Configure the Screening Tab

On the screening tab, you’ll configure candidate availability, screening questions, and assessment packages.

The Recruiting solution can integrate with third-party services that screen candidates to determine whether they are eligible for the Work Opportunity Tax Credit (WOTC). If your organization uses a third-party WOTC screening service, you can select it on the Screening tab to add it to the Opportunity.

Outmatch is a third-party service that allows you to build your own assessments. If your organization uses Outmatch, you can select an assessment package on the Screening tab and add it to the Opportunity.

Note:

Currently, the Recruiting solution cannot integrate with both Outmatch assessments and WOTC screenings at the same time. If you need to switch from one type of service to the other, contact your customer service representative.

When you add assessments or WOTC screenings to an Opportunity, the Recruiting solution automatically assigns them to all applicants who provide qualifying answers to any knockout questions.

Navigation: Opportunities > [select a specific opportunity] > Screening tab

Screening tab. Image displays Request Candidate Availability check box, Add Question button, and Add Question From Library button.

  1. Optional: In the Assessment/WOTC Screening section, select your WOTC screening service provider.

    Assessment/WOTC Screening section of the Screening tab, with the drop-down menu showing available services

  2. Check the Request Candidate Availability box to ask candidates to enter the days and times they are available to work on their application.
    If you request availability, applicants can select their available days and times on the application form.

    Candidate Application. Image displays Availability section which includes the question "Which Days Are You Available to Work?" and a graph showing the seven days of the week. Monday through Friday are highlighted. Image also displays the question "What Hours Are You Available to Work?" and a table with the days the candidate selected. Each day displays a graph with the hours midnight to midnight with the candidate's available hours highlighted.

  3. Application Questions are pre-screening questions that are presented to candidates when they apply to an opportunity. They are used to narrow a pool of applicants, and are not intended to replace phone or in-person interviews.
    Recruiters and Hiring Managers can create questions to add to the opportunity or select pre-made questions from the Question Library. For more information on application questions or the Question Library, visit the Question Library help topic.
    To create a new question:

    Screening tab. Image displays the Application Question section which includes one question box. The question box includes the Question field, Points drop-down list, Answer Type drop-down list, answer choices, Disqualify check box and Preview Question link.

    1. From the Application Questions section, select Add Question.
    2. At the Question field, enter the question.
    3. At the Points field, enter the number of points the question is worth.
    4. From the Answer Type drop-down list, select a question type: Multiple Choice, Text Field, or Number Range.

      Note:

      The answer type cannot be changed once the question is created.

    5. If Multiple Choice is selected, enter one or more answer choices. Select the Correct Answer box if an answer choice should be labeled as correct. Select the Disqualify box if the applicant should be disqualified for selecting an answer choice.
    6. If Text Field is selected, no further configuration is needed.
    7.  If Number Range is selected, enter a minimum and maximum value. Select the Disqualify if Out of Range box to disqualify the applicant for entering a number outside of the provided range.
    8. To Preview the question, select Preview.

      Note:

      We recommend limiting the number of answer choices that disqualify an applicant to one or two per opportunity. Identifying an answer choice that is less desirable, but still acceptable, may eliminate good candidates from consideration.

  4. Add a question from the Question Library.
    1. From the Application Questions section, select Add Question From Library.
    2. Select one or more questions.
    3. Select Add.
    4. Select the question and edit, if needed.

      Note:

      The Answer Type cannot be changed.

      If a question from the Question Library is edited on an opportunity, it is not changed in the Question Library.

  5. Select Continue to continue editing the Opportunity and view the Company Information tab.
    Select Save & Exit to save the Opportunity and return to the Opportunities list page. 
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