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Hiring Your Team

Hiring Your Team

with Cindy Mayer

 


In this course, veteran talent director and author Cindy Mayer shows how to prepare for and conduct employee interviews in person, over the phone, and with video-conferencing tools. Understand what your ideal candidate would bring to the table and use that information to structure a job description and effectively scan resumes. Next, build an interviewing plan, and develop questions that elicit thoughtful, helpful responses. Finally, learn how to conduct an interview, probe for more depth with follow-up questions, navigate pitfalls, and take next steps after the interview. Cindy includes a sample interview that illustrates these techniques in action.
Topics include:
  • Assessing your needs
  • Screening resumes
  • Choosing your interview setting
  • Understanding the types of interview questions
  • Following legal guidelines
  • Understanding interview bias
  • Conducting an effective interview
  • Dealing with interview challenges
  • Conducting background checks
  • Determining the offer package
  • Writing a compelling offer letter

show more

author
Cindy Mayer
subject
Business, Business Skills
level
Appropriate for all
duration
1h 14m
released
Jun 13, 2013

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Introduction
Welcome
00:00 (music playing)
00:04 Business is good and you need to add more
00:07 people to your team. Now what?
00:10 In this course, we'll cover the steps you can take to hire the best person for your role.
00:16 We'll begin by defining your requirements and what would make the ideal candidate,
00:22 including the nuts and bolts of writing a job description.
00:26 We then cover how you'll assess your candidates from reviewing resumes to
00:31 building selection activities. Next, we'll delve into interviewing and
00:37 how to build an interview plan and questions that will ensure applicants
00:42 provide the information you need to make a solid selection.
00:47 Along the way, we'll view interview scenarios, seeing what a good interview
00:52 can look like and how things can go wrong.
00:56 Finally, we'll review the steps that occur after you've chosen your ideal candidate.
01:03 You want to find the best person for the job.
01:05 By taking the time to understand the principles in this course, you can
01:10 increase the likelihood of a successful match.
01:13
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Using the exercise files
00:01 We've provided free exercise files that are available to all lynda.com members to
00:06 help you get the most from this course. These files include: sample behavioral
00:11 interview questions, an interview plan, and guidelines on how to create a
00:16 weighted rubric. I suggest that you download these
00:20 documents and print them out prior to watching the course.
00:23 In order for you to get the most out of this training, it's good to have these
00:27 worksheets on hand. Now, let's get started.
00:31
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Seeking legal counsel
00:01 This course is designed to be a guide for managers on how to find the most
00:05 qualified person for an open role. While the course was written primarily
00:10 for US based audiences, the information provided on determining your needs,
00:15 building your selection processes, and effective interviewing can be used by
00:19 individuals in any country. It's important to recognize that each
00:24 country and region may have specific laws or requirements related to hiring that
00:30 need to be adhered to. In the US, federal agencies such as the
00:36 Department of Labor, the Equal Employment Opportunity Commission and the Office of
00:40 Federal Contract Compliance Programs, as well as state and local governments all
00:45 have clear requirements that must be followed throughout the hiring process.
00:51 I recommend that before implementing any selection process you have a good
00:56 understanding of your specific governing bodies requirements and perhaps seek
01:01 legal counsel to ensure that you're providing a fair process for all applicants.
01:06
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1. Understanding Who Your Ideal Candidate Is
Assessing your needs
00:01 One of the first steps in the hiring process is to understand what the
00:04 specific job duties will be. You'll also need to define what
00:09 knowledge, skills, and qualifications are required for a person to be successful in
00:13 completing the specific job duties. This information is often captured in a
00:19 job description. Let me briefly share with you the basic
00:23 process used to create a job description and the typical components that are included.
00:29 The usual process in a large organization is for a trained HR professional or an
00:34 industrial organizational psychologist to conduct a job analysis.
00:40 This analysis may include interviews with incumbents and supervisors, work samples,
00:46 questionnaires, observation, gathering background information, as well as other techniques.
00:54 Often, more than one of these methods is utilized when analyzing a job.
00:59 In a smaller organization it may be the manager's responsibility to create the
01:04 job description. If this is the case in your situation, I
01:08 recommend that before you start to write it, you review descriptions that are
01:13 already created for similar roles. One great resource of job description
01:18 information is O Net Online. Here you can type in an occupation and do
01:24 a quick search of the necessary tasks, knowledge, skills and abilities often required.
01:31 Another resource on line is the Society for Human Resource Management.
01:36 Under templates and samples you can find job descriptions for dozens of roles.
01:42 Only members can view the detail of descriptions on charm, but the membership
01:46 provides information on all aspects of HR.
01:50 So let's cover the typical components included in a job description.
01:55 These include the job title, a short summary that describes the purpose of the
02:00 position, the key responsibilities of the role.
02:04 The skills and qualifications required. The department that is hiring, as well as
02:10 the title of the supervisor. The location, and the employment
02:14 classification, such as part-time or full-time, salaried or hourly, and exempt
02:20 non-exempt status. The job description is your first step in
02:26 finding you ideal candidate. Once you have a good understanding of the
02:30 knowledge, skills, and qualifications to be successful in the role, you'll need to
02:36 determine which of these elements you'd like to focus on in your selection process.
02:42 In a typical job description, the most important responsibilities of the role
02:46 will be listed at the beginning of the duties and responsibilities section.
02:51 The most critical skills required will be at the top of the skills and
02:56 qualifications section. It's important that you invest time in
03:01 assessing your needs to create a well thought out job description as it will
03:05 have big pay offs down the road. You'll have a selection process that can
03:10 help you find the best candidate for the role which will likely lead to better
03:14 productivity and less turn over on the job.
03:18
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Understanding selection activities
00:01 There are several selection activities that can be used when evaluating candidates.
00:06 A selection activity is the process or activity you will use to determine
00:10 whether the candidate has the knowledge, skills, and qualifications to
00:14 successfully do the job. Qualifications such as a degree or
00:18 certification are easy to assess, because they are listed on the resume or
00:22 application, and can be validated through the background check process.
00:26 For other requirements, such as work hours, physical demands, or specific
00:31 language skills, questions can be included on the application.
00:35 For elements that can't be gleaned from looking at an application or a resume.
00:40 You'll need to define the selection activity.
00:44 You'll want to focus on the top five to seven requirements, since it's not
00:48 practical to create selection activities for everything.
00:52 Here are some methods for assessing potential candidates.
00:55 Questionnaires are often used to get at an understanding of the applicant's
00:59 knowledge or technical expertise. For example, if you were hiring a
01:04 technical support analyst, you may ask questions specific to the technology used
01:09 at your company. Assignments may be used to better
01:13 understand how an applicant would problem solve or address a typical real-time work challenge.
01:20 So, for a video editor, I might provide several video and audio clips and ask
01:25 that candidate to edit it together into one single product.
01:30 Work samples or portfolio reviews ask the applicant to show and describe past work
01:36 that is similar to what you'll be requiring for the role you're hiring for.
01:41 These are often used for positions in marketing, graphic design, or other
01:45 artistic roles. Psychological or individual assessments
01:50 may also be used to help an organization make hiring decisions.
01:54 This involves utilizing a measurement tool that has been developed in
01:58 accordance with legal and professional guidelines.
02:01 And validated to measure personality, leadership style, cognitive ability, or
02:06 other factors that you are attempting to assess.
02:09 Examples include, Myers-Briggs and the DISC assessment.
02:15 Some companies combine several of these selection activities, as well as
02:19 interviews, into what is known as an assessment center.
