Creating your first Willo assessment
You'll need a company brand profile before completing these steps.
Blueprint
Your Blueprint defines everything about your assessment - to get started upload your Job Description and any supporting documentation, like scorecards, rubrics, requisition forms, competency frameworks and hiring notes. The more you provide at this stage, the more detailed the questions and Insights scoring will be.
Browse Files and then select them from your device:

Create Blueprint when ready and wait a few moments whilst we process everything:
Don't worry - Your Blueprint remains editable even after assessed candidates arrive. When you make changes, you can decide whether to re-evaluate existing candidates under the new criteria.

Review your Blueprint criteria
Refine the results into 3 separate tiers - you can drag and drop them between sections, or edit any of the suggested prompts.
- Must-haves
- These criteria carry the most weight. Candidates need to clearly demonstrate these as they have the biggest impact on their overall alignment score.
- Differentiators
- Important, but not dealbreakers. These help separate strong candidates from standout ones and will also impact their overall alignment score.
- Context Only
- These criteria are considered but actively excluded from influencing a candidate's alignment score - positively or negatively.

Click Next when you are ready - don't worry, you can come back to the Blueprint at any time and make changes.
Setup
Save time, review and accept the automatically suggested content - this is all based on your Blueprint and designed to build the best candidate experience from start to finish.

Then simply work through each field, checking you are happy with the content:
- Default Language
- This is the language that the Assessment will use for email and SMS invites, content and functionality. Your candidates are able to select their preferred language using the menu in the footer at anytime - but remember this will not change the content you provide such as job description, title or questions.
- Name
- The name of your assessment is used throughout the invite process and candidate journey as well as in your account for easy reference later. You can change it at anytime.
- Company
- Select the branding that will be used for your assessment. Edit or create new branding in the Companies page.
- Salary
- An optional field which allows you to show salary or other compensation to the candidate - this field can contain numbers or letters. Eg. $50,000 or $20 per hour.
- Scorecard
- Select the Scorecard that your hiring manager will be asked to complete when they review the candidates for this assessment.
- Video
- A short video that you can add from YouTube or record directly within Willo. We always recommend adding a video introduction which explains your hiring process to the candidate, as well as giving them some extra context about the job.
- It's easy to record and you can re-record as often as you like... Why not get your hiring manager involved too?
- Description
- This is where you can tell your candidate everything they need to know about the job - it's fully customisable and you can format the text here. We suggest giving the candidate an overview of what the job involves, what you are looking for and how this process works.
Click Save when you are ready - you can always revisit and edit this page at any time.
Questions
Now we're at the exciting stage where you define the questions that your candidates will answer.
To get started we provide up to 12 automatically generated questions from your Blueprint - these are AI proof and designed to dig deep into the skills, motivations and ability of your candidates.
Review each one, or simply Accept all and edit them where needed:

Willo offers 7 question types, and you can select the best one for each question - each question type has its own settings:
- Video
- Assess your candidates’ communication and soft skills by asking them to share experiences or respond to realistic scenarios on camera.
- File
- Review practical skills and experience by asking candidates to upload work samples, portfolios or supporting documents.
- Text
- Explore your candidates’ knowledge, experience and written communication through typed answers.
- Digital Identity Check
- Help confirm your candidates are who they say they are by checking their identity document and selfie.
- Multiple Choice
- Check knowledge or confirm key requirements by asking candidates to select one answer from a list.
- Checkboxes
- Capture relevant skills, preferences or availability by allowing candidates to select multiple answers from a list.

We recommend asking between 3 and 5 questions for the highest candidate response rate.
When you are ready click Next
Communications
Decide how you'd like to communicate with your candidates via Email and SMS. Each template is pre-designed for maximum response rate, clarity, accessibility, and ready to go. However you can also design your own templates in the Library.
Learn more about custom Email and SMS Templates >

Click Next when you are ready
💡 We always suggest inviting yourself to an assessment to experience each template for yourself before inviting candidates.
Publish
We're at the final stage of setup - this is where you will configure deadlines and sharing etc.

- Display ‘Hints & Tips’ page
- Show candidates practical guidance before they begin, helping them feel prepared and confident completing your assessment.
- Request availability for follow up
- Ask candidates to share their availability for the next five working days, making it easier to arrange a follow-up conversation.
- Submission Deadline
- Set the date, time and time zone when your assessment closes, after which candidates can no longer submit responses.
- Redirect URL
- Automatically send candidates to a webpage of your choice after they submit their assessment, such as your careers page, a booking calendar or a feedback survey.
- Benchmark
- Set a minimum pass percentage for Multiple Choice and Checkboxes questions with correct answers assigned, automatically rejecting candidates who score below your threshold.

- Share Access
- Give colleagues access to your assessment so they can review, rate and comment on candidate responses.
Click Publish and Save and the assessment will go live within your dashboard. You can then start inviting candidates to your new assessment on the next page.