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Tips & Tools You Need to Build a Successful Hiring process
AND
Miranda Nicholson
Talent Dept. Manger, Formstack
@MirandaWritesItErica Moss
Community Manager, Trello
@ericajmoss
2
Tips & Tools You Need to Build a Successful Hiring Process#Formchat3
Join the conversation on Twitter! • @formstack & @Trello #Formchat
• @MirandaWritesIt & @ericajmoss
• This webinar is being recorded and will be emailed to registrants.
Tips & Tools You Need to Build a Successful Hiring Process#Formchat4
Flexible online form building platform. Quickly capture responses with branded web forms.
#formchat5
Agenda
•Thinking about your Hiring Process
• Recruiting process
• Interviewing process
• Onboarding process
• Build your pipelines w/ Trello
• Build your recruitment pipeline
• Build your Interview pipeline
• Build your on boarding pipeline
• Other helpful HR boards
Tips & Tools You Need to Build a Successful Hiring Process
#formchat6
Thinking about your recruiting process
Tips & Tools You Need to Build a Successful Hiring Process#Formchat7
Gather Requirements Develop job description Leverage promotional channels
Goal: Find and curate a short list of qualified candidates to fulfill job opening
Establish what is you are looking for
Communicate clearly the opportunity and your requirements
Get the word out. Look beyond the major job boards
Tips & Tools You Need to Build a Successful Hiring Process#Formchat8
Time frame
Necessary skills/experience
Culture fit
Gathering requirements
S
Establish your business objectives and determine
whats important
Define your goals
Tips & Tools You Need to Build a Successful Hiring Process#Formchat9
Tie directly to your goals
Don’t forget your own culture!
Communicate clearly
Develop job description
Align with business objectives
A good description will save your HR team time upfront by reducing the number of unqualified applications
Tips & Tools You Need to Build a Successful Hiring Process#Formchat10
Form Tip:Use Formstack to quickly build your online job applications
Collect resume attachments Email routing Sync up with Trello
(other applications)
Tips & Tools You Need to Build a Successful Hiring Process#Formchat11
Look Internal
Social Media
Referrals
Promotion: Get the word out!
Leverage all of your distribution channels
Yes, of course use job boards, but don’t forget
about other channels
#formchat12
Thinking about your interviewing process
Tips & Tools You Need to Build a Successful Hiring Process#Formchat13
Screening Involve others Ask the right questions
Goal: From our shortlist, determine the best candidate to receive an offer
Save time with clear, upfront communication to weed out
unqualified/uninterested candidates
Crowdsource candidate feedback in order to reduce the chances of selecting a
poor fitting candidate
Craft questions in a way that allows you to accurately
qualify candidates
Tips & Tools You Need to Build a Successful Hiring Process#Formchat14
Screening Candidates
Manage expectations
Setup qualifier questions
Remember to sell the opportunity
Clear, upfront communication early on
Proper screenings saves valuable time and helps
identify potential fits more efficiently
Tips & Tools You Need to Build a Successful Hiring Process#Formchat15
Hire by Consensus
Involve a third party
Collect feedback
Involve Others
Involve relevant parties in the process
Reduce the risk of hiring a poor candidate by crowdsourcing feedback from your team
Tips & Tools You Need to Build a Successful Hiring Process#Formchat16
Form Tip:Use Formstack to put together candidate score cards and evaluation forms
Feedback collection Make better decisionsApproval workflow
Tips & Tools You Need to Build a Successful Hiring Process#Formchat17
Remember cultural fit
Try exercises where applicable
Consistent with job requirements
Ask the right questions
Get the answers you need to be confident in your hires
You need to reduce the risk of a poor fitting candidate
as much as possible. Do so by asking the right
questions, and sometimes going beyond just verbal
questioning
#formchat18
Thinking about your on boarding process
Tips & Tools You Need to Build a Successful Hiring Process#Formchat19
Goal: Ensure new hires have a smooth transition into their new role and have all they need to be successful
Paperwork Culture transition Ensure employee success
Make it easy track the status. It can be fun too
Get your new hires acquainted with co-workers and your company culture
Be sure to provide all that is needed to ensure your new
hires are successful
Tips & Tools You Need to Build a Successful Hiring Process#Formchat20
Paperwork and formalities
Organize onboarding items
Make it easy to communicate status
Can be tedious, but also fun
It’s tedious, but it doesn’t have to be painful or boring
Create an on boarding process thats repeatable
and trackable. And why not spice it up a bit?
