Freshteam is a smart HR software that helps you handle recruiting, onboarding, time off and employee information in one place.

Mercer | Mettl's integration with Freshteam will allow recruiters/ recruitment coordinators to carry out assessment part of the pipeline smoothly. Through this integration actions like, sending assessment to candidate, recording assessment score, view status of the tests and other activities of the assessment loop, all being done right from Freshteam.

Overview

1. Select the assessment type to be sent to candidate 
   
2. Send test/assessment to candidate directly from Freshteam 
   
3. Customize the email sent to candidate while sending test link
   
4. View the status of the assessment (Completed/ Not taken) 
   
5. View assessment report directly from Freshteam 
   
6. Get notified on test status changes
   
7. Track test status at bulk on Freshteam using candidate tags.
   

Enabling Mercer | Mettl within Freshteam

1. Go to Settings > General Settings > Integrate with other Apps > Apps 
2. You can search for "Mercer | Mettl" from the search bar on the page or you can find it under "All" in the Browse by Category Section. 
3. Here, you will find "Mercer | Mettl", click on the Install button next to it, to initiate the integration. 
4. It will take you to the configurations page

The configuration page is divided into 3 parts:

Connect Freshteam

• Domain Name : Your Freshteam domain URL will be auto-populated 
• API Key: You can find your API key by clicking on your profile icon at the top-right corner of the screen. Know More

Connect Mercer | Mettl

You may contact your Mercer | Mettl Account Manager to request the API keys of your account.

Connecting Mercer | Mettl

Configurations

Configuring Roles and Mail

Using Mercer | Mettl within Freshteam

Sending Assessments Manually

1. Click on recruitment tab --> Select a job --> Select candidate --> Click on Mercer | Mettl icon on the right 
2. Mercer | Mettl tab will slide out, then select assessment type, test link and the email account via which you want to send the assessment to the candidate and click on send 
3. Assessment status bar will appear on the same tab which will get updated based on the assessment status 
4. Review the assessment email that will appear along with tab and click on send email 
5. Assessment email will be sent to candidate on their respective email.
   
6. Once the assessment is taken by the candidate and submitted the status bar on the Mercer | Mettl tab will change to ( Test Complete )
7. Recruiters can view the candidate assessment report directly from Freshteam 

Sending Assessment Manually at Candidate Level

Sending Assessments Automatically

In case of bulk-hiring candidates for a position, be it campus recruitment, Job drive or lateral recruitment one can automate the process of sending Mercer | Mettl assessment to candidates whenever there is a change in application status from one stage to another as detailed below:

1. Click on recruitment tab --> Select a job --> View job details, scroll down and click on "Manage Hiring Process" 
2. Hiring process tab will slide out showing all the stages of hiring that have been created for a particular job 
3. Now click on the Mercer | Mettl configuration that will show under Marketplace apps integrations
4. Now "Select Assessment" and "Select test link" along with the round for which you want to automate the process 
   
5. Click on save button post which once the candidate is moved into a particular stage the assessment will be sent automatically as shown in the GIFs below 

Configuring sending Assessments Automatically at Job Level

Assessment automatically gets sent when candidate moved to a particular stage

Viewing Assessment Reports 

Once the candidate takes the assessment, the Mercer | Mettl assessment status in Freshteam changes to " Test taken " highlighted in green . One can view the assessment report/ score from the Freshteam platform itself for a particular candidate. The below steps details the same: 

1. Click on recruitment tab --> Select a job --> Select candidate --> Click on Mercer | Mettl icon on the right 
2. Mercer | Mettl tab will slide out with the test status as "Test Complete" and the test score summary or 
3. One can also view the same under the comments section along with other assessment detail 
4. In order to view a detailed report, one can click on the "View test report" button and will be redirected to a detailed report of the assessment in Mercer | Mettl platform itself 
5. Recruiters can also view the candidates status of the assessment right from the comments section

Viewing Assessment Reports

Below image highlights the assessment status on the comments section of the candidate profile

Assessment status on the comments section of the candidate profile

Using Tags to Filter Candidates

With Mercer | Mettl integration, tags in your candidates profile get automatically added/ updated with each phase of assessment phase. With various auto-populated tags one can simply custom view/ filter candidates in their view dashboard based on assessment status. 

Below are the tags that are added at various stages of assessment: 

Assessment Status : On Test Sent 

Tag: Mettl-test-sent 

Assessment Status : On Test Completion 

Tag: Mettl-test-complete

Auto populated tags for completed assessment

Filtering candidates based on auto populated tags

Notify on test status change

1. For every test status one can notify the hiring team about the same by going to comments section 
   
2. Tag the respective person you want to notify about the status through a mention @abc_hiringmanager 
   
3. Press the comment button and the respective person will be notified both in app and through email communication 
   
4. This ensures that your team does not miss out on any candidate in the pipeline, thereby making recruitment assessment and evaluation easy for the entire hiring staff. 
   

Notifying team members