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There may be instances when you will need to create an assessment process template that is similar in build to a currently used template.  Instead of creating the template from scratch, you are able to copy a current template, and then make the alterations to reflect your recruiting needs.


To copy an assessment process template:


  1. Go to the Assessment Process List.

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  2. Click the Copy Process As Template link under the Action(s) column.

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    This will then copy the template including; steps, assigned users, rules and attached forms. 



  3. This will take you to the Manage Assessment Process page.

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    Note: If Uses Scores isn’t selected, please select it.



  4. Make sure you change the Process Name, as duplicate names will make it hard to decipher which assessment process to use.

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  5. Now you are able to edit the template in accordance to the recruiting needs.