02:22 This is a costly endeavor, and is most often used for senior-level leadership roles.
02:28 One of the advantages is that they can provide information on how a candidate
02:33 performed in the past, as well as how they might address issues in the future.
02:38 Of course, interviews are the most commonly used selection activity, which
02:42 we'll cover in more depth later, including the various types of questions
02:46 that can be used. Finally, I want to mention that any
02:51 activity you use should be a reliable and valid measure of the specific job
02:56 requirements in question. In this way, you can be confident that
03:00 the activity is fair for all applicants, and does not create any unintentional bias.
03:08
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Screening resumes
00:01 You've posted your positions and the resumes start to flow in.
00:04 So, how do you determine which resumes are most aligned with your hiring requirements?
00:11 Whether it's an in-house recruiter or you doing the screening, it's important to
00:15 review all of the application materials for correct grammar and spelling.
00:20 This may include a cover letter, the application itself, questionnaires, or
00:25 other materials. Something else to look for is whether the
00:29 candidate has used the correct company name on their materials.
00:33 Checking accuracy is important if the role requires attention to detail.
00:37 And it's always a red flag to me when a candidate neglects to change the name of
00:43 the company they're applying to in their cover letter, submitting the materials
00:46 for one company to the website of another.
00:50 There are four key areas that will help you get a better understanding of how
00:54 well the candidate matches what you're looking for.
00:57 These are work objective or career summary, relevant skills and
01:02 qualifications, employment history, and industry experience.
01:07 Let's look at each one of these areas individually.
01:10 First, the work objective or career summary may be found in several places,
01:16 including at the top of the candidates resume In their cover letter if they
01:21 submit one or possibly in your company's employment application.
01:26 The first thing to look for is how closely it's aligned with the role you
01:30 wish to fill. For example, if the candidate's objective
01:34 is to be a network administrator, but the role you're hiring for is a desktop
01:39 support role The candidate potentially will not have the skills or desire to be
01:44 successful in the support role. In some cases, the candidate may have a
01:49 very open-ended objective such as to secure a role that will allow me to add
01:54 value to the company while developing my skills.
01:58 If the candidate is applying for an entry level role, this may be totally
02:03 appropriate since they're just getting started in their career.
02:06 However, by the time the candidate is mid-level, they should have a clear idea
02:11 of what would be a good fit for their next role.
02:13 Next, let's look at relevant skills. This is one of the most crucial areas to
02:20 examine, since it's important that the candidate have the knowledge, skills, and
02:24 qualifications to be successful in the role.
02:28 As you look through the resume, evaluate whether the candidate has all of the
02:32 basic skills required, or just some of them.
02:36 If your company is a contractor with the U.S.
02:38 government, then the candidate must meet all of the basic requirements listed in
02:42 the job description to be considered for the position.
02:46 There maybe addition preferred requirements of course that you'll want
02:49 to check as well. Next, determine whether the candidate has
02:53 the education, licenses, or certification required for the role.
02:57 For some roles such as an attorney or a CPA, a license may be essential.
03:05 The next thing to consider when screening resumes is the candidates employment history.
03:10 A well written resume will provide both the responsibilities, as well as the
03:14 actions and accomplishments the candidate had in fulfilling their duties in their
03:18 previous roles. If the candidate does not list
03:21 accomplishments or the value that they brought to the company I recommend that
03:25 you probe on those areas if you go forward to an interview of the candidate
03:29 since they may have been responsible for an activity, but were not actually
03:33 successful at it. Another aspect of employment history is
03:38 to look for a regular progression in roles and responsibilities since it's
03:42 generally a sign of success when the individual has progressed in their roles.
03:47 In addition, if the candidate has moved quickly from company to company, less
03:52 than 12 to 18 months, you'll likely want to ask about the hopping when first
03:57 speaking with the candidate. In many cases there are valid reasons for
04:01 making moves, but it also can be a sign that the candidate has not been
04:05 successful in their prior roles. However, experience at a variety of
04:10 companies can also be a good thing. A candidate that has a few years of
04:14 experience at multiple companies, may bring the knowledge of different
04:17 approaches and practices. Finally, let's look at industry experience.
04:23 For some rolls, it's quite important to have specific industry experience, while
04:27 for others, it's less important. For example, if you were hiring a product
04:33 marketing manager for a company that makes washing machines, it could be
04:37 important that the candidate have prior consumer product industry experience.
04:42 Yet in that same company, an accountatn could have expeirence working for the
04:46 government or an entertainment company, and still be able to fulfill the
04:50 requirments of the role. One last consideration when screening resumes.
04:55 It's estimated that up to 70% of resumes have either omissions or errors on them.
05:02 So, as you review the resume, keep an eye out for potential inconsistencies.
05:07 These are points you want to probe on when interviewing the candidate.
05:12
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2. Interviewing Basics and Developing Questions
Choosing your interview setting
00:01 For most people, if they were asked what an interview consists of, they would
00:05 likely describe an interviewer sitting across a desk from an applicant asking questions.
00:11 While that is one setting for an interview, there are other options to consider.
00:16 Let's review the pros and cons of interviewing in various settings.
00:20 With phone interviews, you can assess the individual's background and experience,
00:25 clarify details from their resume or application, and get an understanding of
00:30 their verbal communication skills. However, some studies have shown that
00:35 only 7% of verbal communication comes from the words spoken.
00:39 The bulk of what we learn about someone when we speak with them is expressed non-verbally.
00:43 So while phone interviews tend to be much more cost effective and can be scheduled
00:49 more easily than face-to-face, they do not provide all of the information that
00:54 one can get from sitting directly across from someone.
00:57 Face-to-face interviews provide a better opportunity to assess an applicant,
01:02 including their social cues and body language and the applicant gets to
01:07 experience the culture and environment of the company first-hand, providing
01:12 valuable information they need to determine if the company is right for them.
01:16 Face-to-face is also your best choice when there will be multiple interviewers
01:21 meeting with an applicant in succession. Of course, there can be added expenses
01:26 associated with face-to-face interviews, especially if the applicant is not
01:30 located near the company. A third mode that is becoming more common
01:35 is to use video conferencing technology. Video interviews provide an opportunity
01:40 to pick up on social cues and non-verbal information that can be missed in a phone
01:44 interview, but with much less expense to the company.
01:48 Video interviews have their challenges as well.
01:51 At times, the connection may not be clear, may have either the video or audio
01:57 delayed or can drop altogether. In addition, the candidate may be camera
02:02 shy or may not be in a location that is convenient for video conferencing.
02:07 For example, if the applicant works in a cube environment it would be much better
02:12 to schedule a phone interview during the day so that they can find a quiet place
02:15 to take the call. Finally, the interviewer should be
02:19 mindful that the candidate may be in their home when video conferencing.
02:23 In most cases, it is essential to focus on the candidate themselves not their surroundings.
02:29 To help ensure that you have a successful video interview it's a good idea to check
02:35 your equipment ahead of time and to ask the candidate to do the same.
02:38 I also recommend that you turn off alerts, alarms and pop-up chat windows on
02:44 your computer or device and use a headset.
02:47 When determining which interview setting to use keep in mind that ultimately your
02:53 goal is to make sure you get all of the information you need to determine whether
02:57 the applicant is the right fit for the role as well as provide a positive
03:03 interview experience for the candidate.
03:06
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Understanding types of interview questions
00:01 In this video, we'll look at the many types of questions that can be used in
00:05 any interview setting, each provides useful information.
00:08 Let's start with fact-based or fact-finding questions.
