Talent Plus TalentBank Interviewer Manual Interviewer Role · 2014-12-02 · Talent Plus ®...

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Talent Plus ® TalentBank ® Interviewer Manual Copyright 2014 Talent Plus | Lincoln, Nebraska 1 Interviewer Role The interviewer is responsible for conducting interviews in the TalentBank system. Access to conduct interviews is based on the user’s interview certifications and interview language(s). The interviewer’s home page includes the following: + My Upcoming Interviews table + My Incomplete (or Needs Further Analysis) Interviews table + Key Graphs + Key Reports Interviewer Security A scheduler/interviewer has access to schedule and conduct interviews. The To-Be-Scheduled Interviews table will contain all interview files that have not yet been assigned or scheduled. The Interviews Assigned to Talent Plus Groups table will contain those interviews that have been outsourced to Talent Plus. The scheduler/interviewer can also create interviews through the Shortcuts Menu and schedule interviews to themselves or other interviewers. The scheduler/interviewer will have access to edit an interview based on the number of days determined by the organization. Once a scheduler/interviewer is past the edit duration, they will only have access to interviewee contact information.

Transcript of Talent Plus TalentBank Interviewer Manual Interviewer Role · 2014-12-02 · Talent Plus ®...

Page 1: Talent Plus TalentBank Interviewer Manual Interviewer Role · 2014-12-02 · Talent Plus ® TalentBank ® ... The interview will display the final scores (Total, Qualifier and Cutoff)

Talent Plus ® TalentBank ® Interviewer Manual

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Interviewer Role

The interviewer is responsible for conducting interviews in the TalentBank system. Access to conduct

interviews is based on the user’s interview certifications and interview language(s). The interviewer’s home

page includes the following:

+ My Upcoming Interviews table

+ My Incomplete (or Needs Further Analysis) Interviews table

+ Key Graphs

+ Key Reports

Interviewer Security

A scheduler/interviewer has access to schedule and conduct interviews. The To-Be-Scheduled Interviews

table will contain all interview files that have not yet been assigned or scheduled. The Interviews Assigned to

Talent Plus Groups table will contain those interviews that have been outsourced to Talent Plus.

The scheduler/interviewer can also create interviews through the Shortcuts Menu and schedule interviews

to themselves or other interviewers. The scheduler/interviewer will have access to edit an interview based

on the number of days determined by the organization. Once a scheduler/interviewer is past the edit

duration, they will only have access to interviewee contact information.

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The Interview

The Interview – The Basics

A. Question Navigator - The

Question Navigator allows you to

jump quickly from question to

question using an easy preview

phrase. You may expand or

collapse sections of the navigator

using the (+) or (-) symbols. All

questions that have a question

mark icon beside them have not been answered. Once the question has been coded, the icon will

change to a plus or a zero.

B. Question Preview Window - Allows you to see the entire text of the next question. You may select

this text to advance to the next question.

C. Question and Conceptual Match Box - Contains the question text and the correct conceptual

match for the question.

D. Code+ Icons - Quickly capture common notes and flags to the content notes of the interview.

E. My Code Notes - Allows the user to add their own personalized conceptual match notes to the

interview. These notes are not specific to the interviewee but act as reminders for the individual

conducting a specific interview.

F. Content Notes - Allows the user to add notes specific to the current interviewee.

G. Qualifier, Cutoff and Theme Calculator - Running total of qualifier, cutoff and theme scores for the

current interview.

H. Scoring Buttons - Use to make a “+” or “0” for the interviewee’s response to an item.

I. Navigation Buttons - Allows you to easily navigate backward or forward through the interview. The

Clear button will reset the scoring buttons for an item.

J. Percent Completed - This allows you to see what percent of the interview has been completed.

D E H

J

B

I

G

A

F C

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Code+ Icons

1) Good Answer

2) Flag

3) Weak

4) Qualified

5) Re-engineered

6) Nonspecific

7) Did Not Understand

8) Pass

9) Re-listen / Recode

10) Interviewer Error

11) Come Back

1 2 3 4 5 6 7 8 9 10 11

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Conducting an Interview

Required Questions Within Setup

Four questions are required to be

answered in an interview before the

interview can be submitted as complete:

1) Structured Interview

2) Trained on Selection

3) Begin Structured Interview

Coding

If a question has multiple items, both “plus”(+) scoring buttons need

to be selected to code a (+). If you do not select both (+) buttons, you

will receive an error message. This helps to ensure that no questions

are missed.

