1Edit a path — name + description + its parts in order
Edit assessment path
Default 6 parts · 8 hires
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
2Create a new path — empty draft, first "Add a part"
New assessment path
The path, in order
No parts yet — add the first exercise this path will run.
Pick from your existing assessment exercises with Add a part.
3Duplicate — a fresh draft clone · no hires or submissions copied
Duplicate path
6 parts · 0 hires
This is a fresh copy — its 6 parts came from "Standard New-Hire Path", but no hires and no submissions were copied. It starts as a Draft; rename it, adjust the parts, then publish and assign hires from People.
The path, in order · cloned
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 workSoftware expertise
Edit in Studio
Part 3
…3 more parts cloned (Dext, Xero, Client email, Wrap & Fit Report)
4Assign a hire — the field on the People add/edit form
People · Add / edit person
A hire is put on a path here, on the People form — one path per hire, sitting beside the manager field. New hires default to the Standard path; an admin can change it any time.
From the BP16 default-manager field.
The set of parts this hire will run. Only Published paths can be assigned.
Shown here so the path↔assignment relationship is reviewable together — this control actually lives on the People form (mockup 06), not in the path editor.
5Archive confirm — calm · assigned hires keep their in-progress work
Archive "Senior / Experienced Hire"?
It won't be offered when you assign a new hire, and it moves under Show archived. The 2 hires currently on it keep their in-progress assessments — nothing they've done is lost. You can restore it any time.
6Phone — fields stack, parts reflow to one column, assign full-width
DefaultPublished
The path, in order
Part 1
Orientation
Intro call + tool-readiness checks.
Edit
Part 2
Catch-Up Simulation
Six-month reconciliation for a fictional client.
Edit