HowtoCompleteEvaluationTemplates
2 Click"TalentAcquisition"
Click"ApplicantTracking"
4
Click"Recruiting
Dashboard"
5 Findyourrequisition
6 Clickthebluenumbertotherightofyourrequisitiontoaccessyourcandidatelist
7 Clickonthecandidate'sname
8 Navigatetothe"Availability&Tasks"tab
9
IfyouwouldliketousetheInterviewTemplateduring(orshortlyafter)the interviewwiththiscandidate,click"StartEvaluation"understep1(ifyoudonot wishtousethisInterviewTemplate,click"Complete>SendtoNextStep"tomove tostep2,ReferenceChecks).*Pleasenote:step1oftheWorkflowTasksis optional.Steps2&3arerequired
10 CompleteallrequiredquestionsoftheInterviewTemplate
Oncecomplete,click"Publish"
12 Click"Publish".Thiswillreturnyoutothecandidate'sapplication
Tomovetostep2(ReferenceChecks),click"Complete"
14 Click"SendtoNextStep"
15 TostarttheReferenceChecksForm,click"StartEvaluation"understep2
16 StarttheReferenceCheckForm.*Pleasenote:atleast2referencesarerequired.If thecandidatedoesnothaveaworkhistory,1personalreference(i.e.family friend)isacceptable
17 Enterthefirstreferencenameinbox1
18 Fromthedropdown,selecthowyoucontactedthefirstreference
19 Entertheemailaddressorphonenumberyouusedtocontactthefirstreference inthenotessection
20 Fromthedropdown,selecttherelationthereferencehastothecandidate
21 Addhowthereferenceknowsthecandidate(i.e.whatcompanytheyworked togetherat)
22 Usinga1-5scale(1beingNotatAll"and5being"Absolutely"),selecthowthe referencerecommendsthiscandidate
23 Addanynotesfromthereferenceinthenotessection
24 Repeatsteps16-23forthe2nd(and3rd,ifapplicable)reference(s)
25 Whencomplete,click"Publish"
26 Click"Publish".Thiswillreturnyoutothecandidate'sapplication.*Pleasenote: thisformwillnotletyoupublishifyouhavenotcompletedatleast1reference
27 Tomovetostep2(ClubHiring/OfferLetterInfoForm),click"Complete"
28 Click"SendtoNextStep"
29 Tostartstep3(ClubHiring/OfferLetterInfoForm),click"StartEvaluation"under step3
30 Enterthecandidate'sname
31 ConfirmthattheReferenceCheckshavebeencompleted
32 Entertheanticipatedstartdateofthiscandidate
33 Enterthedepartmentofthisposition
34
Typethepositionthecandidatewillreportto(positiontitle,notthemanager currentlyinthatrole)
35 Enterthejobtitleofthisposition
36 Fromthedropdown,selecttheemploymentclassificationthatbestdescribesthis position
37 Fromthedropdown,selectifthisisafulltimeorparttimeposition
38 Fromthedropdown,selectwhetherthisispositionishourlyorsalary
39 Entertheexactpayrateforthiscandidate
40 Enterthebonuspotentialforthiscandidate(typeN/Aifthisisnotabonused position)
41 Enterthecommissionstructure(inasmuchdetailaspossible)forthiscandidate (typeN/Aifthisisnotacommissioneligibleposition)
42 EntertheOKRsforthiscandidate(typeN/AifOKRsarenotapplicabletothis position)
43 Fromthedropdown,selectthelocationtypeforthisposition
44 Enterthenumberofin-personhoursvsremotehoursifthisisahybridposition (typeN/Aifitisnotahybridposition)
45 Fromthedropdown,selectthelocationofthisposition
46 Selectwhetherornotthiscandidatewillreceiveamonthlycellphoneallowance (onlyformanagerandabove)
47 SelectwhetherornotthiscandidatewillreceiveaProShopallowance(corporate positionsonly)
48 SelectwhetherornotthiscandidateisaSouthworthteammemberbutbeing chargedtoanotherclub
49 Fromthedropdown,selecttheclubtheteammemberisbeingchargedto(select firstoptionifthisisnotaSouthworthteammemberbeingchargedtoanother club)
50 Selectwhetherornotthiscandidatewillreceiveanofferletter.*Pleasenote:all salariedpositionswillreceiveanofferletter.Somehourlypositionsareeligibleto receiveanofferletter
51 Entertheestimatedpercentageoftravelforthisposition
52 Enteryourname
Entertoday'sdate
Click"Publish"
55 Click"Publish".Thiswillreturnyoutothecandidate'sapplication
56 IfITisnotrequiredforthisposition,youhavecompletedalloftherequired WorkflowTasks.IfITisrequiredforthisposition,click"Complete"tomovetostep 4(ITOnboardingForm)
57 Click"SendtoNextStep"
58 IfthenewpositionrequiresanyITneeds(suchasanemailaddressornew equipment,likealaptop),click"StartEvaluation"understep4.*Pleasenote:IT Onboardingrequestscanonlybemadeonceanofferletterissignedbythe candidate.DonotcompletetheITOnboardingFormuntilthecandidatehas returnedasignedofferletter
59 CopyandpastetheURLinanewtab/browserorhighlighttheURL,right-clickthe URLandclick"Goto..."
https://forms.office.com/pages/responsepage.aspx?id=yno1IBBKc0i..."
61 Oncecomplete,click"Submit".ThiswillsubmittheformtotheITdepartment.
