Running Screening Levels and Applying Results

This topic provides an overview of screening level processing and discusses how to run screening levels, review results, and apply results.

Page Name

Definition Name

Usage

Manage Job Opening Page: Applicant Screening Tab: Screening Level Section

HRS_JO_SCR_LVL

Review screening levels and run screening processes.

Manage Job Opening Page: Applicant Screening Tab: Screening Results Section

HRS_JO_SCR_LVL

Review and apply screening results.

Screening Details Page

HRS_APP_SCR_RSLT

Review how many total points the applicant earned in the screening level and how many points were awarded for each type of screening criteria.

Questionnaire Results Page

HRS_VIEW_QSTN_RSLT

Review the applicant's answers to the questionnaire that was completed during the online application process.

Rate Applicant Page

HRS_RATE_APP

Review an applicant’s points for profile-related screening criteria.

(USF) Set Competitive Status Page

HRS_SCR_MRK_SEC

Assign an applicant’s competitive or non-competitive status for US Federal recruiting purposes.

This overview discusses how you run screening levels and apply the results.

Running Screening Levels

You can run standard screening levels using the Manage Job Opening page: Applicant Screening tab. Run screening levels from either one of the two sections on this tab: the Screening Levels section or the Screening Results section.

You cannot run screening levels for prescreening or online screening. For these screening levels, the system evaluates applicants individually during the Candidate Gateway online application process.

If the screening settings on the Job Opening Page: Applicant Screening Section indicate that applicants must pass the previous level, the system filters out applicants who have not passed the previous screening level before performing any actual screening.

The system also filters out applicants based on their dispositions. Specifically, the system processes only applicants whose dispositions are configured as open statuses associated with either the 1-Applied phase, the 2-Reviewed phase, or no phase at all. This prevents applicants in the later phases of the recruiting process (3-Screen, 4–Route, 5-Interview, 6-Offer, 7-Hire, 8-Hold, or 9-Reject) from being processed.

When you run a screening level, the RS-Job Opening Screening (HRS_JO_SCR) Application Engine process uses the settings on the Job Opening - Screening Criteria Page as it performs the following tasks for each included applicant:

  1. Evaluates whether the applicant has the attributes that you have selected as screening criteria.

  2. Awards the specified number of points for each screening criterion that the applicant meets.

    In U.S. federal implementations, the system keeps track of which attributes are marked as Augment or Selective so that the point subtotals for those types of criteria are available to use during the ranking process.

  3. Adds the points earned for individual items to produce a cumulative point total.

    This value represents the applicant's raw points for the screening level.

  4. Evaluates whether the applicant passes or fails the screening level.

    Applicant can fail a screening level if they have not earned enough points or if they do not meet criteria that was designated as required.

    Screening levels can be configured to allow users with access to the screening pages to manually override the pass/fail status that the system assigns.

  5. Assigns the applicant a final overall score for the screening levels.

    Depending on the screening rules, the overall score might be the same as the raw points.

    U.S. federal screening processes, however, use other scoring methods such as fixed scores for passing or failing or transmutation to a predetermined maximum based on the proportion of points earned to total available points.

Image: Screening level processing

This diagram illustrates the process flow for the RS - Job Opening Screening process:

Screening level processing

Reviewing and Applying Screening Results

After running a screening level, use the Manage Job Opening Page: Applicant Screening Tab: Screening Results Section to review the results. If you are satisfied, you can finalize those results by clicking Apply Results button.

When you apply results, the system performs these actions:

  • Updates the applicants' dispositions according to the settings in the screening level definition.

    When you review screening results, you can see the disposition that will be applied. There are separate settings for applicants who pass and who fail the screening level.

  • Creates rejection letters for applicants who fail the screening level.

    This occurs only if the screening level criteria identifies a letter to send. Depending on the screening level settings, the letter is either sent as an email or it is added to the queue for the HRS Letter Generation (HRSLETTR) Application Engine process. To run the HRS Letter Generation process, use the Generate Recruitment Letters Page.

  • Updates the applicant data to show that the screening results have been applied.

Results are applied for every applicant who has screening results. If an applicant has results for multiple screening levels, the system uses the disposition settings and rejection letter settings from the last screening level.

Once results are applied for an application, that application is excluded from any subsequent runs of the screening level process. Therefore, after you apply results, the only reason to run the screening process again is if new applications have been linked to the job opening. Note that results are applied to an application rather than to an applicant, so if an applicant submits another additional application after results have been applied to an earlier application, the new application is included in the screening process.

Note: Even after results are applied, you can continue to screen applicants who are subsequently added to the job opening.

There are two types of prerequisites for screening processing.

