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Tips & Tools You Need to Build
a Successful Hiring process
AND
Miranda Nicholson
Talent Dept. Manger, Formstack
@MirandaWritesIt
Erica Moss
Community Manager, Trello
@ericajmoss
2
Tips & Tools You Need to Build a Successful Hiring Process#Formchat3
Join the conversation on Twitter!
• @formstack & @Tre...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat4
Flexible online form building platform. Quickly
captu...
#formchat5
Agenda
•Thinking about your Hiring Process
• Recruiting process
• Interviewing process
• Onboarding process
• B...
#formchat6
Thinking about your
recruiting process
Tips & Tools You Need to Build a Successful Hiring Process#Formchat7
Gather Requirements Develop job description Leverage ...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat8
Time frame
Necessary skills/
experience
Culture fit
Ga...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat9
Tie directly to your goals
Don’t forget your own
cult...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat10
Form Tip:
Use Formstack to quickly build your
online...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat11
Look Internal
Social Media
Referrals
Promotion: Get ...
#formchat12
Thinking about your
interviewing process
Tips & Tools You Need to Build a Successful Hiring Process#Formchat13
Screening Involve others Ask the right questions
Goa...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat14
Screening Candidates
Manage expectations
Setup quali...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat15
Hire by Consensus
Involve a third party
Collect feed...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat16
Form Tip:
Use Formstack to put together
candidate sc...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat17
Remember
cultural fit
Try exercises
where applicable
...
#formchat18
Thinking about your
on boarding process
Tips & Tools You Need to Build a Successful Hiring Process#Formchat19
Goal: Ensure new hires have a smooth
transition into...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat20
Paperwork and formalities
Organize onboarding items
...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat21
Form Tip:
Use Formstack to allow new hires to
comple...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat22
Create opportunities for
non-work interaction
Buddy ...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat23
Encourage self
learning
Timely feedback loops
Period...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat24
Other ways Formstack can help
HR administrators
View...
#formchat25
Build Your Hiring Pipeline w/ Trello!
• Recruitment Pipeline
• Interview Pipeline
• Onboarding Pipeline
• Othe...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat26
Trello’s boards, lists, and cards enable you to orga...
#formchat27
Recruitment Pipeline:
Get a quick visual overview of what roles need to be filled,
what’s on hold, and future h...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat28
Recruitment Pipeline
View current statuses
of your p...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat29
Recruitment Pipeline
Assign recruiters to
“own” job ...
#formchat30
Interview Pipeline:
Where any employee can get insight into the HR pipeline
Tips & Tools You Need to Build a Successful Hiring Process#Formchat31
Interview Pipeline
Get a bird’s eye view of
where ca...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat32
Interview Pipeline
Create a new card for
each candid...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat33
Form Tip:
Use Zapier to get your Formstack forms to
...
#formchat34
Onboarding Pipeline:
Make the first day for new hires as smooth as possible
Tips & Tools You Need to Build a Successful Hiring Process#Formchat35
Onboarding Pipeline
Break down your on
boarding proc...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat36
Onboarding Pipeline
Provide answers to all
first day ...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat37
Onboarding Pipeline
Make documents such as
forms tha...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat38
Onboarding Pipeline
Share your company
story and cul...
#formchat39
Other HR Boards
A few more valuable boards for HR administrators
Tips & Tools You Need to Build a Successful Hiring Process#Formchat40
Employee Directory
Break down your on
boarding proce...
Tips & Tools You Need to Build a Successful Hiring Process#Formchat41
Organize your People Team
#formchat42
Questions?
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The Tips & Tools You Need to Build a Successful Hiring Process

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HR is no joke. Not only are you responsible for keeping your organization afloat, but you also need to create a stellar hiring and onboarding process to attract and retain top talent. There's a shaky balance between needing to create a thorough process that reduces the risk of hiring the wrong people, but is also streamlined enough to efficiently fulfill your business goals (without anyone pulling their hair out). This process can be daunting, but there are loads of inexpensive tools out there that can make your job a piece of cake.

