ATS ASSESSMENT INTEGRATION — EMPLOYER BRIEF AND PILOT CHECKLIST
Original AssessEngine recruiter resource | 2 November 2026
Planning template, not a statement of available integrations or a service commitment.
Use fictional test records. Do not put credentials or candidate personal data here.

1. BUYING BRIEF
Organisation / internal owner:
ATS and account edition:
Assessment provider / account plan:
Roles and assessment formats:
Expected candidate attempts / launch window:
Connection approach: supported connector / custom API / middleware / manual transfer
Invitation trigger and assessment-selection owner:
Application-to-attempt matching rule:
Required status fields:
Required total / section results and score meaning:
Report access and reviewer permissions:
Human review and next-stage decision owner:

2. PILOT RECORD (repeat for each scenario)
Scenario:
Expected behaviour:
Observed behaviour / evidence reference:
Result: demonstrated / gap / unconfirmed / not required
Owner / agreed resolution / review date:

SCENARIOS
[ ] Normal invitation and completed result reaches the correct application.
[ ] Same fictional person applies for two roles; results stay distinct.
[ ] Repeated invitation action follows the agreed duplicate/retry rule.
[ ] Incomplete attempt is distinguishable from completed assessment.
[ ] Reviewed or corrected result is identifiable as the current result.
[ ] Reviewer report permissions work as approved.
[ ] Interrupted connection is detected and missing updates reconciled.
[ ] Disabling the connection has an agreed effect on outstanding records.

3. COMMERCIAL AND DELIVERY CONFIRMATION
Assessment charges:
Connector / ATS-plan / middleware charges:
Setup, custom changes, testing and ongoing maintenance:
Support contacts and response arrangements:
Data access, retention and deletion responsibilities:
Rollout owner / approval date:
Unresolved essential requirements:
Proceed only after the organisation has resolved its essential gaps.

Reference guide: https://www.assessengine.com/blog/assessment-platform-ats-integration/