Save and Exit Button

Select the Save and Exit button to exit an interview before it is complete.

Restart an Incomplete Interview

These interviews will be listed on the home page, within the My Incomplete (or Needing Further Analysis)

Interviews section. Select the

“paper and pencil” icon in the

last column to edit or continue

the interview.

Quick Conduct

1) Select the Quick Conduct button below the “Question Navigator.”

2) You will be asked to enter the Offline Details, which include the actual date of the interview and the

original interviewer/analyst.

3) Be sure to answer the Ever Trained on Interview and Ever Gone Through a Structured Interview

questions. If the analyst’s name is not located in the drop-down menu, please call the Talent Plus

Solution CenterSM at 1.800.231.5110 for assistance.

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4) When you come to the first interview question, you may begin

coding. Then, by using the Tab and Enter keys on your keyboard,

you are able to move easily through each question, making the

interview faster to code.

Qualifier and Cutoff Score Interview Alerts

The Qualifier and Cutoff scores are minimum scores required in order for a candidate to be considered for a

recommended status on the interview. When interviewing multiple external candidates for a position, one

may save time by using the Qualifier and Cutoff scores in an interview to help prioritize candidates for

further selection. The most likely use of the Qualifier and Cutoff score is to quickly identify candidates who

are obviously poorly qualified for the position.

The Qualifier and Cutoff scores will be determined at the creation of an interview and

benchmark during the validation process. If an interview and benchmark contains a

Qualifier and Cutoff, they will automatically populate in TalentBank and will be displayed

at the top of the Theme Calculator while conducting an interview. Please remember that

the Qualifier and Cutoff scores are only available for external applicants and will not be

available when conducting internal or profile interviews.

If the external applicant does not meet the Qualifier score, an alert

message will be displayed. Important: If there are questions that have

not yet been coded (Re-listen/Re-code or Come Back), these will be

displayed on the alert page. This information is a reminder because if

any of these questions are coded a (+), the Qualifier and Cutoff score

will be impacted. Please keep this information in mind when

determining to End Interview or Continue Interview. If the End Interview button is selected, the interviewer

will be taken directly to the End Call screen at the end of the interview.

The interview will display the final scores (Total, Qualifier and Cutoff) at the bottom of the summary table.

The scores in parenthesis display the Qualifier and Cutoff scores for the selected benchmark.

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Come Back Button

The Come Back button allows the interviewer the ability to return to a question

once all the interview questions have been asked to give the interviewee another

opportunity to answer a question they originally chose to come back to. The

navigation buttons will then allow you to move either to the Next Question or to

the next Come Back question.

Re-listen / Re-code Button

The Re-listen/Re-code button allows the interviewer the ability to highlight

questions they wish to review or code once the interview is complete. Similar

to the Come Bank button, TalentBank will display all questions marked as Re-

Listen/Recode to the analyst once they end the interview with their

interviewee. The navigation buttons will then allow you to move either to the Next Question or to the next

Re-listen/Re-code question.

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Updating Interview Files

Change Contact Information

To change an interviewee’s contact information inside of their

interview file, locate the interviewee’s name in the All Interviewers

table on the home page. If the interviewee’s file is not on the home

page, search for the interviewee using the simple or individual search.

Then select the “notebook with the arrow” icon, and you will be able to

update the location and position. You will also have to reschedule the

interview, but you can select the same interviewer and time to

reschedule so that just the position or location is updated.

Update Interview Details

To change an interviewee’s interview, benchmark, position or location

inside of their interview file, locate the interviewee’s name in the All Interviewers table on the home page. If

the interviewee’s file is not on the home page, search for the interviewee using the simple or individual

search. Using the Action Menu, select “Update

Interview Details.”

Interview Schedule

To change an interviewee’s interview, benchmark, position or location inside of their interview file, locate the

interviewee’s name in the All Interviewers table on the home page. If the interviewee’s file is not on the

home page, search for the interviewee using the simple or individual search. Using the Action Menu, select

“Update Interview Details.”

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View/Edit/Print Conducted Interviews

View a Conducted Interview

1) If the interviewee’s file is not on the home page, search for the interviewee using the simple or

individual search.

