3.4 Recruiting Workflows (WD) - HR 09.January.2019

Transcription

1 As candidates apply thru our internal/external websites, job boards and thru agency submissions, the WD platform houses their resume, candidate details and responses to any qualifying questions that were asked. It is now up to the Primary Recruiter to begin the Recruiting Workflow process of reviewing submissions, screening, interviewing, submitting to Hiring Managers, making offers and ultimately hiring. For Primary Recruiters, one of the first steps is finding their requisitions and the candidates that have responded to the postings. That information is located in the Recruiting worklet on the dashboard: Within the Recruiting Worklet, you can perform many tasks. A F B G C H D I E J K A. Create Prospect Add a potential candidate to the database 1. Select Create Prospect 2. Select Add New Prospect 3. Click OK 4. Complete the Candidate Details Name, address or telephone number attach the resume if its available Page 1

2 3 2 B. Invite to Apply Send an to invite a candidate to apply online for a vacancy 1. Enter the candidate name it is required that the candidate have a completed application in the system to Invite to Apply. 3. Select the Job Posting you would like the candidate to apply 4. Select a Job Application if you want to include report field 5. Click Next 6. Next - Setup 2. Click OK 7. Channels is prepopulated for Select Next 8. Next Message Page 2

3 9. Complete Reply To, Subject and add a message in the Body section E. My Candidates Includes a list of candidates that have applied to the Primary Recruiter s open reqs. F. My Job Requisitions Option to search for the Primary Recruiter s reqs. (FAVORITE) G. Job Requisition Search for a job requisition assigned to you or others within the ATS H. Referrals Option to search for referred candidates I. Find Agency Jobs Review the reqs. that have been assigned to an agency J. My Referrals A list candidates that have been referred to the req. of the Primary Recruiter K. Recent Provides a list of the reqs. or tasks that have been recently reviewed or submitted 10. Select Next 11. Review the Details 12. Click Send C. Create Job Application Create an application for a posted vacancy D. Find Candidates Search the database for a specific candidate by name, job title, or job function. Page 3

4 Review Requisitions / Candidates: There are two options that the Primary Recruiter can be used to review the Primary Recruiter job requisitions 1. Search for the Requisition directly in the search bar 3. Select the requisition you want to begin to review candidate submissions 4. Details - This option leads you to the Job Requisition Overview 2. OR use My Recruiting Jobs within the Recruiting Worklet Page 4

5 5. Select Candidates or Review Candidates Leads to the Candidate Overview 6. To view a candidate, select REVIEW next to the candidate name The candidate Overview Provides a brief view of the candidate. 8. Duplicates a system check that allows the Recruiter to combine multiple applications for a specific candidate (Two methods of verifying) Via the candidate Overview Page 7. REVIEW will lead you to the candidate overview Page 5

6 Via Action Within the Candidate Profile 1 2 Click on Merge and make sure the current candidate profile is being merged TO the former employee s profile. 3 (added 09.January.2019): You want to check and merge duplicates prior to any Offer or Hire event, especially when the candidate is a re-hire. Failure to not merge duplicates when the candidate is a former employee results in incorrect service dates and difficulties in entering Government ID s as duplicates are present. In the example below, Franklin Hayes was a former employee who recently posted for a current position. The Recruiter would want to merge the two candidate profiles together. If Franklin is then re-hired his past employee profile in Workday will be brought in and used; reducing any potential errors with past service dates, Government ID s and past positions. Afterwards, you will see the candidate identified as a Prior Worker. 9. Recruiting History Provides the messages sent to candidate relating to this role and the candidate status Page 6

7 10. Screening Initial application screening question and responses, assessments taken, background check results, and recruiter screening notes 12. Questionnaire Details Initial screening questions, Recruiter Review and Screen notes 13. Attachments Includes all candidate attachments (i.e. resumes or other documents) 11. Interview Notes and details relating to the candidate interview Page 7

8 14. Employment Offer Candidate Offer Letter Details Page 8

9 Forwarding candidate to the Manager for their review 1. To share a candidate, access the candidate s overview section 9. Click SUBMIT 10. Select Move Forward or Decline (Option) 2. Select Move Forward Other Move Forward Options 3. Select Option Manager Review within the drop Down 4. Up Next Manager Reviewing the Submitted candidate (See 3.5 Candidate Review Manager 24.Sept.2018 Job Aide) 5. Manager Approves next steps 6. Primary Recruiter check Workday Inbox for next steps 7. Primary Recruiter is assigned task to phone screen the candidate 8. Primary Recruiter completes and adds notes Page 9

10 Decline Options 16. Add the interview Date 17. To add the panel interviewers, select the Click SUBMIT 19. Up Next Manager with the Manager Decision 11. Select Move Forward Option Manager Phone Screen 12. Up Next Manager conducts phone screen and submits feedback 13. Primary Recruiter check Workday Inbox for Next Steps 14. The request asks that the Primary Recruiter to Proceed with scheduling the Manager and Panel Onsite Interview 15. Select Move Forward Option Onsite Interview Manager must assign a rating on the candidate that they want to make an offer to before any offer can be made Scheduling the Onsite Interview Page 10

11 20. Up Next Primary Recruiter checks the Workday Inbox 21. Select Next Steps 22. Multiple Move Forward Options: Hogan Assessment, Additional Interview, Finalist Interview, Reference Check, or Offer --- Select the Appropriate Next Step Page 11