CAREER ZONE STAFF HIRE AND SELECTION PROCESS HR STATUS UPDATE/DISPOSITIONING GUIDE Career Zone Manager Applicant Dispositioning/Update HR Status Guide |P a g e 1 Updated 7/28/2017 UPDATING HR (APPLICANT) STATUSES AND APPLICANT DISPOSITIONING STAFF NEW HIRES As you begin to review candidates for your current opening, you are required to update each candidate’s HR status as they move through the selection process. In addition to providing applicants with information on their status in the application process in a timely manner, the information provided through applicant tracking is used for government and internal reporting. We are required to maintain this information. Timely update of the applicant statuses will also assist YOU in managing large applicant pools. IMPORTANT: MAKE SURE THAT BEFORE YOU BEGIN TO CREATE YOUR REQUISITION OR DISPOSITION CANDIDATES, YOU TURN OFF YOUR POP-UP BLOCKER. In Internet Explorer, you can following these instructions for turning on and off your pop-up blocker: http://windows.microsoft.com/en-US/Windows7/Internet-Explorer-Pop-up-Blocker-frequently-asked-questions C ONTENTS NEW! STAFF RECRUITMENT HR STATUS/DISPOSITION WORKFLOW HR Process Document overview .............................................................................................................................................. 3 Who can update statuses?....................................................................................................................................................... 4 When should statuses be updated? ......................................................................................................................................... 4 Will the applicant know the specific reason they were no longer considered? ........................................................................ 4 When do I need to complete the disposition form? ................................................................................................................. 4 Updating Multiple Applicant Statuses at One Time ................................................................................................................. 5 Updating Multiple Applicant Statuses at One Time - Example ................................................................................................. 5 UNDOING an Applicant Status ................................................................................................................................................. 8 Communicating with your applicants ...................................................................................................................................... 8 Adding or Re-accessing a Candidate Disposition Form through the Candidate results panel ................................................... 8 Staff Applicant Status Cross Reference Guide ............................................................................. 9Error! Bookmark not defined. Disposition Reason Codes-Faculty/Staff ................................................................................................................................ 10 Career Zone Manager Applicant Dispositioning/Update HR Status Guide |P a g e 2 Updated 7/28/2017 STAFF RECRUITMENT BACKGROUND CHECK WORKFLOW PROCESS Candidate HR Status WHO UPDATES STATUS RECRUITMENT PROCESS 01-Pending Screening System Generated to applicant 10-Screening Materials Hiring Manager (HM) 20-Phone Interview Hiring Manager (HM) 30-Onsite Interview Hiring Manager (HM) 40-Offer extended (verbal written) Hiring Manager (HM) HM works with HRM (HR Manager) and OSR for salary determination 50-Candidate accepted Written offer Hiring Manager (HM) HM generates offer letter/sends copy to [email protected]. Hiring Manager (HM) This is now the final HM step in hire process 50-Background Screening HR Recruitment This is only seen by HR Recruitment. Change candidate HR Status to this to launch Hire Right Integration NEW: PROCESS CHANGE HR will no longer notify Hiring Manager of clearance of background check unless further information is needed. NOTE: You must notify HR if Current RIT employee being hired is listed as EXTERNAL candidate to avoid generating background screening 50-Prepare new hire EAFNon Academic SYSTEM PROCESS Career Zone/Kenexa alert to [email protected] to update HR status to generate background check integration OR 50-Prepare New Hire EAF (Academic Affairs/Provost Division Only). Use for all AA areas 60’s, 75, & 90 HR status Career Zone Manager Applicant Dispositioning/Update HR Status Guide |P a g e 3 Updated 7/28/2017 Hire Right integration begins-sends email invitation to candidate to log into their system and fill out background check electronically and submit it electronically. process remains the same W HO CAN UPDATE STATUS ES ? A designated member of the requisition team/search committee who HM/SC (Hiring Manager/Search Chair) level of access to the system can update applicant statuses. It is strongly recommended that only one person on the team be assigned the status update role. If someone needs access to updating applicant statuses, the hiring manager should email [email protected] . W HEN SHOULD STATUSES BE UPDATED ? The initial HR status for all staff applicants is “01-Pending Screening & Review”. Upon initial review, all applicant’s HR status should be updated to “10-Screen Application Materials”. As you screen your candidates materials, if there are those who do not meet minimum requirements of the posted position, their