Behavioral Assessment Tests: Best Practices in the Hiring Process

Teens taking personality test

This article is the second in 180one’s two-part series looking at behavioral assessment testing as part of the hiring process.
 
In part one of our series on using behavior assessment testing in the hiring process, we looked at different types of behavioral assessment tests and how organizations are increasingly using them to help evaluate the suitability and predicted performance of high-level job candidates. (You can revisit that article 
here.) Following the publication of that article, we conducted a survey with 180one clients to learn if and how they are currently using behavior assessment testing. Those survey results guide part two of the series, as we look at best practices for using these tests in the hiring process and after.


Question: Does your current or past organization use any sort of personality or behavioral assessment when interviewing candidates?
Survey results: Yes – 100%


This is consistent with the latest Candidate Experience Report from Talent Board, a nonprofit that studies best hiring practices from the prospective employee’s point of view. Their 2018 analysis showed that close to 90% of organizations surveyed use assessment testing in the hiring process, and two types stood out with a significant increase in use: 1) job simulations that help assess how a candidate might perform on the job, and 2) culture fit assessments that identify how well potential new hires will assimilate into the organization.


Question: Which type/style of assessment does your organization use? (such as, Hogan, DISC Wonderlic, Myers-Briggs, etcetera)?
Survey results: All of the above are used by many of our respondents, as well as a variety of specialized and industry-specific tests. Most respondents use a paid platform for testing and results analysis, although a few noted they’ve used free online testing such as Myers-Briggs and DISC basic.


Question: For what level of candidates does your organization use the assessments?
Survey results: All employees – 20%, Managers and above – 60%, Executives – 20%


With the broad scope of test types and high rate of usage across employment levels, it’s important to keep in mind that Equal Employment Opportunity Commission guidelines state it is the responsibility of the employer to ensure that selection tests, including behavioral assessments, are reliable and valid, yielding consistent results that predict success on the job.


The Society for Human Resource Management (SHRM) emphasizes that if a company can’t clearly demonstrate reliability and validity of an assessment test, the company is vulnerable to discrimination claims. Even if you use a testing service that provides documentation supporting the validity of a test, SHRM says the specific employer still has to be able to demonstrate the test is job-related and its results appropriate for the employer’s purpose.


EEOC guidelines on testing include:

  • Employers should administer tests and other selection procedures without regard to race, color, national origin, sex, religion, age (40 or older), or disability.
  • Employers are responsible for ensuring that behavioral assessment tests and other selection procedures are properly validated for the positions and purposes for which they are used.
  • Employers should ensure that tests and selection procedures are not adopted casually by managers who know little about these processes. No test or selection procedure should be implemented before or after hiring without an understanding of its effectiveness and limitations for the organization, its appropriateness for a specific job, and whether it can be appropriately administered and scored.


Question: At what point of the interview process are you using the assessment?
Survey results: After initial phone screen – 20%, After first interview – 40%, After second interview – 20%, Right before offer – 20%


First, it’s important to consider that the most effective hiring processes address your company’s needs, not likes, and the type and timing of assessment should support those needs. “Today you want innovation and growth to be competitive, and that can’t happen in a monolithic culture,” says Stephen Shapiro, the author of four books on workplace innovation. “You need to make sure you hire people with a broad range of styles, so instead of weeding out people that don’t fit, the recognition today is that different roles require different characteristics.”

With that in mind, there’s general consensus among recruiting firms and assessment analysts that in-depth assessment testing occur mid-process – after an initial screening and the first or second interview. And testing at this stage tests can yield valuable information that can reshape a job or even re-think a department.


Assessment and talent acquisition company PSI Select International points out that a company can also create a streamlined and in-depth interview structure that can serve as a supporting behavioral assessment tool in the hiring process. Creating a behavior-driven list of questions asked of all candidates gives the hiring manager a level playing field for assessing them, allowing better determination of the motivational fit of each candidate, and avoiding common interview bias pitfalls. (We’ve got a series on interview bias on our “Water Cooler” blog.)