Tips & Tools You Need to Build a Successful Hiring Process#Formchat21
Form Tip:
Use Formstack to allow new hires to complete on boarding docs online
Collect e-signatures Keep personal info secureData Export
Tips & Tools You Need to Build a Successful Hiring Process#Formchat22
Create opportunities for non-work interaction
Buddy system
Check- in
Social and culture transition
Get new hires acquainted with colleagues and culture
Include non work related social interactions to warm up new hires to culture and their new team
Tips & Tools You Need to Build a Successful Hiring Process#Formchat23
Encourage self learning
Timely feedback loops
Periodical Checkins
Ensure employee success
Give your new hires all they need to be successful
Be proactive about providing tools and help
where necessary
Tips & Tools You Need to Build a Successful Hiring Process#Formchat24
Other ways Formstack can help HR administrators
View more at www.formstack.com
Job applications Evaluations PTO requests
SurveysExpensesComplaints
#formchat25
Build Your Hiring Pipeline w/ Trello!
• Recruitment Pipeline
• Interview Pipeline
• Onboarding Pipeline
• Other HR Boards
• Employee Directory
• People Team
• Employee Manual
How to Run Your Small Business with Online Forms
Tips & Tools You Need to Build a Successful Hiring Process#Formchat26
Trello’s boards, lists, and cards enable you to organize and prioritize your projects in a fun, flexible and rewarding way
#formchat27
Recruitment Pipeline:Get a quick visual overview of what roles need to be filled, what’s on hold, and future hiring needs
Tips & Tools You Need to Build a Successful Hiring Process#Formchat28
Recruitment Pipeline
View current statuses of your positions at a
glance
Tips & Tools You Need to Build a Successful Hiring Process#Formchat29
Recruitment Pipeline
Assign recruiters to “own” job positions
Attach job descriptions from Google Drive
#formchat30
Interview Pipeline:Where any employee can get insight into the HR pipeline
Tips & Tools You Need to Build a Successful Hiring Process#Formchat31
Interview Pipeline
Get a bird’s eye view of where candidates are in the
pipeline
Tips & Tools You Need to Build a Successful Hiring Process#Formchat32
Interview Pipeline
Create a new card for each candidate that
enters pipeline
Create labels for each open position to allow for filtering by position
type
Tips & Tools You Need to Build a Successful Hiring Process#Formchat33
Form Tip:Use Zapier to get your Formstack forms to
talk to your Trello boards
#formchat34
Onboarding Pipeline:Make the first day for new hires as smooth as possible
Tips & Tools You Need to Build a Successful Hiring Process#Formchat35
Onboarding Pipeline
Break down your on boarding process into a simple to
follow board
Tips & Tools You Need to Build a Successful Hiring Process#Formchat36
Onboarding Pipeline
Provide answers to all first day questions
Tips & Tools You Need to Build a Successful Hiring Process#Formchat37
Onboarding Pipeline
Make documents such as forms that need to be
signed accessible
Track completion status of to do items
Tips & Tools You Need to Build a Successful Hiring Process#Formchat38
Onboarding Pipeline
Share your company story and culture
Have new hire’s share a little about themselves on
a who’s who list
#formchat39
Other HR BoardsA few more valuable boards for HR administrators
Tips & Tools You Need to Build a Successful Hiring Process#Formchat40
Employee Directory
Break down your on boarding process into a simple to
follow board
Tips & Tools You Need to Build a Successful Hiring Process#Formchat41
Organize your People Team
#formchat42
Questions?