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Updated on 4/12/2018
Direct link to topic in this publication:
Interview Exchange Employer Manual
Candidate Selection Matrix (Optional)

Candidate Selection Matrix feature is useful for evaluating candidates at different stages of the recruitment process (e.g., Interview stage).  Each hiring committee member, irrespective of their role in the ATS (admin, hiring manager, reviewer), may participate and rate candidates with a score in the scale of 1 to 3 or 4 or 5 or 10.


Candidate Evaluation using a Matrix:

  1. Use a job description or position role as the basis for your candidate evaluation. Create selection criteria questions of appropriate capabilities or competencies such as communication or leadership skills that the candidates have demonstrated in the past.
  2. You can identify as many selection criteria as you like but preferably not more than 10.
  3. Keep in mind how important each selection criteria are for this position (must have essential or optional or will some portion of the position require this skill or will it only be needed occasionally)
  4. Judge each candidate on each selection criteria using score (e.g. sample scale of 1 to 5 below).

0= doesn’t have the competency

1= 5% level competency

2=25% level competency

3=50% level competency

4=75% level competency

5=100% level competency


Matrix Templates

HR Super Admin user can create Matrix templates for each position with the consultation of search chair/hiring manager and save those templates in the system for the hiring committee’s future use.


HR Super Admin User

How does an HR Super Admin user create a new Matrix template for a job with candidate selection criteria/questions?

1: Click Matrix Templates, then Add New Matrix (see below)

2. Complete all the fields (see sample screenshots below):

Title: Type job/position title or Interview Questions (you can name any).

Rating: Select one.  

Folder Permissions: Select one (e.g., Interview, Committee review). This will allow the Matrix to be utilized only on candidates in a specific workflow folder.

Instructions: Admin can write instructions for Committee to use the candidate selection matrix.

Add/remove criteria question: Add one or more selection criteria/questions as appropriate.

Click Add.

The Matrix template is saved and is available for a search chair or hiring manager to use.

 



Hiring Manager/Search Chair

How does a hiring manager/search chair create a new job specific Matrix with candidate evaluation criteria or use one of the Matrix templates already prepared by HR?

See an example below with screenshots.

Liz Watson: Search Chair or Hiring Manager

Position: Director of Human Resources.

1: Click Candidate Matrix link

2: Add New Matrix

 

3. Complete all the fields:

Select: (appropriate position related Matrix template already created by HR (if any))

* HR Super Admin user can create Matrix templates for each position with possible selection criteria/questions. Once you select a template, other fields will be populated automatically. You can also edit or delete those selection criteria from the template or add additional criteria.

If there are no Matrix templates, hiring manager can create a new matrix with selection criteria by completing all fields below.

Title: Type job/position title or Interview Criteria for the Matrix title.

Rating: Select one.  

Folder Permissions: Select one (e.g., Interview, Committee review). This will allow the Matrix to be utilized only on candidates in a specific workflow folder.

Instructions: Hiring manager can write instructions for other team members on this matrix for candidate evaluation.

Add/remove criteria question: Add one or more selection criteria/questions as appropriate

Select matrix reviewers: Hiring Manager who created the matrix can add or remove team members if they have not participated.

Click Add & Publish

Your Matrix is saved and it is viewable by all committee members on the candidate page (in the appropriate folder if selected for the Matrix).

 


Note: Admin and Hiring Manager who created the Matrix can add additional reviewers or remove any of the reviewers who do not participate in the interview stage.

 

4. Select Interview Folder

 

Candidate page:

 

 

 

Completed by one hiring team member - Liz Watson.



Status and Reports

Admin and Hiring Manager allow to see the Matrix progress status, view the rating scores in detail of all team members’ responses whereas reviewer role allows to view their individual score only.

See the screenshots below

 

 

 

 

 

Summary Report - Jack Daniel Scored a total of 23 out of 30.

 

Report Details: