How to assess skills with a work sample test

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A work sample test asks a candidate to do a short piece of real job work, then scores the result against a written guide. To use one well, test only the skills the job needs, keep the task short, give clear instructions, use a made-up case, pay for long tasks, score blind to name where possible, and give every candidate the same task, time and support.

Key takeaways

  • Choose a task that mirrors a real part of the job and tests a must-have you cannot judge from the CV.
  • Keep it short: 30 to 90 minutes in most cases. Pay if it takes longer or looks like real work for your business.
  • Write the brief, the time limit and the scoring guide before you send it to anyone.
  • Use a made-up case. Never use a task to get free work.
  • Offer adjustments and an alternative format. Score every candidate on the same guide.
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What a work sample test is, and when to use it

A work sample puts the candidate in a small version of the job. A bookkeeper reconciles a short set of fictional accounts. A support agent answers three sample customer messages. A designer improves a layout brief. A manager plans a short schedule with conflicts. Because it shows what the person can do, it can give stronger evidence than a conversation about what they have done.

Use a work sample when: the must-have is a skill that can be shown in an hour or less; the CV and interview cannot confirm it; and you are down to a few finalists. Do not use one as a first filter for all applicants. That asks too much time from too many people. See our interview plan guide for where it fits in the stages.

RolePossible taskSkill testedSuggested time
Customer supportReply to three fictional customer messages with different problemsWritten clarity, empathy, policy use30 to 45 minutes
Operations coordinatorPlan a week of deliveries from a short list with conflictsPlanning, priorities45 minutes
Marketing coordinatorWrite a short email and a subject line for a given audience and goalWriting, audience focus45 minutes
Finance assistantFind errors in a small sample sheetAccuracy, method45 to 60 minutes
DeveloperFix a small bug in a given code sample, or review a short pull requestReading code, reasoning60 to 90 minutes
ManagerPrepare a one-page plan to handle a fictional staffing gapJudgement, planning60 minutes

Design the task in seven steps

Step 1: Choose the must-have

Pick one to three must-haves from your role brief. The task must tell you something new about each. If the task tests many things at once, it is hard to score fairly.

Step 2: Write a made-up case

Create a short scenario with fictional names and data. Make it realistic but not secret. Do not use real customer data. Do not ask for work that you will use in your business.

Step 3: Write the brief

State the goal, the materials provided, the time limit, the format of the answer, the tools allowed and how you will score. Use short sentences. State that the task is not a promise of a job.

Step 4: Write the scoring guide

Criterion1: weak2: partial3: good4: strong
AccuracyMajor errorsSeveral errorsMinor errorsNo errors; checks shown
ClarityHard to followPartly clearClearClear and well structured for the reader
MethodNo method visibleSome steps visibleSound methodSound method and trade-offs explained
Use of the briefIgnores the briefPartly follows itFollows itFollows it and notes assumptions

Step 5: Test the task

Ask a current employee to do the task. Time them. Check whether the instructions are clear, and whether a good answer exists within the time. Adjust the scope or the time limit.

Step 6: Plan fairness

Give every finalist the same brief, time and support. Offer extra time or a different format when a person needs an adjustment, such as a screen reader, extra time or a spoken alternative. Do not make the task depend on tools or access that only some candidates have.

Step 7: Score and give feedback

Score each answer against the guide, ideally with names hidden. Two scorers on a sample reduce errors. Record the scores in the scorecard. Send feedback to all finalists. See how to give fast interview feedback.

Pay, time and respect for candidates

Task lengthSuggested approachReason
Up to about 30 minutesDo it in the interview, supervised or as a live exerciseLow burden; no payment needed
30 to 90 minutesOffer a time slot, or a take-home with a clear time limit; do not expect more time to be spent than statedModerate burden; many candidates work full time
More than 90 minutesPay a fair fee, or reduce the taskLong tasks can be unpaid work, and exclude people with limited free time
Anything that creates value for your businessPay, or do not askUnpaid work may be unfair and, in some places, unlawful

The rules on paid and unpaid trial work differ by country. In the US, the Department of Labor explains when unpaid work may break wage laws in its FLSA pages. In the UK, check the minimum wage rules on GOV.UK. In the EU, each country has its own rules. When in doubt, pay for the time. This is general information, not legal advice.

Templates

Brief to the candidate

Hello [Name],

As the next step, we would like you to do a short exercise. It shows us how you work on a task similar to the job. It is a made-up case with fictional data.

