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Ways to Assess advanced Microsoft Word skills
Hazel Hernandez
May 22, 2026
6 min read
Ways to Assess advanced Microsoft Word skills

To assess advanced Microsoft Word skills, you must look at how a person handles complex files. Many people say they know how to use Word. However, specialized roles like legal secretaries or executive assistants need more than basic typing. They must manage long documents with perfect layout. If a candidate cannot fix a broken list or format a large report, your team will lose time. RefHub helps you find the right people by showing you what to look for during the hiring process.

Key Takeaways

  • Look for candidates who use Styles instead of manual bolding or font changes.
  • Use a mail merge test to check if they can handle large data sets and mass mailings.
  • Check their ability to use macros for repetitive tasks in legal secretary hiring.
  • Confirm they can manage section breaks and complex page numbering.
  • Focus on practical tests rather than just asking questions in an interview.

Why Advanced Formatting Matters for Specialized Roles

In Australia, many businesses need staff who can produce professional documents quickly. For an executive assistant, this might mean a 50-page board report. For a legal secretary, it might be a complex court filing. If a staff member does not have the right skills, they might spend hours fighting with the software.

Advanced formatting is about more than making a document look good. It is about making a document that is easy to edit. When a candidate knows how to use the right tools, they make fewer mistakes. This saves your business money and keeps your clients happy.

Identifying Deep Knowledge in Legal Secretary Hiring

When you are involved in legal secretary hiring, you need to find people who understand structure. Legal documents often have many levels of numbering. They also have cross-references and tables of authorities. A person with basic skills might try to type these numbers by hand. This creates a mess when a new paragraph is added.

You should check if the candidate knows how to:

  • Use multi-level lists that update automatically.
  • Create a Table of Contents that links to headings.
  • Manage footnotes and endnotes without breaking the layout.
  • Use track changes and compare documents correctly.

If they can do these things, they will be a great asset to your legal team. They will be able to handle the pressure of tight deadlines without making formatting errors.

Key Skills to Test: Styles and Document Structure

Styles are the most important part of advanced Word use. A style is a set of rules for how text looks. Instead of changing every heading to blue and bold, a pro uses the "Heading 1" style. This makes the whole document consistent.

When you want to assess advanced Microsoft Word skills, give the candidate a messy document. Ask them to:

  • Apply specific styles to all headings and body text.
  • Change the look of a style so that it updates every instance in the file.
  • Use "Find and Replace" to change formatting across the whole document.
  • Set up different headers and footers for different sections.

A candidate who understands styles will finish this task in minutes. A person who does not know styles will try to change each line one by one. This shows you who has the deep knowledge you need.

Ways to Assess advanced Microsoft Word skills

How to Set Up a Mail Merge Test

A mail merge test is a great way to see if a candidate can work with data. Many roles in Australia require sending letters or emails to hundreds of people at once. This task requires a high level of attention to detail.

To run this test, give the candidate a letter template and a list of names in an Excel file. Ask them to:

  • Connect the Word document to the data source.
  • Insert merge fields for names, addresses, and dates.
  • Use "Rules" to show different text for different people (like a specific greeting for different states).
  • Finish the merge to a new document or to a printer.

If the candidate can do this without getting stuck, they have the technical skills for a busy office. It shows they can handle data and software together.

Using Macros to Judge Efficiency

Macros are small programs that record a series of steps. They are perfect for tasks that a person has to do over and over again. In a law firm or a large corporate office, macros save a lot of time.

You can ask a candidate if they have ever used or recorded a macro. You do not need them to be a computer programmer. However, they should know that macros exist to help with:

  • Cleaning up text that has been copied from the internet.
  • Inserting a standard company signature or disclaimer.
  • Formatting a specific type of daily report with one click.

A candidate who uses macros is thinking about how to be faster. They are looking for ways to work smarter, not harder. This is a sign of a high-level user who will help your business grow.

Practical Ways to Check MS Word Proficiency

You should always use a hands-on test. Talking about software is not the same as using it. You can see their MS Word proficiency by watching how they move through the menus.

When you sit a candidate down for a test, look for these signs:

  • Do they use keyboard shortcuts (like Ctrl+S to save or Ctrl+K for links)?
  • Do they use the Navigation Pane to move through a long file?
  • Do they turn on "Show/Hide" to see paragraph marks and spaces?
  • Do they know how to fix a "widow" or an "orphan" line at the end of a page?

These small habits show that they spend a lot of time in the software. It proves they are comfortable with the advanced features of the program. RefHub can help you organize these types of checks so you pick the best person for your team.

Frequently Asked Questions

What is the most important advanced Word skill?

The use of Styles is usually the most important skill. It controls the structure, the Table of Contents, and the overall look of the document. If a person masters Styles, they can handle almost any other advanced feature.

Should I test for typing speed?

Typing speed is good, but for specialized roles, accuracy and formatting skills are more important. A fast typist who cannot format a document will cause more work for others. Focus on how they build the document instead of how fast they hit the keys.

How long should a formatting test take?

A good test should take between 30 and 45 minutes. This is enough time for a candidate to show they can handle styles, section breaks, and a mail merge. If they take longer, they might not have the level of skill you need for a senior role.

Can I test these skills remotely?

Yes, you can send a candidate a file and ask them to send it back within a certain time. You can also use screen-sharing software to watch them work. This allows you to see their process and how they solve problems in real-time.

Conclusion

Finding a candidate with deep software skills is a key part of hiring in Australia. When you assess advanced Microsoft Word skills, you are looking for more than just a person who can type. You are looking for someone who can manage complex documents with ease. By testing for things like styles, macros, and mail merges, you make sure your new hire can do the job from day one. Use these tips to improve your hiring process and find the best talent for your business. RefHub is here to help you make these choices with confidence.

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