00:12 These are used to clarify information that the applicant provided regarding
00:16 their experience, skills, credentials, either on their resume or their
00:20 employment application. They generally are specific questions,
00:25 such as, how many direct and indirect reports did you manage at your last company?
00:30 Or, describe for me your skill level in Microsoft Access.
00:35 Another type of question is a hypothetical, or what if question.
00:41 What if questions can provide some good information, but because the question is
00:46 hypothetical in nature, it doesn't reflect what a person actually has done
00:50 in a given situation. It gives the applicant an opportunity to
00:55 make up their answer, which might not accurately reflect what they actually
00:59 would do in a particular situation. An example of a hypothetical question
01:04 would be, what would your response be if a customer got angry at you, and started
01:09 yelling at you over the phone? Or, what would you do if you found out
01:13 that your manager was sharing confidential information outside of the company?
01:17 Stress-inducing questions are designed to put the applicant in a stressful
01:23 situation and observe how they react. Using stress-inducing questions is only
01:28 appropriate for roles requiring constant adaptation to new circumstances, or
01:34 certain types of high-stress roles, such as customer service representative,
01:38 police officers, or air traffic controllers.
01:43 An example of a stress-inducing question would be, you're driving down an empty
01:47 country road, and come upon a car with the door open.
01:50 When you get to the car, you find a lone woman who is about to have a baby.
01:55 What do you do? Again, the point of these questions is to
01:59 see if the person can stay calm under stress.
02:03 I recommend using these questions only if the role can be overly stressful.
02:08 After all, while the interview process is designed to glean information from or
02:12 about the applicant, it's also your opportunity to share the work environment
02:16 that the applicant would be joining. Problem solving questions require the
02:23 applicant to solve a specific problem. This problem should be similar to one
02:28 they'd encounter in the role they're interviewing for, or would provide
02:32 information on their abilities in a particular skill or knowlege area, such
02:36 as logic or math skills. With problem solving questions, the
02:41 interviewer provides the framework of the problem and necessary instructions, and
02:45 allows the applicant to work through the problem.
02:48 An example would be something like, estimate how many cows there are in Canada.
02:53 For some roles, very open-ended creative thinking questions may be included in the
03:00 interview process. These questions provide information on
03:04 the applicant's understanding of a broad topic area, such as their knowledge of an
03:08 industry or discipline that you're hiring into.
03:12 An example of a creative thinking question for someone in marketing would
03:15 be, what emerging trends do you see changing the landscape of marketing over
03:20 the next five years? Finally, the question format that
03:25 research has shown to be the best predictor for success on the job is
03:29 behavioral interviewing. With behavioral interviewing, you seek
03:33 information about actual experiences the applicant had in prior roles, which is
03:39 similar to experience required in the role you are hiring for.
03:42 Finally, in determining which type of question to use, keep in mind that you're
03:49 seeking information that will help you understand how well the applicant will
03:53 perform in your role. And to make the interview more
03:57 conversational, it's always a good idea to use more than one type of question.
04:02
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Writing effective behavioral interview questions
00:01 In this video, I'm going to explain how to use behavioral interviewing to
00:05 increase the likelihood that you'll make good hiring decisions.
00:09 If you've ever heard the old adage, the best predictor of future performance is
00:13 past behavior, you have a good understanding of the basic premise of
00:17 behavioral interviewing. It's the process of asking questions to
00:22 get information from the applicant about past experiences.
00:25 Specifically, past experiences that are similar to those they would encounter in
00:31 the role you're hiring for. What does this really mean for you as a
00:35 hiring manager? Well, behavioral interviewing has been
00:39 found to improve hiring outcomes by as much as 55% when compared to a
00:44 traditional interview. So learning this type of interview
00:47 process can dramatically increase the chances, that you'll hire the right
00:51 person for the role. Let's look at how this works.
00:55 It can be boiled down to three basic steps.
00:59 First, as the hiring manager, select the specific knowledge, skills, and
01:04 qualifications that are critical for the applicant to have to do well in the new role.
01:09 Again, you can identify these in the job description.
01:12 Second, write open-ended questions based on the requirements you've selected.
01:19 These are questions that will get the applicant to share experiences where they
01:23 were successful in the past. Third, if you feel that the applicant
01:28 didn't answer the question fully, you can use tactful followup questions to get
01:33 more information. In preparing your behavioral interview
01:37 questions, there are some basic guidelines to follow.
01:40 First, these are almost always written as open-ended questions.
01:46 This is to ensure that the applicant provides a description of past
01:49 experiences and behaviors, not simply a yes or no answer.
01:54 Because you weren't asked in a yes no question, there's no right answer.
01:58 The applicant is merely describing a past experience.
02:03 In addition, the questions are rooted in past performance allowing the applicant
02:07 to relate what they actually did in a situation rather than a theoretical answer.
02:13 Let's take a look at a common tool used to build an effective behavorial
02:17 interviewing question. This is called the STAR method.
02:21 STAR is an acronym that represents asking the applicant to describe the situation
02:27 they were in, the task that they needed to accomplish, the actions that they
02:32 took, and the results of those actions. Let's try it out.
02:38 As an example, let's compose a question to assess an applicant's experience with
02:42 working on a team. First, for the situation they were in, we
02:47 might start with, tell me about a project.
02:51 Note that this is an open and a beginning.
02:54 Next, for the task that they needed to accomplish, we would select something
02:58 from their past, such as where you worked with a team.
03:02 Next, for the actions that they took, we could ask, how did you balance tasks?
03:08 Finishing with the results of those actions, we would add, to meet the
03:12 project goals. Tell me about a project where you worked
03:16 with a team, how did you balance the tasks to meet the project goals.
03:22 Now let's say the applicant didn't address how they balanced the tasks in
03:26 their answer. An example of a follow-up question might
03:30 be, what project management tool or technique did you use to manage the tasks?
03:37 As you can see, a well-written behavioral interview question can provide great
03:42 information on a persons past successes. Investing the few extra minutes to create
03:49 these types of questions will improve your chances of hiring the right person
03:53 for the job.
03:54
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Following US guidelines
00:00 Now, let's focus on how we can be sure we're being fair and following US federal
00:06 guidelines when hiring folks. These are specific to the US, but many
00:11 countries have similar guidelines. Now, you may want to grab a cup of
00:15 coffee, as we're going to have a short lesson on the laws that can affect your
00:19 hiring practices. First, Title VII of the Civil Rights Act
00:24 of 1964, which was amended in 1993, prohibits employment discrimination based
00:31 on race, color, religion, sex, and national origin.
00:36 Other federal laws which affect the hiring process include, the Age
00:41 Discrimination in Employment Act of 1967, which prohibits discrimination in
00:46 employment against anyone 40 years of age or older.
00:50 The Rehabilitation Act of 1973, and Title one of the Americans with Disabilities
00:56 Act of 1990, which prohibits discrimination in employment based on a
01:01 person's disability or, if the person is perceived to have a disability.
01:06 Others include the Pregnancy Discrimination Act, the Vietnam Era
01:11 Veterans' Readjustment Assistance Act, or VEVRAA, and the Jobs for Veterans Act of 2003.
01:16 Let's look at how this set of legislation affects our hiring practices.
01:24 It's important to remember that the selection process for a given role in any
01:28 company should be consistently applied to each applicant for that role.
01:33 This is to ensure that the process is fair to all applicants.
01:38 Also, we want to be sure that the process does not tread into any area that could
01:44 potentially be discriminatory or considered inappropriate.
01:48 Every question you ask should be job related whether the question appears on
01:53 an application form or is asked in and interview.
