Chapter 7

Narrowing the Pool: Evaluating and Assessing Candidates

IN THIS CHAPTER

Bullet Dissecting the résumé

Bullet Making it easy for candidates to apply

Bullet Setting up a candidate evaluation system

Bullet Understanding the ins and outs of pre-employment assessment

Bullet 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.

Reviewing the Résumé

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:

  • Video résumés: A video résumé is a one- to two-minute video that allows the candidate to discuss their achievements and credentials while also giving potential employers a sense of who they are and how they present themself. Video résumés can convey a candidate’s personality and enthusiasm better than a paper or electronic résumé, and job seekers are able to show off communication skills and creativity in a way that is more challenging to do in a traditional résumé.
  • Infographic résumés: An infographic résumé is based on visual representations of the candidate’s skills and experience, such as timelines, graphs, icons, or bar charts. Unlike a traditional résumé style, which just uses text, an infographic résumé uses graphic design elements.
  • Twitter résumés: The rise of Twitter has led some applicants to promote themselves in 140 characters or less. As you can imagine, this doesn’t allow a lot of room for exposition. So, a Twitter résumé is a concise summary of the person’s professional biography and objective. For example: “Marketing whiz with ten years of experience seeks boundary-pushing firm. Offering enthusiasm and a long list of happy clients.” Twitter résumés also typically include a link to the candidate’s online résumé or networking site profile page, as well as the hashtag #twesume, making it easy for employers to search for these tweets.
  • Online portfolios: An online portfolio is a collection of the candidate’s professional documents including their résumé, cover letter, a brief biography, and references.

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.

Mastering the basics

Here’s what you probably know already: Basically, job candidates submit only two types of résumés:

  • Chronological, where all work-related information appears in a timeline sequence
  • Functional, where the information appears in various categories (skills, achievements, qualifications, and so on)

Remember Some applicants use a combination of the two formats, presenting a capsule of what they believe are their most important qualifications and accomplishments, together with a chronological work history.

Before diving into that pile of résumés, consider the following observations:

  • No job applicant intentionally includes unflattering information in their own résumé.
  • Many résumés are professionally prepared, designed to create a winning impression.
  • Résumé evaluation is tedious, no matter what. You may need to sift through the stack several times.
  • If you don’t do any résumé evaluation at all (or delegate it to the wrong person), you’re likely to miss that diamond in the rough — that ideal employee who unfortunately has poor résumé-drafting skills.

Reading between the lines

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:

  • Outcomes: The more detailed the candidate is in their description of what they accomplished in previous jobs, the more reliable (as a rule) the information is.
  • A history of growth: The applicant’s work history should show a progression and growth. But don’t go by job titles alone; look at what the candidate actually did and what skills they acquired. Assess how important the work was to the company involved.
  • A strong, well-written cover letter: Some applicants don’t send cover letters with their résumés. A savvy job seeker (in other words, someone you may want to have on your team) will still manage to prepare and send the modern equivalent of a cover letter, perhaps in the body of an email message. Someone who takes the time and effort to do this shows a sincere interest in your firm.

Watching out for red flags

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:

  • Sloppy overall appearance: This is a fairly reliable sign that the candidate is lacking in professionalism and/or business experience.
  • Cookie cutter résumé: A résumé that looks like it’s not specific to the position can be considered a red flag. This may mean that the person isn’t necessarily interested in working for your company, but rather just wants a job. If you’re looking to hire people who are passionate about what they do, considering a résumé that hasn’t been adapted for the specific position may be the wrong way to go.
  • Static career pattern: A sequence of jobs that doesn’t include increasing responsibility may indicate a problem — the person wasn’t deemed fit for a promotion or demonstrated a lack of ambition. That said, sometimes solid performers who enjoy just doing their job and don’t necessarily have a career progression history still can add tremendous value as part of your team. Don’t reject a résumé on this criterion alone. It’s something to review and assess but not judge.
  • Typos and misspellings: Generally speaking, typos in cover letters and résumés may signify carelessness or a cavalier attitude. Although not all jobs require candidates to have strong spelling skills, most do call for attention to detail. Not proofreading a résumé (or not having someone else do it) may be a sign that a candidate isn’t conscientious.
  • Vaguely worded job summaries: Perhaps the applicant didn’t quite understand what their job was. Or perhaps the job responsibilities didn’t match the title. Before you go any further, you probably want to find out what a “coordinator of special projects” actually does. You want to see job summaries that indicate how crucial the job is to the company’s success.
  • Failure to quantify accomplishments: Sometimes candidates give you a huge list of skills but don’t describe how they used them in their previous positions. This is an issue because it may mean they have never actually demonstrated this skill in a professional setting, which doesn’t answer the question of why they would be a good fit for this job. A good rule of thumb is that the more descriptive someone is in their résumé, the more likely it is that they are telling the truth about their accomplishments. Plus, this detail gives you something to talk about when you connect with the candidate.