Question: Are the results of the assessment used as a sole determination of Interview/No Interview, or Hire/No Hire decisions?
Survey results: Yes – 10%, No – 90%


Not using an assessment test as the only determination for making a decision about a candidate is consistent with the recommendations of most behavioral and occupational assessment companies. Carol Buckner, a director with assessment firm Birkman International, has found that companies using behavioral assessments need to give more attention to implementing a policy around the specific use of these tests in the selection process.


Buckner outlines four major points to keep in mind when using behavioral assessments during the hiring process:

  • Use assessment results as one piece of the puzzle, giving it no more or less weight than the interview, past experience, or resumé.
  • Use assessments in a consistent manner. One suggestion is to have all finalists for a position complete the assessment prior to a follow-up interview. Never selectively choose to give an assessment to only one of the three final candidates, as this creates bias.
  • Never specifically reference the assessment results with candidates. Do use the results to develop behavioral questions you can ask in the follow-up interview in order to gain more knowledge about potential hires.
  • Never make a hiring decision based solely on an assessment result.


Question: Why does your organization use assessments?
Survey results: Hiring/prescreening – 20%, Understanding team dynamics – 20%, Both – 60%


To get the greatest return on investment in assessments, Birkman International’s approach to designing and administering behavioral tests is the belief that high-performing employees need 1) passion to feel satisfied and motivated, 2) technical skills to accomplish tasks, and 3) a high degree of self and others awareness to navigate interpersonal dynamics.


A high-performing hire will continue to have these needs, and some behavior assessment testing analysts have determined that there is a greater ROI when using these tests after hiring to determine key motivators, to develop situationally appropriate benchmarks for success, and to build diverse, high-performing work teams.


The Society for Human Resource Management finds that although there’s not a simple measure of performance effectiveness for groups, there is a general understanding of what makes an effective group work: talent, skills, shared purpose and goals, performance ethics, incentives and motivation, effectiveness, leadership, conflict, communication, power and empowerment, and norms and standards. Utilizing an assessment tool will help you identify behavioral traits unique to each person that also support a successful team.


The Future of Behavior Assessments

The upward trend in the use of behavior assessment testing underscores that there’s not one “right profile” that guarantees success in a particular job or within an organization. And the range of test options continues to grow – in addition to the most well-known behavior assessments tests and administrators we looked at in part one of this series, SHRM alone lists almost 80 additional industry- and goals-specific organizations offering assessment tools and consulting.

If your organization is ever interested in gaining more insight into behavioral assessments and if / how they should be included in the hiring process, 180one will be a great resource for you. Whether we advise you directly or get you connected somewhere within our broad network, we are always happy to help you and your organization conquer your goals.

