Chapter 7
IN THIS CHAPTER
Dissecting the résumé
Making it easy for candidates to apply
Setting up a candidate evaluation system
Understanding the ins and outs of pre-employment assessment
Conducting pre-screens via video or phone
Traditionally, the interview has been perceived as the most important part of the hiring process, for good reason — it’s the best opportunity to really get to know and connect with the candidate. But what many otherwise savvy businesspeople often forget is that one of the keys to effective interviewing is effectively evaluating who should be interviewed in the first place.
By engaging the right candidates in the hiring process, you are in the best position to maximize the interview phase. If you don’t have an efficient evaluation process in place, two things are likely to happen, neither of them good for you nor your business. First, you may inadvertently weed out candidates who clearly deserve a second look. Just as unfortunate, your evaluation process may fail to accomplish its fundamental purpose: making sure that you’re not wasting your time and effort on candidates who are clearly unqualified for the position you’re seeking to fill. This chapter can help you avoid this common — but avoidable — hiring pitfall.
As I discuss in Chapter 6, your first contact with candidates is most likely to be through an online sourcing tool where the candidates upload their résumés. When you’re hiring, don’t be surprised to see some of the following in addition to the traditional résumé as candidates attempt to stand out from the crowd:
Although the traditional résumé still dominates the recruiting space, it pays to be aware of these trends. Throughout the book, when I talk about a résumé, you can assume this refers to the entire gamut mentioned here. By and large, the same advice applies.
Based on résumés alone, you’d think all your candidates are such outstanding prospects that you could hire them sight unseen. And no wonder. Anyone who does any research at all into how to look for a job knows how to write a résumé that puts them in the best light. And those who don’t know how to write a great résumé can now hire people who do know.
Why, then, take résumés seriously? Because résumés, regardless of how perfect or imperfect they are, can still reveal a wealth of information about the candidate — after you crack the code.
Here’s what you probably know already: Basically, job candidates submit only two types of résumés:
Before diving into that pile of résumés, consider the following observations:
Now that more and more people are using outside specialists or software applications to prepare their résumés, getting an accurate picture of a candidate’s strengths simply by reading their résumé is more difficult than ever. Even so, here are some of the résumé characteristics that generally (although not always) describe a candidate worth interviewing:
Résumé writing is a good example of the law of unintended consequences. Sometimes what’s not in a résumé or what’s done through carelessness or a mistake can reveal quite a bit about a candidate. Here are some things to watch out for:
Historically, unexplained chronological gaps in the resume have been considered a red flag, but they’re increasingly considered acceptable and can be a source of unintended bias. Breaks in employment history occur for a variety of reasons. Before jumping to conclusions, seek to understand.
Résumés aren’t your only source of insight into prospective job candidates. Social media profiles are another tool you can use in the pre-screening process. In the world of social media, many organizations use information they discover online about candidates in the recruiting process. All candidates should assume that their online persona can be seen by anybody, including prospective employers. If someone has a social media account containing a lot of vulgarity or inappropriate content, they may not be a fit for your culture. It’s not unreasonable to search candidates online when looking for a new employee, so if you see anything that makes you feel uncomfortable, particularly if it isn’t aligned with your organization’s values, consider that as part of your search process, but it’s important to exercise caution when doing so. Using information discovered on social media can introduce legal risk and unintended bias.
Employers have increasingly turned to general online searches to find out about an applicant’s digital persona and interests. Although that can be as straightforward as a general search, employers also can see who applicants’ Facebook friends are or the content that candidates are engaged in on Instagram, TikTok, and other social media.
Separately, legal risks abound. When you start exploring a candidate beyond the information contained in their résumé or professional profile or bio, you risk legal claims like invasion of privacy and discrimination, or even Fair Credit Reporting Act and similar state law violations. If you want to incorporate web-based searches of applicants into your overall evaluation procedures, work with a lawyer to develop lawful policies, procedures, and guidelines for the gathering and use of Internet-based information. Weigh the benefits and disadvantages as follows.
Following are some benefits of searching for applicants online:
On the flip side, disadvantages include the following:
If you do choose to search online for candidate information, it’s a good idea to enlighten the applicants on your intentions. That way, if you discover anything online that’s considered questionable or you’re in a state where this act could be punishable by law, you won’t have any issues and they have the opportunity to be forthcoming with the data, in person, rather than allow you to find it online.
