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Getting started with Toggl Hire
How to get started with Toggl Hire
How to get started with Toggl Hire
Rumi avatar
Written by Rumi
Updated over a week ago

The 6 steps to getting started with Toggl Hire

Step 1: Choose a test template

Smart Tests are dynamic skills tests that you can set up in just two clicks. All you need is the job role that you're hiring for.

Creating a test

From your dashboard, select "New job" to see the pre-made smart test templates or to create a custom test. Keep in mind all templates are fully customizable, so you will be able to add or remove questions once you select one.

Use the search bar to search for the role you need or browse through all available templates split into categories. The template card will show you the primary skills that candidates will be tested on. To select the template, hover over the template and click on "Create Test".

Review the questions and settings

When you select a job template, the number of questions, test time limit, skills being tested, and test difficulty will display. If any changes are needed, generate the test first and then proceed to customize it.

Congrats! You've created your first skills test.

🔍 Don't find the role you need? You can create your own custom test

Step 2: Review and customize your test

Once your test is created, review the questions and see if you want to add any additional ones from the library or by creating some custom questions yourself.

Then, head over to the Test settings, Landing page, and Test results page.

  • Under Test settings, you can change the time limit, set up a threshold, add automations, decide whether to allow candidates to rate questions, and enable anti-cheating measures.

  • In the Landing page tab, you can preview the test landing page and change the image, logo, and text. The authentication methods for the test are displayed there, and you can edit those under the Job settings (covered later in this guide).

  • Finally, under Test results, you can customise how candidates will view their test results once they complete the test. This is where you can ask for additional details, set up a URL redirect, and decide whether you want to show the score chart.

Next, go over the Job settings. There, you can set up the contact email candidates will see, control user rights, select authentication methods for test takers, set up notifications, and more.

Step 3: Set up your Hiring Pipeline

To help you get started, when a job is created, a standard hiring pipeline will default. If a step is not needed, you can delete or rename it. Additionally, you can add your own steps by clicking on "Add Step" on the far right of the pipeline.

Each step in your pipeline can have a test attached to it or simply be used as a placeholder to keep your candidates organized.

You can drag and drop the pipeline steps to match the order of your hiring process.

Adding a test to your pipeline

To add a test to a pipeline step, click on “Add test” in the pipeline step. Choose a ready-made test from our test library or create a custom test.

Modifying tests from the pipeline

Once a test is added to a step, you can modify it by clicking on the pipeline step name.

Step 4: Try out the test yourself to ensure everything looks good

Trying out the test yourself allows you to ensure that the test and its settings are set up to your needs and if you're new to Toggl Hire, you get to see what your candidates will experience.

To try out your test, navigate to All Jobs and click on the "Try the test yourself" button for your job.

This button will change as you use the platform; however, you can always click on the menu dots to try the test at any time.

Step 5: Invite Candidates

Well done! If you've gotten to this step, it means you've created a test and are happy with it. Now it's time to invite candidates.

Send link

If you'd like to share a unique URL to your test, you can copy the test link when editing your test.

Alternatively, you can find the test link under All Jobs, when clicking on the three dots menu on the right of your job.

Copy the link and then post it on:

  • Your careers page

  • On your job posts

  • On social media

  • In an email

  • Anywhere else!

Upload CSV

If you already have candidates for the job opening and know their emails, you can send them the test invite via email. Click on Add candidate in your pipeline or from the All Jobs menu for the opening, and then either enter each address individually or upload a list (CSV file). You can customize the email they'll receive.

Step 6: Filter your candidates to spot great ones

Viewing Candidates

You're so close to finding your next hire! To review the candidates that have taken your test, open the job's Candidate Pipeline. All candidates who have taken your test will be under the test step - you can easily manage them by dragging and dropping them to different steps.

Filtering the candidates in the pipeline

If you're looking for a particular candidate, you can search for them by name or email. Or you can filter across your entire hiring pipeline by:

  • Score

  • Tag(s)

  • Number of star rating(s)

  • Candidates that have notes

  • First column only - typically, the first step in your pipeline is the initial assessment for the job, making this step important for determining who will move on to the next steps. Checking this box and adding other filters will only filter the first column/step in your pipeline.

Viewing full test results and contact information

To dive deeper into a candidate and their test results, click on their candidate card. Here, you can see all their contact details, test answers, candidate history, attachments. You can use notes and @mention team members to collaborate on the candidate evaluation, as well as add tags and a star rating to the candidate.

Bulk actions

If you click on Select All candidates in a pipeline step, you can perform bulk actions to download, email, move to next step, add a tag or reject candidates.

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Need help onboarding? Please reach out to schedule a demo via chat or email.

Feel free to search our Support Center for more details and if you still have questions, don't hesitate to let us know!

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