2) Select the interviewee’s name to view their individual details.

3) Use the drop-down menu to select View Interview Results and select Go.

4) The interviewee’s Talent Intensity Index® will appear.

5) Use the links labeled 1-2 at the top of the screen to view the different pages of interview results.

a) Select 1 to return to the Talent Intensity Index and view management information items.

b) Select 2 to view the interview’s summary page.

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Print or E-mail Interview Results

If the interviewee’s file is not on the home page, search for the interviewee using the simple or individual

search.

1) Select the interviewee’s name to view their individual details.

2) Use the drop-down menu to select View Interview Results and select Go.

3) If you select Print All or Print Page on the upper-left corner of the screen, Adobe Acrobat Reader will

open a PDF of the interview results. At this point, you have the option of saving the interview results

to your computer or printing them. If you would like to e-mail results, attach the saved PDF to an e-

mail.

Edit Interview Results

1) If the interviewee’s file is not on the home page, search for the interviewee using the simple or individual

search.

2) Select the interviewee’s name to view their individual details.

3) Use the drop-down menu in the interviews table to select Edit Interview and select Go.

4) The interview interface will appear. Make any necessary changes to the interview and resubmit it. The

Web browser will return to the interview’s details section.

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Key Graphs

Scheduler Key Graphs

On the home page, you will have access to the total number of requested

interviews grouped by week. You can select one of the bar lines to review the

specific interviews that have been scheduled/unscheduled during that week.

This report is similar to Interview Request Report outlined in the Key Reports

section of the manual.

Scheduler Dashboard

On the home page, you will have access to the total number of

requested interviews grouped by week. You can select one of the

bar lines to review the specific interviews that have been scheduled/

unscheduled during that week. This report is similar to Interview

Request Report outlined in the Key Reports section of the manual.

Interviewer Key Graphs

On the home page, you will have access to the total number of interviews you

have conducted, grouped by week. You can select one of the bar lines to

review the specific interviews that you conducted during that

week. This report is similar to Interviews Conducted Report outlined in the

Key Reports section of the manual.

Interviewer Dashboard

By selecting on the Dashboard link on the upper-right- hand side of

the Key Graphs window, you will be able to view the number of

interviews you have conducted, grouped by month for the last

three, six or 12 months. You can select one of the bar lines to

review the specific interviews you conducted during that month.

This report is similar to Interview Recommendation Report outlined

in the Key Reports section of the manual.

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Key Reports

Availability Utilized Report

This report details the percentage of availability utilized when scheduling an analyst for interviewing.

1) On the Shortcuts Menu, select Report Center.

2) Select Availability Utilized Report from

the Scheduler Key Reports table.

3) Search by date range for interviews that

have been scheduled (by Interview

Availability) across your organization.

4) Select Show. The output fields include: Interviewer, Total Hours Available, Hours Utilized and %

Utilized.

Interview Requests Report

This report details the Interview Requests by

request date or scheduled-for date.

1) On the Shortcuts Menu, select Report Center.

2) Select Interview Requests Report from the

Scheduler Key Reports table.

3) Search by date range for interviews requests.

4) Select the Type of Filter: Date the Interview was Requested or Date the Interview was Scheduled.

5) Select Show. The output fields include: Requested On, Scheduled On, Applicant, Interview, Status,

Days Unscheduled #, Scheduled for Date and Analyst.

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My Interviews Conducted Report

This report details all of the interviews you have conducted during a specified time.

1) On the Shortcuts Menu, select Report Center.

2) Select My Interviews Conducted Report from the

Interviewer Key Reports table.

3) Search by date range for which you have been conducting interviews.

4) Select Show. The output fields include: Date Conducted, Name, Interview, Location, Position and

Result.

My Interview Recommendations Report

This report provides individual detail of the total number of interviews you have conducted by interview type.

It also includes the Recommend totals and

percentages.

1) On the Shortcuts Menu, select Report Center.

2) Select My Interview Recommendations Report from the Interviewer Key Reports table.

3) Search by date range for interviews you have specifically conducted.

4) Select Show. The output fields include: Interview, Profile, NFA (Needs Further Analysis), Rec, Not

Rec, Rec %, Not Rec %, Total and Total %.