For organizations using an applicant tracking system (ATS) (see Chapter 3 for more information), the application process is as simple as pressing the Apply button on the company’s website or online job board, and the candidate is presented with the login page for an ATS. While this may sound easy, if the process is challenging, the likelihood that the candidate will complete the application process is low. According to a 2022 study by Appcast, the candidate drop-off rate for people who click Apply but never complete an application is a whopping 92 percent.
Barriers in the online job application process have always been a problem, and when there are too many steps involved in getting applicants to the finish line, candidates will abandon the process. Candidates are consumers, and they want quick, easy, and informative processes. Without them, they’ll move on. A strong talent attraction strategy and a great employer brand, combined with an engaging and authentic careers site and an easy application process, is mission critical.
To get a sense of where your application process needs improvement, ask several members on your team to apply for an open role. Their feedback will give you a good sense of where in the process applicants become frustrated or confused, causing them to leave the application uncompleted. From there, consider the following tips for ways to improve and simplify your application process:
Note: If you aren’t planning to review a cover letter for every application you receive, don’t require it. If you need that information from candidates who make it past the initial review stage, you can ask for a cover letter or references at a later point.
In addition, you want to make absolutely sure that the questions you ask aren’t discriminatory and are in line with federal and state laws. Don’t shoot yourself in the foot by including questions in the application that relate to any of the following areas protected under federal law — and be sure to check whether state or local laws governing your operations protect additional characteristics (for example, marital or familial status):
The following list describes other things you shouldn’t ask for during the preliminary stages of the hiring process:
Final rule: If you don’t need it, don’t ask for it.
No set rules exist for evaluating job applicants — other than common sense (and the legal considerations noted earlier). The important thing is to have some kind of system or protocol in place before résumés begin to arrive. While many of the principles in this section are built into recruiting systems and applicant tracking systems, for smaller organizations, these processes may be managed manually. The key is that these principles are built into your process, whether automated or done manually.
No matter who does the evaluating — an HR specialist, a line manager, or a business owner — the process should include a set of hard criteria to use as the basis for decisions. Otherwise, there’s a good chance you’ll end up making choices based on factors that may have no bearing on desired work performance, such as courses taken at a university you admire or a particularly impressive skill that would be virtually useless in tackling the responsibilities of your job opening.
If you haven’t answered these three questions, you’re not ready to start the candidate evaluation process.
Here’s an overview of the candidate evaluation process:
Scan applications or résumés first for basic qualifications.
If you do a good job of communicating the job’s qualifications to your recruiter or in the posting (based on the position success profile), you shouldn’t get too many replies or résumés from unqualified candidates. Keep in mind, however, that some applicants apply to virtually any job opening, regardless of whether they’re qualified. Their attitude is, “Hey, you never know.” For example, if you’re seeking to hire a medical technician who will be working on equipment that requires a license, and your job posting expressly says that such a license is required, eliminate applicants whose applications or résumés don’t indicate they have that license.
Evaluate résumés based on your hiring criteria.
After you eliminate unqualified candidates, you can focus on more specific hiring criteria, such as solid organizational skills, leadership experience, or a good driving record. Here again, your task is considerably easier if you do a thorough job of identifying these requirements at the time you put together the job description. But no matter how much time you spent identifying criteria, don’t rush this step. Some résumés clearly reflect the skills and experience you’re looking for; others may come close but just don’t do the trick.
Begin the résumé evaluation process by setting a high standard (for example, the résumé must meet a certain high percentage of the criteria). But if your reject pile is growing, and you haven’t cleared anyone, you may need to review your criteria to see where you may be able to be more flexible.
Set up a process to flag and identify top candidates.
At this point, you probably want to separate the wheat from the chaff, which means establishing a separate file for every applicant who passes the initial evaluation process. If you’re using an ATS, the system will automatically do this for you, but if not, create a simple manual process to identify top candidates.
Extend an invitation.
Your next move depends on how many applicants remain. If you have only a few, you may want to invite them to participate in a video interview (which is becoming much more the norm versus in-person interviews). (See the section “Pre-Screening: Narrowing Your List,” later in this chapter.)