HR status should be changed from “10-Screen Application Materials” to a final status of: “60Application No Longer Being Considered after Materials Review”. A disposition form will pop up, which requires you to select the reason as to why the applicant is not moving forward. You can update an applicant status by either clicking on the status reason next to the candidate’s name, performing an update of multiple applicants at one time, or by selecting the candidate and then selecting the action called: “Update Status”. If you are moving an applicant to a final status, the REQUIRED candidate disposition form must be completed. Please see the step by step instructions in this document. Please refer to the “Applicant Status Cross Reference Guide” on page 9 to view all the status options. W ILL THE APPLICANT KN OW THE SPECIFIC REASON THEY WERE NO LONGER CONSIDERED ? No. The applicants are only able to see that their status was updated on the job submission status link in their profile, but they will never see the reason code on the disposition form. Please see page 9 for the cross reference between what statuses the search team sees and what the applicant sees. There are no automated notifications sent to applicants from the system when their applicant status is changed, but there are many communication options available for hiring managers in the system. These communication options are shown in more detail in the Communications Section of the full user guide. Screen shot of applicant job submission status on the Talent Gateway W HEN DO I NEED TO COMPLETE THE DISPOSITION FORM ? Career Zone Manager Applicant Dispositioning/Update HR Status Guide |P a g e 4 Updated 7/28/2017 The only time you will need to complete the candidate disposition form is when you are moving an applicant to one of the following final statuses. The candidate disposition form will “pop-up” when you move a candidate to one of the final statuses. You MUST have your pop-up blocker turned off in order for the form to “pop-up”. If the candidate disposition form does not pop up when you change someone to one of these statuses, please go to the candidate results panel, select your candidates and select ACTIONS-Add Form to select the Candidate Disposition Form (additional instructions below on re-accessing candidate forms from the panel). You will not see all statuses at every phase of the process--you will only see applicable statuses for each phase (for example, you will not see a hire status until after all pre-offer and offer steps have been completed.) STAFF Positions which require a disposition form are: 60-Application No Longer Being Considered 60-Job Cancelled 60-Offer Declined 75-Candidate Withdrawal U PDATING M ULTIPLE A PPLICANT S TATUSES AT O NE T IME (M ASS U PDATE ) The Update Same Status feature can be used for updating the HR Status of more than one candidate at a time. When using Update Same Status, keep the following points in mind: Update Same Status can be used for rejecting candidates or moving them forward in the hiring process To decline multiple candidates, they must be starting and ending at the same status AND they must have the same nonselection reason for the Candidate Disposition Form. All of the selected candidates will have a recorded copy of their own Candidate Disposition Form on their Talent Record Updating Multiple Applicant Statuses at One Time - Example 1. 2. 3. 4. Your position is posted with a minimum qualification of an Associate’s or other degree/professional certification OR minimum years of experience for a position. If desired, you can export the information in the grid for review, reporting and printing in Excel prior to updating the HR status by selecting all the candidates and go to ACTION-Export to Excel (NOTE: All grids are exportable, however, you may have to export multiple pages individually since there is a limit of 100 per page). Select all of the candidates who do not meet the minimum requirement and who are in the same applicant status (in this case, 01—Pending Review and Screening). In the candidate results grid, go to ACTIONS—UPDATE STATUS Career Zone Manager Applicant Dispositioning/Update HR Status Guide |P a g e 5 Updated 7/28/2017 5. 6. A box will pop up prompting you to select a new status. You will change all candidates to “10-Screen Application Materials” 7. Keeping those same applicants selected, you can select the next status. In this case, since we are no longer interested in the applicant, you would select: “60-Application no longer being considered after materials review. “ IMPORTANT: MAKE SURE THAT BEFORE YOU BEGIN TO FINAL-DISPOSITION CANDIDATES, YOU TURN OFF YOUR POP-UP BLOCKER. In Internet Explorer, you can following these instructions for turning on and off your pop-up blocker: http://windows.microsoft.com/en-US/Windows7/Internet-Explorer-Pop-up-Blocker-frequently-asked-questions 8. Click the box that says: UPDATE and a Candidate Disposition Reason form will appear. 