Update Form

Using rules, you are able to update the details on the Global Assessment form located on the Candidate Card using the assessment process.  The Global Assessment form is used to capture specific candidate information which will be accessible by recruiters across any job the candidate applies for.  An example is to capture if the candidate would be a good fit for a future role.


Before you add an update rule, make sure you have the corresponding question in the Global Assessment form.


To create a rule that updates the candidate’s global assessment.

  1. After selecting the source and question for this rule, you will need to add the action. After clicking the Add Action link, the Action Type list will appear.  Select Update Form.




  2. Select the Global Assessment Form from the drop-down list.  A new drop-down list will appear to select the question.




  3. Once you have selected the question, this will display the list of options that can be updated for this question.  Choose the value to update the Global Assessment question.




  4. Once you have set up the Action, click the Save button at the bottom right hand corner.




  5. To return to the assessment process, click the Assessment Process link at the top of the screen.

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