Job Evaluation Criteria

Overview

This article covers the functionality and configuration of the Job A job (vacancy, position, role) is an opening for which a customer's client needs a placement. Evaluation Criteria.

If you're looking for end user specific information, see Job Evaluation Criteria User Guide.

Functionality

Create Evaluation Criteria Records

These are the evaluation criteria used to evaluate a Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider.’s suitability for a Job:

• They are specific to a job.
• They provide a separate way of storing and accessing as they might be too specific or complex to be part of structured data on Job records. This can include particular competencies or experiences or even combinations of them.

  • For Example, “turnaround of a private-equity backed SaaS company A Company is the organization where the contact works. This can also be called the Client.”.

Once the Evaluation Criteria related list has been added to Job records, users can create a set of criteria for a specific Job by clicking New on the related list.

Each record represents a single evaluation criterion and for each one the users can enter:

• Evaluation Criteria Name: Users have to enter a meaningful name to indicate what this evaluation criterion is related to.
• Description: Users can provide a short description of the evaluation criterion.
• Ideal Candidate Rating: This is a number between zero and four that indicates the preferred/ideal rating for the specific evaluation criteria.
• Sequence Number: The number entered in this field determines the position A job (vacancy, position, role) is an opening for which a customer's client needs a placement. of the criterion in the Evaluation Criteria pop-up shown to users in ATS to enter their scores.
  

Add Scores to Evaluation Criteria for Each Candidate

Once the Evaluation Criteria for the Job has been set, users will be able to score each Candidate listed in ATS by selecting Evaluate Application First stage of Job placement flow (Application> Submittal>Interview>Offer> Placement) in the Actions drop-down.

Following this action, the Evaluate Application pop-up appears with the following information:

• Job Title
• Candidate name
• List of criteria
• Comment field
  

Evaluation Criteria Logic

• A candidate must be selected before clicking on Evaluate Application.
• Only one candidate can be selected at a time.
  • If users select more than one, the Evaluate Application pop-up will display this message: Multiple applicants A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. selection is not supported. Only the first selected is shown here.
  • The scoring will only be applied to the first candidate selected.
• Once scores are added and saved, users can go back to selecting the same candidate and check either the Scores,Comment, or Make Changes.

• In the background, a record is created against the Evaluation Criteria Rating object every time a score is attributed to a Candidate for one of the evaluation criteria in the Evaluate Application pop-up.
  • If the score (for same Candidate and same criterion) is subsequently changed, the existing Evaluation Criteria Rating record gets updated, and the previous score is overridden.
  • It is possible to configure Field History for the Rating field to see the change history.
    

• Reporting on how candidates scored against an Ideal Candidate score is also possible.
  

Configuration

1. Add Evaluation Criteria Related List to all relevant Job’s page layouts.
2. Navigate to Setup > Custom Metadata Types > ATS Action When used in ATS or Search and Match UI, one of multiple actions available after user has selected a sub-set of Candidates Configuration.
3. Find the four records with a name that begins with Evaluate Application.
   • These records correspond to the four packaged Jobs A job (vacancy, position, role) is an opening for which a customer's client needs a placement. record types and allow you to add Evaluation Criteria to the Action menu on selected record types by ticking the Active checkbox.

Configure Import Comments

This optional step enhances the Evaluation Criteria feature by using custom flows to enable users to import Comments from other Evaluation Criteria. Empowering users to retrieve and paste comments from existing Evaluation Criteria records (from other Jobs) into the current Evaluation Criteria modal for a selected Candidate is a big step forward. The beauty of this feature is that it's configured in the customer's Salesforce Org using custom flows, making it a seamless and intuitive experience. With this functionality, users can save time, simplify their work, and ultimately make better-informed decisions.

For Import Comment configuration steps see Configure Custom Flow for Import Evaluation Criteria Comments.

Fields on Lower Modal

To configure what fields are shown on the lower part of the modal, see Configure Evaluation Criteria Modal.

Objects Description

Evaluation Criteria: Fields Description

Evaluation Criteria Application: Fields Description

Evaluation Criteria Rating: Fields Description