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.

Considering a candidate’s online persona

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.

Remember That may seem like a fertile way to discover more about potential candidates, but there are serious caveats for the companies and HR personnel doing this sleuthing. For one thing, the anonymity of the Internet can prove anything but reliable — anyone can post pretty much anything about you, regardless of whether it’s accurate or completely contrived. There’s no guarantee that the information you uncover is accurate or insightful.

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:

  • You may get a sense of their professionalism and/or maturity.
  • The information you find may help you get an interview together and ask relevant and specific questions instead of general ones.
  • You may encounter extensive information about their background, experience, and personal life.

On the flip side, disadvantages include the following:

  • It can be considered an invasion of privacy, which can bring about legal issues for the company.
  • If the candidate is part of a protected class such as a certain religion or disabled, you might run into issues should you choose not to hire them, even if the choice is based only on lack of experience, skill, or education.
  • The information gained may not be reliable, considering it’s public and anyone can add photos or data about the candidate to their social media profile.
  • There are people in the world with the same name. Information found may be about someone else with the same name.
  • There are various states within the United States that can prosecute those who Google candidates without their consent.

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.

Findonline The online tools include a Sample Résumés document. You can see an example of a well-written résumé, as well as one that should give you reason to pause.

Simplifying the Online Job Application Process

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:

  • Ensure your online application process takes less than 15 minutes total. According to a Built In study, 60 percent of Gen Z job seekers won’t spend longer than 15 minutes on a job application.
  • Include only the mission-critical information. At such an early stage in the process, limit the candidate information you collect to the following:
    • First name
    • Last name
    • Email
    • Phone
    • Résumé
    • Cover letter
    • Where to find out more about the candidate (LinkedIn, website)
    • A question for the candidate (for example, Which of our core values most resonates with you?)
    • Compensation expectations

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):

  • Race
  • Color
  • Ancestry or national origin (although you can ask whether a candidate is eligible to work in the United States)
  • Sex/Gender identity
  • Religion
  • Age
  • Physical or mental disability (although you can ask whether the applicant can perform essential job duties, such as lifting certain amounts, either with or without a reasonable accommodation)
  • Genetic information
  • Sexual orientation
  • Veteran status or military service
  • Height or weight (unless directly related to job performance)

The following list describes other things you shouldn’t ask for during the preliminary stages of the hiring process:

  • You can’t ask the applicant to provide a photograph before employment.
  • You can ask an applicant’s name but not a maiden name or a spouse’s maiden name. Why? Such a question may be interpreted as another way of asking about marital status.
  • You can ask an applicant’s address but not whether they own or rent or how long they’ve lived there.
  • Most education qualifications are fair game, but don’t ask for high school or college graduation dates or dates of attendance. It’s a dead tip-off for age.

Final rule: If you don’t need it, don’t ask for it.

Setting Up a System for Evaluating

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.

Using some criteria to make decisions

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.

Tip You need to keep in mind the following three questions at all times:

  • What are the outcomes for success in this position? These should track with the outcomes noted in the position success profile, as long as it’s current, targeted, and carefully thought through (see Chapter 5).
  • What are the special requirements of your organization, such as certifications or special education? If you own a public accounting firm, for example, you would most likely only consider applicants with a valid certified public accountant (CPA) credential.
  • What qualifications and attributes are critical to success in this particular position? Think of the key qualities of your best people (see Chapter 5). If your business depends on a high level of innovation and creativity, for instance, some people will possess greater strengths in this area than others. Identify those attributes, competencies, and/or values that you feel will best support success in this position. Look for these attributes in prospective employees.

If you haven’t answered these three questions, you’re not ready to start the candidate evaluation process.

Evaluating résumés, step-by-step

Here’s an overview of the candidate evaluation process:

  1. 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.

  2. 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.

    Tip 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.

  3. 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.

  4. 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.

Weighing the evaluation criteria

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.

Tip One way to add validity to a weighted application is to do your own tracking. Score applicants for a while and then recheck the scores of those you hire. You’re looking for relationships between good performance and objective qualifications. The criteria used in an interview to assess how well an applicant may fit a job should be the same criteria used for the performance evaluation of the person in that job. If you can determine the attributes and qualifications that make successful employees, you may find that you can structure a weighted application form that indicates when these qualities are present in a candidate. This procedure is useful if you do a lot of hiring; if you hire only a few people a year, on the other hand, you may just create more work for yourself.

Findonline For those candidates who don’t make it past your initial evaluation, the online tools include respectful language for rejecting candidates.

