Assessment Template For Receptionists and Information Clerks

Answer inquiries and provide information to the general public, customers, visitors, and other interested parties regarding activities conducted at establishment and location of departments, offices, and employees within the organization.
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Receptionists and Information Clerks

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Popular Job Roles
Clerk SpecialistFront Desk ReceptionistGreeterMember Service RepresentativeOffice AssistantReceptionistScheduler

Occupation-Specific

Technology Skills
Data base user interface and query software
Questions20
Time Limit15 min

Tasks

  • Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.
  • Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.
  • Schedule appointments and maintain and update appointment calendars.
  • Hear and resolve complaints from customers or the public.
  • File and maintain records.

Technology Skills

Data base user interface and query software

Claim processing system software, Data entry software, FileMaker Pro, St. Paul Travelers e-CARMA

Word processing software

3M Post-it App, Google Docs, Microsoft Word

Medical software

GE Healthcare Centricity EMR, Kodak Dental Systems Kodak SOFTDENT Practice management software PMS, McKesson Lytec, Medical condition coding software

Electronic mail software

Email software, IBM Notes, Microsoft Outlook

Accounting software

Billing software, Bookkeeping software, Intuit QuickBooks

Worker Requirements

Technology Skills
Data base user interface and query software
Questions20
Time Limit15 min
Skills
Active Listening
Questions30
Time Limit20 min
Knowledge
Administrative
Questions30
Time Limit20 min

Skills

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Speaking

Talking to others to convey information effectively.

Service Orientation

Actively looking for ways to help people.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Knowledge

Administrative

Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Computers and Electronics

Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

Worker Characteristics

Technology Skills
Data base user interface and query software
Questions20
Time Limit15 min
Skills
Active Listening
Questions30
Time Limit20 min
Knowledge
Administrative
Questions30
Time Limit20 min
Abilities
Oral Comprehension
Questions30
Time Limit25 min
Interests
Conventional
Questions20
Time Limit15 min
Work Values
Relationships
Questions25
Time Limit15 min
Work Styles
Cooperation
Questions25
Time Limit25 min

Abilities

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression

The ability to communicate information and ideas in speaking so others will understand.

Speech Recognition

The ability to identify and understand the speech of another person.

Speech Clarity

The ability to speak clearly so others can understand you.

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Interests

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Social

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Work Values

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Support

Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.

Achievement

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Work Styles

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Integrity

Job requires being honest and ethical.

Concern for Others

Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.

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