If using a screen reader with this presentation, use the “Alt” key and the down arrow to advance. AGILE RECRUITING & ONBOARDING Staffing Coordinator Live Training Welcome ARO TEAM PRESENTERS Samantha Lake, Project Lead Dana Grimm Shannon Kemp AGENDA Welcome and Agenda ARO Background and Definitions Process, Roles and Permissions Break Training Materials Staffing Coordinator Tasks in Applicant Tracking System Applicant Experience Support and Key Dates Q&A ARO BACKGROUND AND HISTORY MISSION STATEMENT To support and advance Michigan State University student success and faculty research t h r o u g h a n e f f i c i e n t a n d e f fe c t i v e r e c r u i t m e n t and hiring process that yields high-quality f a c u l t y, a c a d e m i c s t a f f a n d s u p p o r t s t a f f i n a t i m e l y m a n n e r. AGILE RECRUITING AND ONBOARDING (ARO) ARO is an initiative to strengthen hiring, recruiting, and onboarding processes and systems. Planned outcomes include: Automation of candidate evaluation and selection Addressing time to fill positions. Delivering more robust system functionality. Improving process with fewer manual steps. Offering new onboarding tools. Enhancing reporting measures and metrics. Improving the applicant experience. WHY ARE WE CHANGING? Recruiting and retaining top-quality talent requires efficient systems and processes. Current hiring software is not supported after Dec. 2017. The system upgrade is an opportunity to assess and improve efficiency and effectiveness. New PageUp Applicant Tracking System brings modern technology and workflow to MSU HR. New internal and external Careers @ MSU job posting websites improve applicant experiences. TERMS & DEFINITIONS PROCESS, ROLES AND PERMISSIONS ATS ROLES There are four administrator roles in the PageUp A p p l i c a n t Tr a c k i n g S y s t e m ( AT S ) : Dean/Vice President Staffing Coordinator Search Chair and Committee Members Additional Viewer DEAN/VICE PRESIDENT Overview Includes MAU-level delegates Oversee job postings and statuses for an entire MAU Oversee applicants and statuses Approve applicants and job offers Benefits Integrated team communication Streamlined workflow Increased access to posting and applicant documentation STAFFING COORDINATOR Overview Review and manage job postings and statuses Manage and communicate with applicants Schedule interviews and other events (optional feature) Request and manage applicant letters of reference Make offers Benefits Greater automation Integrated communications Expanded reference checks Optional interview scheduling tool Centralized sourcing for University contracts Standardized onboarding task list Standardized document templates for Support Staff SEARCH CHAIR/COMMIT TEE MEMBERS Overview View job information View application materials Set candidate outcomes Submit candidate rankings (Search Chair) Approve offers, if assigned (Search Chair) Benefits One single location and point of entry for all assigned postings Streamlined workflow Improved organization and retrieval of applicant information System-integrated communication and coordination among committee members Ability to generate selection report ADDITIONAL VIEWER Overview Includes chairpersons, department heads, directors and Faculty Excellence Advocates (FEAs) View job status View applicants View and compile applicant materials Benefits Access to applicant documentation for specific postings Ability to add notes to job PERMISSIONS GROUPS • Every user in the Applicant Tracking System must be assigned a permission group. • A user’s permission group determines their highest level of access and the actions they could take in the system. • There are three permission groups available to choose from: Dean/VP Staffing Coordinator Users assigned to the Dean/VP permission group can view and act on any posting within their MAU at any time. Users assigned to the Dean/VP permission group can be listed in any of the Job Card Roles: • Primary Staffing Coordinator • Staffing Coordinator Backup 1 • Staffing Coordinator Backup 2 • Search Chair • Search Committee Member • Additional Viewer To view or act on a posting, the user must be listed on the posting in the appropriate Job Card Role. Users assigned to the Staffing Coordinator permission group can be listed in any of the Job Card Roles: • Primary Staffing Coordinator • Staffing Coordinator Backup 1 • Staffing Coordinator Backup 2 • Search Chair • Search Committee Member • Additional Viewer Search Committee To view or act on a posting, the user must be listed on the posting in the appropriate Job Card Role. Users assigned to the Search Committee permission group can be listed in the