Content — New Hire Assessment

New Hire Assessment

New-Hire Assessment Path

The single path every new hire runs during their assessment phase. Below are its parts in order — edit an exercise in Studio; scoring & the rubric live in Settings.

1 path · 6 parts

There's one assessment path, not a library of many — every new hire runs the same parts. Add new parts, drag to reorder, and edit each one here.

The path, in order

Part 1

Orientation

Intro call + tool-readiness checks (Drive, QBO, Dext access).

Video professionalismFollowing instructions

Edit in Studio

Part 2

Catch-Up Simulation

Six-month reconciliation for a fictional client — bank feed, Dext inbox, source docs, a client email.

Accuracy of workSpeed & efficiencySoftware expertiseProblem-solving

Edit in Studio

Part 3

Dext exercise

Process a batch of receipts in a sandbox Dext inbox and publish cleanly.

Software expertiseAccuracy of work

Edit in Studio

Part 4

Xero exercise

Reconcile a month in a sandbox Xero file and flag anything unusual.

Software expertiseAccuracy of work

Edit in Studio

Part 5

Client email exercise

Reply to an embedded client email within the 2-hour stated-hours window.

Written communicationTurnaround time

Edit in Studio

Part 6

Wrap & Fit Report

Final wrap-up; the Fit Report is auto-assembled from the rubric scores for the admin's hire decision.

All dimensionsFit Report

Edit in Studio