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

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Getting startedAssessmentsCandidates and rolesReference checksSurveys and eNPSExit interviewsComplianceContracts and onboardingAnalytics and dashboardBilling and creditsTeam managementAccount and securityIntegrationsGetting helpFor candidates

Getting started

  1. Start your free trial from the signup page. You get a 14-day free trial with 100 credits and no card is required to begin.
  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. Open the Help centre from the sidebar any time to return to these guides.

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.
  1. A candidate's answers save as they go, so progress is not lost if they step away and return to the same link.
  2. If a timed assessment runs out, the candidate can submit the answers they saved. That counts as a completed result, flagged as a partial submission.
  3. On the candidate record you see a Partial submission indicator alongside the score, so you know not every question was answered.
  4. An assessment that was never started and then timed out is marked incomplete rather than scored.

Candidates and roles

  1. Open Candidates and choose Add candidate to enter a name and email, or add several at once.
  2. Use the tabs to filter by status: Unassigned, Active, Completed, or Archived.
  3. Click any candidate to open their profile, see assessment progress, and review results.
  4. Archive a candidate from their profile when you are finished, to keep your active list clear.
  1. Open Roles and choose a multi-stage role to see its pipeline. Each stage is a step in your process, with a locked Final stage at the end.
  2. A candidate sits in one stage at a time. Their stage status shows whether they are active, completed, rejected, withdrawn, or on hold.
  3. Most stages have an assessment to complete. The candidate moves forward once the stage action is done, or you can move them manually. A stage with no action is a manual-review gate.
  4. From the pipeline view, run final-stage actions like a reference check, contract, or onboarding for a candidate, and use Fill role to hire them and close the role.

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.
  1. Open Creators and go to References, then choose Create reference.
  2. Pick how to start: from an existing template, with AI, or build it manually.
  3. Add your questions and choose a type for each, such as open text, rating scale, or yes or no.
  4. Give the template a name and save it. It is then available to select when you send a reference check.
  1. Open Checks and start a new reference check, then select two or more templates to include.
  2. Set how many references are required. The candidate nominates that many referees.
  3. Each referee receives one request covering the combined questions from the templates you chose.
  4. Track progress as referees respond. You can review the references that are in even if only some have finished. Each required reference uses credits.

Surveys and eNPS

  1. Open Survey Templates to use a ready-made survey, or build your own from the Creators section.
  2. Open the survey and choose Send to team, then pick the team or recipients.
  3. Choose whether responses are anonymous. Anonymous responses encourage honest feedback.
  4. Send the survey. Sending uses credits. Review results and AI themes as responses arrive.
  1. Open Survey Campaigns and choose Create wave. eNPS is available to admins.
  2. Name the wave and set the period start, period end, and response deadline.
  3. Choose the teams or people to include. Responses are anonymous.
  4. Send the wave. Each wave uses 10 credits. Watch your score develop as people respond.

Exit interviews

  1. Open Survey Campaigns 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.

Analytics and dashboard

  1. Open the dashboard to see key numbers: pending reviews, overdue items, credits remaining, and invitations awaiting a response.
  2. The Needs Attention list shows outstanding tasks in priority order. Click any item to jump straight to it.
  3. Use Quick Actions to start common tasks like adding a candidate, sending assessments, or requesting references.
  4. Click any number to open that section in full.
  1. Open Analytics to see headline numbers: credits used this month, total assessments, active users, and your current plan.
  2. Expand each section to see monthly trends, feature usage, and assessment distribution.
  3. Check the conversion funnels to see how candidates move from invited to started to complete for assessments, references, and surveys.
  4. Review your top performing assessments to see which are completed most and their average scores.

Billing and credits

  1. Your 14-day free trial starts with 100 credits, and both plans then 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. Downgrading to Basic removes AI features, reference checks, surveys, eNPS, exit interviews, compliance, contracts, onboarding, and advanced analytics. Your data is kept, so you can upgrade again at any time to restore access.
  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.
  1. AI features are available on the Trial and Premium plans. The Basic plan does not include AI features.
  2. AI features include AI-generated assessments, AI reference insights and fraud detection, AI survey generation, and AI insights on results. Each AI action uses credits, such as 3 credits to generate an assessment and 1 credit for AI insights.
  3. Basic also excludes reference checks, surveys, employee feedback, advanced analytics, report exports, compliance, contracts, and onboarding documents. Premium includes them.
  4. Core hiring with assessments and candidate management is available on every paid plan. Open Billing to upgrade to Premium at any time.