following Job Card Roles: • Search Chair • Search Committee Member • Additional Viewer Note: Excludes central office permission groups of HR Analyst and Super User 17 JOB CARD ROLES There are 8 roles for each posting. Only 6 are available to units. These roles allow users to act on a posting in a specific capacity. To serve in a role for a posting, the user must be listed on the Job Card in that role. A user s permission group determines which role(s) a user can occupy on a posting. Primary Staffing Coordinator* Staffing Coordinator Backup 1 Maximum of one user per role Staffing Coordinator Backup 2 Central Office Roles HR Analyst* (MSU HR) Search Chair* Compliance Panel Facilitator (I3) Search Committee Member Additional Viewer *Required role for all postings 18 ROLE PERMISSIONS The Job Card lists each Role and who is assigned to that role. The role assignment will determine the act ions a u ser can take on a part icular p ost in g. Ensure you check the Job Card for your role on each posting. See the tip sheet: Staffing Coordinator Permissions ROLE PERMISSIONS Staffing Coordinator Access – can only see the posting if listed on the Job Card. Question Primary Staffing Coordinator Staffing Coordinator Backup 1 Staffing Coordinator Backup 2 Able to view job through Dashboard? Yes Able to view job through Manage Jobs? Yes Able to access Job Card (posting information)? Yes Yes Yes Able to access applicants through the Job Card? yes Yes Yes Able to access applicants via Manage Applications? Yes Yes No, can to access applicants from the Dashboard or Job Card. Able to manage applicant statuses? Yes Yes Yes Able to communicate with applicants? Yes Yes Yes Able to request reference checks? Yes Yes Yes Able to create events for the job (events are used for sheduling phone screen, interviews)? Yes Yes No Able to invite applicants to events (events are used for sheduling phone screen, interviews)? Able to manage Offers? Able to access Advertisements (Sourcing information) from Dashboard? No, can access through Manage Yes Jobs Yes No, can access through Dashboard or searching for Job. Only able to manage events they Only able to manage events they create for the job. Not able to view create for the job. Not able to view or update other team members or update other team members events. events. Yes Yes No, can access from the Manage Jobs Screen by selecting the 'I' button. Able to mange onboarding? (Must be listed in Must be listed in one of the 3 one of the 3 onboarding roles on the Offer Card – onboarding roles on the Offer Card supervisor, onboarding delegate 1 and – supervisor, onboarding delegate 1 onboarding delegate 2) and onboarding delegate 2 No, can access from the Manage Jobs Screen by selecting the 'I' button. Must be listed in one of the 3 onboarding roles on the Offer Card – supervisor, onboarding delegate 1 and onboarding delegate 2 No Yes Yes Must be listed in one of the 3 onboarding roles on the Offer Card – supervisor, onboarding delegate 1 and onboarding delegate 2 Exercises Permissions PERMISSIONS EXERCISE Question 1 If you are permissioned with Dean/VP access, can you see all postings in your MAU? Answers A. Yes B. No ? PERMISSIONS EXERCISE Question 1 If you are permissioned with Dean/VP access, can you see all postings in your MAU? Answers A. Yes is the correct answer B. No ? PERMISSIONS EXERCISE Question 2 Can all three Staffing Coordinator roles take the same actions? Answers A. Yes B. No ? PERMISSIONS EXERCISE Question 2 Can all three Staffing Coordinator roles take the same actions? Answers A. Yes B. No is the correct answer ? PERMISSIONS EXERCISE Question 3 What is the difference between Staffing Coordinator Backup1 and Staffing Coordinator Backup2? Answers ? A. Ability to view the job card and applicants B. Ability to change application statuses and upload documents C. Ability to create events and invite applicants to events D. Ability to manage references and offers PERMISSIONS EXERCISE Question 3 What is the difference between Staffing Coordinator Backup1 and Staffing Coordinator Backup2? Answers ? A. Ability to view the job card and applicants B. Ability to change application statuses and upload documents C. Ability to create events and invite applicants to events D. Ability to manage references and offers is correct PERMISSIONS EXERCISE Question 4 Do Search Chairs and Committee Members need to be listed on the job card to access the posting? Answers A. Yes B. No ? PERMISSIONS EXERCISE Question 4 Do Search Chairs and Committee Members need to be listed on the job card to access the posting? Answers A. Yes is the correct answer B. No ? PERMISSIONS EXERCISE Question 5 Is the Search