ApproveThis manages your Kandio Integration approvals.

Two Tools, One Powerful Workflow

When Kandio's assessment platform shakes hands with ApproveThis' approval automation, organizations gain an ironclad system for managing critical decision points. This integration through Zapier creates closed-loop processes where assessment data directly fuels approval workflows – and vice versa – without manual intervention.

Consider how most teams operate today: HR creates Kandio tests for candidates, then chases managers via email for hiring approvals. Training departments wait weeks for compliance sign-offs on certification results. Operations teams manually convert approved processes into standardized assessments. This integration eliminates those gaps by connecting evaluation outcomes to decision-makers instantly.

Why This Integration Matters

Kandio excels at structured evaluations but wasn't built to handle post-assessment decisions. ApproveThis specializes in routing decisions but doesn't create test content. Together through Zapier, they form an automatic handoff system that's particularly valuable for:

• Organizations scaling their hiring processes
• Companies managing compliance certifications
• Teams standardizing operational procedures

Approvers using ApproveThis don't need Kandio licenses to review assessment-related requests – a key advantage when working with external partners or cross-departmental teams. This separation keeps software costs predictable while maintaining strict access controls.

Real-World Use Cases

1. Hiring Acceleration for HR Teams

When a Kandio assessment shows a candidate scoring 92% on technical skills but 60% on cultural fit, who decides whether to proceed? With this integration:

Example workflow: Kandio triggers an ApproveThis request upon assessment completion. The hiring manager receives an email with key metrics and candidate comparison data. Using ApproveThis' calculated fields, the system automatically flags borderline cultural fit scores for executive review. Approval thresholds fast-track top candidates while routing uncertain cases to a committee.

2. Compliance Certification for Regulated Industries

Financial institutions using Kandio for FINRA compliance exams can auto-route low scores to compliance officers via ApproveThis. The integration attaches detailed question-level analytics to approval requests, enabling informed decisions about retakes or additional training.

Operational benefit: ApproveThis' vacation delegation ensures no approval delays during team absences – critical for maintaining certification timelines.

3. Process Standardization in Operations

When ApproveThis approves a new SOP document, Kandio automatically generates validation tests for employees. This bi-directional sync through Zapier ensures every approved process immediately becomes part of employee training programs.

Manufacturing example: A quality control procedure update approved in ApproveThis triggers Kandio to create mobile-friendly assessments for factory floor teams, complete with updated safety checklists.

Technical Integration Overview

Connecting Kandio and ApproveThis takes 15 minutes through Zapier's visual interface. Essential components:

Key Triggers

From Kandio:
- Assessment Initiated
- Assessment Completed
From ApproveThis:
- New Request Created
- Request Approved/Denied

Critical Actions

In ApproveThis:
- Create approval requests with Kandio score data
In Kandio:
- Generate tests from approved requests
- Update assessment timelines based on approval status

The integration supports custom data mapping – attach Kandio's PDF score reports to ApproveThis requests or embed approval rationale into Kandio's assessment notes.

Implementation Guide

Step 1: In Zapier, create a new Zap with Kandio as trigger app
Step 2: Choose trigger event (e.g. "Assessment Completed")
Step 3: Select ApproveThis as action app
Step 4: Map Kandio fields to ApproveThis request template
Pro tip: Use ApproveThis' calculated fields to auto-flag scores below Kandio's passing threshold

For bi-directional syncs, create separate Zaps for assessment-to-approval and approval-to-assessment workflows. Most teams implement 3 core Zaps:

1. Kandio Completion → ApproveThis Review
2. ApproveThis Approval → Kandio Test Generation
3. ApproveThis Denial → Kandio Retest Workflow

Cross-Functional Benefits

For HR Teams

Reduce time-to-hire by 40% by automating candidate evaluation handoffs. ApproveThis' role-based access ensures only authorized managers see sensitive compensation data attached to Kandio assessments.

For Compliance Officers

Maintain audit trails with ApproveThis' timestamped decisions linked to Kandio test versions. Automatic escalation paths handle contentious certification reviews.

For Operations Managers

Convert approved process changes into validated employee assessments within hours instead of weeks. Kandio's test analytics then feed back into ApproveThis for continuous improvement approvals.

Advanced Configuration Options

While the base integration delivers immediate value, power users can leverage:

Conditional Approval Paths

Route Kandio assessments differently based on score ranges:
- Top 10% scores → Fast-track approval
- Middle 60% → Standard committee review
- Bottom 30% → Auto-denial with retest suggestions

Dynamic Test Generation

Use approval comments in ApproveThis to customize Kandio tests:
"Approved with notes on safety protocols" → Generates Kandio assessment with extra safety questions

Time-Based Escalations

Combine ApproveThis' reminders with Kandio's scheduling to auto-expire stale assessments and trigger retests.

Getting Started

Begin with a single workflow that addresses your most painful manual handoff. For most organizations, this is either:

1. Candidate assessment approvals
2. Compliance certification sign-offs
3. SOP update validations

Approval thresholds and calculated fields provide quick wins. An insurance company reduced underwriting assessment approvals from 14 days to 47 hours using score-based auto-routing.

Next steps:
- Register for ApproveThis (free 14-day trial)
- Explore Kandio's assessment features
- Create your first Zap

For complex implementations, request a custom demo showing how to combine Kandio's question-level analytics with ApproveThis' multi-stage approvals.

Final Considerations

This integration works best when both platforms are properly configured:
- Define Kandio's assessment scoring rubrics first
- Map ApproveThis' approval chains to actual decision-makers
- Use Zapier filters to handle exceptions

Remember that approvers only need ApproveThis access – no additional Kandio licenses required. This makes external partner approvals cost-effective and secure.

By treating assessments and approvals as connected phases rather than separate tasks, organizations gain unprecedented visibility into their decision-making processes. The result? Faster cycles, clearer accountability, and data-driven approvals that actually reflect assessment outcomes.