01:57 Avoid completely or use great caution if you have to ask questions that might
02:02 touch in any of the following areas. Race or color.
02:06 National origin, ethnicity, religion, gender, age, criminal history, mental or
02:18 physical disability, medical condition or pregnancy, sexual orientation, marital
02:25 status or family. Military or veteran status, compensation,
02:31 and legal issues. This is quite a list.
02:35 What do you do if you have to ask a question that may fall into a pitfall area?
02:41 For example, what if an applicant is applying for a technical support role
02:45 where one of the requirements is to be on-call on weekends?
02:50 Some applicants may not be able to work on weekends due to their religious
02:54 affiliation, which is protected under federal law.
02:58 When asking the question focus on the job requirement such as.
03:03 In this role, you will be required to work every other Saturday and Sunday.
03:07 Are you able to meet that requirement? This way, you avoid asking directly about
03:13 any topics that might make it difficult for the candidate to meet the
03:17 requirement, such as their religious affiliation.
03:20 But at the same time, getting the information you need to make an
03:25 appropriate hiring decision. Remember, you want to create a positive
03:30 interview experience for the applicant and comply with all employment laws and regulations.
03:36 Finally, if an applicant brings up subjects in one of these pitfall areas,
03:41 it is best to simply steer the interview back to work related topics.
03:47 Cindy: Let's see what this looks like. Eric: And because of the weekly check-ins,
03:51 we were able to rescue the project, and release the product on time.
03:55 Michelle: Alright, it sounds like you solved that problem.
03:57 Now, this job requires 50% travel which can mean traveling over the weekends.
04:04 Michelle: Are you able to meet that requirement? Sam: Well I'm not sure how my wife would
04:09 feel about that. we have kids and they play soccer on the weekends.
04:14 Eric: it might be kind of difficult. Michelle: Okay.
04:17 Michelle: Now I would like to focus on your customer service experience.
04:22 Michelle: Can you give me an example? Cindy: Okay so notice how the hiring
04:26 manager did not make any comment or judgement about the response but moved to
04:30 the next question. In summary here are some things to keep
04:34 in mind. Ask questions related to the knowledge,
04:38 skills, and qualifications of the role. Ask similar questions of each applicant
04:43 you are interviewing for the role. When in doubt whether a question is
04:48 appropriate or not, just don't ask. And if the applicant brings up subjects
04:54 in one of the pitfall areas, it is best to simply steer the interview back to
04:59 work-related topics. Finally, if you have any questions
05:03 regarding the material covered in this course, it's a good idea to consult your
05:08 HR department for further guidance. If you don't have an HR team on staff,
05:13 consult an attorney who specializes in labor law.
05:16
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Understanding interview biases
00:01 There is a great deal of research on why some people are viewed more favorably
00:05 than others. Attractiveness, gender, and similarity in
00:09 background can, unfortunately, and unfairly, influence the way someone
00:14 thinks about another person. When interviewing it is critical not to
00:19 let these factors influence the hiring decision.
00:21 But as human beings, it can be tricky to avoid such judgments.
00:26 Let's look at ways that an interviewer may unknowingly make biased decisions
00:31 about a candidate. One of the most common interview biases
00:35 is the like-me effect. As its name implies, people tend to like
00:40 people who are like themselves. This bias can create an unfair selection
00:45 process for any applicant who is not like the hiring manager.
00:49 And, given the value of having a diverse workforce, you can see how this bias can
00:56 ultimately have a negative effect on the company.
01:00 A pair of interview biases that are often looked at together are known as the
01:04 primacy and recency bias effects. The primacy effect occurs when an
01:10 interviewer gives preference to the first applicant.
01:13 With the recency effect, preference is given to the last applicant.
01:18 The interviewer then compares all other applicants against that person rather
01:23 than against the requirements for the role.
01:26 It's important to remember that all applicants will bring different strengths
01:29 to the interview. Another way that these effects can be
01:33 seen is with an individual applicant. Suppose an applicant does very well on
01:39 the entire interview and then provides an answer to the last question that could be
01:44 construed as negative. An interviewer with recency bias may
01:49 discount all of the positive elements of the interview and form their final
01:53 opinion of the applicant based on the last information gathered.
01:58 On the flip side, an example of the primacy effect would be, if a nervous
02:02 applicant struggles on that first question in the interview.
02:05 Even if that applicant was the most qualified based on all of the other
02:10 answers given in the interview, an interviewer with primacy bias might not
02:15 really see any of the answers in a positive light because of the way the
02:19 applicant answered the first question. Another closely related set of biases are
02:26 the halo and horns effect. This occurs when one answer or attribute
02:31 of the applicant, either positive or negative, is the primary factor in
02:36 evaluating the applicant against the requirements of the role.
02:40 A halo effect is when one positive trait overshadows other negative information.
02:46 And a horn effect is when one negative trait takes precedence over the many
02:51 positive things that the applicant brings to the table.
02:55 As an example, if a hiring manager has a bias toward Ivy League schools, they may
03:01 view the answers provided by an applicant who went to Harvard very favorably.
03:07 Or, a candidate that went to a small, less prestigious school less favorably.
03:13 There is a great deal of research on these common biases.
03:16 One of the findings of the research is that the best way to avoid them, is
03:21 simply to be aware that they exist. Of course, a more tactical way to avoid
03:27 these biases is to have an interview plan, that provides a clear understanding
03:32 of the knowledge, skills, and qualifications.
03:35 All candidates will be assessed against, and we'll cover that a little later in
03:39 the course. I've presented some of the most common
03:42 biases that can impact an interview. Remember, your job is to assess the
03:48 candidates on a set of criteria, not through the lens of personal preference.
03:53
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3. Managing the Interview
Building the interview plan
00:01 Rarely is a selection decision made based on one interview.
00:04 Usually, there's a small team of people who interview a candidate.
00:08 It's up to you, often working with an HR professional, to design an interview plan
00:13 that screens for the key knowledge, skills, and qualifications deemed
00:17 critical for success in the role. Building the interview plan is a
00:22 straightforward process where you create a grid to organize the interviews.
00:27 In the exercise files for this course, we've included an interview plan that can
00:31 be customized for each role. Let's walk through an example.
00:35 First, enter the criteria that will be evaluated.
00:39 These are the knowledge, skills, and qualifications that are required to be
00:43 successful in the role. You may have identified these criteria
00:47 earlier in the recruitment process. Next, write the behavioral interview
00:52 questions that will be asked by each interviewer.
00:56 Your company may have a library of behavioral interview questions that you
00:59 can use as a resource. We've also provided some examples in the
01:03 exercise files. In the third column, enter the name of
01:07 the person who will interview for those skills.
01:10 You'll want someone to have a good understanding of the required skill, to
01:15 ask those questions. For example, to assess the applicant's
01:19 skills and abilities that are marketing-specific, like online analytic
01:23 tools, you would probably have a member of the marketing team ask related
01:28 questions in the interview. To assess communication or management
01:32 skills, you might include your HR professional.
01:36 In some cases it may be valuable to have the interviewers rate the applicant on
01:42 scale of one to five, for example. If so, you can add a column for
01:46 interviewers to enter the rating that they would apply to the candidate on each
01:50 of the skills or qualifications. If you do request a rating from the
01:55 interviewers, it's a good idea to provide guidance to them as to what qualifies as
01:59 a good response and what does not. You may want to weight certain skills or
02:05 qualifications more heavily than others. You do this with a weighted rubric.
02:11 The advantage of weighting is that you can emphasize some requirements over others.
