The 6 steps to getting started with Hire Success
Step 1: Decide and evaluate which assessments to use.
The first step is determining if Hire Success is the right tool for your hiring needs. We offer a Personality Profile, Integrity Survey, a variety of knowledge, skills, and abilities assessments, as well as a custom test builder.
Trialing the assessments
To trial any of our assessments, you'll start by creating a Campaign. In Hire Success, a Campaign is used to keep applicants grouped in whichever way makes the most sense for your company. This process will also let you see exactly what the applicant's experience is like.
First, navigate to Campaigns from the top navigation bar.
Click on "Add your first campaign."
Fill in the information for the campaign and submit the form.
Position and location - You can use whichever position and location as we will only use this Campaign for trial purposes.
Select any assessments you wish to take a look at.
If you have selected more than one assessment,
you will see "In which order should the following tests be taken?" You can leave the testing order as is.
You can also leave "Require approval" unchecked.
Leave the custom message blank.
Click "Create Campaign."
Next, add you and anyone participating in the evaluation as Applicants to this Campaign. There are two ways to add Applicants to a Campaign:
One at a time by clicking the blue "Add an applicant", or
Have applicants apply to this job on their own through a Job Post.
For the purposes of trialing, we'll be adding people one at a time.
Fill in the person's name.
Look over the test instruction email, make any desired changes, and click "Send Email" to send test instructions with the link to take the assessments you selected when you created the campaign.
Repeat adding an applicant and sending a test instruction email for each person on the evaluation team.
Step 2: Brand your account with company information
Adding your company information to your account:
First, click on the avatar circle located at the top right of the navigation bar
Click on "Account Settings" from within the dropdown menu
Click on "Update your company's information"
Company logo
Upload your company logo to replace the Hire Success logo on test forms, reports, and any public openings.
Basic Information
Make sure your company's name is the way you would like it presented on test forms, reports, and any public openings.
If you have a phone number for applicants to call, be sure to include that as well.
Additional Informaion
Company Address - Official Address
Company Website - Main URL for your company
Assessment Scored Webhook URL - *Advanced: You can include a webhook link that the system will use to post raw data from assessments in real-time. Use this if you would like to integrate with other systems. If you have any questions or require assessments on this, please send a message to support@hiresuccess.com.
Step 3: Add in your hiring team.
Once you've set up your account in the Hire Success web application, you can add other hiring team members to that account. This allows you to keep everyone on your team up to date when hiring and testing employees or applicants and provide access to appropriate information.
Step-by-step walkthrough of how to add a team member to your account:
First, click the circle in the upper right of your account
Click on "Account Settings" from within the dropdown menu
Click on "Add/remove team members or change their access"
Click on "Add team member"
Add your new team member's info
Finally, click the green button labeled "Add this team member"
You should now see a screen that resembles this:
Simply fill out the form and select the appropriate role.
Role Explanations
There are four administration levels within the Hire Success app you can choose from for your team members:
Account Admins have complete control over the entire account, including billing, assigning roles and access, etc.
HR Managers have full access to everything on the account except for access to billing.
Campaign Coordinators can add, edit, delete, hire or reject applicants within a campaign they've been added to. They do not have admin or billing access.
Location Coordinators have the same abilities as a campaign coordinator, as well as the ability to add, edit, or delete campaigns for locations they've been added to. When choosing this role, you'll be presented with another input field to select which locations this person should have access to.
Still have questions? Click here to contact us.
Step 4: Create hiring campaigns for each open position
This part should be very familiar as it is the same process we did in step 1 when you created your trial campaign.
Click here for a refresher on how to create a campaign.
Step 5: Add applicants
As mentioned in step 1, there are two ways to add applicants to a campaign:
One at a time by clicking the blue "Add an applicant", or
Have applicants apply to this job on their own through a Job Post.
Help doc: Adding applicants to a campaign
Help doc: Create a job post for a campaign (Coming soon. In the meantime, reach out to support@hiresuccess.com, and we'll personally walk you through how to create a job post quickly and how you can integrate it into job boards, your website, social media, etc.
Step 6: Share(distribute) reports
In Hire Success, we make it easy to share reports with anyone you like. Out of the box, you have the ability to:
Share reports
You might also want to integrate with an existing tool like an ATS, HRIS, or Spreadsheet. If so, please reach out to support@hiresuccess.com as we're happy to discuss what is possible and assist you.