The Belichick Effect
By Greg Togni September 4, 2025
In leadership hiring, one belief persists above nearly all others: that past performance is the best predictor of future success. It’s logical, comforting, and intuitive. After all, if a leader delivered results before, higher revenue, a successful turnaround, a winning streak -they must be capable of doing it again. But that assumption is dangerously flawed. A growing body of evidence, real-world missteps, and cautionary tales suggest that evaluating a leader based solely (or even primarily) on past results can lead to costly misalignments. A recent example highlights this perfectly: The University of North Carolina’s headline-grabbing hire of NFL legend Bill Belichick as head football coach. With six Super Bowl rings and a reputation as one of the greatest coaches in history, Belichick’s track record was unparalleled. Yet in his college football debut with UNC, his team suffered a lopsided 48–14 loss. Suddenly, it was clear: past greatness didn’t guarantee future success in a dramatically different context. While we know Coach Belichick is very early in his tenure at UNC, it’s a fresh reminder that this example extends far beyond sports. It speaks directly to how businesses approach executive hiring, and why it’s time to shift the paradigm. 1. Context Is Everything A key mistake in interpreting a leader’s past success is ignoring the unique conditions under which that success occurred. Was the company in a growth market? Did the executive have access to elite teams, ample resources, or timing that favored bold moves? An executive who excelled in a highly structured, well-capitalized organization may not thrive in a lean, ambiguous, or turnaround environment. Just as Belichick moved from the resource-rich NFL to a university setting with completely different dynamics, many business leaders falter when they switch into unfamiliar ecosystems. Context can make or break performance, and no résumé bullet point can capture that nuance. 2. Success Is Rarely a Solo Act Leadership achievements often look like individual triumphs: “Led $500M product launch,” “Turned around underperforming division,” or “Grew revenue by 60%.” But these outcomes are almost always the result of collective effort. High-performing teams, strong market tailwinds, or favorable internal politics may have played a significant role. Without understanding the true contributors to success, companies risk crediting one person for what was actually a team-driven or market-driven win. Belichick’s NFL success, for example, wasn’t built in a vacuum, it involved legendary players, long-standing staff, and decades of organizational infrastructure. When hiring executives, we must dig deeper: Was the leader truly driving results, or were they simply in the right place at the right time? 3. The Skills That Worked Before May No Longer Apply Many executives ascend by mastering a particular set of skills, scaling a startup, optimizing supply chains, leading sales, but the demands of a new organization may require a completely different skill set. A tactically brilliant operations leader may struggle in a CEO role that demands vision, cross-functional influence, and public-facing leadership. Similarly, an aggressive change agent may clash with a culture that values steady consensus-building. In Belichick’s case, the NFL rewards control, discipline, and closed systems. College athletics requires recruiting 17-year-olds, navigating academic culture, and engaging with boosters. Translated to the corporate world: the same leadership playbook won’t always work in a different environment. 4. Cultural Fit Often Trumps Credentials More than half of executive failures can be traced back to a mismatch in values, communication style, or organizational expectations. Culture fit isn’t about superficial traits - it’s about deep alignment with how a company makes decisions, treats people, and approaches problems. A highly hierarchical leader from a Fortune 50 firm may feel paralyzed in a startup where decision-making is fast and informal. Conversely, a founder-style leader may chafe against the bureaucracy of a multinational. In Belichick’s case, the shift from professional players to student-athletes required more than tactical expertise - it required a mindset and relational approach that wasn’t part of his long NFL tenure. Culture was the hidden barrier. 5. The Future Requires Adaptability, Not Repeatability The pace of change in business today is staggering. AI, hybrid work, geopolitical instability, and generational shifts in employee values mean that today’s leaders must continuously learn, pivot, and adapt. Past performance often reflects a leader’s ability to optimize for the conditions that once existed - not necessarily their ability to navigate what’s coming next. Instead of asking, “What has this leader done?” the better question is, “How do they think? How do they learn? Can they lead through ambiguity?” Executives with linear, legacy-bound thinking may fall short in organizations seeking transformation. Adaptability, not a polished track record, is becoming the most valuable leadership asset. 6. The Halo Effect Clouds Judgment High-profile successes create a “halo effect,” where we assume someone who succeeded in one role will succeed anywhere. It’s why hiring managers are drawn to big names and prestigious brands. But prestige can mask weaknesses. Hiring a famous CEO from a household-name tech company might seem like a coup, until they struggle in a smaller, more complex environment with fewer resources. The same logic applies to Belichick’s move to UNC. The name was dazzling. The record was flawless. But the assumption of transferable success was flawed.  