02:16 It also allows you to quickly identify your top applicants when conducting
02:21 multiple interviews. As a caution, this does require some
02:24 mathematical skills. So I've provided a guide in the exercise
02:29 files for creating a weighted rubric. As you can see, it's your job to create a
02:35 successful interview plan. The small investment of time it takes to
02:41 build a plan will pay off by providing better information on your applicants.
02:45 This will allow you to make a more informed, and better, hiring decision.
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Preparing your interview team
00:01 Once your interview team is selected, it's up to you as the hiring manager, to
00:05 set the stage for a successful interview. To me, a successful interview is one that
00:11 creates a fair and positive experience for each applicant, is executed
00:16 consistently, and flawlessly. And, in the end, yields the information
00:22 you need to make the best selection for the role.
00:25 Let's look at the things you can do to ensure a successful interview process.
00:31 First, schedule time with the interview team to explain the requirements of the
00:35 role, and the desired profile. This will help ensure that each
00:40 interviewer, has a good understanding of what they are accessing.
00:43 Its also the hiring managers responsibility to provide each
00:47 interviewer with a copy of the job description and the resume, at least 48
00:52 hours before the interview is conducted. Providing this information early, allows
00:58 the interviewer time to review the documents and ask any questions before
01:02 the interview occurs. We all know how busy our days get, so I
01:07 recommend that you check in with all of the interviewers on interview day.
01:12 Remind them to review the job description, the resume, and the
01:16 questions that they are responsible for asking.
01:20 Other key responsibilities of the hiring manager during the interviewing process
01:24 include, arranging for a location for the interview.
01:28 This should be a well lit, comfortable room without distractions.
01:33 Ensuring appropriate scheduling, this would include making sure that there is
01:38 ample time for each interview, and time for transitioning the applicant from one
01:43 interview to the next. I recommend scheduling 50 minute
01:48 interviews with 10 minutes between. In addition, if the applicant will be at
01:54 the company for longer than three to four hours, schedule a break.
01:58 For interviews longer than four hours, you may need to include a lunch
02:02 interview, or a lunch break for the applicant.
02:06 The hiring manager is also responsible for coaching the interview team on how to
02:11 conduct interviews. Here are some things I recommend that you
02:14 discuss with your team. First, encourage your team to respect the interviewee.
02:21 Remind them to turn off laptops and mobile devices, and not take calls during
02:26 the interview. You want your team to focus their full
02:30 attention on the applicant. Second, encourage your team to make the
02:35 interview a dialogue, where both the interviewer and the applicant share information.
02:41 You want to take time at the beginning of the interview to make the applicant feel
02:45 comfortable, and also save some time at the end of the interview for the
02:50 applicant to ask their questions. Third, interviewers should be prepared to
02:56 let the applicant know the next step. This may be as simple as walking the
03:01 applicant to the next interview. The final interviewer should let the
03:05 applicant know who will follow up with them on the next steps.
03:09 And finally, remind your team to provide comprehensive feedback to you after the interview.
03:16 This may include completing the interview plan, and providing feedback on the
03:20 requirements that they assessed. By taking these steps, your interview
03:25 team will create a positive and fair experience for each applicant.
03:30 And ultimately, provide the information you need to identify the applicant that
03:36 best matches your requirements.
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Opening the interview
00:01 In this video we'll cover successfully opening a face to face interview with an applicant.
00:06 To make the day as productive as possible it's a good idea to have sent an agenda
00:11 to the interviewers and the applicant beforehand.
00:15 This will include the name of the applicant, the position title, start
00:20 times and locations of each interview, the name and title of each interviewer,
00:25 as well as information on other activities, such as a tour of the
00:30 facility or lunch. Now, let's look at what will happen once
00:35 you are in the room with the applicant. In opening the interview, you'll begin by
00:41 introducing yourself and greeting the applicants with a handshake and a smile.
00:46 Remember, the applicant might be nervous. And part of your job is to put them at
00:51 ease and create a comfortable interview experience.
00:55 Once you've introduced yourself, offer the applicant something to drink such as
00:59 water or coffee. Next, describe for the applicant the
01:04 structure of your time together. This may include letting them know that
01:08 there will be time at the end of the interview for their questions.
01:12 During this introductory portion of the interview, you might want to review the
01:15 duties of the role. Alternatively, you may want to ask very
01:19 open-ended, ice-breaking questions, such as, tell me about what interests you in
01:25 our position? By asking this question, you allow the
01:29 applicant to get comfortable since you've asked something they can likely easily answer.
01:35 While at the same time, you get an understanding of their motivation for
01:38 considering the role. Now, let's see what this looks like.
01:43 Michelle: Hi Eric. I'm Michele.
01:47 Eric: Hi Michelle. It's very nice to meet you.
01:49 Michelle: And you as well. Can I offer you something to drink?
01:52 Michelle: Water, coffee, tea? Eric: I'm good.
01:54 Eric: Thank you. Michelle: Oh sure.
01:55 Michelle: Please take a seat. And we'll get started here.
02:01 First of all, I would like to thank you for coming in to meet with us today
02:04 concerning the Social Media Manager role. Now, this is a critical role for our
02:08 Michelle: company as we continue to grow. Eric: Well, I am very excited about this opportunity.
02:13 Eric: And I really appreciate you taking
02:15 Eric: the time to meet with me today. Michelle: You're very welcome.
02:17 Michelle: Now, let me share with you the flow of our time together.
02:20 I have some questions that I will be asking of you, but I would like to keep
02:24 this very conversational. And then at the end, I'll save some time
02:28 Michelle: for any questions that you might have. Eric: Sounds good.
02:31 Michelle: Great. So for my first question, I would like to
02:34 know what attracted you to the role in our company.
02:36 Eric: Well for the last four years I've worked in social media.
02:40 Eric: And I'm very excited. Cindy: As you can see, the interviewer
02:45 immediately put the applicant at ease by explaining the flow of the interview.
02:50 And giving the applicant a question that they could answer right off the bat.
02:55 By taking these few steps, you establish a strong opening, which will set the tone
03:00 for the rest of the day.
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Having the interview conversation
00:01 During the body of the interview, you'll be assessing the applicant on the
00:04 specific knowledge, skills, and qualifications that were defined in the
00:08 interview plan. Remember, the questions defined in the
00:12 plan should be asked of each applicant being interviewed for the role.
00:16 So, be sure to cover all of the questions that have been defined.
00:21 And ask appropriate follow up questions as needed.
00:25 Sometimes, interviewers will take over the interview.
00:28 Talking most of the time, in an effort to sell the applicant on either the
00:33 organization or their team. When this happens the applicant doesn't
00:38 get the chance to express the value they would bring to the organization.
00:42 And, inadvertently, it is an unfair interview process.
00:48 Utilize active listening techniques where you listen and occasionally reflect back
00:53 to the applicant what you heard. By doing so, you can confirm that you
00:57 understand the key messages from the applicant and can ask follow-up questions
01:03 if necessary. This helps you control the cadence and
01:07 tenor of the interview as well. Your active listening is also expressed
01:12 in your body language, so be conscious of the messages you're sending to the
01:16 applicant through your gestures and expressions.
01:20 Good eye contact is essential to show interest in what the applicant is saying
01:24 to you. Also, be careful not to reveal your
01:29 initial impressions of the applicant or any negative responses, through your body language.
01:35 Of course, you should also be conscious of the applicant's body language.
