Configure the Use of Assessments

Before You Begin: The configuration in this section applies to integrations with assessment provider SHL, as well as integrations that were set up through the Dayforce Software Partners Program (DSPP). You can also ask your assessment provider to build to the Dayforce assessment API. This allows you to send assessments to, and track their progress directly in, Dayforce.

This topic describes the general process for configuring assessment services in Dayforce. The specific configuration requirements and available functionality might vary from one provider to the next.

Important: Indeed's job posting guidelines do not allow job applications that embed assessments. See Configure Integration with Indeed.

To configure the use of an assessment screening service in Dayforce:

1. Complete the integration between Dayforce and your assessment service provider:
2. 1. Go to System Admin > External Integrations.
   1. Click Add.
   2. In the External Integration Group list, click Assessment.
   3. In the Provider list, select the name of your assessment provider.
   4. Note: If you don’t see your provider, select Add New Provider.
   4. In the Effective From field, enter the start date for the integration.
   5. (Optional) In the Effective To field, enter the end date for the integration.
   6. In the Tokens section, enter the integration tokens supplied to you by your provider.
   7. Note: If you are adding a new provider, you need to specify the provider name, provider description, provider reference, and your provider's end-point URL. You must also provide the Dayforce end-point URL to your provider. See External Integration Tokens.
   7. Click Save.
2. Assign the necessary user roles access to the assessment functionality in Recruiting:
   1. Go to System Admin > Roles.
   2. Select the role that you want to assign access to.
   3. In the Features tab, assign one or both of the following role features:
      • Recruiting > Recruiting > Actions > Send Assessment: Enables the Send Assessment option in the Screen drop-down list in the Candidates tab, and in candidate profiles under Screen Candidate in the Actions menu. This option allows you to send assessments for job requisitions configured to use the Post Application Email - Manual delivery method for assessments. For requisitions configured to use the Post Application Email - Automatic delivery method, Dayforce displays the Resend Assessment option instead of Send Assessment.
      • Recruiting > Recruiting > Candidates > Assessment Tab: Enables access to the Assessments tab in candidate profiles.
   4. In the Authorizations tab, assign the Recruiting: Additional Job Requisition Assessment access authorization. Use this authorization to control the ability for users to view, add, edit, and delete assessment assignments when creating new job requisitions. This authorization also controls access to the information in the Assessments tab of candidate profiles. See Recruiting: Additional Job Requisition Assessment.
   5. Click Save.

Additional Configuration

The following configuration is optional:

• If you want to use assessments for external candidates only (that is, not for internal candidates who apply through the Careers feature in Dayforce), disable the Allow Assessments for Internal Candidates client property in Recruiting Setup > Client Properties.
• See Configure the Allow Assessments for Internal Candidates Client Property.
• If you want to automatically decline candidates who fail their assessment for a job requisition, enable the Automatically Decline Candidates Based on Assessment Status client property in Recruiting Setup > Client Properties.
• See Configure the Automatically Decline Candidates Based on Assessment Status Client Property.
• Map assessments and specify the delivery method for specific jobs in the Assessment Mapping tab of Recruiting Setup > Integration Mapping.
• See Configure Assessment Mapping.
• Configure your browser settings to ensure that assessment summaries are rendered correctly when printed from the Assessments tab in candidate profiles.
• See Configure Browser Settings to Print Assessments.