Best Practice Makes Perfect Employee Interview Setup Presented by Matt Anderson Melissa Vigdal Parris Vitela

Objectives Optimize searching capabilities to find the right candidates Streamline application process Clean up employee data Understand setup of Interview questions in the core application and web portals

Employee > Interview Admin Tools Edit Questions Create new Questions

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Employee > Extra Admin Tools Edit Extra Values Create New Extras

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Set Up Values Helps optimize searching & reporting ValueType: Format the answer of the questions Valid Options: Text (Free Text) Makes searching difficult! ValueList (Drop-down options) Multilist (Drop-down with option to choose multiple answers) Date (Formats to MM/DD/YYYY to input a date) Currency Helps optimize searching & reporting Improves consistency of data Saves time on Applicant and User input

What value types would you assign to your questions?

Set Up Values ValueList: The list of answers to choose from on a given question Separate multiple values with a comma Should be clear and concise Consider using ranges Example: What is your minimum pay rate desired? Values: $8 - 10, $11 – 13, $13 - 15, $16 - 18

What values would you assign to your questions?

Applicant Portal Configuration Log in to Admin portal Click on Interview in the Main Menu (horizontal) Click New Question

Applicant Portal Configuration Select a Question Type. Checkbox Answer (Select multiples if needed and free text box) Checkbox (Select multiple answers if needed) Option (Select one option from radio buttons) Option Answer (Radio buttons and free text box) Dropdown (Select one option from drop- down) Date Time (Pre-formatted date and time) Type in a Category if necessary Groups similar questions together

Applicant Portal Configuration Select the Related Config Choice Grouped by EmployeeExtra and EmployeeInterview Select newly added question Populates the Question with the Choice Code and the Value List Can edit the Question field to edit the verbiage of the question Check the Required box if an Applicant cannot bypass question Check Show On Web to make visible on portal Check off branches on which question will show Click Add

Applicant Portal Configuration

Applicant Portal Configuration All applicant answers will now populate in the associated Employee> Interview or Employee > Extra fields!

Employee Searches Can use standard values to improve searching and filtering Example: Advanced Search for employees willing to travel often.

Employee Searches If free text, could have answers such as Y, Yes, Often, A lot, etc. Specific values = Exact and accurate results!

Are you willing to travel? Employee Searches If free text, could have answers such as Y, Yes, Often, A lot, etc. Specific values = Exact and accurate results! Are you willing to travel? Yeah Consider it Sure Absolutely OK

Knowledge Base Interview Employee Portals

Knowledge Base

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