How to Take an Assessment in Cloverleaf
If you're new to Cloverleaf, completing assessments is one of the first steps to getting personalized insights and coaching. This guide walks you through how to start and complete an assessment from your Cloverleaf account.
Start an Assessment
Open or scroll to the sidebar menu in Cloverleaf.
Click Assessments.
This page is your central hub for all available assessments. Here you can:
Start new assessments
View your results
Download reports (when available)
Retake assessments or update scores
When viewing the Assessments page, you'll see a list of assessments available to you.
To begin:
Find the assessment you want to take.
Click Take Assessment.
If an assessment is required by your organization, you'll see a banner indicating that it must be completed.
After clicking Take Assessment, a new page will open and guide you through the questions. Once you finish, you can return to the Assessments page to view your results.
Download an Assessment Report
Some assessments allow you to download a detailed report once the assessment is completed.
To download a report:
Go to the Assessments page.
Locate the assessment you completed.
Click the ⋯ (three dots) in the top-right corner of the assessment card.
Select Download Report.
Important notes:
Reports are only generated for assessments completed inside Cloverleaf.
Manually entered scores will appear in your dashboard but will not generate downloadable reports.
Downloadable reports are currently available in English only.
Reports are only available for:
16 Types
DISC
Enneagram
Enter Previous Assessment Results
If you've already taken an assessment outside of Cloverleaf, you may be able to enter your existing results instead of taking it again.
To do this:
Navigate to the Assessments page.
Find the relevant assessment.
Click I Know My Type.
Enter your results.
This allows Cloverleaf to generate insights using your existing assessment data.
Retake or Edit an Assessment
You can retake or edit certain assessments directly from the Assessments page.
Go to Assessments.
Find the assessment you want to update.
Click the ⋯ (three dots) in the top-right corner of the assessment card.
Choose Retake Assessment or Edit Scores.
⚠️ Note: If you retake or edit your scores, your previous results cannot be restored automatically. If you want to revert to earlier results later, you would need to manually re-enter them or retake the assessment again.
What to Do After Completing an Assessment
After completing an assessment, visit the Discover page to start receiving personalized coaching insights.
These insights use your assessment data to provide:
communication tips
leadership insights
collaboration guidance
contextual coaching suggestions
The more assessments you complete, the deeper and more personalized your coaching insights will be.
Frequently Asked Questions
Do I have to complete all assessments?
No. You can complete as many or as few as you'd like. However, taking multiple assessments helps Cloverleaf provide more personalized insights.
Why can't I download a report?
Reports are only available for certain assessments and only when the assessment is completed directly inside Cloverleaf.
Can I retake an assessment?
Yes. Most assessments can be retaken from the Assessments page using the ⋯ menu. Below is a list of assessments that can and cannot be retaken.
Assessments That Can be Retaken on Cloverleaf
The following assessment can be retaken on your Assessments page:
16 Types
Culture Pulse
DISC
Enneagram
Energy Rhythm
Please reach out to Support to have them reset it.
Motivating Values
VIA
Assessments That Cannot be Retaken on Cloverleaf
CliftonStrengths®
Insights Discovery
You can retake if you received what's called a "searching score" instead of clear results, this is actually pretty common with ID assessments - they want to make sure you get the most accurate result possible. Once you have your ID score, you cannot retake this assessment.
Instinctive Drives
StrengthScope®