01:40 If they seem tentative in their response, it may indicate that they're not
01:44 confident in their answers. That would be a good time to ask a
01:48 follow-up question or if they seem just disinterested in what you are saying or
01:53 distracted while you are speaking, it may be an indicator that they really not
01:58 interested in your role. When you are providing information check
02:03 in with the applicant to be sure that they have a good understanding in what
02:07 you are sharing. Let's check in and see how our interview
02:11 is going. Michelle: So now, I'd like to learn more about
02:16 your experience managing projects. Tell me about an experience you had where
02:21 you had to manage team members from different departments.
02:25 How did you ensure that those team members were completing their tasks on time.
02:30 And were there any challenges with timelines?
02:33 Eric: Mm. Well when I worked for my former company
02:38 I did manage a project that involved members of the sales, marketing and even
02:43 an outside ad agency. So I used a project plan that I built
02:47 into a spread sheet. And on that spread sheet it listed the
02:50 task and the due dates. Now it also listed the members who were
02:54 responsible for each task. Then I set up semi-weekly meetings with
02:58 the production team to make sure that all the action items were being completed as followed.
03:02 Michelle: I see. And was the project completed on time?
03:05 Eric: (LAUGH) Well, we maintained to say somewhere close to schedule.
03:12 Michelle: I see. So you were successfully able to complete
03:15 the project as planned? Eric: Well, there was one member
03:20 Eric: of the sales team that was constantly late with his work.
03:23 Michelle: And how did you resolve those challenges with that person from sales?
03:27 Eric: Well I went to them. Michelle: Mhm.
03:29 Eric: And to ask, you know, what was preventing him from finishing his
03:31 assignments on time. Michelle: Mhm.
03:33 Sam: Because he was kind of falling behind, it was slowing down the rest of
03:36 the proje, project team. What I found out was that, we were at the
03:40 end of the quarter. And he was behind on his sales quota.
03:43 So he was focusing all of his
03:45 attention on sales.
03:47 Michelle: And what steps did you take to make sure that he completed his tasks on time?
03:53 Eric: Well, I asked if there was any kind of way I could assist him with his assignment.
03:57 or if there was someone in his department that could assist him.
04:00 What I wound up doing in the end was working with a sales administrator to
04:03 complete his task. Now the project was completed late but we
04:08 Eric: did get the project completed. Michelle: Thank you for sharing the details of
04:11 how you accomplished your goal. Now, I'd like to focus on changes in the end.
04:16 >> I really liked how the interviewer maintained eye contact, had good body
04:21 language And actively listen to the applicant.
04:24 And you may have noticed that the interviewer asked an appropriate
04:28 follow-up question, keeping a comfortable cadence with the interviewee.
04:32 Finally, a question that comes up is whether to take notes during the interview.
04:38 There are many opinions on this topic. Often organizations have policies on note
04:44 taking during an interview, so it's a good idea to check with your HR team.
04:50 If you do wish to take notes, first ask the applicant if they're comfortable with it.
04:56 Then only write down information that is specific to what the applicant shared
05:00 regarding the job requirements. I recommend that you wait to write down
05:05 your assessment until after the interview is complete.
05:09 And then only if you will be rating all applicants using the same process.
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Closing the interview
00:01 Once you've asked your questions it's time to answer any questions that the
00:05 applicant has regarding the role, co-workers, the culture of the
00:09 organization or any other questions that they have.
00:14 In answering the questions it's important to provide honest responses about what
00:19 it's really like to work at the organization, within the group, or in the position.
00:25 By providing a realistic job preview to the applicant, they can make an informed
00:30 decision about whether the opportunity is right for them.
00:34 Being transparent is a key factor in subsuquent job satifsfaction, improved
00:40 productivity, and reduced turnover. You also want to let the applicant know
00:45 what happens next. If you're in the middle of the interview
00:49 agenda, close by letting the applicant know that it's time to meet the next interviewer.
00:54 If you're the last interviewer of the day the applicant may ask, what happens next.
01:01 I recommend that you keep it simple, and let them know that the HR representative,
01:05 or hiring manager, will follow up with them on next steps.
01:10 If you are the hiring manager, with the authority to make the decision, I still
01:15 recommend that you provide feedback to the applicant at a later date.
01:20 There are several reasons for this. First, you only have your interview data
01:25 to evaluate, not your interview team's. And to provide a fair interview
01:31 experience for all applicants, you need to follow the same process, which
01:36 includes gathering and evaluating feedback from all interviewers.
01:40 Second, it's your opportunity to be sure that the applicant walks away with a
01:45 positive feeling about the organization, maybe the group, and the role.
01:50 Even if the applicant doesn't get the position, they potentially could be a
01:55 future candidate or a customer of the organization.
01:59 Let's take a look at a solid close for the interview.
02:03 Michelle: So, do you have any questions you'd like to ask of me?
02:07 Eric: Well, since you are the hiring manager, what are our next steps?
02:12 Michelle: Well, this was a good conversation, but I'll need to collect feedback from
02:16 the rest of the team before making any decisions.
02:18 We'll able to get back to you in five to six days.
02:21 Eric: Oh, great. Michelle: It was a pleasure meeting with you today.
02:24 Michelle: Absolutely. My pleasure as well Eric.
02:27 Michelle: Here, let me walk you out. Cindy: So, I'd think you'd agree that the
02:30 applicant is walking away with a good feeling about the organization.
02:35 Remember, part of your job is to create a positive interview experience, and end on
02:41 a good note.
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Dealing with challenges
00:00 By now, you likely have a good understanding of how things should go in
00:04 an interview. So what kind of things could go wrong?
00:07 Lets look at a scenario that heads in a very different direction.
00:11 Michelle: Hi Sam. Sam: Hello.
00:16 Sam: It's good to meet you I'm Michelle. Michelle: It's good to meet you.
00:18 Sam: Please take a seat. Michelle: Thank you.
00:20 Michelle: Hm-hm. Sam: There's something here, hold on.
00:23 Sam: Alright, sorry. Michelle: That's quite alright.
00:26 Michelle: Well thank you, for coming in to meet with us today, concerning the social
00:31 Michelle: media manager role. Sam: Okay.
00:33 Michelle: Now it is a critical role for our company as.
00:35 Sam: Before we go any further, are you going to run a credit check?
00:39 Michelle: Why? Sam: because my credit is not so good.
00:42 Cindy: Now, you might have seen things that you would think automatically
00:49 disqualified the applicant for the role. For example, you may have thought that
00:54 the applicant wasn't dressed appropriately.
00:57 But consider this, if the role you're for is a customer service representative, who
01:03 would work primarily on the phone, the attire might be irrelevant.
01:07 Same thing applies for their credit score.
01:10 When issues like this come up in an interview, use good judgement.
01:14 Ask yourself, is this a factor in terms of the applicant's ability to do the job?
01:21 Be careful not to let personal biases dictate your overall view of the applicant.
01:28 Remember, what's important, is how well the applicant is able to fulfill the
01:33 requirements of the role. Now, the applicant's cell phone did go
01:38 off during the interview, and the applicant was texting.
01:41 This is something that could indicate a lack of focu, and you likely would not
01:47 want a customer service representative, texting or taking personal calls while on
01:52 the phone with customers. Let's take a look at another scene.
01:56 John: (SOUND) Hi Michelle. Your 9 o'clock interview is here.
02:03 Michelle: Thanks John. He's 20 minutes late. Send him in.
02:13 Sam: Hi. Nice to meet you. Michelle: Hi, Sam. I'm Michelle.
02:17 Michelle: Nice to meet you as well. Sam: I'm sorry.
02:18 Michelle: Are you okay there? Sam: Yeah, I'm fine.
