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Step-by-step guides for getting the most out of Assessely. Search below or browse by topic.

Getting startedAssessmentsReference checksSurveys and eNPSExit interviewsComplianceContracts and onboardingBilling and creditsTeam managementAccount and securityIntegrationsFor candidates

Getting started

  1. Start your free trial from the signup page. Your card is required to begin but nothing is charged until the trial ends.
  2. Add your company details and branding from Account settings.
  3. Invite team members from Users and Roles, and choose a role for each person.
  4. Create your first assessment or reference check and send it to a candidate.
  1. The sidebar groups tools into Hiring Pipeline, Team Management, Creators, and Account.
  2. Use the Creators section to build personalised assessments, surveys, and reference templates.
  3. Open the dashboard for an overview of recent activity and outstanding actions.
  4. Click the help icon in your profile menu any time to return to this help centre.

Assessments

  1. Open Candidate Assessments and pick a ready-made assessment, or build your own from the Creators section.
  2. Choose Send and enter the candidate name and email, or select an existing candidate.
  3. The candidate receives an email invitation with a secure link to their portal.
  4. Track progress on the candidate record and review the score and report once they finish. Sending an assessment uses credits.
  1. Go to Creators and open Assessments, then choose Create assessment.
  2. Let AI generate a role-specific assessment, or build one manually from the question library.
  3. Review and edit the questions, scoring, and time limit.
  4. Save it, then send it to candidates like any other assessment. AI generation uses credits.
  1. Open the candidate record to see the overall score and a per-question breakdown.
  2. Scores are colour coded so you can compare candidates at a glance.
  3. Request AI insights for a deeper read of strengths and gaps. AI insights use credits.
  4. Download the branded PDF report to share internally.

Reference checks

  1. Open Checks and choose to send a new reference check.
  2. Select one or more reference templates and set how many references are required.
  3. Enter the candidate details. The candidate is invited to nominate their referees.
  4. Referees complete the questions by email. Automated reminders keep things moving. Each required reference uses credits.
  1. AI analyses every reference response for inconsistencies and signs of fabrication.
  2. Each reference receives a confidence score with specific concerns highlighted.
  3. Review flagged references on the reference check record before relying on them.
  4. Download the combined report for your records once the check is complete.

Surveys and eNPS

  1. Open Survey Library to use a ready-made survey, or build one in Creators.
  2. For engagement tracking, run an eNPS wave from Employee Feedback.
  3. Choose the team or recipients and send. Responses are anonymous to encourage candour.
  4. Surveys and eNPS waves use credits. Review results and AI themes as responses arrive.

Exit interviews

  1. Open Employee Feedback and start an exit interview for a departing team member.
  2. The interview is completed digitally by the employee.
  3. AI surfaces themes across responses so patterns are easy to spot.
  4. Review individual responses and the aggregated insights from the same dashboard.

Compliance

  1. Open Checks and start a compliance check for a candidate.
  2. Request the documents you need, such as licences or working rights.
  3. The candidate uploads documents securely through their portal.
  4. Review and verify each document. Document verification uses credits.

Contracts and onboarding

  1. Open Onboarding and choose to send a contract.
  2. Select the candidate and the contract to send. Sending a contract uses credits.
  3. The candidate reviews and signs digitally from their portal.
  4. The signed contract is stored securely and the creator is notified on completion.
  1. From Onboarding, switch to the onboarding documents tab.
  2. Send the documents the new starter needs to complete or sign.
  3. Track completion from the same view as documents come back.
  4. Combine with compliance checks and a contract for a complete onboarding pack.

Billing and credits

  1. Both plans include 100 credits per month. Credits are used for actions like sending assessments, running reference checks, and generating AI insights.
  2. Your remaining balance is shown on the Billing page.
  3. Buy more credits any time at one dollar per credit.
  4. Unused base credits do not roll over indefinitely. Check the Billing page for your current balance and usage.
  1. Open Billing to see your current plan and usage.
  2. Upgrade or downgrade between Basic and Premium. Changes take effect at your next billing cycle.
  3. Add seats for extra team members at ten dollars per seat per month.
  4. On a trial, choose Start plan now to activate your paid plan immediately.

Team management

  1. Open Users and Roles and choose to invite a user.
  2. Assign a role. Admins have full access, managers can be given specific permissions.
  3. Create custom roles to control exactly what each person can see and do.
  4. Invited users receive an email to set their password and join your account.
  1. Open Teams and create a team for a department or group.
  2. Add members to the team.
  3. Send team assessments to track competencies and identify training gaps.
  4. Monitor completion and skill development across the team.

Account and security

  1. Open Account settings and find the security section.
  2. Choose an authenticator app, email one-time codes, or both.
  3. Save your backup codes somewhere safe in case you lose your device.
  4. Accounts lock after five failed login attempts and sessions expire after 24 hours.
  1. Open Account settings to update your company name and contact details.
  2. Add your logo and branding so candidate-facing pages match your brand.
  3. Change your password from the same screen. Password changes sign out all active sessions.
  4. Request a copy of your data or account deletion by emailing hello@assessely.com.

Integrations

  1. Open Account settings and find Integrations.
  2. Choose your provider and authorise the connection.
  3. Once connected, export documents to your chosen storage.
  4. Disconnect any time from the same screen.

For candidates

  1. Open the secure link in your email invitation to reach your candidate portal.
  2. Complete assessments, reference forms, and documents on any device, including your phone.
  3. For a reference check, nominate your referees and they will be contacted directly.
  4. Your progress is saved as you go. Return through the same link to finish later.
  1. Use the link in your invitation email, or sign in at the candidate login page.
  2. Set a password the first time you sign in.
  3. From your dashboard, see assessments, documents, and references assigned to you.
  4. Contact the employer who invited you if you have questions about a specific task.

Still need help?

Logged in to Assessely? Open a support ticket from the Support page. Otherwise, get in touch and we will get back to you within one business day.

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