Chair required for support staff and faculty/academic staff postings? Answers A. Yes B. No ? PERMISSIONS EXERCISE Question 5 Is the Search Chair required for support staff and faculty/academic staff postings? Answers A. Yes is the correct answer B. No The FAS posting policy does mandate that searches require a Search Chair and Search Committee Members. ? PERMISSIONS EXERCISE Question 6 If you are a Chairperson, Department Head, Director, or Faculty Excellence Advocate, what role should you hold on the posting? Answers A. Dean/VP B. Primary Staffing Coordinator C. Staffing Coordinator Backup2 D. Search Chair E. Additional Viewer ? PERMISSIONS EXERCISE Question 6 If you are a Chairperson, Department Head, Director, or Faculty Excellence Advocate, what role should you hold on the posting? Answers A. Dean/VP B. Primary Staffing Coordinator C. Staffing Coordinator Backup2 D. Search Chair E. Additional Viewer is the correct answer ? ROLES K e y Ta k e - a w a y s The Job Card lists each role and who is assigned to that role. The role assignment will determine the actions a user can take on a particular posting. All roles, except Additional Viewers, have access to the Job Card and Job Card notes. All roles can view Applicants. There are three Staffing Coordinator roles. You may have a different role on each posting. Search Chair and Committee Members can select outcomes. Search Chairs also can rank candidates. BREAK PLEASE RETURN IN 15 MINUTES WELCOME BACK TRAINING MATERIALS TRAINING GUIDE A S t a f f i n g C o o r d i n a t o r Tr a i n i n g G u i d e h a s b e e n developed to help prepare you for this system transition. The Training Guide can be found at: https://hr.msu.edu/aro/Training-Materials.html STAFFING COORDINATOR TASKS IN THE APPLICANT TRACKING SYSTEM Managing Jobs MANAGING JOBS Managing and tracking job postings is a key function for t h e S t a f f i n g C o o r d i n a t o r. The Primary Staffing Coordinator can access these tasks from the jobs open link on the dashboard OR Manage jobs link from the Main Menu. Manage jobs provides the Primary Staffing Coordinator with more functionality. Staffing Coordinator Backup 1 can only access postings from Manage jobs from the Main Menu. Staffing Coordinator Backup 2 can only access postings from the jobs open link on the dashboard. Demonstration Managing Jobs MANAGING JOBS K e y Ta k e - a w a y s Understanding where to access your jobs for a particular posting (based on role) Filtering on each page How to access the Job Card from each page The information button Job Card JOB CARD The Job Card can be accessed from multiple locations in t h e AT S . I t d i s p l a y s t h e f o l l o w i n g t a b s : Position info tab displays job posting information. Job posting number Position details (position summary, details, job duties) Users: Search Chair and Committee Members Staffing Coordinators HR Analyst Additional Viewers Notes tab is used to add a note that is visible by all users in the system. Please use discretion! These notes will become part of the permanent hiring record. Documents tab contains documents (Salary Justification Letter, Screening Matrix, Interview Questions) relating to the job posting. The Staffing Coordinator has the option to: Upload a document Download a system template Generate a selection report Note: Users also have the option to View Applications from the Job Card. Demonstration Job Card JOB CARD K e y Ta k e - a w a y s How to add search committee members/additional viewers Where to add a note Where to upload a document How to generate a selection report Managing Applications MANAGING APPLICATIONS To v i e w a n d m a n a g e a p p l i c a t i o n s f o r a n y j o b p o s t i n g , there are a variety of methods to use: From the Job Card click View applications in the left corner of the screen (access for all Staffing Coordinators). From the Manage Jobs screen click the number listed in the ‘Applications’ column (access for Primary Staffing Coordinator and Staffing Coordinator Backup 1). From the Manage Jobs screen, click the Applications (blue person) button (access for Primary Staffing Coordinator and Staffing Coordinator Backup 1). From the Main Menu, click the Manage Applications link (access for Primary Staffing Coordinator and Staffing Coordinator Backup 1). Demonstration Managing Applications MANAGING APPLICATIONS K e y Ta k e - a w a y s How to filter and search for applicants How to access the Applicant Card How to access application materials Flags (including bounced email) Bulk Actions BULK ACTIONS The Bulk Action function makes it easy to perform an action on multiple applicants at once, such as: Status