Published in: Recruiting & HR
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The Tips & Tools You Need to Build a Successful Hiring Process

  1. 1. Tips & Tools You Need to Build a Successful Hiring process AND
  2. 2. Miranda Nicholson Talent Dept. Manger, Formstack @MirandaWritesIt Erica Moss Community Manager, Trello @ericajmoss 2
  3. 3. 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.
  4. 4. Tips & Tools You Need to Build a Successful Hiring Process#Formchat4 Flexible online form building platform. Quickly capture responses with branded web forms.
  5. 5. #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
  6. 6. #formchat6 Thinking about your recruiting process
  7. 7. Tips & Tools You Need to Build a Successful Hiring Process#Formchat7 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
  8. 8. Tips & Tools You Need to Build a Successful Hiring Process#Formchat8 Time frame Necessary skills/ experience Culture fit Gathering requirements S Establish your business objectives and determine whats important Define your goals
  9. 9. Tips & Tools You Need to Build a Successful Hiring Process#Formchat9 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
  10. 10. Tips & Tools You Need to Build a Successful Hiring Process#Formchat10 Form Tip: Use Formstack to quickly build your online job applications Collect resume attachments Email routing Sync up with Trello (other applications)
  11. 11. Tips & Tools You Need to Build a Successful Hiring Process#Formchat11 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
  12. 12. #formchat12 Thinking about your interviewing process
  13. 13. Tips & Tools You Need to Build a Successful Hiring Process#Formchat13 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
  14. 14. Tips & Tools You Need to Build a Successful Hiring Process#Formchat14 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
  15. 15. Tips & Tools You Need to Build a Successful Hiring Process#Formchat15 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
  16. 16. Tips & Tools You Need to Build a Successful Hiring Process#Formchat16 Form Tip: Use Formstack to put together candidate score cards and evaluation forms Feedback collection Make better decisionsApproval workflow
  17. 17. Tips & Tools You Need to Build a Successful Hiring Process#Formchat17 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
  18. 18. #formchat18 Thinking about your on boarding process
  19. 19. Tips & Tools You Need to Build a Successful Hiring Process#Formchat19 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
  20. 20. Tips & Tools You Need to Build a Successful Hiring Process#Formchat20 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?
  21. 21. Tips & Tools You Need to Build a Successful Hiring Process#Formchat21 Form Tip: Use Formstack to allow new hires to complete on boarding docs online Collect e-signatures Keep personal info secureData Export
  22. 22. Tips & Tools You Need to Build a Successful Hiring Process#Formchat22 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
  23. 23. Tips & Tools You Need to Build a Successful Hiring Process#Formchat23 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
  24. 24. Tips & Tools You Need to Build a Successful Hiring Process#Formchat24 Other ways Formstack can help HR administrators View more at www.formstack.com Job applications Evaluations PTO requests SurveysExpensesComplaints
  25. 25. #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
  26. 26. Tips & Tools You Need to Build a Successful Hiring Process#Formchat26 Trello’s boards, lists, and cards enable you to organize and prioritize your projects in a fun, flexible and rewarding way
  27. 27. #formchat27 Recruitment Pipeline: Get a quick visual overview of what roles need to be filled, what’s on hold, and future hiring needs
  28. 28. Tips & Tools You Need to Build a Successful Hiring Process#Formchat28 Recruitment Pipeline View current statuses of your positions at a glance
  29. 29. Tips & Tools You Need to Build a Successful Hiring Process#Formchat29 Recruitment Pipeline Assign recruiters to “own” job positions Attach job descriptions from Google Drive
  30. 30. #formchat30 Interview Pipeline: Where any employee can get insight into the HR pipeline
  31. 31. Tips & Tools You Need to Build a Successful Hiring Process#Formchat31 Interview Pipeline Get a bird’s eye view of where candidates are in the pipeline
  32. 32. Tips & Tools You Need to Build a Successful Hiring Process#Formchat32 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
  33. 33. Tips & Tools You Need to Build a Successful Hiring Process#Formchat33 Form Tip: Use Zapier to get your Formstack forms to talk to your Trello boards
  34. 34. #formchat34 Onboarding Pipeline: Make the first day for new hires as smooth as possible
  35. 35. Tips & Tools You Need to Build a Successful Hiring Process#Formchat35 Onboarding Pipeline Break down your on boarding process into a simple to follow board
  36. 36. Tips & Tools You Need to Build a Successful Hiring Process#Formchat36 Onboarding Pipeline Provide answers to all first day questions
  37. 37. Tips & Tools You Need to Build a Successful Hiring Process#Formchat37 Onboarding Pipeline Make documents such as forms that need to be signed accessible Track completion status of to do items
  38. 38. Tips & Tools You Need to Build a Successful Hiring Process#Formchat38 Onboarding Pipeline Share your company story and culture Have new hire’s share a little about themselves on a who’s who list
  39. 39. #formchat39 Other HR Boards A few more valuable boards for HR administrators
  40. 40. Tips & Tools You Need to Build a Successful Hiring Process#Formchat40 Employee Directory Break down your on boarding process into a simple to follow board
  41. 41. Tips & Tools You Need to Build a Successful Hiring Process#Formchat41 Organize your People Team
  42. 42. #formchat42 Questions?

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