02:20 Michelle: Okay, great. Why, why don't you go ahead and take a seat?
02:23 Sam: Thank you. Michelle: Certainly. Okay.
02:27 Michelle: Thank you for coming in today to talk to us about our call representative role.
02:33 I see you already have a drink, so let's get started, shall we?
02:38 Sam: Sure. Michelle: We have a bit shorter time here today.
02:40 Michelle: So, I just want you to know, I'll be asking you some questions, and I'll save
02:44 time at the end for any questions that you might have.
02:47 Sam: Okay. Michelle: Great.
02:49 Michelle: Well, okay, so the first question I have is what attracted you to the role in our company.
02:56 Sam: Well a friend of mine told me about the position.
02:58 Michelle: Mm-hm. Sam: And also, I figured I can do the job.
03:00 Sam: I mean it's not rocket science. (LAUGH) You know, so
03:03 I don't know much about the company, but I did hear that the pay and benefits are good.
03:07 Michelle: Yes. So let me ask you about a time when you
03:12 were given a review on your performance that.
03:16 Cindy: In this scene, it may appear that the applicant is not really interested in
03:20 the role. They were late.
03:23 They didn't do their homework. And they didn't seem to have a good
03:26 reason for wanting the position. These are valid concerns.
03:30 But it's wise to probe on these concerns, rather than making assumptions about the
03:35 applicant's motivation. For example, there may have been a bad
03:40 accident that caused the applicant to be late.
03:42 And some applicants may live in a rural area without easy access to the internet,
03:48 which would make researching the company difficult.
03:52 Regarding their motivation, you have to ask yourself, is this really a factor for
03:58 success in the role I'm hiring for? For most positions, it may be.
04:03 But for some roles, a person can be successful without necessarily having a
04:08 strong reason for wanting the role. Again, ask appropriate questions to
04:14 address your concerns, and base your final assessment on the answers that the
04:19 applicant provides, rather than assumptions.
04:24 Through careful questioning you can assess if the applicant meets the
04:28 requirements of the roll, and have confidence in your evaluation of their capabilities.
04:35
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4. After the Interview
Collecting feedback and determining next steps
00:01 There are many ways a manager can collect feedback after an interview, but the key
00:05 is to collect it in a way that's fair to each applicant.
00:09 To avoid any unintended bias, I recommend that you refrain from collecting feedback
00:15 piece-meal from interviewers throughout the day.
00:18 A given interviewer may have positive or negative feedback on the applicant.
00:23 If you hear the feedback before you interview, or, before you collect all of
00:28 the feedback, it may skew your view of the applicant.
00:32 This can also apply to other interviewers.
00:34 So, before the interview day, coach your team, not to speak about an applicant
00:40 until the end of the interview process for that applicant.
00:45 You also want to be sure that the type of feedback information provided is
00:49 consistent across all who interviewed. This is were your interview plan becomes
00:55 very important. As it allows you to collect feedback in a
00:58 consistent and fair manner. Finally, the feedback from an interview
01:04 should be collected within 24 hours. That way, if you have questions for your
01:09 team about their feedback, the information will be fresh in their minds.
01:15 In addition, you can schedule a brief meeting with the interview team at the
01:18 end of the day. That way, you can collect feedback and
01:22 allow the team to share their thoughts. It also gives the team a chance to
01:26 confirm consistency of information shared by the applicant throughout the day.
01:32 In addition, it allows you, the manager, to hear about any red flags or concerns
01:38 that an interviewer observed. And see if it can be corroborated.
01:43 Ultimately it's best to base the final decision on how well the applicant
01:48 matched the skills and qualifications you defined in your interview plan.
01:54 If the applicant did not demonstrate in the interview process that they have the
01:58 knowledge, skills, or qualifications to be successful.
02:02 They should be removed from consideration for the role.
02:06 If there are any questions regarding an applicant, those can be vetted in a
02:10 follow up interview, either by you or your HR representative.
02:15 And if the applicant meets all of the requirements and you are confident that
02:19 they can be successful in the role. You can then move them forward to the
02:23 next stage in the process.
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Conducting background checks
00:01 Once the finalist for the role is selected, the organization may conduct
00:05 additional screening activities before moving to the offer phase.
00:10 Let's explore the various checks an organization may use, and, as fair
00:15 warning, we're going to get into some legal topics.
00:18 So it might be a good time to grab another cup of coffee.
00:23 Before conducting any checks on a persons background, you should consider the
00:27 requirements of the position to determine which types of checks to include.
00:33 I recommend that you seek legal advice when determining which activities are appropriate.
00:39 And remember that in the U.S. there are local, state, and federal
00:44 guidelines regarding background check processes.
00:47 Many other countries have their own guidelines to follow as well.
00:52 Let me also make note that the information in this video is provided as
00:57 general information only, it's not a substitute for legal or other
01:02 professional advice. And reliance upon this material is solely
01:06 at your own risk. Okay, let's look at some of the common
01:10 background check activities an organization may engage in.
01:15 Educational background checks are designed to confirm that the applicants
01:19 completed the degrees from the institutions indicated on their resume or
01:23 employment application. Driving record checks are often
01:28 administered when the position requires the applicant to drive for the company,
01:32 or use a company vehicle. Employment and salary history checks are
01:38 designed to confirm that the applicant held the roles indicated on their resume
01:43 or application. And that the tenure and salary
01:46 information matched what was submitted. Criminal background checks are used to
01:52 identify if there is any criminal history in the applicant's past that would create
01:57 risk for the organization, such as potential workplace violence or theft.
02:03 Often organizations will seek information for up to seven years back.
02:08 Prior to obtaining a background report the employer must make a clear and
02:13 written disclosure to the applicant that a background report may be obtained and
02:18 secure the written authorization of the applicant to request the report.
02:24 As an employer you must follow specific processes if you will take adverse action
02:30 based on the results of the check, such as not hiring the applicant.
02:35 Again, it's critical to get legal counsel if you plan to conduct a criminal
02:40 background check and to understand specific federal, state and local laws
02:46 governing the process. As of this recording approximately 12
02:51 states have enacted laws that specifically prohibit an employer from
02:56 using an applicants arrest record and making an employment decision.
03:01 Credit checks are often utilized when hiring for a position with fiduciary responsibility.
03:07 Like criminal background checks, there are guidelines governing the process for
03:12 conducting credit checks. Other screening procedures that should
03:16 only be implimented if necessary, for the role, and fully vetted with your legal
03:21 counsel, include drug screening and medical exams.
03:25 Drug screening may be a requirement if your company is a federal contractor or
03:31 receives federal grants funding. However, with those drug screenings and
03:36 medical exams, applicants are protected under the Americans with Disabilities
03:41 Act, creating a gray legal area. In addition to the various background
03:46 check processes, many organizations utilize reference checking.
03:51 The process involves contacting prior co-workers or managers of the applicant
03:56 who can provide feedback on the applicant's work experience.
04:00 In most cases the hiring manager or HR representitive will request references
04:06 from the applicant and contact only those people provided.
04:11 Reference checks can be basic and include such information as start and end date of
04:16 tenure, the position held by the applicant.
04:19 And re-hireability. More often, the questions you'll ask will
04:25 probe a bit deeper and include information about tenure, the working
04:29 relationship of the applicant, capabilities, developmental
04:32 opportunities, or if there is any reason that the applicant should not be
04:37 considered for the role. Because we live in a highly social
04:41 environment with access to career data available at our fingertips through
04:45 social media, you can often find someone in your network that either knows the
04:51 applicant you're considering or someone who knows them.
