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Manage screening and evaluation questions

Updated

Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll Available for the following HR plans: Premium, Platinum
Available for the following User Access levels: Admin    

Screening questions help recruiters and hiring managers efficiently narrow down the pool of applicants before spending time on more detailed evaluations. ‌ Evaluation questions are designed to provide a more comprehensive understanding of the candidate's potential contributions and performance in the role.

You will add screening questions as part of creating a role, while you can manage your screening templates via general settings. To use screening questions, you must be on our premium or platinum subscription plans and to set a preferred answer option for your questions, you will need to be on our platinum plan.

Getting started

Add evaluation questions
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the Three Dots button
  5. Click the Edit Job Details button.
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  6. Click the Screening questions tab.
  7. Select a template if you would like to use one, or:
  8. Fill in:
    1. Questions
    2. Question type
    3. If this is required
    4. What your preferred answer is
    5. Whether you want to auto-disqualify people outside this bracket
  9. Click Save.
Add screening questions via a new role job posting
  1. Click the  Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the   Add a New Job button.
    screenshot of the recruitment page, highlighting the add new job button
  5. Complete the following fields:
    • Job title.

    • Industry standard job title.

      Helpful Hint

      Industry standard job title is the role name that your industry most commonly uses to refer to your employee's job title.

    • Industry.
    • Team.
    • Country.
    • City.
    • Job type:
      • Permanent.
      • Contract.
      • Casual/Temporary.
    • Employee Working Hours:
      • Full-time.
      • Part-time.
    • Experience:
      • Entry-level.
      • Internship.
      • Associate.
      • Mid-level senior.
      • Director.
      • Executive.

    • Available positions.

      Helpful Hint

      You can use this field to specify how many positions you are hiring for when you create a role. We will not display this info on any job boards besides your own Careers page.

    • Workplace type:
      • Remote:
        • Optimise job title.
        • Where can candidates be based?
      • Hybrid.
      • On-site.

    • Job description.

      Helpful Hint

      You will be able to refine the draft as you need before submitting.  You can also click the Import a Job Descritpion button to import a job description that suits your organisational needs.

    • Pay rate.
    • Recruitment email.

    • Hide salary.

      Helpful Hint

      We will provide Hiring Managers with a suggested salary when posting a job. The salary displayed is based on the job title, location, and experience level entered during job creation. The banner only appears if we have the salary data to match their inputs and utilises the same data set as the displayed salary ranges in the Compensation Management feature.

  6. Click the Create Job button.
    Salary 1.jpg
  7. Click the Continue with Job Post button.
    screenshot of the create a job page, highlighting the continue with job post button

  8. Click the   Add a Question button to add screening questions. If you do not wish to add any, simply click the Skip button.

    Important

    If you wish to create screening questions, you must be on our premium or platinum subscription plans. If you want to set a preferred answer option for your questions, you will need to be on our Platinum plan.

    You can also set parameters for these questions and select if candidates who answer outside these parameters are auto-disqualified or not. If you do not have auto-disqualification activated, you can add preferred answers, and those who answer less favourably will be seen by the recruiter as a lower priority.

  9. To write the question, put the text in the question field and select the question type. You can add one of seven kinds of questions:

    • Short answer.
    • Long answer.
    • Date.
    • Number.
    • Yes/No.
    • Dropdown.
    • Multiple-Choice.

    Helpful Hint

    You can also select a screening template.

  10. Click the Add a Question to add another question.
  11. Click the Save button.
    screenshot of the create a job page, highlighting the questions section and save button
  12. Select the required hiring process.
  13. Click on the hiring stage that needs an evaluation added.

  14. Click the   Add a New Section  button.
     

    Helpful Hint

    Click the   Import from Template button to use a pre-existing template you made.

    screenshot of the hiring process tab, highlighting the add a new section button

  15. Choose whether to turn on the Overall Rating option.
  16. Complete the following fields:
    • Section name.
    • Questions.
  17. Click the Save button.
    screenshot of the hiring process page, highlighting the save button for a hiring process
  18. Click the next Save button.
    screenshot of the hiring process page, highlighting the save button
  19. Click the Continue button.

  20. Select the job boards you want to post the role on.
    screenshot of the job boards page

    Helpful Hint

    If you do not want to post on job boards, click the Do not Post to Job Boards button.

