3220714 - Initiate Assessment Button and Assessment Portlet - Recruiting Management

This article describes the behavior of the Initiate Assessment button and the Assessment portlet in Recruiting.

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

SAP SuccessFactors Recruiting Management 

a. Take Action > Initiate Assessment Button can only be used in conjunction with standard assessment integration. Note: The Standard assessment integration here means the use of the assessment derived field with standard (SHL or PeopleAnswers) or custom assessment vendors (HireVue, etc).  

<field-definition id="assessment" type="derived" required="false" custom="false">
<field-label><![CDATA[Assessment]]></field-label>
</field-definition>

b. By default, the candidate will be prompted automatically for assessment when they are moved to the status associated to the assessment derived field, e.g., New Application or Assessment Status. If the status associated to the assessment derived field is New Application, the candidate will be prompted to take the assessment after they submitted the application.

In other words, there will be no need for the recruiting users to trigger or click Take Action > Initiate Assessment Button on initial assessment.

c. The Take Action > Initiate Assessment Button will only appear if the initial assessment failed, i.e., if the assessment details sent to the candidate's email failed to initialize or trigger for various reasons.

This is usually the case when you see Error Ordering Assessment in the Assessment status. 

d. This is what it looks like in the Assessment Portlet.

e. There are no direct permissions to control the visibility of Take Action > Initiate Assessment Button. All Recruiting users with visibility to the assessment pipeline status (or whichever pipeline status the assessment is designated to) will see the button when the assessment for a certain candidate fails. There is no way to restrict visibility unless you restrict their visibility for the pipeline status itself in the Edit Applicant Status Config. 

f. In order to successfully Initiate Assessment automatically or successfully Reinitiate Assessment using the Take Action > Initiate Assessment button, the recruiting users has to have write permissions to the application statusId.

Sample Permissions in the Requisition Template (for Multi-stage Applications):

<field-permission type="write">
  <description><![CDATA[Write access to status ID]]></description>
  <role-name><![CDATA[R]]></role-name>
  <status><![CDATA[Assessment]]></status> 
  <field application-field-id="statusId" />
</field-permission> 

g. The visibility of the Assessment Portlet on the other hand is controlled by the feature permission assessmentIntegration. This feature permission does not control the Take Action > Initiate Assessment Button nor does it mean that the assessment would trigger in these statuses. This feature only controls which recruiting users and in which pipeline statuses the assessment portlet will appear in. 

<feature-permission type="assessmentIntegration">
  <description><![CDATA[]]></description>
  <role-name><![CDATA[S]]></role-name>
  <role-name><![CDATA[O]]></role-name>
  <role-name><![CDATA[R]]></role-name>
  <role-name><![CDATA[G]]></role-name>
  <role-name><![CDATA[Q]]></role-name>
  <status><![CDATA[Assessment]]></status>
</feature-permission>

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Assessment, Assessment Portlet, Initiate Assessment Button, Greyed out, Not found, Cannot Click, Not Shown, Integration, Recruiting Management, RCM, Reinitiate Assessment , KBA , LOD-SF-RCM-ASI , Assessment Integration , How To