The 6 steps to getting started with Toggl Hire:
Step 1: Set up your hiring pipeline
To help you get started, when you create a job, a standard hiring pipeline will default. Go ahead and name the job opening.
If a stage is not needed, you can delete or rename it, and also drag and drop to reorder.
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 an assessment linked to it or simply be used as a placeholder to keep your candidates organized.
Step 2: Add team members
To invite your team members to join your Toggl Hire workspace, go to Settings in the left sidebar and then open the Team tab. Click on "Add member".
You can then choose if you want the new user to have admin or manager rights.
🔍 More advanced user rights controls are available for each job opening, you can learn more here.
Step 3: Add assessments
To add an assessment to a pipeline stage, click on “Add test” in the pipeline stage
Then, choose the assessment type: skills test, async interview, or homework task.
Select your template or create a custom test
You will find the pre-made templates, and you can also create a fully 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 description will give you more details about the test, the skills that candidates will be tested on, some example questions and our methodology. To select the template, click on the "Use this test" button.
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 results once done. This is where you can collect additional details, set up a URL redirect, and decide whether to show the score chart.
Modifying tests from the pipeline
Once a test is added to a pipeline stage, you can modify it by clicking on the pipeline step name.
Try the test yourself
Make sure your test and its settings are good to go and, if you're new to Toggl Hire, you will get to see what the candidate experience will be like.
🔍 Also check out our other test types: how to set up an Async interview and Homework assignment
Step 4: Customize the job settings
Next, go over the Job settings.
In this section, you can:
set up the contact email candidates will see
make the job opening private and control access rights
pause applications and allow for repeated ones
enable candidate recommendations
set up authentication methods for assessments
control your email notifications
...and more
Step 5: Invite candidates
Well done! If you've gotten to this step, it means you've set up your hiring pipeline and assessments. Now it's time to invite candidates.
Click on "Add candidate" in the top right corner of your pipeline
Select the pipeline stage
From here on, you can either invite candidates via email or by directly sharing an assessment URL
Add candidates with an email invite
Add the candidate email - you can either type the address in the field or upload a CSV list with up to 50 emails at one time
Customise the email invite by choosing an email template
you can also add variables such as the Job name, test name, company name, and more
Finally, click on the "Add candidate" button to send the email
Send link
If you'd like to share a unique URL to your test, you can copy the test link from the button at the bottom
You can then post it on your careers page, a job post, in an email you send from externally, and anywhere else you like.
Step 6: Manage candidates
Viewing candidates
You're so close to finding your next hire! All candidates who have been invited to a job opening or taken your test will be in the job pipeline - you can easily manage them by dragging and dropping candidate cards 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 - checking this box and adding other filters will only filter the first column/step in your pipeline.
Viewing full candidate profiles
To dive deeper into a candidate, click on their candidate card. Here, you can see all their contact details, test answers, candidate history, attachments, and more. 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 tags or reject candidates.
You might also want to check out:
Best practices to evaluate candidates
Manage team access rights
Keep an eye on job analytics
Ways to manage candidates efficiently
Other test types: how to set up an Async interview and Homework assignment
Need help onboarding?
Please schedule a custom demo or reach out 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!