Workable Integration Guide
Activating the Integration
Before you begin
- Request an API Key from your Criteria CSM. Continue with this process once you have received your key.
- Ensure your Criteria platform is configured with Jobs
Adding your API Key
Note: The user setting up the integration in Workable must be a Super Admin in Workable
- Login to Workable and click on the button in the upper righthand corner of the screen with the user’s initials, select Settings.
- Select Integrations from the menu.
- Scroll down to the Assessment Providers section.
- If you are a Criteria (USA) customer, select Criteria.
- If you are a Criteria Australia customer, select Criteria Australia.
If you cannot see the correct assessment provider for your region, please contact Criteria.
or
- Paste the API Key (provided by your Criteria CSM) into the box and click Update settings.
Once the API Key is updated this message will appear to confirm that the integration setup is complete.
Using the integration
Adding Assessments to a Stage
- To add assessments to a job, choose to edit the job, then select the Workflow tab.
- Assessments are added to a stage in the recruiting pipeline. Select the appropriate stage and select Add assessment.
- Select Criteria / Criteria Australia, as applicable for your account.
- The page will display a live list of test packages from your Criteria account. Select the appropriate test packages to be assigned to the job and click Save Changes.
Note: If you’d like to add additional testing to another stage in the recruiting pipeline, follow the same steps above to select another stage and test packages.
To check which test packages has been configured on a Workable job, return to the relevant pipeline stage, and choose Edit assessment.
The configured test packages will be shown with the option to edit or remove the selection.
Sending Assessments to a Candidate/Reviewing Scores
When a candidate is placed in a stage with assessments, a dial icon will appear at the top of the candidate’s profile. Click the dial icon, then click Confirm to send the assessments.
You will see a confirmation that the invitation has been sent to the candidate.
Criteria will send the invitation email to the candidate immediately.
Once the candidate completes the assessments, the Workable users following the candidate will receive an email notification from Workable. If the Criteria users have completion notifications enabled in Criteria, an email will also be sent from Criteria. Users may want to turn off email notifications in Criteria to avoid receiving duplicate notifications.
In the completion email from Workable:
- View the scores returned to Workable in the Results table (this table will not be shown if there are a lot of score fields).
- Click 'download this report' to open the Criteria score report in your browser.
- Click 'view it directly on Criteria' to view the candidate details and results in the Criteria platform. You'll need to login to Criteria before the page will load.
- Click the candidate's name to view the candidate details and results in Workable. You'll need to login to Workable before the page will load.
The results will also be available from the candidate page in Workable.
The timeline section will display a heading for each assessment the candidate completed, with the score breakdown below. There are also links to download/open the Criteria PDF report and view the results directly from the Criteria platform (Criteria login required).
If the completed assessments contain a lot of score fields only a limited number of fields will be displayed, use the 'view more' link to display all the results.