Boards and hiring committees must challenge their own biases and evaluate candidates with fresh eyes. So What Should Companies Hire For? Rather than focusing solely on achievements, companies should shift toward evaluating capability and potential . Here’s how: Learning Agility : Has the leader successfully reinvented themselves in different roles or industries? Self-Awareness : Can they reflect critically on past experiences and acknowledge where they’ve failed? Cultural Intelligence : Are they attuned to the nuances of different organizational cultures? Systems Thinking : Can they see the big picture and lead across functions, markets, and time horizons? Emotional Intelligence : Do they inspire trust, connect with people, and lead with empathy? These traits are harder to measure than revenue growth or market share, but far more predictive of long-term success. The Goal Line The University of North Carolina’s hiring of Bill Belichick was bold, ambitious, and rooted in the assumption that his past greatness would translate seamlessly into a new role. When it didn’t, the world was reminded of a difficult truth: past performance is an input, not a guarantee. In business, the stakes are just as high. Leadership decisions shape strategy, culture, and value creation. To get those decisions right, we must look beyond the résumé and consider who a leader is, not just what they’ve done. Because in a world of constant change, the leaders who succeed are not those who repeat the past, but those who are ready to lead into the unknown.
S
By Effie Zimmerman August 20, 2025
VP of Sales About the Company Superior Duct Fabrication is a recognized leader in the HVAC and sheet metal fabrication industry, known for our commitment to precision, innovation, and customer satisfaction. They serve some of the largest mechanical contractors and construction firms in the region and are poised for strategic growth. Superior is seeking an experienced, driven, and visionary Vice President of Sales to lead the team and drive new business nationally. In 2025, Seattle-based private equity firm Pike Street Capital made a platform investment in Superior to accelerate growth through geographic expansion, product innovation, and targeted acquisitions. With a strong leadership team, trusted customer relationships, and increasing demand for sophisticated air handling solutions, Superior is positioned for rapid, scalable growth. About the Position The Vice President of Sales will be responsible for leading all aspects of the sales and marketing organization—driving revenue growth, building and developing high-performing teams, implementing best-in-class sales processes and marketing, and expanding market share with top-tier key accounts. Essential Duties and Responsibilities Develop and implement a comprehensive sales and marketing strategy focused on achieving company growth objectives Recruit, mentor, and lead a high-performing sales team with a strong focus on execution, collaboration, accountability, and excellence. Create a culture of coaching, learning, and performance, using data and feedback for continuous improvement. Identify, prospect, and engage potential Key and Territory customers, including large-scale, strategic accounts, through relationship-building, deep industry knowledge, and competitive positioning, utilizing various channels, including cold calling, networking, and industry events. Utilize and maintain robust sales processes like MEDDICC to build and maintain a strong pipeline of qualified leads and opportunities. Craft and deliver compelling marketing content, presentations, and proposals demonstrating our unique value to potential customers. Quote, negotiate, and close deals with new customers, ensuring mutually beneficial partnerships. Collaborate with internal teams (operations, customer success, IT) to ensure smooth onboarding and satisfaction of new clients. Monitor market trends, competitor activities, and industry developments to identify new business opportunities and refine commercial strategy Achieve and exceed quarterly and annual sales targets for new customer acquisition. Maintain accurate records of all sales activities, leads, and opportunities in the company's CRM system. Provide regular reports on sales performance, market insights, and forecasts to senior management. Candidate Profile Bachelor's degree in Business, Sales, Marketing, or a related field. 10+ years of proven experience in B2B sales, 5+ years of leading high performing teams. Demonstrated track record of successfully acquiring new customers and meeting or exceeding sales targets consistently. Understanding of the construction, engineering services, HVAC industry and current market trends a plus but not required. Excellent communication, presentation, and negotiation skills. Ability to build and maintain relationships with C-level executives and decision-makers. Proficiency in CRM systems and Microsoft Office suite (knowledge of CAD/CAM, Autodesk a plus) . Travel of up to 50%. Interested in Learning More? 180one has been retained by Superior Duct Fabrication to manage this search. If interested in learning more about the opportunity, please contact Tom Haley / 503-334-1350 / tom@180one.com .
By Effie Zimmerman August 8, 2025
