Enter screening feedback

OVERVIEW

PROCESS FOR ENTERING SCREENING FEEDBACK AND A DECISION

1. Load new applications:
   • Method 1: Accessing applications from your dashboard:
     • Your dashboard may include a widget that contains the applications waiting for you to screen.
     • If you have multiple live opportunities, you can enter the title of an opportunity in the 'Filter Results' box to view one opportunity's applications.
     • Double-click on an application to open their Application Summary.
        
   • Method 2: Accessing from your opportunity:
     • From the left-hand menu, navigate to 'Opportunities' > 'Search'.
     • In the list of opportunities, double-click on the opportunity that you would like to screen.
     • Within the opportunity, navigate to its 'Applications' tab.
     • Click on the total number next to the screening status (On your system it might be called 'New Application', 'Application Received' or 'Shortlisting').
     • In the list of applications, double-click on the first application in the list to open its Application Summary.
        
2. Open the feedback form:
   • Click the action button under the application's status, labeled 'Screening Feedback'.
   • A tailored feedback form will open.
      
3. Rate the competencies:
   • If your opportunity included competency questions, the form will display the questions and the candidate's responses.
   • Rate each competency.
   • A 'Total Score' will be displayed towards the bottom of the form.
      
4. Review the application form or CV:
   • If your opportunity does not use competencies, you may be required to review the candidate's application form or CV.
   • You can view their application form or CV (if they have provided one) alongside the feedback form.
   • The 'Launch Another Form' and 'View CV Alongside' buttons appear at the top of the feedback form.
      
5. Provide your decision:
   • Choose a 'Decision' from the options:
     • Select 'Progress' to move the application to the interview stage.
     • Select 'Reject' if you do not want to put them forward for interview. The applications will move to the 'Screened - rejected' status and will receive an automated notification email.
     • Select 'On Hold' if you wish to review the full list of applications before providing a decision. The application will move to the 'Screening - On Hold' status.
   • Press 'Submit' to save the form and update the application's status.
      
6. Move to the next application:
   • Use the double arrows on the left  and right  sides of the Application Summary page to move between applications waiting to be screened.
   • Alternatively, you can go back to the list of applications by clicking the left-facing arrow  in the toolbar at the top-right of the page.
      
7. Returning to On-Hold applications:
   • Once you have reviewed all of the applications, you can return to the applications where you selected 'On Hold' and enter your decision:
     • From the left-hand menu, navigate to 'Opportunities' > 'Search'.
     • In the list of opportunities, double-click on the opportunity that you would like to screen.
     • Within the opportunity, navigate to its 'Applications' tab.
     • Click on the total number next to the 'Screening - On Hold' status.
     • In the list of applications, double-click on an application in the list to open its Application Summary.
     • Open the feedback form and update the decision to 'Progress' or 'Reject'.

NEXT STEP

• Creating interview schedules