updates Compiling documents Communication BULK ACTIONS Bulk Move – Used to change the Application status of multiple applicants all at once. Bulk Send – Used to send Application materials to another user as separate attachments. Bulk Move and Send – Used to change the Application status of multiple applicants all at once and send application materials to another user in a single email. Bulk Compile and Send – Used to compile documents of selected applicants into a single PDF. Bulk Communicate – Used for communicating with applicants. Bulk Reference Check – This provides the option used to select the appropriate reference check form and modify the email that will be sent to the referee accordingly. Bulk Assign – Used to Assign Applications to any user in the system for review. This may be used when seeking feedback about an applicant from another user. Demonstration Bulk Actions BULK ACTIONS K e y Ta k e - a w a y s What each bulk action does How to perform a bulk action Applicant Status Changes APPLICANT STATUS CHANGES Application statuses can be changed individually or using bulk actions. Refrain from using bulk actions for the following statuses, as information specific to that applicant must be captured on an individual basis: Interview 1 Completed: Interview date must be entered Interview 2 Completed: Interview date must be entered Hire Recommendation: Triggers the Offer Card and Hiring Recommendation for applicant Disposition codes have been refined to specify why a candidate was not progressed through the process. Some examples are : Does not meet basic qualifications Interview not selected: more qualified candidate selected - certifications CONFIRM STATUS CHANGE The Confirm status change screen may contain important information, which will be denoted by the triangle symbol. Pay close attention to these as they may provide reminders about necessary approvals that need to take place prior to proceeding. This screen will also provide the user with a variety of options, including communicating with applicants and users. These options will differ based on the type of Application status selected. REFERENCES If references are not required at the time of application submission, Staffing Coordinators have the option to request reference contact information from applicants later in the process. This can be done via an application status change. Demonstration Applicant Status Changes APPLICANT STATUS CHANGES K e y Ta k e - a w a y s When to use bulk move versus when to change an application status individually How to modify communications to applicants/users How to enter an interview date Scheduling Events with Applicant INTERVIEW APPROVALS F o r F a c u l t y, A c a d e m i c S t a f f a n d E x e c u t i v e M a n a g e m e n t positions, the applicant pool and interview list must be approved prior to scheduling and conducting interviews. Approvals must be obtained by: Chairperson and Dean Compliance Panel (I3) Note: Chairperson and Dean approvals must be obtained first through new Faculty and Academic Staff Finalist Interview List Approval Form and uploaded to the Documents tab of the Job Card. CREATE EVENTS T h e E v e n t f u n c t i o n i n t h e AT S i s u s e d t o s c h e d u l e p h o n e screens and interviews for applicants. The event must first be created and internal users will be added to the event at this time. Once the event is created, applicants will then be invited to attend. Only a Primary Staffing Coordinator and Staffing Coordinator Backup 1 have the ability to create events for the job. MANAGE EVENTS To M a n a g e E v e n t s o n c e t h e y h a v e b e e n c r e a t e d , u s e t h e following three tabs: Calendar tab displays a calendar with all scheduled events by day. Events tab displays scheduled events by event title. Timeslots tab displays the events, the timeslots associated with those events and detailed information about each timeslot. Note: The owner of the event is the only one that can manage the event. There is only one owner for each event. APPLICANT RESPONSE Up until 48 hours prior to the event, the applicant can choose to: Decline the invitation Withdraw from a timeslot Change the scheduled timeslot (if other available timeslots remain) Once an applicant accepts or declines, their application status will automatically change to ‘accepted by a p p l i c a n t ’ o r ‘d e c l i n e d b y a p p l i c a n t ’ a n d a l l S t a f f i n g Coordinators will receive email notifications. Demonstration Scheduling Events with Applicant SCHEDULING EVENTS WITH APPLICANT K e y Ta k e - a w a y s How to create an event How to invite internal users to an event How to schedule