  21. Click the Save and Continue button.
  22. Complete any requested job board posting details.
  23. Click the Publish button.
  24. Click the Got It button.
  25. Add any required hiring managers.

  26. Click the Save and Continue button.

    Important

    You will be taken to a screen where you can view the applicant list. When candidates apply for the job, they will get an automatic email confirming their application has been received. Currently, this email cannot be modified or customised.

    screenshot of the team members page, highlighting the hiring managers field and save and continue button

Add screening questions via a Seek posting
  1. Click the  Recruitment menu.
  2. Click the Jobs tab.
  3. Click the   button.
  4. Click the Edit Job Details button.
    Street_1.jpg
  5. Click the Adverts tab.
  6. Click the Post to Job Boards button.
    Street_2.jpg
  7. Click the Got It button.
  8. Select the Seek option and click the Continue button.
    Street_3.jpg
  9. Complete any following fields:
    • Recruitment contact phone number.
    • Duration.
    • Category.
    • Location.
    • Job summary
    • Optimise this advert.
    • Screening questions.
  10. Set the Screening Questions toggle to the On position. 
  11. Click the   Add Questions button. Screenshot of closeup showing the switch for the screening questions
  12. To write the questions: put the text in the question field, and select a question type:
    • Long answer.
    • Dropdown.
    • Multiple Choice.
  13. If required, set the Enable Preferred Answers toggle switch to the On position.

  14. Select the Preferred Answer tick box next to the relevant answer.

    Helpful Hint

    When selecting your questions for Seek, you can choose the multiple choice and dropdown answers to be ranked via the preferred answer feature. It allows you to score or rank and in some cases auto-disqualify candidates depending on their answers at the recruitment stage.

  15. Click the Save and Continue button. seekpref.jpg

  16. Click the Publish button.

    Important

    Please note that your questionnaire cannot be updated once posted to SEEK.

    screenshot showing types of questions available and the publish button is also highlighted in red.

Editing data

Edit screening questions
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the Three Dots button.
  5. Click the Edit Role Details button.screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  6. Click on the Screening Questions tab.
  7. Choose whether to select a pre-existing template.
  8. Edit the text of any question in the question field.
  9. Choose whether to save changes to the template.
  10. Click the Save button.
Edit an evaluation scorecard
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs an evaluation edited.
  5. Click the button.
  6. Click the button.
  7. Click the Submit button.
Edit evaluation questions
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the Three Dots button.
  5. Click the Edit Role Details button.
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  6. Click the Hiring Process tab.
  7. Click on the hiring stage that needs an evaluation edited.
  8. Make the required changes and click the Save button.

Daily activities

Resend screening questions: In bulk
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs screening questions sent again.
  5. Select the desired candidates.
  6. Click the Bulk Actions button.
  7. Click the Resend Screening Questions button.
Resend screening questions: Individually
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs screening questions sent again.
  5. Click on your desired candidate.
  6. Click the button.
  7. Click on Remind on Screening Questions button.
  8. Click the Send button.

Deleting data

Delete evaluation questions
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the   button.
  5. Click the Edit Role Details button.
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  6. Click the Hiring Process tab.
  7. Click on the hiring stage that needs an evaluation deleted.
  8. Click the Delete button.
    screenshot of the hiring process tab, highlighting the delete button for an evaluation question
  9. Click the Delete button.
    screenshot of teh delete confirmation popup, where you need to click the delete button
Delete an evaluation scorecard
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs an evaluation scorecard deleted.
  5. Click the   button.
    screenshot of the job role page, highlighting the star button for a candidate
  6. Click the   button.
    screenshot of the evaluation scorecard popup, highlighting the delete button
  7. Click the Delete button.
    screenshot of the delete confirmation popup, where you need to click the dleete button
Delete screening questions 

Important

If you wish to delete screening questions, you must be on our premium or platinum subscription plans.

  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the   button.
  5. Click the Edit Role Details button. 
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
     
  6. Click on the Screening Questions tab 
  7. Click the   button.
  8. Click the Save button.screenshot of screening questions tab. the screen shows the questions already created and what type of question they are. there is the option to add a question, reset and save the page

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