the tips & tools you need to build a successful hiring process

Tips & Tools You Need to Build a Successful Hiring process

AND

Miranda Nicholson

Talent Dept. Manger, Formstack

@MirandaWritesItErica Moss

Community Manager, Trello

@ericajmoss

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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.


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


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


Time frame

Necessary skills/experience

Culture fit

Gathering requirements

S

Establish your business objectives and determine

whats important

Define your goals


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


Form Tip:Use Formstack to quickly build your online job applications

Collect resume attachments Email routing Sync up with Trello

(other applications)


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


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


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


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


Form Tip:Use Formstack to put together candidate score cards and evaluation forms

Feedback collection Make better decisionsApproval workflow


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


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


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?


Form Tip:

Use Formstack to allow new hires to complete on boarding docs online

Collect e-signatures Keep personal info secureData Export


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


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


Other ways Formstack can help HR administrators

View more at www.formstack.com

Job applications Evaluations PTO requests

SurveysExpensesComplaints

http://www.formstack.com

#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


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


Recruitment Pipeline

View current statuses of your positions at a

glance


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


Interview Pipeline

Get a bird’s eye view of where candidates are in the

pipeline


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


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


Onboarding Pipeline

Break down your on boarding process into a simple to

follow board


Onboarding Pipeline

Provide answers to all first day questions


Onboarding Pipeline

Make documents such as forms that need to be

signed accessible

Track completion status of to do items


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


Employee Directory

Break down your on boarding process into a simple to

follow board


Organize your People Team

#formchat42

Questions?

the tips & tools you need to build a successful hiring process

Recruiting & HR