applicants for an event Offers READY FOR HIRE When an applicant is ready for hire, the status of the applicant must be changed to Hire recommendation. This status will trigger the Offer Card, where the hiring recommendation will be completed. Offer Process Support Staff 72 OFFER APPROVED – SUPPORT STAFF Hiring Recommendation Complete Offer Card Routed All Department Approvals Complete Routed to HR Analyst Email Notification of Approval/Decline Offer Made to Candidate OFFER APPROVED – SUPPORT STAFF Once the hiring recommendation has been completed, the Offer Card can be routed for up to five levels of approval. Approvals are sequential. Once an approver approves the Offer Card it will be automatically routed to the next assigned approver. The approver will be notified via email that they have an Offer Card to approve. Once all department approvals are complete, the Offer Card will route to the HR Analyst listed in the approver slot. The HR Analyst must always be the final approver for Support Staff postings. The initiator of the hiring recommendation will receive an email notification if the Offer Card has been approved or declined. The offer can be made to the candidate either verbally or via the ATS. OFFER SENT – SUPPORT STAFF Offer Letter Ready to Send Notify HR Analyst via Status Change HR Analyst Changes Status Offer Email Sent to Applicant Applicant Accepts or Declines Department is Notified of Applicant Decision Applicant Status Updated OFFER SENT – SUPPORT STAFF • When the formal Offer Letter is ready to be sent to the candidate, notify the HR Analyst you are ready. Change the status to Offer - Submit online to candidate. • The HR Analyst will change the Application status to Offer made online. • The HR Analyst sends email to the applicant, directing them to their Applicant Portal, where they will see the offer notification. • They must open the Offer Letter, read it, and accept or decline. • If declining, they will be prompted to provide a reason. • The Staffing Coordinators, Supervisor and HR Analyst listed on the Offer Card will receive an email when the applicant accepts or declines the offer. • The applicant’s status will be updated automatically. OFFER ACCEPTED – SUPPORT STAFF Once the applicant has accepted the offer, Support Staff hires will be prompted to fill out a data collection form. Upon submission of the form/page, they will be directed to the Onboarding Portal. Offer Process FA S a n d E x e c u t i v e M a n a g e m e n t OFFERS – FAS & EXECUTIVE MANAGEMENT For Faculty & Academic Staff and Executive Management, the Hiring Recommendation is utilized simply to record the final hire and to initiate a chain of events to activate the Onboarding Portal. The offer is not made through the ATS, but the hire is required to acknowledge they have accepted the offer. The final, signed Offer Letter must be uploaded to the Offer Card for the sole purpose of initiating the Onboarding Portal. OFFERS – FAS & EXECUTIVE MANAGEMENT Offer Letter Ready to Send Staffing Coordinator Changes Status Email Offer Sent to Applicant Department is Notified of Applicant Decision Applicant Status Updated Applicant Receives Welcome Page Applicant Accepts or Declines OFFERS – FAS & EXECUTIVE MANAGEMENT When the formal Offer Letter is ready to be sent to the candidate, the Staffing Coordinator must change the Application status to Offer made online. An email is sent to the applicant, directing them to their Applicant Portal, where they will see an offer notification. They must open the offer notification, read it, and accept or decline. If declining, they will be prompted to provide a reason. The applicant will receive a welcome message and information about their Onboarding Portal where they must click Submit to activate it. The Staffing Coordinators, Supervisor and HR Analyst listed on the Offer Card will receive an email when the applicant accepts the offer. The applicant’s status will be updated automatically. Demonstration Offers OFFERS K e y Ta k e - a w a y s Who submits the formal offer online for Support Staff postings Who must be the final approver listed on Support Staff postings (and where to find them) How the offers process differs for Faculty/Academic Staff and Executive Management QUESTIONS AND ANSWERS APPLICANT EXPERIENCE TILES IN EBS PeopleAdmin PageUp PAGEUP: EXTERNAL APPLICANT SITE PAGEUP: INTERNAL APPLICANT SITE APPLICANT Overview Optional job alerts when a posting is published for a specific work type (FAS/SS), specific area of interest (Engineers, Advising/Counseling), specific type of employment (full time, part time) and/or location (East Lansing, Grand Rapids). Filters to quickly