How do I setup Assessment Packages for integrations?

Assessment Packages for Integrations

The McQuaig tools are designed to help you to hire and train the right people. We provide a variety of assessments and reports that help you make better hiring decisions, and we’ve now made it easier than ever before to manage your integration workflows through the Assessment Packages for Integrations dashboard. Assessments Packages for Integrations are meant to help streamline integration workflows for our partners who utilize McQuaig integrations with ATS and HRIS platforms.

The steps to getting started with Assessment Packages, as well as creating an example workflow, are outlined below.

How to setup an Assessment Package?

First, navigate over to your Settings panel, under the Additional section. Click on Assessment Packages. You will be taken to the Assessment Packages browse page. Once you’ve created a few packages, existing Assessment Packages can be viewed, edited, or archived here at any time.

To create a new Assessment Package, click on the "Add Package" plus icon on the top right.

You will be taken to the Assessment Package page. You may decide to name the package based on the assessments included, or if you are using Benchmarks, you might use the Job Title + package. For example, you might name your workflow “Account Manager Assessment Package”. Note that this name must match exactly with the Assessment Package name that you set up in your ATS McQuaig Assessment custom field.

You also need to specify the default expiry date for when assessments sent via this package will expire using the “Expires In (Days)” field. 

To activate or deactivate the Word Survey and Mental Agility Test assessments for your package, simply click the toggle button beside each survey. Click on "Add Reports" to select one or more assessments. Click on the Word Survey to get started.

Once the Word Survey has been enabled, you can add a variety of different reports for your selected assessment. Click on the “ADD REPORT(S)” button to view the available reports for the Word Survey.

For now, we will configure the Word Survey Report and check the sections you would like to appear in the report and complete the required fields for report configuration. Click on the “Save Report” once you are ready to move to the next step.

Upon saving the configuration for the Word Survey Report, you will see the Word Survey Report as one of the reports that appear underneath the Word Survey Report section. You can also edit or delete this report configuration at any time by interacting with the icons next to the Word Survey Report. 

For now, let's go ahead and add another report - The Job Fit Interview Guide. Click on “ADD REPORT(S)” next to Word Survey in the Reports section, and select the Job Fit Interview Guide from the dropdown.

Once you are content with the Job Fit Interview Guide configuration, click on the SAVE REPORT link. The Job Fit Interview Guide will appear under the Word Survey in the Reports section. Finally, let’s enable the Mental Agility Test assessment for this package. Click on MENTAL AGILITY TEST on the Surveys panel.

The Mental Agility Test section will appear in the Reports section once the Mental Agility Test assessment has been enabled. Click on ADD REPORT(S) and select the Mental Agility Test Report.

Once you are content with the configuration of the Mental Agility Test Report, click on SAVE REPORT to proceed to the next step. 

The Mental Agility Test Report will appear underneath the Mental Agility Test section. As with the Word Survey Report, you can decide to edit or remove your report configurations as required.

Click on the SAVE PACKAGE on the bottom right to save your package and will be taken back to the Assessment Package browse page.

You can now use this Assessment Package as part of a McQuaig integration.

If you have any questions or feedback regarding Assessment Packages, we’d love to hear from you at [e-mail]. We’re excited to see the great workflows that you’ll put together!