9. Select a reason from the Candidate Disposition Form for the correct category, then click the SAVE box. NOTE: When you are updating multiple applicants at one time, they must all be receiving the same disposition non-selection reason. Career Zone Manager Applicant Dispositioning/Update HR Status Guide |P a g e 6 Updated 7/28/2017 Click the SAVE button Click the OK button when this pop-up confirmation appears MAKE SURE YOU RECEIVE THE CONFIRMATION PAGE Career Zone Manager Applicant Dispositioning/Update HR Status Guide |P a g e 7 Updated 7/28/2017 UNDOING an Applicant Status 1. If you accidentally update the applicant to a wrong status, you can return to the update status action and select “UNDO STATUS” (HR Status Update Box—Advanced Options-Undo Status). Communicating with your applicants Depending upon your business unit’s requirements, you may send the rejected applicants an email communication using one of the Communication email templates (see communications section). See the Applicant Quick Start Review Guide for additional information on applicant communications. Adding or Re-accessing a Candidate Disposition Form through the Candidate results panel If you ever need to go back in and access the candidate disposition form to complete (or other candidate forms), you can access it through the candidate results grid by clicking on the icon in the forms column next to the candidate name, or by selecting the candidate and going to ACTIONS-Add Form 1. 2. 3. Either click the forms icon, or select ADD-Form from the Actions Menu. The list of available forms will be at the top of the page. Select the form and click ADD FORM Career Zone Manager Applicant Dispositioning/Update HR Status Guide |P a g e 8 Updated 7/28/2017 a. b. c. The forms shown on the candidate forms screen are either forms that the candidate completed through the Talent Gateway, or forms that were completed for the applicant via your panel. You will only see forms that are related to searches for which you have access to view (through your “MY” relationship with the requisition). Not all forms are viewable by every user type (for example, only recruiters can view the EEO/Veteran’s information form detail.) Also, some forms are only viewable by the form initiator and recruiters for security purposes (such as in the case of the New Hire EAF and Pre-Offer Approval Forms.) S TAFF A PPLICANT S TATUS C ROSS R EFERENCE G UIDE Applicant Status (manager view) Applicant Masked Name Form to Pop Up 01-Pending Review and Screening (Staff) Application Received 10-Screen Application Materials Screening 20-Phone Interview Interview 30-Onsite Interview Interview 40-Verbal/Written Offer Extended 50-Candidate Accepted Written Offer Offer Offer 50-Background Screening NEW Offer NEW Not visible to candidate or Hiring Manager-this launches online background screening process 50-Prepare Hire EAF Offer Staff New Hire EAF 50-Prepare Hire EAF (Academic Offer Academic Affairs/Provost Div Staff New Affairs/Provost Division Only)—Use for all Hire EAF Academic affairs areas 60-Application No Longer Being Considered Application No Longer Being Considered Candidate Disposition Form REQUIRED 60-Job Cancelled Job Cancelled 60-Offer Declined Off Declined 75-Candidate Withdrawal Candidate Withdrew Application 90-Hire (Integrate to HRIS) HR USE ONLY Hired Career Zone Manager Applicant Dispositioning/Update HR Status Guide |P a g e 9 Candidate Disposition Withdrawal REQUIRED Updated 7/28/2017 Reason Code # For Disposition Form-USE: 60(Staff) OR 65(Faculty): Application no longer being considered Reason Code # After Materials Review: 1 2 3 4 5 6 7 8 Reason Code # 9 10 11 12 13 Reason Code # 14 15 16 17 18 19 20 21 22 Reason Code# 23 24 25 26 27 28 29 30 Reason Code # 31 32 33 34 35 36 37 38 39 40 Did not meet minimum qualifications of the job Did not meet Sponsorship/not legal to work in US Determined ineligible for rehire Candidate not as strongly qualified as others for the position Unable to contact applicant/did not respond to requests for additional info or interview Other candidates had more relevant training or experience Application incomplete Position closed or decided not to fill After Phone Interview Unable to work required hours or preferred hours not consistent with job Applicant indicated not interested in nature of job assignments Interview revealed applicant not as appropriate or broadly qualified as others Reference check results Position closed or decided not to fill After Onsite Interview: Applicant indicated not interested in nature of job assignments Applicant not well prepared Interview revealed applicant not as appropriate or broadly qualified as others Failed to confirm qualifications Scheduled-did not show Offer rescinded due to eligibility requirements of the position Hired into different PC# with same qualifications Reference check results Position closed or decided not to fill Candidate Withdrawal Accepted another offer Job seeker request-reason unknown No job opportunity for spouse/partner No longer interested in company/role Personal reasons Relocation issues Salary/Compensation Expectations unmet Unable to work required hours OFFER DECLINED No reason given Salary Benefits Accepted another offer Dual Career/Spouse/Partner Job Issues Level/Title Relocation Start-up package not acceptable Lack of PhD program Lack of Research Support Career Zone Manager Applicant Dispositioning/Update HR Status Guide | P a g e 10 Updated 7/28/2017 These are applicant statuses. Candidate Disposition Form is not required for these options. 41 42 43 44 45 46 60-Job Cancelled-Applicant not reviewed (Staff) 60-Job Cancelled- After Applicant Reviewed(not interviewed) [Staff] 60-Job Cancelled- After Applicant Interview (Staff) 65-Job Cancelled-Applicant not reviewed (Faculty) 65-Job Cancelled- After Applicant Reviewed(not interviewed) [Faculty] 65-Job Cancelled- After Applicant Interview (Faculty) Career Zone Manager Applicant Dispositioning/Update HR Status Guide | P a g e 11 Updated 7/28/2017
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