Team management

  1. Open Users and Roles and choose to invite a user.
  2. Assign a role. Admins have full access, and custom roles let you control exactly what each person can see and do.
  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. When you set up multi-factor authentication, save the backup codes you are given somewhere safe. Each code works once.
  2. If you lose your authenticator app or device, choose to use a backup code on the verification screen and enter one of your saved codes.
  3. If you also turned on email one-time codes, request a code to your email address as another way to verify.
  4. If you cannot use any of these, email hello@assessely.com from your account email and we will help you recover access.
  1. Open the login page and choose Forgot your password.
  2. Enter your account email. If an account exists, a reset link is sent to that address.
  3. Open the link and set a new password. Passwords need at least ten characters with upper and lower case, a number, and a special character.
  4. Setting a new password signs out all active sessions, so sign in again. If you are already signed in, you can change your password from Account settings instead.
  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.
  1. Assessely offers a partner API and an AI assistant integration for connecting your applicant tracking system or internal tools.
  2. Access is granted per partner rather than self-serve.
  3. See the Developers page for what the API can do and the endpoints available.
  4. To request access, email hello@assessely.com and tell us what you would like to build.

Getting help

  1. Open Support from the sidebar and choose New request.
  2. Enter a subject, choose a category and priority, and describe what you need.
  3. Attach screenshots or files if they help explain the issue. You can add up to five files.
  4. Submit the request. Track its status from the Support page and reply when we respond.

For candidates

  1. Open the secure link in your invitation email to reach your candidate portal.
  2. The first time you sign in, set a password. After that you can sign in from the candidate login page any time.
  3. Your dashboard shows everything assigned to you: assessments, documents, and reference checks, with the most urgent first.
  4. Use the sidebar to move between My Assessments, Documents, Reference Checks, and your Account.
  1. From your dashboard or My Assessments, open the assessment and read the instructions, including the number of questions and any time limit.
  2. Choose Start Assessment. If there is a time limit, a timer is shown at the top.
  3. Answer each question. Your answers save as you go and you can move back and forth between questions.
  4. On the last question, review your answers, then choose Submit Assessment. Once submitted, your responses go to the hiring team.
  1. Open Reference Checks and choose Provide details on the check that needs your input.
  2. Enter each referee name and email, and your working relationship with them.
  3. Add the period you worked together. You can include extra details like phone number and company if you have them.
  4. Tick the consent box and choose Submit. Your referees are contacted directly and you can track their progress from the same page.
  1. Open Documents and go to the Contracts tab, or open the contract from your dashboard.
  2. Read the contract. Use the preview to see the full document.
  3. Choose Sign document. Tap a signature box, then draw your signature or type your name. The date and your initials are filled in for you.
  4. Submit your signed contract. It is stored securely and the employer is notified.
  1. Open Documents and go to the Onboarding tab.
  2. Open each document. Some need a signature and some only need you to acknowledge that you have read them.
  3. Choose Sign document to sign, or Acknowledge document to confirm you have read it.
  4. Track what is left from the same tab. Completed documents are marked as done.
  1. Open Documents and go to the Compliance tab to see what has been requested.
  2. Choose Upload document on each item.
  3. Select a PDF, JPG, or PNG file up to 10 MB. A progress bar shows the upload.
  4. Once uploaded, the document is marked as complete and sent to the employer to review.
  1. Sign in using the link in your invitation email, or from the candidate login page with your email and password.
  2. Forgot your password? Choose Forgot your password on the login page to reset it.
  3. Open Account to update your name, change your password, or turn on multi-factor authentication for extra security.
  4. If you have a question about a specific task, contact the employer who invited you.
  1. For questions about a specific assessment, document, or reference, contact the employer who invited you. They can resend an invitation or update your task.
  2. Your invitation email comes from the employer, so you can reply to it or use the contact details they gave you.
  3. If you cannot sign in or set your password, request a fresh link from the login or set password page.
  4. For anything about the platform itself, email hello@assessely.com and we will help.

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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