identify postings of interest. Notifications via email and through the applicant portal regarding the status and events of postings to which an applicant has applied. Ability to upload a CV/resume to assist in prefilling portions of the application. Ability to Refer a Friend. Ability to apply remotely on a tablet of mobile device. Refreshed and modern look and feel. Onboarding ONBOARDING FEATURES The Onboarding Portal ensures new hires are engaged well b e f o r e t h e i r f i r s t d a y. T h e p o r t a l f u n c t i o n a l i t y p r o v i d e s t h e following features: A seamless transition from candidates to employees through the personalized Onboarding Portal. A list of important tasks to be completed before first day, first week (e.g., complete the I-9 form, sign up for emergency alerts), and first thirty days (e.g., enroll in benefits), allowing employees to feel welcomed and supported. Ability for supervisors to track the status of each task and add additional departmental-specific tasks (e.g., review departmental bylaws). An organized body of resources available to new employees (e.g., benefits, “university at a glance” information, systems information). ONBOARDING ONBOARDING ONBOARDING ONBOARDING ONBOARDING ONBOARDING ONBOARDING ONBOARDING HIRING RECOMMENDATION Onboarding Portal Activation Offer letter uploaded to Offer Card Candidate accepts the offer Acceptance of the offer letter activates the onboarding portal Staffing Coordinators, supervisors and HR analyst are notified of offer acceptance Applicant’s status automatically updated from candidate’s decline or acceptance of offer ONBOARDING Supervisor and Onboarding Delegates are designated on the Offer Card/Hiring Recommendation. Will be notified of the new hire task list Responsible for ensuring the hire and the unit complete all assigned tasks Ability to modify or add new tasks as necessary QUESTIONS AND ANSWERS SUPPORT PROJECT WEBSITE: hr.msu.edu/aro Hosts background information, rollout plans, training resources and FAQs. 104 TRAINING MATERIALS I n a d d i t i o n t o t h e Tr a i n i n g G u i d e , a n e L e a r n i n g m o d u l e , Tip Sheets and Video Clips have been developed to help prepare you for this system transition. All Training Materials can be found at https://hr.msu.edu/aro/Training-Materials.html eLEARNING Online, self-paced eLearning modules are available for the System Overview and the Staffing Coordinator role. VIDEO CLIPS These videos will provide quick -reference refresher content for commonly performed tasks and functions. Deans and Vice Presidents: How to get to jobs and applicants Deans and Vice Presidents: How to bulk compile documents Search Chair and Search Committee Members: How to get to jobs and applicants and bulk compile and send documents Search Chair and Deans/Vice Presidents: How to generate a report Search Chair: How to view Search Committee evaluations Search Chair and Search Committee: How to use the evaluation tool Onboarding Applicants TIP SHEETS & ADDITIONAL GUIDES These documents will cover reference information either pulled from or outside of the detailed, role-based training guides. Features and changes of the new ATS Bulk actions Reports Search firm agency steps Academic Position Request Guide for Executive Management Academic Position Request Guide for Faculty & Academic Staff Position Request Guide for Support Staff Onboarding Guide 108 KEY DATES KEY DATES Faculty & Academic Staff Postings: Friday, February 17*: A list of postings actively open and accepting applicants and an information-collection spreadsheet sent to MAU HR Reps to coordinate posting transfers to PageUp. *Postings opened in COMPASS after Feb. 17 will be monitored and transferred. Friday, March 10: Completed spreadsheets returned to HR. Friday, March 31: Noon deadline for units to submit final posting requests for COMPASS. Wednesday, April 5: Last day for MSU HR to post in COMPASS. Thursday, April 6 to Tuesday, April 25: Emergency postings only. Support Staff Postings: Friday, March 31: Noon deadline for units to submit final posting requests for COMPASS. Wednesday, April 5: Last day for MSU HR to post in COMPASS. Wednesday, April 12 & Wednesday, April 19: Emergency postings only. All Postings: Monday, April 10: New EBS forms available for units to submit PageUp posting requests. Wednesday, April 19: Deadline for units to submit new posting requests for PageUp go-live. Tuesday, April 25: COMPASS applicant pools close. Wednesday, April 26: PageUp is LIVE! New and transferred postings are open. 110 QUESTIONS AND ANSWERS Thank you for attending training today!
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