Member Master - Screening Guidelines

The Screening Guidelines are an optional field that is designed to be used as a guide/checklist for internal staff to follow when carrying out an initial screening of an applicant.

The purpose of this is to ensure that all Recruiters are following the same process and can assist in ruling out unsuitable applicants early on in the process.

Some examples of how this field can be used:

Steps for internal staff on reviewing application information
Key 'knock out' questions to ask the applicant to identify their suitability

To view and update the Screening Guidelines please follow the below steps.

Access Masters > Member Master > Screening Guidelines

2. Review your active settings (if applicable)

3. To edit or inactive any, select the Pencil icon

In the editor screen, you can update:

- Sequence - The order of how it shows on the Screen and Assign Page.
- Industry - This option allows you to link specific guideline questions per industry.
- Screening Task Name - This field is for the name of the Task/Question.
- Screening Task Description - This field is for the full description of the task.
- Mandatory - If ticked this will mark the task as mandatory and will require internal staff to mark it as complete prior to confirming a change.
- Status - If Active the value will show on the Screen and Assign page, if set to inactive it will not show.

To create a new option select the + Icon.

Enter data in all the mandatory fields marked with a red * and select the green tick to save.