diff --git a/integration-configuration-concepts/ats/workday-assessment.mdx b/integration-configuration-concepts/ats/workday-assessment.mdx index ccd837a3..320f326b 100644 --- a/integration-configuration-concepts/ats/workday-assessment.mdx +++ b/integration-configuration-concepts/ats/workday-assessment.mdx @@ -1,236 +1,146 @@ --- -title: "Workday Assessment" -description: "To successfully receive webhook notifications from Workday, follow these steps to configure the Assessment-related settings in your Workday account, and complete the necessary actions." +title: "Workday Assessments" +description: "To successfully manage candidate assessments in Workday and ensure seamless integration, follow this guide to configure your Workday account and perform the necessary actions." --- import IntegrationFooter from "/snippets/integration-footer.mdx"; - - This guidance assumes that you have admin privileges for your Workday account. - -## Create Assessment Category in Workday +## Applying for a Job on Behalf of a Candidate - - Navigate to the Maintain Recruiting Assessment Categories page and add a new assessment category called `Technical Assessment Test`. + + Navigate to the Find Candidates page, select a candidate's profile, and under `Actions`, click on `Job Application` to apply for a job on their behalf. - Maintain Assessment Categories - - - Please click on the `OK` button to save and the `Done` button to confirm. - - Assessment Category + Candidate Profile - - - -## Create Assessment Test in Workday - - - - Navigate to the Maintain Recruiting Assessment Tests page and add an assessment test called `Technical Assessment`. - - Maintain Assessment Tests - - - Enter the test name, select the assessment category created in the previous step, and choose the integration system generated from StackOne, named `StackOne_IS_System`. - - Assessment Tests - - Please click on the `OK` button to save and the `Done` button to confirm. - + + From the dropdown menu, select the relevant job. + + + + These steps assume you have a Supervisory Organisation in your Workday account. + If not, please contact your administrator to create one. You will also need the necessary permissions to access the _Supervisory Organisation_ in Workday. + + + + Navigate to your Supervisory Organisation page and go to the `Staffing` tab. + + Ensure the Supervisory Organization's Staffing Model is `Position Management` + + + SO for JR + + + Under the `Positions with Open Job Requisition` section, you will find a list of job requisitions that are configured to send notifications for the assessment stage. + + + + If no jobs are listed under `Positions with Open Job Requisition`, find `Create Position` under the `Staffing` tab in the three-dot menu. + + Create Job Position + + + Fill in the required details to create a position. It will then appear in the `Positions without Job Requisition` section. + + Created Job Position + + + Navigate to `Create Job Requisition`, select your supervisory organisation and position, click `OK`, complete the Job Requisition form, and then `Submit` it. + + Add in Position in Job Req + + + The position will now appear in the `In Progress Requisition Actions` section. + + Added in Position in Job Req + + + Once the job requisition is approved, it will appear in the `Positions with Open Job Requisition` section and will be enabled for notifications. + + Approved Job Req + + + - - Click on the three-dot menu, go to `View IDs` to see and click on `Edit Reference ID` to make changes to the Reference ID. - Edit/View Assessment Test ID + Candidate Job Apply - - - You'll need the `Assessment_Test_ID` which is `RECRUITING_ASSESSMENT_TEST-6-111` here for notification payload configurations. - - Assessment Test ID - + Enter the required details and click `OK` to submit the job application. -## Create Assessment Status in Workday +## Moving a Candidate to the Assessment Stage - - Navigate to the Maintain Assessment Statuses page and add a new assessment status (you can name it as `Invited` same as status name, or any name of your choice). - - Maintain Assessment Status - - - Enter the status name, check the overall status and test status. Click on `OK` and `Done` buttons to save and confirm, respectively. - - - - Click on the three-dot menu, go to `View IDs` to see and click on `Edit Reference ID` to modify the Reference ID. - - Edit/View Assessment Status ID - - - - - The Assessment Status ID is used to send the assessment invite notification, so please ensure it is set to `Invited` regardless of the status name provided. + + Navigate to the Job Requisitions page and select the job requisition for which the candidate has applied. - Assessment Status ID + View JR - - - -## Job requisitions within the supervisory organization in Workday - - - These steps assume you already have a Supervisory Organization in your Workday account. If not, please contact your admin to create one. - - - - - Navigate to yourSupervisory Organization page. Go to the `Staffing` tab below. + Go to the `Candidates` tab and select the `Review` sub-tab, where the candidate will be displayed. - SO for JR + Candidate Job Apply - - You can find the list of Job Requisitions that the Assessment stage supports for sending notifications within the Integration System under `Positions with Open Job Requisition` grid. - - If you haven't listed jobs under `Positions with Open Job Requisition`, find `Create Position` under Staffing in the 3-dot menu. + + Select the candidate in the grid and click `Move Forward`. - Create Job Position - - - Fill in the required details to create a position that will be visible in the `Positions without Job Requisition` grid. - - Created Job Position - - - Navigate to the `Create Job Requisition` and select your supervisory organization and position. After clicking the `OK` button, please fill out the Job Requisition form and `Submit` it. - - Add in Position in Job Req - - - The position will now be visible in the `In Progress Requisition Actions` grid. - - Added in Position in Job Req - - - Once the job requisition is approved, it will be visible in the `Positions with Open Job Requisition` grid and will be able to support sending notifications. - - Approved Job Req + View JR - - -## Update Assess Candidate Business Process in Workday - - - - Navigate to the Assess Candidate Business Process page. Then, click on the `Configure StackOne_IS_System` button. + + In the pop-up window, select `Assessment` as the next stage from both dropdown menus. - BP Config IS + Candidate Job Apply - Please select `StackOne_IS_System` as the integration and then click on the `OK` button. - - Select IS on Popup - + Click `OK` to confirm. - - The pop-up will appear, allowing you to select the values for the fields included in the payload request when the `Invited` event is triggered from Workday. + + Navigate to the `Assessment` tab to see the candidate in the assessment stage. - Set Values for Fields + View JR - **Please fill in the following information:** - - - **Candidate First Name:** [First Name] - - **Candidate Last Name:** [Last Name] - - **Candidate Email Address:** [Email] - - **Candidate Reference ID:** [Candidate ID] - - **Job Application Reference ID:** [Job Requisition as Text] - - **Assessment Test Reference ID:** [Assessment_Test_ID for the assessment you want to send to the candidate] - - Click the `OK` button to save your configurations. + + If you are unable to move the candidate directly to the assessment stage, you may need to advance them through each stage one by one. + -## Submit your application for the job from the candidate's profile in Workday +## Sending the Assessment Invitation (as a Recruiter) - - - Go to the Find Candidates page, select a Candidate's Profile, and click on `Job Application` under `Actions` to apply for the job. - - Candidate Profile - - - - - Please select the job from the dropdown menu listed above. - - Candidate Job Apply - - - Enter the required details and click the `OK` button to submit the job application. - - - - -## Move Candidate to the Assessment Stage in Workday +If you are the recruiter, you can send the assessment invitation directly. - - Navigate to the Job Requisitions page by selecting the same Job Requisition from the pop-up where the candidate applied for the job. - - View JR - - - Navigate to the `Candidate` tab and select the `Review` tab, where the candidate will be displayed in the grid below. - - Candidate Job Apply - - - - - Check the candidate in the grid and click the `Move Forward` button. - - View JR - - - - - In the pop-up, select the next stage, which is likely the Assessment Stage. Choose `Assessment` in both dropdown menus. + + You should see an `Assess` button next to the candidate's name. Click it to open the assessment form. - Candidate Job Apply + Sending Invite - - Click on the `OK` button to move. - - If you go to the `Assessment` tab, the candidate will now be in the Assessment stage. + + Set the **Overall Status** to `Invited` and select the appropriate assessment (e.g., `Technical Assessment`) from the dropdown menu. - View JR + Send Invite - - If you're unable to move the candidate to the assessment stage directly, then shift the stages one at a time. + Click `Submit` to send the invitation and trigger the webhook notification from Workday. -## Send the assessment invitation to the candidate using Start Proxy +## Sending the Assessment Invitation (via Start Proxy) @@ -240,27 +150,27 @@ import IntegrationFooter from "/snippets/integration-footer.mdx"; - - Go to the Start Proxy page and select Recruiter from the dropdown menu. + + Navigate to the Start Proxy page and select the recruiter from the dropdown menu. Start Proxy - You'll be taken to the recruiter's homepage, where you need to navigate to the `My Tasks` page in the top-right corner. + You will be redirected to the recruiter's homepage. Navigate to the `My Tasks` page in the top-right corner. My Tasks - You will find the task at the top labeled with Job Requisition and Candidate name in the sidebar. + You will find the assessment task at the top of the sidebar, labelled with the job requisition and candidate name. Sidebar - Clicking on the sidebar task will display the candidate's assessment details on the right side. + Clicking on the task will display the candidate's assessment details on the right. - You should set the Overall Status to `Invited` and select the Assessment as `Technical Assessment` from the dropdown menu. After that, click the `Submit` button. + Set the **Overall Status** to `Invited` and select the appropriate assessment (e.g., `Technical Assessment`) from the dropdown menu. After that, click `Submit`. Assessment Form @@ -268,7 +178,7 @@ import IntegrationFooter from "/snippets/integration-footer.mdx"; -## Send the assessment invitation to the candidate without using a Start Proxy +## Sending the Assessment Invitation (without Start Proxy) @@ -290,26 +200,18 @@ import IntegrationFooter from "/snippets/integration-footer.mdx"; ## To verify the sent assessment invitation for the candidate - - - To access the _Job Application_, click on the candidate's profile. Go to the _Screening_ > Assessments tab - - Sent Invite - - - +To access the _Job Application_, click on the candidate's profile. Go to the _Screening_ > Assessments tab + + Sent Invite + ## To check the updated result of the candidate's assessment - - - To access the _Job Application_, click on the candidate's profile. Go to the _Screening_ > Assessments tab - - Sent Invite - - - +To check the results of a completed assessment, go to the candidate's profile and navigate to the _Job Application_ > _Screening_ > _Assessments_ tab. + + Sent Invite +