Director of Finance, Credit and Collections About the Company At Papé, our roots reach back to 1938 when our founder acquired his first capital equipment dealership in Oregon’s Willamette Valley. With 4,000 employees working in 150 locations across 9 western states, Papé has become the West’s leading supplier of capital equipment, representing brands such as John Deere, Kenworth, Hyster, Ditch Witch, and many other top-tier brands. Now, four generations strong, the value of an honest handshake and a square deal continues to drive our success and that of our customers. It’s a promise E.C. Papé made over 85 years ago – a commitment we intend to keep. About the Position The Director of Finance reports directly to the CFO and is responsible for leading the financial operations of the company, ensuring robust credit, collections, and cash application processes, accurate reporting, and compliance with tax and legal obligations. This position oversees a broad set of financial activities and teams, supports executive decision-making, and collaborates across departments including Human Resources, Sales, Legal, and IT. Essential Duties and Responsibilities C redit Oversee the full credit lifecycle, including: Credit investigations, credit extension, and denials with corresponding documentation. Management of online and paper credit applications through a software provider. API to Credit Bureau for all applicants. Development of Credit Report Scorecard through Credit Bureau. Administration of welcome and denial letters. Maintenance of documentation, maintenance of customer account details, contacts, invoice delivery preferences, and account change requests. Cash Account Set Up process and auditing. Collections & Risk Management Lead consistent collections process and procedures across all operating companies. Collections, unapplied payments, Account Status Reviews, Dispute Management, Customer account maintenance and reconciliation, including Adjustments, Journal Entries, Sales Tax Adjustments, and Sales Tax exemption certificates. Consistent use of Credit Release System designed to require document releases for customers over their credit limit. Resolve unapplied payments. Bi-Monthly Dispute Report Tracking. Bi-Monthly Aged AR Reports, including Aged Whole Goods, Rentals, COD Accounts, and accounts Over 60 Days Past Due. Refunds when necessary. Credit risk reporting to Credit Bureaus. Scorecard development. Use of 3rd-party agencies and outside attorneys. Bankruptcies claims. Repossessions, auctions, legal actions, and chargebacks. Fraud tracking and escalation processes. Accounts Receivable Direct accounts receivable operations. Cash Application and Payment processing. Oversight of daily payment processing, including: Payments through our Lockbox, ACH/Wire payments, Pape Online Payment Portal, collection of credit card payments through our collections software, and Pape Pay. Posting of all Customer account payments and financial adjustments. Oversight of Lockbox operations, chargebacks, returned checks, and virtual lockbox administration. Ensure timely processing of HR member payments for benefits. WEX – US Forest Service credit card payments. Pacific Rim Funding Review of new loan applications. Collection of payments, posting of payments, and resolution of returned checks or payments. Reconciliation of general ledger. Repossessions, auctions, bankruptcies, legal action. Aging Report distribution. Bad Debt and Reserves. Merchant Agreements Management of Merchant IDs, Visa, MasterCard and Discover, American Express, and collection software Merchant IDs. Ordering of New Merchant IDs during acquisition and organic growth. Contract Negotiations. Support contract negotiations with financial vendors and partners. Reporting & Financial Oversight. Deliver routine and ad hoc reporting, including: Monthly: Currency, Bad Debt, Reserves, Finance Income, Extended Terms, Contra, Recourse & Residual Guarantees, and Account Status Reviews. Annually: Unclaimed Property/Escheatment. Credit Bureau contract negotiation, user access reviews. Create an annual Budget & track progress toward financial goals. Coding and payment of departmental AP invoices. Annual Audits with Banks and Public Auditing Firm. Leadership & Staff Development Supervise Credit Managers, AR Manager, Credit Administrators, Credit Analysts, Credit Specialists, and office staff. Indirect reporting of Finance Managers, including: -Oversight of Contracts and payment of Commissions earned. -PMH – Contract Overages. -PMI – Insurance. -Finance Manager Annual or Bi-Annual Meetings. -PMH Annual Update for user access at Equipment Finance company. Hiring, onboarding, performance evaluations, and ongoing training (internal and external). Timecard oversight, overtime management, and weekly/monthly performance meetings. Coordinate with GMs and internal stakeholders to resolve escalations and align operations with strategic objectives. Internal Training of company and branch staff on procedures for: -Cash Deposits, Credit Card Report and Lockbox Remittance, and Scanning. Training Manuals. Systems, Procedures & Documentation Ensure accuracy and usability of financial systems, working closely with IT. Maintain up-to-date procedure manuals, training guides, internal/external forms, and departmental policies. Implement standardized practices for documentation, statement contacts, and customer profiling. Special Projects & Departmental Collaboration Participate in major cross-functional initiatives and support internal partners in Marketing, Sales, Legal, and HR. Represent the finance function in FM meetings, including travel logistics and agenda planning. Oversee public-facing forms, including credit applications. Oversee internal-facing forms, including Credit Card On File Approval documentation, credit card reporting, cash deposits, and check remittances. Manage Access of Customer Profile Levels throughout all Operating companies. Candidate Profile • Bachelor’s degree in finance, accounting, or related field. MBA or CPA preferred. • 10+ years of progressive financial experience, including 5+ years in a leadership role. • Strong knowledge of AR, credit policies, financial reporting, and sales tax regulations. • Proficiency in financial platforms and ERP systems. • Exceptional communication, organizational, and leadership skills. Interested in Learning More? 180one has been retained by Papé Group to manage this search. If interested in learning more about the opportunity, please contact Lisa Heffernan / 971.256.3076/ lisa@180one.com .
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