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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 & @Trello #Formchat
• @MirandaWritesIt & @ericajmoss
• This webinar is being recorded and will be emailed to
registrants.
Tips & Tools You Need to Build a Successful Hiring Process#Formchat4
Flexible online form building platform. Quickly
capture responses with branded web forms.
#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
#formchat6
Thinking about your
recruiting process
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
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
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
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)
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
#formchat12
Thinking about your
interviewing process
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
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
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
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
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
#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 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
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?
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
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
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
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
#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
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
#formchat27
Recruitment Pipeline:
Get a quick visual overview of what roles need to be filled,
what’s on hold, and future hiring needs
Tips & Tools You Need to Build a Successful Hiring Process#Formchat28
Recruitment Pipeline
View current statuses
of your positions at a
glance
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
#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 candidates are in the
pipeline
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
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
#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 process
into a simple to
follow board
Tips & Tools You Need to Build a Successful Hiring Process#Formchat36
Onboarding Pipeline
Provide answers to all
first day questions
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
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
#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 process
into a simple to
follow board
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

  • 1. Tips & Tools You Need to Build a Successful Hiring process AND
  • 2. Miranda Nicholson Talent Dept. Manger, Formstack @MirandaWritesIt Erica Moss Community Manager, Trello @ericajmoss 2
  • 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. Tips & Tools You Need to Build a Successful Hiring Process#Formchat4 Flexible online form building platform. Quickly capture responses with branded web forms.
  • 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
  • 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. 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. 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. 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. 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
  • 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. 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. 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. 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. 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
  • 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. 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. 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. 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. 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. 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. #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. 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. #formchat27 Recruitment Pipeline: Get a quick visual overview of what roles need to be filled, what’s on hold, and future hiring needs
  • 28. Tips & Tools You Need to Build a Successful Hiring Process#Formchat28 Recruitment Pipeline View current statuses of your positions at a glance
  • 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. #formchat30 Interview Pipeline: Where any employee can get insight into the HR pipeline
  • 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. 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. 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. #formchat34 Onboarding Pipeline: Make the first day for new hires as smooth as possible
  • 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. Tips & Tools You Need to Build a Successful Hiring Process#Formchat36 Onboarding Pipeline Provide answers to all first day questions
  • 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. 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. #formchat39 Other HR Boards A few more valuable boards for HR administrators
  • 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. Tips & Tools You Need to Build a Successful Hiring Process#Formchat41 Organize your People Team