Sharing results with Recruitment Members

You need to have the Recruitment Admin or Recruiter role in the platform to create and share views with recruitment members.

When you have compared candidates and analyzed their assessment results, you may want to share some of this information with others in your organization. For instance, to keep them up to date on the recruitment progress or to involve them in the decision making. 

Creating a view for recruitment members

You can create a view from the Compare Candidates page of a recruitment:

1. Select the candidate or candidates you want to show in the view, one by one or by selecting all candidates at once.
2. Make sure that what you see on the screen is what you want to share, so switch Lens if needed, add any competencies that are of importance and set your desired filters.
3. Click on Save view.

With these three easy steps you have created the view that all Recruitment members who are in the Recruitment team can see. This view consists of the Match scores of all candidates you selected, their competency scores and any additional insights that you also have access to, such as Extremes or Potential scores. It is possible for Recruitment Members to temporarily add Competencies to their view and see those scores, but not to switch Lenses or see other Candidates. 

Create tailored views for Recruitment members by using filters

For optimal recruitment decisions, you may need to determine what information is visible to, for instance a hiring manager, and what is not.

Recruiters and Recruitment admins can use the filter functionality when creating a view. On the page of any recruitment, select the candidates you want to create a view of and click on ‘Compare’. On the Compare candidates page, click on ‘Filters’.

Now you can select exactly what information should be made visible, or hidden. The filters you see depend on the available data. For instance if the recruitment has a selected lens and the Learning Agility additional insight, the filter will contain: Competencies, Extremes, Learning Agility, Values, and Potential. At least one of these should be active to be able to save the changes to the Compare candidate page. This is why filters are not available when a Screening lens is used in the recruitment. Note that the set filters will be undone when you change the lens.

Recruiter and Recruitment admins will also be able to apply filters around what candidate details should be available in the recruitment view. The score filter will hide the candidate assessment scores, only highlighting where the candidate falls on the scale(s). The name filter will hide the candidate’s name, enabling a more impartial review of the candidates. Lastly, the overview filter will remove access to the candidate’s full overview page, thus ensuring that those who have access to the recruitment view only see the most relevant data of the listed candidates. The filter button will indicate the number of filters that are currently selected.

Once a Compare candidate page has been filtered, the filtered view can be set as the recruitment view. Saving the recruitment view will also save the filters.

Recruitment members accessing this view will not be able to change the filters or see that filters have been applied. The recruitment view will only have one state, which means that the last saved view will be the one visible to all Recruitment members.

Updating a view

Once created a view remains the same until you update it. When you change the view to something else, for example by adding more candidates or changing the filters, simply click on ‘Save view’ to update the view. Should you need to know what the current view is, click on ‘Saved view’. This will show you what view is presented to all Recruitment members.

Sharing a view

You can share the view you have created with anyone that is part of the recruitment team with the use of a link. Click the button with the three dots to open a menu and from that menu select ‘Copy link to saved view’. Anyone who has been added to the Recruitment Team in the Recruitment will be able to open the link.  

Note that persons with the Recruitment Admin role in the platform can already access the recruitment and Recruiters can be invited to join the recruitment team to access the recruitment. This gives them access to all information, including what view you have created. Sharing views is only for sharing with people that have the Recruitment member role, such as hiring managers in your organization.