Time: about [60] minutes. Please do not spend more than [75] minutes.
What to do: [two or three sentences].
What we give you: [file or text].
What to send back: [format] by [date and time].
How we score: [clarity, accuracy, method and use of the brief]. Every candidate gets the same task and the same guide.
Adjustments: if you need extra time, a different format or any other support, please reply and we will arrange it.
Pay: [fee, or “this exercise is unpaid because it takes under 60 minutes”].

Thank you,
[Name]

Feedback after the task

Hello [Name],

Thank you for completing the exercise. We scored it against the guide we sent. Your strongest point was [specific point]. The area where we saw less evidence was [specific point]. We will contact you by [date] with a decision on the next step.

Best wishes,
[Name]

A worked example (fictional)

This example is invented. A team hires a customer support lead. The must-have is “handles a hard customer message with clarity and care”. The brief gives three made-up messages: a late parcel, a wrong item and an angry complaint. The candidate has 45 minutes. Two scorers use the guide above. Candidate A writes three polite but generic replies, and scores 2 on method. Candidate B writes clear replies, explains the steps she would take internally and notes assumptions, and scores 4 on method. The scores go into the scorecard next to the interview scores. In the debrief, the group sees that the interview scores were similar, and the task separates the two candidates on a must-have that matters. The evidence is clear, and the decision is easy to explain.

Risks and how to reduce them

RiskWhy it mattersControl
BiasScorers react to style, names or handwritingBlind scoring, a written guide, two scorers on a sample
Unfair accessSome people lack time, tools or a quiet spaceOffer time options, tools and adjustments
Free workThe task looks like real workMade-up case; pay for long tasks
Over-testingToo many tasks drive away good peopleOne task, only for finalists
Cheating or outside helpTake-home tasks may be done with helpAsk follow-up questions about the answer in the interview
Weak link to the jobThe task does not match real workAsk current employees to check it

Use the task as one piece of evidence, together with the interview and references. Do not let it decide alone. Review the task after each search: did the scores relate to later performance? If not, change the task.

Example tasks with scoring notes

Task (fictional)What a strong answer showsCommon weak answer
Plan deliveries for five days with three vehicles and two driver absencesA clear schedule, explicit assumptions, a back-up plan and a note on which orders may slipA schedule that ignores the absences or has no assumptions
Write a reply to a customer who received a damaged itemAcknowledges the problem, states what will happen and when, is short and politeLong apology with no clear action
Review a short budget sheet with three deliberate errorsFinds the errors, explains each, and suggests how to prevent themFinds one error and rewrites the sheet without explanation
Plan a 30-minute team meeting to resolve a conflict between two colleaguesAgenda, ground rules, fair process, follow-up actionA plan that assigns blame in advance

Notice that the strong answer also shows reasoning. If the task allows a short note on assumptions, you can see how the person thinks, not only the final output. Add a line to the brief: “Please add a short note with any assumptions you made.”

Using the task in the interview

Ask each finalist to talk through the answer for ten minutes. Ask: What was the hardest part? What would you do with more time? What did you assume? This helps you check that the candidate did the work, and shows how they respond to questions. It also gives people who write less well a chance to show their thinking in speech. Score the answer and the talk-through on separate lines so that you can see each clearly.

What to do with scores

Treat the work sample as one input. Add the scores to the scorecard, next to the interview scores and the reference notes. Look at the pattern across methods. If a candidate does well in the interview but poorly on the task, ask why. The task might have been unclear, or the interview might have covered a different part of the skill. Do not discard either piece of evidence without a reason. Record your reasoning in the decision record. See how to run a debrief for a method to resolve conflicting evidence.

Keep a library of tasks. After each search, save the brief, the scoring guide and notes about what worked. Remove any task that candidates found unclear. Replace any task whose answers can be found online. Over time you build a set of tested tasks for each role family, and the next search starts faster and fairer.

Frequently asked questions

Should work sample tests be paid?

If they take more than about an hour, or if they create value for your business, pay. For short tasks done in the interview, payment is not usual. Check local wage rules.

How long should a work sample be?

Usually 30 to 90 minutes. Longer tasks reduce the number of people who can apply and can feel unfair.

Can I use a real problem from my business?

Avoid it. Use a made-up case so that you are not taking free work and no confidential data is shared.

What if a candidate refuses to do the task?

Ask why, and offer an alternative if they have a good reason, such as a disability or a time limit. Do not assume lack of interest.

Is a work sample better than an interview?

Each tests different things. A task shows what the person can do now. An interview shows past behaviour and how the person thinks. Use both when needed.

Related guides

This is general information, not legal advice.