Screening Agent Enablement Testing

This article outlines a thorough method for testing Screening Agent's functionality during enablement. Follow the steps below:

  1. Set up a test candidate with real information, ensuring that the following fields are populated with the information you'd expect:

    • First and Last Name

    • Description field (Resume) - NOT file attachment

    • Email Address

      • This is used to ensure the automation generates the Invite to Screen email to the proper recipient who is testing the End-to-End workflow.

    • Phone Number

      • This is used to ensure the automation generates the Invite to Screen SMS to the proper recipient who is testing the End-to-End workflow.

  2. Set up a test job with real information, ensuring that the following fields are populated with the information you'd expect:

    • Title

    • Description: This needs to be the field you configured to be the source of the job description information that's published to the Screening Agent.

  3. Manually trigger the screening questions in the ATS by following this process:

    1. Go into one of your test jobs

    2. Click on the Screening Questions tab.

    3. Click the Add Screening Questions button.

  4. Review the questions generated to make sure they fit the template you provided to Bullhorn and note if Bullhorn needs to make any adjustments.

  5. Create a list in Bullhorn Automation that returns the test records. Associate the list with the Invite to Screening Automation.

    • Ensure the associated job records flowing through this submission automation have the screening questions generated against them otherwise the web agent will fail to load.

    Don't rely on the Test Chat or Test Automation workflows in Bullhorn Automation as those auto-generate random records from the Automation database that may not have the necessary data to reflect the true applicant experience.

  6. Test the BH Screening Agent - Create Questions automation to make sure those screening questions are getting auto-added to your jobs from Bullhorn Automation.

    • Create a job list of test jobs that you want to create screening questions against.