I discuss the importance of simplifying the online application (refer to the section, “Simplifying the Online Job Application Process,” earlier in this chapter). While focused, the online application still can be effective as an evaluation tool. Some application forms are weighted, meaning that you give each element in the form a certain value, putting more emphasis or weight on qualifications you feel may more heavily influence later performance on the job. In other words, weighting the application questions can help you figure out how likely a person with a certain type of experience or skill is to be the right employee for this particular job.
The trick, of course, is figuring out how to weigh the criteria. The basic idea is to determine how accurately a specific criterion may predict superior job performance. The problem, however, is that no one has developed any sort of weighting scale flexible enough to cover everything that can affect job performance. Educational levels, for example, may closely link to success in a certain job in a company filled with people with advanced degrees. In that case, you would assign it a higher weighting value relative to other criteria. But education credentials may not be as important in a company focused on tasks that don’t require advanced degrees. And if you assign values to work experience, licenses held, and so on, you have to be careful that the criteria you’re using relate to actual job performance. Again, if you don’t really need the skill, you shouldn’t list it as a criterion.
Is the entire process scientific? Hardly. But a weighted system can weed out obviously unqualified employees and give you at least a preliminary idea of who the top candidates are for the job.
Pre-employment assessment is an important part of the hiring process, as assessment/testing aims to remove unqualified candidates from the pool and identify candidates who are the best fit for the position. However, like any other tool, pre-employment tests have their downsides. So, why test? There are three primary reasons why employers use pre-employment testing:
Pre-employment testing raises myriad legal issues that can be extremely complicated to work through. If you do test candidates, keep in mind that individuals can’t be singled out to be tested. Tests must be applied consistently to all candidates for a position or, in some cases, for all positions within a particular department or business unit. For example, if you require a forklift ability test for a forklift operator, all applicants for this job must take the same test. Bottom line: Any testing policy for a specific situation (and not company-wide) should be clear, documented, and consistently practiced — as well as directly related to the job in question.
In general, employee hiring or selection tests must have a direct relationship to the employment in question. If a hiring test results in an adverse impact on a protected group (for example, women, African Americans, and so on), it’s the employer’s burden to show that the test is job related and consistent with business needs. (See Chapter 17 for a discussion of employment-related legal issues.) One way to make this clear, especially with scored tests, is to show that the testing procedures have been validated by scientifically acceptable methodology.
Assessments and tests are tools meant to measure specific aspects or qualities of applicants’ skills, knowledge, experience, intellect, or — more controversially — personality or natural style. Identify what you want to know about a candidate and then choose the appropriate assessment.
Selecting the right test for your situation probably won’t be a problem because choices abound. Dozens of commercial test publishers collectively produce thousands of tests. Employment tests come in all shapes and sizes. The following sections provide a rundown of what they are, what they do, and how to use them.
Skills assessment tests provide an overview of a candidate’s soft and hard skills. Employers typically test for these skills after they’re in the later stage of the hiring process to hone-in on candidates’ specific expertise. For example, if an employer wants to hire for a public relations coordinator position, they might administer a writing test to gauge the candidate’s ability to write content within a given timeline and determine how well the candidate proofreads content before submission. Additional skills assessment tests may require candidates to demonstrate research, presentation, or leadership skills to advance in the hiring process.
Cognitive ability tests ask questions to measure a candidate’s cognitive performances. The answers provided help employers predict job performance because they’ll then know more about how the candidate handles complexity. One of the common cognitive ability tests is the General Aptitude Test (GAT), which highlights the candidate’s ability to use logical, verbal, and numeric reasoning to approach tasks.
Physical ability tests measure a candidate’s health and physical condition or ability to perform certain tasks. They reveal whether the candidate is capable of performing in roles that require physical work, like that of a firefighter or police officer, or the ability to lift packages of a certain weight if this is vital to job performance. Testing for physical competencies adds another step to the hiring process for employers so they reduce the chances of workplace accidents in addition to finding a qualified candidate.
Personality or Style assessments provide insight on a candidate’s motivators and preferences. The results can indicate to employers whether the candidate fits within the company’s culture. Assessment results may help employers evaluate a candidate’s ability to demonstrate specific characteristics desired in certain position (such as a sense of urgency or detail orientation). The assessment results may also indicate whether the candidate’s natural style will add diversity of preference to a work team. Review the different types of personality assessments to understand the format and the outcomes to determine the best fit for your needs.