Assessment: Knowing What Works and Mitigating the Challenges

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:

  • To accelerate the hiring process: Employers may use these tests to quickly narrow down the number of applicants they're trying to hire, especially if they have a lot of résumés to sort through.
  • To test an applicant’s skills: Employers give pre-employment tests to see whether a candidate’s skills match the requirements within the job description. For example, if an employer is hiring for a copywriter position, they might administer a writing test to find out whether the candidate’s skills match their expectations. An employer may decrease their company’s turnover rate if they hire someone who passes a skills test because it shows how an applicant can apply their knowledge.
  • To increase the quality of interviews: By gathering sufficient data on applicants, employers can use the results from the test to ask specific questions related to candidates’ skills and work experience.

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.

Finding the right test for your situation

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

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

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

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.

Warning Requiring a physical or medical examination before employment is illegal under federal law. Employers may test for physical agility or ability if it’s a legitimate job requirement under federal law, but they may do so only after they have extended a conditional offer of employment to the candidate. Also, you must consistently administer the same test to other successful candidates conditionally offered employment for the same position. Before you decide that some physical attribute or ability is necessary for the job, however, keep in mind that a number of fire departments around the country have been successfully sued because of their physical tests. Likewise, physical or medical examinations may be unlawful under applicable state law.

Personality/Style assessment

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:

  • Predictive Index
  • Myers-Briggs Type Indicator
  • Hogan Personality Inventory (HPI)
  • DiSC Behavioral Inventory

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.

Integrity tests

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

  • Do you have the same core values inside and outside of the workplace?
  • How would you act if a manager or a coworker gave you a task that violates company policy?
  • Is it ethical to publish work samples on your website?
  • Have you lied to your manager in a previous role?
  • If a client asks you to do something illegal, do you do it?

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.

Warning As is the case with personality and psychological testing, these tests are risky legally, with many privacy issues to consider. Talk to a lawyer before using this form of testing.

Avoiding the common challenges with pre-employment assessment

When considering the use of pre-employment assessment, consider the following:

  • Before adopting or implementing any employee selection testing, get legal advice. As mentioned earlier, pre-employment testing implicates numerous federal and state law regulations.
  • Establish what traits or information the test is designed to evaluate and make sure that a relationship exists between these traits and the hiring criteria.
  • Carefully check the credentials and reputation of any test vendor. Ask to see validation data.
  • If you use a test, double-check that the test isn’t biased either in its objective criteria or unintentionally by disproportionately impacting a protected group.
  • Verify that the test is certified by an established, reputable group and validated in accordance with the Uniform Guidelines on Employee Selection Procedures from the EEOC.
  • Talk to colleagues, associates, and people in other companies who use testing. Ask whether their testing has been successful.

Warning A final word of advice on testing: Remember that your company is ultimately responsible for any testing/assessment that you conduct. Given that this is a legally complex area, consult with an attorney before implementing a hiring test of any kind. Also, be sure to carefully manage the data you collect through these tests. Limit the number of people with access to this information to the fewest possible in order to protect the confidentiality of the candidates you test.

For more on pre-employment evaluation measures, see Chapter 9.

Pre-Screening: Narrowing Your List

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.

Recognizing where to pre-screen

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.

Interviewing over the phone

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:

  • Phone interviews are accessible to every candidate and have been used for hiring purposes for decades. Less tech-savvy candidates in traditional industries are more likely to feel comfortable with this tried-and-true interview method. Candidates pick up a call from the recruiter on their mobile phone, and they are good to go.
  • The phone interview is a great introductory call — usually with a recruiter prior to speaking with a member of the team the candidate would be working with. It is more relaxed and a great, no-pressure introduction for a company-to-candidate rapport.
  • Neither recruiter nor candidate can see one another, allowing for both parties to reference their notes during the interview and create a safe environment to explore the position.

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.

Pre-screening with video

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:

  • During a video interview, both the candidate and the recruiter can visually see each other and interact with each other live. This method allows recruiters to assess candidate reactions to interview questions and can lead to more natural ease and flow of conversation.
  • Recruiters can get more of an inside look into how a candidate presents themselves during a video interview compared to the phone interview. It is also easier to see how prepared the candidate is without notes available to them.

Meanwhile, here are the disadvantages:

  • Technical difficulties can disrupt the flow of the video interview and throw both the interviewer and interviewee off and take away the possibility for the best assessment of each party.
  • The video platform and constant visibility may intimidate both the interviewer and the interviewee and cause them to misrepresent themselves.

Figuring out which method is better

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.

Findonline See the Sample Pre-Screening Questions for Hiring Managers online for a list of questions to ask.

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.

Tip If the candidate isn’t available and you need to leave a message or you’re texting or emailing them, suggest a time frame (such as in the morning or between 2 p.m. and 5 p.m.) when they should return your call the next day. This request can be a good test of initiative — candidates who fail to return the call or who don’t make a reasonable effort to contact you to make alternative arrangements demonstrate either a lack of interest or halfhearted commitment.

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