This guide provides a comprehensive description of the assessment tool configuration process. It includes filling examples, step-by-step UI mechanics, and a breakdown of the competency matrix levels based on real system indicators.
1. Getting Started
The process is launched from the main LMS management interface:
In the left sidebar menu, select the "Assessment Center" section.
In the expanded menu, select the "Individual" tab. This tab displays the total number of created assessments and the full list of existing projects.
To start a new configuration, click the blue "Create assessment" button in the upper right corner of the screen.
Step 1 — Assessment Tool Development
At this stage, you create a "portrait" of the role and the context for the system. This data is critical for the AI to correctly generate cases and tasks.
Assessment Center Name: Enter the official name (Mandatory field).
Goal: Choose one of two mandatory options:
Employee Level Assessment for IDP Update: To identify "gap" skills within the current team.
Candidate Selection for a Position: To predict the success of a new employee and assess risks during hiring.
Who Needs to be Evaluated?: A field for free description. Specify the field of activity, role, position level (Junior/Middle/Senior), and key challenges. This will help the system create relevant cases.
💡 Example for Step 1:
Description: Sales Manager (B2B), mid-market. The work involves active prospecting, "cold" calling, conducting negotiations at the CEO level, and meeting monthly revenue plans. It is important to assess resistance to rejection and the ability to close deals.
Step 2 — Adding Competencies
The profile of skills to be tested is defined here.
Duration
Select the completion time: 30, 60, 90, or 120 minutes.
Important: The number of available competencies depends on the duration. When choosing 60 minutes, up to 6 competencies are available; for 90–120 minutes — up to 8.
Competency List and Descriptions
For each competency, click "Add another competency". You can enter a name manually or choose from the suggestions.
💡 Examples for Step 2:
Stress Resistance
Description: The ability to maintain high productivity and composure when working with conflict-prone clients or under tight deadlines. The ability not to lose motivation after a series of rejections.
Result Orientation
Description: The ability to concentrate on the final goal (sale), set priorities, and overcome obstacles without external control. Willingness to take responsibility for one's own metrics.
Competency Weight (Importance Distribution)
There is an interactive slider at the bottom. By default, weights are distributed equally.
By dragging the slider, you determine the significance of each competency for the final score.
Example: If "Result Orientation" is more critical for your role, assign it 64% and "Stress Resistance" 36%. These shares always add up to 100% in total.
Step 3 — Additional Questions
This stage allows the system to adapt tasks to your company's specifics as accurately as possible. All fields are Optional, but filling them out significantly improves the quality of the assessment.
Additional requirements for the employee or current role features: Describe key expectations and work nuances that should be considered.
Difficulties faced in team development: Indicate what exactly you doubt when evaluating employees now. This will help the system focus the assessment on areas where you need more clarity.
Typical situations the employee might face: Add 3–7 real work scenarios. They will form the basis of the verification tasks, making them as close as possible to your team's reality.
Corporate culture / style: Specify the atmosphere and work style. This helps adapt the tone of tasks and reports.
💡 Examples for Step 3:
Typical situations: 1. A client asks for a 50% discount, threatening to go to competitors. 2. A decision-maker constantly reschedules a meeting at the last moment. 3. The company's product has become more expensive, and new prices need to be justified to old clients.
Corporate Culture: Dynamic style, "first-name basis" communication, high orientation on numbers and aggressive sales. Minimum bureaucracy.
Step 4 — Completion of Setup
At this stage, the conduction parameters and frequency are set:
Assessment Language: The language in which the user will see the tasks.
Report Language: The language of the final analytical document for the manager.
Frequency: Select the conduction cycle (Once a year, every six months, quarterly, or one-time).
Step 5 — Matrix Creation
When all data is filled in, an "Almost ready!" screen will appear. Click the "Create matrix" button. The system will launch the process of generating behavioral indicators.
While waiting, you will see a loading screen: "Creating competency matrix. Please wait... Usually takes up to 10 minutes."
Step 6 — Competency Matrix Review
The system will break down each competency into behavioral indicators across 4 levels of mastery (0–3).
💡 Level Examples from the System:
Level 0 (Critical): Stops attempts after the first request; responds rudely to hostility, the conflict intensifies.
Level 1 (Initial): Makes rare follow-up calls without structure; puts the task on pause in case of negativity.
Level 2 (Professional): Independently chooses communication channels; calmly sets boundaries when under pressure.
Level 3 (Expert): In complex cases, builds an escalation plan; prevents conflicts and brings the case to a result.
Your Action: Carefully check the indicators for accuracy and alignment with your expectations. If everything is correct, click the blue "Create assessment" button.
Completion — Assessment Generation
A final screen "Generation has started" will appear. The system notifies you that a full assessment is being formed based on the matrix:
Introductory block and instructions for the participant.
Game tasks, cases, and tests.
Closing block and report structure.
Click "Return to Assessment Center". Once the generation is complete, you can enter the created assessment and edit any module: change titles, correct task texts, replace illustrations, or adjust the logic.
Supporting Control Elements
"Results" Panel (Right Side): An interactive progress menu. Allows you to expand any completed step for instant data verification.
"Save Draft" Button: Allows you to pause the work. The assessment will be saved in the list with a "Draft" status, and you can return to it later.
"Cancel Creation" Button: Complete deletion of the current session settings without saving (Red text).
"Back" Button: Allows you to return to the previous screen to make edits.