Some common pre-employment personality/style assessments include the following:
Personality/style assessments measure certain personality characteristics and preferences, such as assertiveness, resiliency, temperament, or stability. This group of assessments also includes interest inventories, which claim to show how close an individual’s interests match those of a particular occupational group.
The greatest benefit of personality/style assessment is getting a sense of the candidate’s natural preferences and motivators. Knowing this information not only helps you determine how the applicant most naturally communicates and works with others, but it also gives you a sense of the candidate’s potential to fit with the culture, team, and leader that they’d be working with.
A primary challenge with personality assessments is that the results aren’t crystal clear and sometimes need professional interpretation. If this kind of information is necessary to your evaluation process — for example, you’re looking for people who can fit into a certain work team or have certain personality traits that are important to the job — you may feel compelled to use personality assessments. Be aware, however, that the subjective nature of the evaluation process creates a legal risk for any company that chooses to use them in the selection process.
An integrity test measures an individual’s personal honesty and sense of integrity. These tests generally include questions on situations of ethical choice. For instance, what should an employee do if they see a coworker stealing? Or the tests include questions that can reveal personal standards of behavior — whether the candidate can follow simple procedures and keep company information confidential. Typical questions include
An integrity test is used when an employer needs to determine how an applicant may behave in a position of trust — handling cash or safeguarding property, for example. A test of this nature is designed to identify people who may be too unreliable to trust with the company cookie jar. Most employers understand that honest people make the best employees. Keep in mind, however, that integrity tests must be job related. You can’t ask questions about an applicant’s level of debt or credit rating (a violation of the Fair Credit Reporting Act). Tests must remain free of bias based on race, sex, age, or any other protected trait.
When considering the use of pre-employment assessment, consider the following:
For more on pre-employment evaluation measures, see Chapter 9.
Pre-screening refers to the process of narrowing down many job candidates based on their qualifications and abilities. The purpose of pre-screening candidates is to make the hiring process faster and more simplified. Pre-screening makes the hiring process easier by narrowing down the top candidates for the posted position.
The most common technique is a pre-screening interview that typically takes place over the phone or through a video conference. This technique provides an easy way to break the ice and get to know the candidate without the time and challenge of getting to the workplace. It helps to save time for both the employer and the candidate. A pre-screening interview is conducted to understand the candidate’s qualifications in more detail. These interviews are generally short and are meant to determine whether the candidate is to go further in the hiring process.
A pre-screening interview should answer some of the questions recruiters may have about the candidate’s experience and education. Some of the questions may address previous experience in a job, why they are interested in this job, and how their skills fit with the job responsibilities. You may want to ask about how the candidate would handle scenarios specific to the job.
When thinking about whether to do a phone or a video interview, consider the following.
The phone interview has traditionally been the go-to format for first round interviews. Many aspiring job seekers expect a phone call interview as part of the first-step process to get a new job.
Here are the advantages of phone interviews:
Meanwhile, the primary disadvantage to pre-screening on the phone is sensing the nonverbal cues at this stage also can be challenging, further blurring the lines of how well you and the candidate can assess job skills and fit.
The video screen has become a common technique as organizations are doing more remote hiring and engaging a virtual workforce. Here are the advantages of going this route:
Meanwhile, here are the disadvantages:
Consider leveraging both the phone and video interview methods during your recruitment process. One strategy could be to use the phone interview for an initial 15- to 30-minute phone screen between a recruiter and a candidate. Next would be a video interview with the hiring manager and the candidate. Finally, you could opt to bring the candidate into the workplace (if possible) to meet the rest of the team, take them on a tour for an inside look, or finish the hiring process with one last video interview.
However, I recommend shortening your hiring process as much as you can to streamline it. The longer your process is, the more likely you are to lose candidates. Choosing between phone and video interviews, or a combination of both, may depend on the amount of time and resources that are available to you and your recruiting team.
Estimate how long you’ll need to effectively conduct a telephone interview with job applicants. It typically can take from 15 to 30 minutes — 15 minutes for a basic preliminary evaluation, 30 minutes if you want to ask deeper questions for a more comprehensive evaluation and assessment. The key is to be consistent with your questions so you can fairly compare job hopefuls.