Send Interview Kit and Feedback Forms

Overview

Updated 09/02/2022

You can use the Interview Kit any time you update the candidate's nomination stage. Simply click on the Include Interview Kit check box and create the agenda.  You can send the interview invitation to as many people as you would like, as well as allocate different increments of time and unique feedback forms can also be created and distributed.  And as always, you can send the invitations to both internal and external interviewers.

 

Click on the links below for more information:

• Create and edit Feedback Forms
• Setting up and using the Video Interview
• Nominating Talent
• Pipelining Talent
• Timesheets

 

 

Activating the Interview Kit
Nomination Feedback
Sending Invites
    Example Invite email
Gather Feedback
    Invite link to Interview Kit/Feedback Form
    Interview Details
    Feedback Form
Talent Feedback Example
    View Feedback
    Resend Feedback Form
Widgets
    Candidate Status (Contact)
    My Interviews (Contact)

 

 

 

Activating the Interview Kit

This option is a toggle switch when nominating Talent.

Note: As a default, the Interview Kit is not included.

 

• Not included

 

 

• Included

 

 

 

Nomination Feedback

Once you're on the Job's Talent screen, you can search, nominate, and pipeline Talent.

1. Click on the Nominate Icon
   
   
   
   
2. Select a Feedback Form on the Nominate window.
   
   
   
   
3. Click on the Nominate button
   
   
   
   
   1. The Talent will now be displayed in the Nominated section
4. Go to the Stage column for the Talent you want to proceed with
   1. You can select different options for continuing or stopping the nomination process.
      
      
      
      
5. Click the Active option
   
   1. Active: Continue with the process
   2. Declined: Stop the nomination process
      
      
      
      
6. Select the appropriate option from the secondary menu; then a new window will appear.
7. Update the Interview meeting with the desired date and time.
8. Click the toggle to Included for the Interview Kit field.
   1. The Interviewers section won't show unless the Interview Kit is enabled
      Note: The date listed in the Interviewer's section, is specific to that Interviewer(s).  
      Example: It's a 2 part meeting and the first part is the Manager and the second is the Director.

   2. Automatic reminders are sent to interviewers if the Feedback Form has not been completed.

      -
      
      
      
9. Enter the following information into the Interviewers section.
   Note: You can add multiple interviewers and forms.
   
   1. Interviewers: Displays a list of Contacts for the Company
   2. Date: Date of Interview/Meeting
   3. Start: Start Time of Interview/Meeting
   4. End: End Time of Interview/Meeting
   5. Location: Select the Location of the Interview/Meeting
   6. Feedback Form: Select a Form to use
   7. Invite: Send an Interview/Meeting invite to the Manager(s)
   8. Talent Documents: Select any Talent Documents and/or Resumes 
   9. Include Social Network Profiles: Includes any Social Network links from the Talent
      
      Note: The date listed in the Interviewer's section is specific to the Interviewer(s) listed.
      
      
   10. Click on the Submit button
       
       

Sending Invites

If you selected the Invite checkbox, the Interviewers will receive an email from [e-mail].

 

 

 

Example Invite email

The attachments (.ics files) are to add the invites to their Calendar.

 

 

 

 

Gather Feedback

Invite link to Interview Kit/Feedback Form

The link comes from the Invite email.  This will bring the Interviewers to the Feedback Form that was selected.

 

 

 

Interview Details

The top of the form provides a Welcome message and high level details about the Interview/Meeting.

 

 

 

Feedback Form

• Click here for more information on Feedback Forms

Once the Interviewer(s) completed the form, they'll click the Submit Your Answers button.

 

The Form will change to the following message:

 

 

 

 

Talent Feedback Example

On the Talent profile, click on the Feedback Sub tab.

 

View Feedback

1. Click the Eye icon. 
   1. If you don't see the Eye icon then no Feedback has been received.
      
      
      
      
   2. This will show the responses from the Interviewer.
2. Click the Done button
   
   

Resend Feedback Form

Note: If you resend a form that was already completed, it will remove the responses and create a new one.

1. Click on the Envelope icon
   
   
   
   
2. Click on the Re-send button
   
   

 

Widgets

Add widgets to your Dashboard for quick access to information.

 

On myDashboard Tab, click Add Widget

 

 

Candidate Status (Contact)

1. Click on the Applicant category
2. CLick on Candidate Status
3. Click on Close
   
   
   
   
4. Click on the field in the All Feedback for Job column.
   
   
   
   

My Interviews (Contact)

1. Click on the Jobs category
2. Click on My Interviews
3. Click on Close
   
   
   
   
4. Click on the field in the Interview Kit column