Candidate Evaluation: Getting started

Convenient, centralized candidate appraisal.

Finding the right candidate at the right time at the right price is essential to your business. And quickly evaluating vetted candidates for your contingent workforce is key to your program’s success.

Candidate Evaluation offers Program Office users and Hiring Managers a centralized robust module for easily evaluating, managing, and selecting candidates. Candidate Evaluation gives you easy access to more actionable information about the candidates submitted to a request, so you select the best candidate each time.

Main benefits

• Facilitates informed, educated candidate selection using configurable important candidate attributes.
• Centralizes necessary candidate data (such as bill rate, skills match, tenure, and more) in a single view to help you quickly evaluate and select the perfect qualified candidates.
• Gives you a single module from which you can research candidate profiles, Beeline VMS histories, activities, and resumes all in one place for the request you drilled down to view.
• Improves compliance by leveraging at-a-glance data about tenure, history, and flags.
• Leverage a more efficient candidate evaluation experience that aligns better with your business processes.

Persona

After Beeline Enterprise is configured, hiring managers, program office users and other personnel evaluating candidates can leverage the Candidate Evaluation module.

Action required

Candidate Evaluation is automatically available with the Contingent Staffing module in Beeline Enterprise. Your Beeline Administrator can choose to turn on bill rate colors in Candidate Evaluation via self-service. Learn how!

How to steps

As a hiring manager or program office user, you can quickly launch Candidate Evaluation using one of these options:

• From the Request Menu on the Request dashboard.
• From the Action list in the Candidates section on the Request dashboard.
• From the Evaluate Candidates link on the Request Tabbed View.

The Candidate Evaluation component puts numerous features, shortcuts, and actions at your fingertips to help you easily assess and act on candidates submitted to a request.

TIP:     Your experience from Candidate Evaluation varies based on your role.

Getting started

1. Navigate to the request you want, and then select Evaluate Candidates from the Request Menu section.

   

   The Candidate Evaluation component displays.
   TIP:  The first time you open Candidate Evaluation, you might want to customize the tool to make sure the data you want displays prominently. 
    

   

    

2. Analyze the specifics of the request in the Request Details panel. You can familiarize yourself with the bill rate, work site location, start date, required skills, job description, and any comments.
3. Optional: Select the Request ID near the top of the Request Details panel to open a View Position–Details dialog and drill down into the request specifics.
   TIP:  You may want to leave the Request panel open to quickly reference specifics about the request as you appraise candidates.

   

    

4. Optional: Select the arrow at the right of the Request panel to hide the panel.

   

    

5. Review a complete catalog of all candidates offered on a request from the Candidate List. By default, candidates are listed alphabetically by their last name.
6. Optional: Select any column you like to re-sort the Candidate List by that criterion. For example, you might sort by Bill Rate to list the candidate with the lowest rate first.
   TIP:    Bill Rate font colors provide an at-a-glance summary of how a candidate’s rate compares to the Bill Rate range. Red font indicates the rate is above the range, orange font indicates the rate is within the range, and green font indicates the rate is below the range.
7. Optional: Use the Filters panel at the left of the page to sort the list of candidates by that criterion.
8. Optional: Use the Search field to quickly locate a specific candidate, or to narrow the list to show candidates with a specific status or candidates submitted by a key Supplier.
   TIP:   Autosuggest is available in the Search field and entries in the Candidate List are immediately filtered to match the text you’re typing.

   

    

9. Continue with Researching candidates or Acting on a group of candidates.

Researching candidates

1. Select the link for a candidate’s name to open a Candidate dialog showing you the Details tab by default.

   

    

2. Review specifics about the candidate submission, such as who submitted the candidate, his or her bill rate, and more from the Details tab.

   

    

3. Select the History tab to review details about the candidate’s VMS record without opening a separate window or tab. You can view their request history, their assignment history, their overall rating, and much more.

   

    

4. From the History tab, drill down to any sub-tab to get more information about a candidate. You can choose from these items: Summary, Details, DNR, Tenure, Activities, Notes, and Compliance and Certification Management.
   TIP:  Data available to you varies based on your permissions and your Enterprise setup.
5. Select the Attachments tab to view files uploaded to the candidate’s profile without downloading the file and without leaving the Candidate dialog. You can view their resume, right to represent consent and more.
   TIP:   Key words in a resume matching the job title and/or job description are highlighted in the Attachments tab.
6. Optional: To download a copy of an attachment to your device, expand the Attachments list, and click the Download icon.

   

    

7. Use the Arrows to move forward or backward through all attachments uploaded for any candidate submitted to the request you’re viewing.
8. If you want to act on the candidate you’re viewing, expand the Actions list in the upper right corner of the Candidate dialog. Then select the action you want to take.
9. Use the Arrows to move forward or backward through all candidates submitted to the request you’re viewing.
10. After you’ve reviewed candidates, select the X to close the Candidate dialog.
11. To act on a single candidate, expand the Actions list by selecting the Ellipsis icon in the Actions column at the far right of the candidate’s line item. Select the action you want to take.

    

     

12. If you want to act on a group of candidates, go to Acting on a group of candidates.

Acting on a group of candidates

1. From the Candidate List, take these steps to act on more than one candidate at the same time.
2. Use the checkbox at the far left of the candidate’s name to select the candidate.
3. Repeat step 1 for each candidate you want to act on.
4. An Actions button displays at the bottom left of the Candidate List. The number of candidates you selected is summarized and an Unselect All link displays next to the Actions button.

   

5. Optional: Select the Unselect All link to clear the candidates you selected and change your selections.
6. Select the Actions button to expand the Actions list.
7. Select the action you want to take.

   

   
   The action you selected is taken on the candidates you selected.
8. Navigate back to your Request dashboard.