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Cloning and Editing Existing Assessment Templates in PyjamaHR: What You Need to Know

Updated this week

Executive Summary

Many PyjamaHR users want to streamline their hiring process by cloning or editing existing assessment templates—especially to avoid recreating tests from scratch or to quickly rename and reuse them for different roles. However, as of now, PyjamaHR does not support cloning or renaming published assessment tests. This article explains the current capabilities, common workarounds, and best practices, so you can make informed decisions and avoid common pitfalls.


Detailed Overview

What Are Assessment Templates in PyjamaHR?

Assessment templates (often called "tests" by users) are reusable sets of questions or tasks designed to evaluate candidates during the hiring process. They can be created under the Tests tab and assigned to job postings or sent directly to candidates.

Why Clone or Edit Assessment Templates?

  • Save time: Reuse a well-designed test for similar roles or hiring rounds.

  • Maintain consistency: Ensure all candidates are evaluated using the same criteria.

  • Quickly adapt: Rename or tweak an existing test for a new job opening.

Current Limitations (as of June 2024)

Based on recent customer conversations and support tickets, PyjamaHR does not currently allow users to:

  • Clone (duplicate) an existing assessment template/test

  • Rename a test once it has been created or published

  • Edit the name of a test after publishing

Note: These limitations apply to both the "Tests" tab and assessment templates attached to job postings.

Integration with Other Features

  • Assessment templates are linked to job postings and candidate workflows.

  • Editing or cloning tests is often requested when users want to quickly adapt assessments for new job roles.


Step-by-Step Guide: Current Workflow & Workarounds

1. Creating a New Assessment Template

  1. Navigate to the Tests tab in PyjamaHR.

  2. Click Create New Test.

  3. Add questions, configure settings, and name your test.

  4. Save and publish the test.

Screenshot Callout: Show the "Create New Test" button and the test creation form.

2. Editing an Existing Assessment Template

  • You can edit questions and settings before publishing.

  • Once published, you cannot rename or clone the test.

  • If you need a similar test with a different name or minor changes, you must create a new test from scratch.

3. Workaround for Cloning or Renaming

If you want to reuse a test:

  • Open the existing test and manually recreate it as a new test.

  • Copy-paste questions and settings into the new test.

  • Assign the desired name during creation.

Note: There is no "Clone" or "Duplicate" button as of now.

  • In rare cases, support may manually update a test name or duplicate a test for you, but this is not a standard feature and may not be available for all users or at all times.

  • For urgent business needs, contact support, but expect delays and no guarantee.


Advanced Usage & Best Practices

Power User Tips

  • Plan ahead: Name your tests thoughtfully at creation, as you cannot rename them later.

  • Template Library: Maintain a document or spreadsheet with your commonly used questions to speed up manual recreation.

  • Version Control: Use version numbers in test names (e.g., "Java Developer Test v2") to track updates.

Optimization Strategies

  • Standardize naming conventions for easier searching and management.

  • Group similar questions in a document for quick copy-paste when creating new tests.

Do’s and Don’ts

Do:
- Double-check test names before publishing.
- Keep backup copies of your questions outside PyjamaHR.

Don’t:
- Expect to clone or rename tests after publishing.
- Rely on support for routine cloning or renaming.


Troubleshooting & Common Issues

Common Issues

  • Cannot find Clone or Rename option: These features are not available.

  • Accidentally published with the wrong name: You must create a new test with the correct name.

  • Need to reuse a test for a new role: Manually recreate the test.

What If Scenarios

  • What if I need to test multiple candidates with a slightly modified test?

  • Create a new test and adjust as needed.

  • What if I made a typo in the test name?

  • Create a new test with the correct name.

When to Contact Support

  • If you have a critical business need and cannot proceed without cloning or renaming, contact support. However, be aware that this is not a guaranteed or scalable solution.


Comprehensive FAQ

1. Can I clone an existing assessment template or test?
No, PyjamaHR does not currently support cloning or duplicating tests.

2. Can I rename a test after it has been created or published?
No, test names cannot be edited after creation.

3. Can I edit the questions in a published test?
You can edit questions before publishing. After publishing, editing may be limited or not allowed.

4. What if I want to use the same test for a different job role?
Manually recreate the test as a new one.

5. Is there a workaround for cloning?
Copy-paste questions into a new test.

6. Can support clone or rename a test for me?
In rare cases, support may assist, but this is not a standard feature.

7. What happens if I delete a question in a cloned job posting?
This issue is unrelated to assessment templates but has been reported for job posting questions. If you encounter similar issues, contact support.

8. How can I avoid mistakes when creating tests?
Double-check names and content before publishing.

9. Can I export or import tests?
No export/import feature is currently available.

10. Will cloning or renaming be available in the future?
Feature requests have been raised, but no ETA is available.


Related Features & Next Steps

  • Job Posting Cloning: Cloning job postings is a separate feature and may have its own limitations.

  • Screening Questions: Editing and cloning screening questions in job postings is different from assessment templates.

  • Candidate Workflows: Assign tests to candidates as part of your workflow.


Summary:
While cloning and renaming assessment templates are highly requested features, they are not currently available in PyjamaHR. Use the workarounds and best practices outlined above to manage your assessments efficiently, and stay tuned for future updates. For urgent needs, contact support, but plan your workflows to minimize reliance on unavailable features.

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