Have you every invested hours in a candidate only to find out late in the process (or worse – soon after you’ve made the hire) that he/she cannot meet the basic requirements?
Ugh! This is frustrating and demoralizing for all involved. What I outline below are some ideas for mitigating this possibility. By carefully addressing your deal-breakers early in your candidate screening process, you can enhance the efficiency and effectiveness of your hiring process.
When it comes to applicant screening, we suggest a 4-step process:
1. Resume review: Scan for the deal-breakers, but keep your candidate pool generous at this point…there is still a lot more screening to do.
2. Questionnaire/Predictive Index® survey: Address more deal-breakers in a questionnaire – it will take you a lot less time to send and review a short questionnaire than arrange and do a phone/face-to-face interview. Predictive Index is a personality assessment that is a data-based means for identifying whether candidates have key characteristics you’re seeking – another highly efficient means of learning about your candidate.
3. Phone screen: Cover the final deal-breakers here and explore more subtleties about a candidate.
4. Interview: Be conservative with how many interviews you do – only candidates who have proven themselves through the other screens should be taking up the time of you and your colleagues.
Going back to the Sales Rep position we’ve used as an example, here’s how the first three steps in this applicant screening process would work.
RESUME REVIEW: Look for evidence of working independently and accomplishing goals. Look for a very friendly tone. In this circumstance, a cover letter with exclamation points, smiley faces, etc. that would be considered immature/unprofessional for another position (e.g, controller) in your company might actually be positive here.
PREDICTIVE INDEX SURVEY: The Predictive Index survey only takes about 10 minutes to complete. This assessment and selection tool will give you information at a glance on whether a candidate naturally possesses key job-related factors you seek. In our Sales Rep example, a key factor we would be looking for whether a candidate will naturally approach work by engaging with people (important, since this job is so socially driven). It is EEOC compliant tool that is available exclusively for use in the work setting.
QUESTIONNAIRE: Ask questions that relate directly back to the job requirements and cover your deal-breakers. In this case, a lot of the deal-breakers are related to logistics about the position, so it makes sense for the questionnaire to address these.
- How many nights a week are ready to be away from home? What do you see as the benefits/challenges of working on the road? (DEALBREAKER: You need to hear at least 3 nights are good, genuine benefits that this person has identified and realistic challenges that this person has thought through - even basic things like feeding the dog.)
- Describe your salary history? What is your desired salary/wages? (DEALBREAKER: This is not a highly specialized position, so if someone’s not in your ballpark, move on.)
- What do you think about commission-based work? (DEALBREAKER: You need to see indication that they are more than comfortable with it: they need to indicate excitement about this kind of pay-for-performance arrangement. If not, move on.
- Are you comfortable driving as much as 8 hours a day once or twice a week? Do you have a valid driver’s license? (DEALBREAKER: You just have to hear “yes” to both questions.)
PHONE SCREEN BASICS: Dig deeper into the candidate, get a better sense of the candidate’s personality and communication style, and address deal-breakers. Here is a phone screen for the example Sales Rep position. As you’ll see, this is not short, but that’s by design. Tell the candidate that this will take approximately 60 minutes and then remind them of that when you start the call. Investing more time at this stage will help you avoid the even more time-consuming work around bringing in a face-to-face interview. Also, it is easier to politely end the call if this candidate clearly isn’t a fit – don’t be afraid to do so.
1. Let’s go through your employment history. For each position, tell me what you most enjoyed, least enjoyed, your key contributions to the company/your department and why you left. (LISTENING FOR: Is what they describe consistent with their resume? Do they consistently come back to doing work in the ways that you need your Sales Rep to work (socially, independently, results-focused)?
2. In your questionnaire, you said that you are excited about this position because… Tell me more about… (LISTENING FOR: Consistency with written answer, enthusiastic communication pattern)
3. Tell me about an experience when you persuaded someone to change their mind about something. (LISTENING FOR: Enjoyment of this kind of challenge. Patience for taking time to persuade someone. Maintaining a positive tone while telling the story.)
4. Imagine a situation where a potential customer is giving you a vibe of “Leave me alone – I don’t like you?” How would you respond to that? (LISTENING FOR: A balance of persistence/respect that matches the sales style that you’re seeking. Maintaining a positive tone.)
5. Give me an example of a work situation that has kept you up at night/caused you stress. How did you handle this? (LISTENING FOR: Does their example reflect one of your deal-breakers? Were they able to handle it in a mature, reasonable fashion?)
6. What is your biggest reservation about this job? (LISTENING FOR: If a reservation is one of your deal-breakers, don’t be afraid to politely end the call and move on.)
7. What is appealing to you about traveling and being on the road? How often do you generally take road trips? What changes to your life do you think you’d have to make in order to be gone from home 2-3 times per week? (LISTENING FOR: Enthusiasm for being on the road. Indications that they’ve really thought about what it’s like to be away from home and will be okay with this.)
8. Let’s review your salary history. Do you prefer flat salary, base + commission or pure commission? How does our balance work for you? (LISTENING FOR: Consistency with questionnaire. Preference for working with at least some commission dependence.)
At this point, you’ve covered your deal-breakers, you have a better sense of personality and communication. Anyone you move forward with is definitely qualified and worth your time to explore more.
In my next post, I’ll cover some more subtleties around interview questions. But if you can’t wait, contact me and we’ll start the conversation about the challenges and questions you have when it comes to candidate screening.