Setting up the OutMatch assessment
Once we have enabled the integration, an administrator on your account will need to create a new Form and select ‘OutMatch Assessment Integration’ as the type.
In the Account drop-down menu, click Manage Hiring Process. Then click the Forms link on the left side of the screen.
Click the Create New Form button.
Select the OutMatch Assessment Integration form type.
On the following page, give the Form a name (you can simply use ‘OutMatch assessment’), type any instructions for the applicant, and select during which step of your hiring process an applicant should take this assessment.
If you choose the Review step, then applicants will be automatically be directed to complete the OutMatch assessment after they submit their application. If you associate this assessment with any other hiring step, you’ll have to manually email your applicants to complete it. You can do this quickly from within CareerPlug (see final step below).
Adding the OutMatch assessment to jobs
The next thing you’ll need to do is add the OutMatch Assessment to your jobs. A way to save time is to add your OutMatch job codes to your job templates. This way, any future jobs posted from the templates will include the job code, and thus you only need to do setup once.
You should add the OutMatch assessment to a job template if you want to have the option to send the assessment to the people who apply to jobs posted from that template.
Adding the OutMatch assessment to job templates (saves time)
To add the assessment to a job template, click the Account drop-down menu, then click Manage Job Settings. Click the Job Templates link on the left side of your screen.
Click the Edit link next to any job template to which you want to add the assessment.
Scroll down to the ‘Add Required Forms to the Application Process’ area and check the box next to the OutMatch Form that you just created. When you select this checkbox, you’ll be asked to provide an OutMatch Job Code, which will be provided to you from OutMatch. Make sure to Save the job template when you are finished.
CareerPlug jobs are connected to the correct OutMatch assessments via OutMatch Job Codes. Job Codes are provided by OutMatch during the assessment launch process, but if/when you want to add a new job to your list of jobs associated with Job Codes, you can do this from your Manage Job Codes page within your OutMatch account at any time (see below).
When you save each job template in CareerPlug with the correct OutMatch job code, you might see a pop-up asking you if you want to apply the changes you just made (that is, adding the OutMatch assessment) to any jobs that you have currently posted from this template. If you choose to do this, note that any existing customization of your job could be deleted. We recommend not selecting this checkbox, and instead following the instructions below to add the OutMatch assessment, manually, to each of your currently-posted jobs.
Adding the OutMatch assessment to currently-posted jobs
You should add the assessment to any currently-posted job if you want to have the option to send the OutMatch assessment to the people who apply to that job.
To add the assessment to a job, click the name of a job to edit it. Scroll down to the ‘Add Required Forms to the Application Process’ area and check the box next to the OutMatch Form that you just created. When you select this checkbox, you’ll be asked to provide an OutMatch Job Code, which will be provided to you from OutMatch.
Save the job when you are finished, and repeat this process with any other jobs, using the appropriate code for each job.
If your OutMatch assessment is associated with the Review step of your hiring process, applicants will automatically be directed to complete it.
Inviting applicants to take the OutMatch assessment
However, if you want to remind an applicant to complete the assessment who has not, or if you need to send the applicant the assessment in the first place (that is, if the assessment is not associated with the Review step of your hiring process), click the link in the applicant’s hiring process with the name of the OutMatch assessment you created.
This will open up an email template that you can then send to the applicant. If you want to customize this email template, see below.
To customize this email, click the Account drop-down menu, then Manage Hiring Process. Then click the Message Templates link on the left side of your screen.
Customizing The OutMatch assessment reminder email template that is sent to applicants
If your account uses a custom hiring process, you will need to select ‘General Templates’ from the drop-down menu at the top of the screen to find the right message template to edit. Locate the ‘App Form Invite’ type of template.
Click 'Edit' to the right of the template to create a copy that you can customize.
Give the message template a distinctive name. You can even select for it to be the default message template that populates when you click the reminder link. It is best to select this option only if you have no other forms in your hiring process.
Save the message template.
Now, notice that when you attempt to email an applicant to remind them to complete this assessment, you have the option to select the email template you just created.
When you want to send an applicant the reminder, don’t forget to click Send at the bottom of the Sending Email page to actually send the reminder.
Here's what the email could look like to an applicant.
Reviewing OutMatch scores
When the applicant receives the reminder email you sent, they’ll be able to follow the link in the email to complete the assessment. When they finish the assessment, their results will be visible in CareerPlug.
You’ll know an applicant has at least started the assessment because they will have a form icon next to the OutMatch assessment link in their hiring process. Click on the form icon to view the applicant’s score report in CareerPlug.
If the applicant has completed the assessment, their score will be visible.
To view more detailed results, click the Candidate Report Page button. This will link you to the OutMatch website so you can view more in-depth assessment results.
It is possible that your applicant has a form icon next to their OutMatch assessment link but has not finished the assessment. If this is the case, you will note that their ‘Assessment Status’ is ‘In Progress’
Don’t worry if this happens. CareerPlug automatically sends the applicant a link to their OutMatch assessment as soon as they start it. That way, they have the link in their email so they can come back and finish their assessment if they are interrupted.
Next steps after the applicant completes the OutMatch assessment
After an applicant completes the assessment, you have some good information (along with their resume and prescreen score) to help you decide whether to move them to the next step in your hiring process or to reject them.
If you choose to reject the applicant, click the Make Inactive button, and then you’ll have the option to send them a rejection email.