# How to Automatically Send Assessments to Applicants Auto Send is a powerful automation feature that automatically sends pre-employment assessments to candidates as soon as they apply for a job. This eliminates manual assessment distribution and ensures every candidate is evaluated consistently from the moment they enter your pipeline. --- ## What Is Auto Send? ![Assessments](/files/flow-my-assessmentsfee51e.png) When Auto Send is enabled for a job, the selected assessments are automatically sent to every candidate who applies for that position. This means: - **No manual intervention required** — assessments go out immediately upon application - **Consistent evaluation** — every candidate receives the same assessments - **Faster time-to-insight** — assessment results start arriving sooner - **Reduced recruiter workload** — no need to manually select and send assessments for each applicant --- ## Configuring Auto Send ### Accessing the Settings 1. Navigate to your **Jobs** list. 2. Click on a specific job to open the **Job Summary**. 3. Scroll to the **Job Assessments** section. ### Step-by-Step Configuration #### 1. Assign Assessments Use the **Assigned Assessments** search field to select which assessments should be sent for this job: - Type to search across your active assessments - Click on assessments to add them — each one is displayed with a checkbox - Each assessment shows its **title** and **description** for easy identification - You can assign multiple assessments to a single job - Only **active** assessments appear in the selection list #### 2. Enable Auto Send Once at least one assessment is assigned: - The **Auto send assessments** toggle becomes available - Toggle it **On** (green indicator) to enable automatic sending - Toggle it **Off** to disable (assessments remain assigned but won't be sent automatically) > **Note:** The toggle is disabled and defaults to Off if no assessments are assigned. You must select at least one assessment before you can enable Auto Send. #### 3. Save Changes are saved automatically when you: - Add or remove an assessment from the assigned list - Toggle the Auto Send switch on or off If the save fails, SmoothHiring automatically refetches the current settings from the server to ensure your view is accurate. --- ## Auto Send Behavior ### When Auto Send Is On | Trigger | Action | |---|---| | Candidate applies for the job | All assigned assessments are sent to the candidate immediately via email | | New assessment is added to the job | Only affects future applicants; existing candidates do not retroactively receive new assessments | | Assessment is removed from the job | Only affects future applicants; candidates who already received the assessment are not affected | ### When Auto Send Is Off - Assessments are still assigned to the job but are **not sent automatically** - Recruiters can manually send assessments to individual candidates from the applicant profile - This is useful when you want to pre-screen candidates before investing assessment credits --- ## Important Notes ### Credit Consumption Each auto-sent assessment consumes one credit per candidate. If you assign 3 assessments to a job with Auto Send enabled, each new applicant will consume 3 credits. > **Important:** If your [credit balance](/help/assessments-predictive/purchase-credits) reaches zero, Auto Send will stop working. Assessment sending is disabled across the platform until credits are replenished. A "Limit Reached" notification will appear when you try to send assessments manually. ### Assessment Types Auto Send works with all assessment types: - **Multi-Format Assessments** — standard question-based assessments - **Video Assessments** — candidates receive an invitation to record video responses - **Simulation Assessments** — interactive task-based assessments - **Predictive Survey Assessments** — personality and trait measurements (note: these must be linked to a job role) - **Culture Fit Assessments** — organizational alignment assessments ### Multiple Assessments When multiple assessments are assigned to a job: - All assessments are sent together in one email invitation - The candidate receives links to complete each assessment - Each assessment consumes a separate credit - Assessments can be completed in any order --- ## Auto Send vs. Pipeline Actions SmoothHiring offers two ways to automate assessment delivery: | Feature | Auto Send | Pipeline Stage Actions | |---|---|---| | **Trigger** | Candidate applies for the job | Candidate moves to a specific pipeline stage | | **Timing** | Immediately upon application | When a recruiter (or automation) moves the candidate to the configured stage | | **Configuration** | Job Summary → Assessments section | Settings → Tools & Automation → Custom Hiring Pipeline | | **Use case** | Screen all candidates at application | Assess candidates at specific stages (e.g., after phone screen) | | **Credit usage** | Every applicant | Only candidates who reach the configured stage | ### Pipeline Assessment Actions For stage-based assessment delivery, see the Custom Hiring Pipeline settings: 1. Navigate to **Settings** → **Tools & Automation** → **Custom Hiring Pipeline**. 2. Select a pipeline and stage. 3. Add an **Assessment Action** to the stage. 4. In the Assessment Action Dialog, configure: - **Action Name** — descriptive name for the action (e.g., "Technical Assessment") - **Description** — what the action does - **Select assessment(s)** — choose one or more assessments (grouped by Video and Multi-Format) - **Email configuration** — pre-configured invitation message including candidate name, job title, company name, and assessment link When a candidate enters the configured stage, the selected assessments are automatically sent. > **Tip:** Use Auto Send for initial screening (low-cost, quick assessments) and Pipeline Actions for in-depth assessments (reserved for candidates who pass earlier stages). This optimizes credit usage. --- ## Monitoring Auto Send ### Job Summary View The Job Summary assessments section shows: - Which assessments are currently assigned - Whether Auto Send is On or Off - The saving status when changes are being applied ### Assessment Insights The [Assessment Insights](/help/assessments-predictive/assessment-insights) dashboard tracks: - Total assessments sent (including auto-sent) - Completion rates by job - Conversion funnel from invitation to completion - Per-job assessment performance ### Credit Usage Monitor credit consumption on the [Credits](/help/assessments-predictive/purchase-credits) page: - The **Usage & Analytics** tab shows each credit usage event with the job name, candidate, and assessment - The **Forecast** metric estimates how long your balance will last at the current rate --- ## Troubleshooting | Issue | Cause | Solution | |---|---|---| | Assessments not sending automatically | Auto Send toggle is Off | Enable the toggle in Job Summary → Assessments | | Toggle is disabled | No assessments assigned | Assign at least one assessment first | | "Limit Reached" error | Credit balance is zero | [Purchase more credits](/help/assessments-predictive/purchase-credits) | | Wrong assessments being sent | Incorrect assignment | Review and update the assigned assessments list | | Candidate didn't receive email | Email deliverability issue | Check the candidate's email address and spam folder; verify credits were available | --- ## Related Pages - [My Assessments](/help/assessments-predictive/my-assessments) - [Purchase Credits](/help/assessments-predictive/purchase-credits) - [Assessment Library](/help/assessments-predictive/assessment-library) - [Assessment Insights](/help/assessments-predictive/assessment-insights) - [Job Fit & Assessments](/help/assessments-predictive/job-fit-assessments)