04:56 Hiring managers or recruiters may use this information to conduct backdoor references.
05:02 This refers to contacting people who have worked with the applicant in the past, to
05:07 get information about their work behaviour and successes, without letting
05:11 the applicant know. Reference checking has its own set of
05:16 confidentiality and legal issues. Like many of the other background checks,
05:20 it's wise to seek legal counsel before implementing any reference checks.
05:26
Collapse this transcript
Writing the offer letter
00:00The final selection hurdles have been completed, and it's now time to prepare an offer.
00:07In this video, we'll review the various components that may be included in an offer of employment.
00:14What I'm covering is for informational purposes only and should not be considered legal advice.
00:20I recommend that either the HR department in your organization or legal counsel review
00:26the components of a written offer, which can be in the form of a letter, memorandum, or
00:31other document, before it's sent to the applicant.
00:35For purposes of our discussion here, I'm going to refer to the written offer of employment
00:40as the offer letter.
00:42In most organizations, your HR representative will be responsible for drafting the offer
00:48letter with the components that have been approved for your orgianzation.
00:53If that's not the case and you, as the hiring manager, are preparing the offer, please be
00:58aware that some states may require additional information to be included when presenting
01:04a written offer of employment.
01:06So, it's wise to check with your legal counsel before sharing the offer letter with a potential new hire.
01:13Offer letters should be on the organization's letterhead, and include a a statement that
01:18the organization is presenting the offer to the finalist.
01:22The first element of the offer letter is the position that's being offered, and in most
01:26cases, the name, title, and department of the person that the position will report to,
01:32should he or she accept the position.
01:35The offer should include the employee's start date and if the position is limited in duration.
01:41It may also include the end date of the position.
01:44In addition, the status of the position should be included, such as full time, part time,
01:51temporary, exempt, non-exempt, etc.
01:55Each of these status classifications has a particular meaning.
01:59So again, it is important to obtain legal review prior to committing the organization
02:04in the offer letter.
02:06Next, the rate of pay will be included in the letter.
02:11For a non-exempt position the rate of pay is most often listed as an hourly rate and
02:16may specify any overtime that will be provided to the new hire.
02:21For exempt positions, usually a salary or dollar amount to be paid per year, month,
02:28or pay period will be specified.
02:32Additional compensation components will also be provided here, including verbage to describe
02:37the bonuses, commissions, short-term or long- term incentives that are offered, and provisions
02:44for stock grants or options, if applicable.
02:48Offer letters usually include information on the benefit program that will be provided to the new hire.
02:54These may include benefits such as medical, dental, vision, 401K, or other retirement
03:01participation, and time off, such as vacation, sick, and holiday time.
03:08If benefits are not to be provided--for example for a part-time position that isn't eligible--it's
03:14a good idea to state that in the letter as well.
03:18If there are specific work hours or on-call expectations, note those in the letter as well.
03:26It is not uncommon for employers in the U.S.
03:29to include a statement that the employment is at will, which means that the employment
03:34being offered is not for a specific duration, and that the employment may be terminated
03:40at any time by the either the employee or the employer.
03:44At-will employment is not recognized worldwide, so be sure to obtain legal guidance if you
03:50are outside the United States.
03:52Some companies require that a condition of employment is that the applicant review and
03:57execute a confidentiality agreement, which may include other terms applicable to employment
04:04depending on the nature of the employer's business.
04:06Also, it is advisable that the offer letter express an additional condition of employment
04:13is that the employee will be required to provide evidence of eligibility to work in the U.S.
04:20within the statutory time required by the federal government.
04:25You may also want to include a disclaimer in the offer letter indicating that the offer
04:29is contingent on the applicant's ability to meet the final selection requirements.
04:35This would include successful completion of a background check, drug screening, reference
04:40checks or other verifications, or legal or licensing requirements.
04:46The letter usually will close with an area for a signature of the acceptance from the
04:51applicant, space for the date of signing, and also, perhaps, a date by which the signed
04:56letter must be returned to the organization, although some organizations do not require
05:03that the applicant sign and return the letter.
05:06Again, various federal, state, and local laws will govern what is included in the offer
05:12letter, so it's wise to seek the advice of your HR representative or legal counsel.
Collapse this transcript
Creating a compelling offer
00:01 Now that you know the elements that can go into an offer letter, how do you
00:05 decide what to offer your applicant? If you're working in a large organization
00:10 the standards for what to include in the offer letter are likely already
00:15 determined and documented. However, as a hiring manager it's still a
00:20 good idea to understand the strategy behind determining an offer package.
00:26 There are four key areas of consideration when determining the offer package.
00:31 First, the labor market conditions will have an effect on what's offered.
00:35 In a tight labor market the compensation or total package may need to be a bit
00:41 more generous than it would be in a market where applicants are plentiful.
00:46 This is because other companies are vying for the same applicants and so the market
00:51 becomes more competitive. A candidate conducting a job search may
00:56 be comparing your offer to several others in hand.
01:01 Next, the needs of your organization or department come into play.
01:06 If the role is critical for the success of your department or company or if
01:10 timing is critical and you need the person on board ASAP you may be willing
01:17 to pay a premium. Internal equity among employees should
01:21 also be considered, both for similar role within a department and in roles that
01:26 exist across various departments, such as administrative assistant.
01:30 Third, the applicant comes to the table with their own set of needs and requirements.
01:37 Usually, the HR representative will have vetted these requirements with the
01:41 candidate early in the hiring process to be sure that the expectations are aligned
01:46 with the organization. In addition, federal, state and local
01:51 laws and legal requirements must be considered.
01:54 It's wise to work with your HR team or legal counsel if your organization has
02:00 not set the standards for what to include in an offer.
02:05 By the time you get to the offer phase you've invested a great deal of energy in
02:10 finding the ideal candidate for your position.
02:13 Taking the time to craft a compelling offer will help you make that ideal
02:19 candidate your ideal employee.
02:21
Collapse this transcript
Conclusion
Onboarding and next steps
00:01 In this course, we've reviewed how to identify, select, and hire the right
00:05 person to fill your role. While these activities are critical to
00:10 the new hire's success on the job, I want to take a moment before we close the
00:14 course to talk about one of the key drivers of success.
00:19 Research has shown, that of all the activities companies undertake to fill a
00:22 position, the aspect that has the biggest impact on the new hires performance is
00:28 how the organization helps the new hire. Navigate early experiences or onboarding.
00:34 Onboarding includes pre-hire activities as well as activities that occur after
00:40 the new hire has started. Pre-hire activities might include sending
00:45 a welcome kit from the organization. Perhaps a welcoming letter from the
00:49 hiring manager, and information on the company's vision, mission, and values.
00:56 On the new hire's first day, ensure they have a login to systems and their
01:01 workspace is ready for them. Many organizations also have an employee
01:06 orientation of some kind. Its also critical that you engage your
01:11 new hire during the first weeks on the job.
01:15 Provide them an opportunity to quickly learn about the job as well as their group.
01:21 These are just some of the things you can do to make the new hire be successful.
01:26 Again, the focus of this course wasn't how to make the best selection for your
01:30 open role. For more information, you may want to
01:34 check out the Society for Human Resource Management, which provides information on
01:39 both strategic and tactical aspects of HR.
01:43 As we close I want to remind you that your success is directly related to the
01:48 success of those who are on your team. By taking the time to identify your
01:53 needs, build an effective selection plan and prepare a compelling offer.
01:58 You can have a direct impact on the new hire success, your success and and your
02:05 organization's success.
02:07
Collapse this transcript


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