data collection forms, securing legal consents, and presenting the list of available exams in a predetermined sequence. The system also enables you to grant access to exams based on candidate status and, optionally, provide access to comprehensive exam reports. These reports encompass various components, such as overall performance summaries, detailed questions and answers, answer reviews, and feedback, among others.

                                  Integrating Multiple Tests in the Assessment Process

                                  In TestInvite, you can establish an assessment process that incorporates multiple tests. Rather than sending separate invitations for individual exams, you create an assessment process that encompasses these tests and invite candidates to participate. This streamlined approach allows candidates to seamlessly access and progress through the included tests without the need for separate invitations, ensuring a smoother experience.

                                  You can decide whether candidates are required to adhere to a specific test order or if they can select the order themselves.

                                  Automatically Granting Exam Access Based on Conditions

                                  You have the ability to establish rules and conditions that govern candidates' access to each test. This means that candidates can proceed to the next test only after achieving a minimum score in the previous one, enhancing the control and progression of the assessment process. The implementation of these automation rules allows candidates to navigate through the assessment independently, reducing the need for administrator involvement. The system automatically assesses whether candidates meet the specified criteria, enabling them to seamlessly proceed to the next test or exam without delay, enhancing the efficiency of the assessment process.

                                  Automating Exam Assignments with Candidate Groups and Programs

                                  In an assessment process, which can encompass one or multiple tests, candidates can be organized into groups, each assigned a specific series of tests. This approach allows for the precise allocation of the appropriate exams to each candidate group.

                                  In TestInvite, this is achieved by introducing the concept of 'programs' within the assessment process. Each program can be associated with one or multiple exams, and when a candidate is assigned to a program, all the required prerequisite exams of that program are automatically assigned to the candidates within that group.

                                  Administrators have the option to easily assign programs to selected candidates. Alternatively, the assessment process can be configured to allow candidates to independently choose the programs they wish to apply for, leading to automatic assignment of the exams associated with their selected program.

                                  Balancing Automation and Manual Control in the Assessment Process Through Stages

                                  Although automation in the assessment process is invaluable for providing candidates with a smooth experience and reducing administrative efforts, there may be instances where manual intervention is necessary. TestInvite addresses this need by introducing the concept of dividing the assessment process into stages. While the assessment process is primarily automated, the incorporation of stages allows administrators to exercise control over when and where manual steps are needed, striking a balance between automation and manual intervention.

                                  Customizing the Delivery Settings for Each Test

                                  In TestInvite, you have the flexibility to personalize the delivery settings for each test within an assessment. This customization encompasses instructions displayed prior to taking the test, the security measures employed during the test, and the extent of feedback provided once the test is concluded.

                                  Automating Candidate Registration and Exam Report Transfer Through API Integration

                                  TestInvite offers custom API endpoints, in addition to its user interfaces, to facilitate integration with third-party software for automating candidate registration and result collection. The API enables the automation of tasks occurring external to the TestInvite software by notifying TestInvite about these events. Similarly, TestInvite can inform other software about recent events that have occurred.

                                  Tailoring Each Stage of the Assessment Process

                                  An assessment process encompasses several stages, starting with invitations and concluding with result announcements. These stages can be tailored to align with the organization's specific requirements and preferences.

                                  Approaches to customizing every stage of the assessment process.
                                  Approaches to customizing every stage of the assessment process.

                                  Personalized Email Templates

                                  Assessment administrators have the capability to create email templates for various stages of the assessment process, including invitations, announcements, and feedback provision. These templates can incorporate placeholders, which the system can automatically replace with candidate-specific attributes such as first names

                                  or group details. By having these diverse email templates prepared, administrators can efficiently send the relevant emails to candidates as needed

                                  Implementing Date and Time Controls Across Multiple Process Stages

                                  Throughout the assessment process, from the initial authentication to the commencement of each test, date and time restrictions can be implemented at different stages. Alternatively, individual candidates can be assigned specific date and time constraints tailored to their unique circumstances.

                                  Tailoring the Welcome Page

                                  The initial page of an assessment, known as the Welcome Page, offers the flexibility to incorporate custom content and logos. This enables organizations to deliver introductory information and showcase their branding identity.

                                  Obtaining Legal Consents

                                  Organizations have the option to create their own legal documents and mandate candidates to provide consent as a prerequisite for participating in the assessment process.

                                  Choosing Among Multiple Authentication Options

                                  TestInvite provides a variety of authentication methods for use in any assessment process. These options encompass the use of unique invitation codes, which can generate unique links for automatic access, a single customizable credential such as a PIN code or User ID, and a double credential system involving both username and password.

                                  Gathering Candidate Data with Forms and Automated Candidate Organization

                                  You can integrate forms to ask candidates questions, gather information, and automatically categorize them based on their responses. These forms are displayed when candidates log into the assessment, and their answers trigger the assignment of custom labels, tags, and placement into specific groups.

                                  Adding Custom Instructions Throughout the Assessment Process

                                  You have the capability to incorporate tailored instructions at various points within the assessment process. These instructions can be included on the main assessment page, at the beginning of each test within the assessment, and as content displayed in a dialog just before starting a test.

                                  Automated Email Notifications After Test Completion

                                  • Notifying Candidates: Automated email notifications can be configured to be sent to candidates immediately upon completing each test within the assessment. These emails can be tailored with customized content to suit the organization's needs. Multiple email templates can be created, allowing the system to send the relevant email based on the status of how the test has been completed.
                                    • Notifying Administrators: Emails can also be configured to notify a specified list of administrators or evaluators about each completed test. The content of the email can be customized, and additional custom reports can be included as attachments.
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