First, there are implementation tasks, including:

  1. (USF) Defining veteran preference codes.

  2. (USF) Defining priority placement codes.

  3. Creating screening level definitions.

  4. Creating screening templates and linking them to recruitment templates.

Then, at runtime, you need to add job-specific screening criteria to each screening level that will be used.

This process involves selecting specific qualifications, questions, and job attributes to look at when assessing applicants. When you define screening criteria for a job opening, you can also review and override default settings from screening level definitions.

Use the Manage Job Opening Page: Applicant Screening tab: Screening Level section (HRS_JO_SCR_LVL) to review screening levels and run screening processes.

Note: The Applicant Screening tab is visible only if the job opening has at least one standard screening level (a screening level that is not for prescreening or online screening). If a standard screening level is present, the tab is visible even if no screening criteria exists.

Image: Manage Job Opening page: Applicant Screening tab: Screening Level section

This example illustrates the Manage Job Opening page: Applicant Screening tab: Screening Level section.

Manage Job Opening page: Applicant Screening tab: Screening Level section

Note: For information about the parts of this page that are not under the Applicant Screening tab, refer to the documentation for the Manage Job Opening Page.

Running a Screening Level

Field or Control

Definition

Run

Select a screening level to run. In US Federal implementations, you can also select Priority Placement to run the priority placement process.

See (USF) Running the Priority Placement Process..

Go

Click to run the screening level (or priority placement process) that you selected in the Run field.

If the job opening includes multiple job codes, the screening level processes all job codes for which criteria has been defined.

Note: Run the Priority Placement process after the closing date of the job posting and before running other screening processes..

Process Monitor

Click to access the Process Monitor page, where you can monitor the progress of the screening process. Screening uses the HRS_JO_SCR Application Engine process. Priority Placement uses the HRS_PRI_PLCM Application Engine process.

refresh

Click the Refresh icon to show the latest screening results after you run a screening process. The results are not available until the screening process finishes. After refreshing, check the date and time in the Last Run Date field of the Screening Levels grid to see whether the process is complete.

To view the results of a screening process or priority placement process, click the Screening Results link and review the Applicants grid for the process.

Job Opening / Jobs

This scroll area displays information about the job opening. If there are multiple jobs associated with the job opening, you can scroll to see each one. Multiple rows are possible only if the Allow Multiple Jobs/Positions field on the Recruiting Installation - Jobs Page is set to Yes.

Screening Levels

Field or Control

Definition

Screen Level Name

Identifies the screening level. Click the link to access the Job Opening - Screening Criteria Page, where you can review and update the screening configuration.

If the screening level is for prescreening or online screening, the screening level name is not a link. To view or update criteria for prescreening or online screening, access the Job Opening - Screening Criteria page from the Manage Job Opening page: Details tab or, if results exist, from the Screening Results section on the Applicant Screening tab.

Last Run Date

For standard screening levels, this column displays the date and time that the screening level last ran. This column is blank for prescreening and online screening.

Submitted By

For standard screening levels, this column displays the name of the user who most recently ran the screening level. This column is blank for prescreening and online screening.

Results Applied

For screening levels that have run at least once, this field displays Yes or No to indicate whether the screening results have been applied. The field is blank for screening levels that you have not yet run.

Prescreening and online screening results are always applied immediately, so this field always displays Yes for these screening levels.

Use the Manage Job Opening Page: Applicant Screening tab: Screening Results section (HRS_JO_SCR_LVL) to review and apply screening results.

Note: The Applicant Screening tab is visible only if the user has security access to the screening pages and if the job opening has at least one standard screening level (a screening level that is not for prescreening or online screening).

Image: Manage Job Opening page: Applicant Screening tab: Screening Results section

This example illustrates the Manage Job Opening page: Applicant Screening tab: Screening Results section

Manage Job Opening page: Applicant Screening tab: Screening Results section

Note: For information about the parts of this page that are not under the Applicant Screening tab, refer to the documentation for the Manage Job Opening Page.

Running a Screening Level

Field or Control

Definition

Run

Select a screening level to run. In US Federal implementations, you can also select Priority Placement to run the priority placement process.

See (USF) Running the Priority Placement Process.

Go

Click to run the screening level (or priority placement process) that you selected in the Run field.

If the job opening includes multiple job codes, the screening level processes all job codes for which criteria has been defined.

Process Monitor

Click to access the Process Monitor page, where you can see whether the screening process has finished. On the Process Monitor page, the screening process is the HRS_JO_SCR Application Engine process, and the Priority Placement process is the HRS_PRI_PLCM Application Engine process.

refresh

Click the Refresh icon to show the latest screening results after you run a screening process. The results are not available until the screening process finishes. Use the Process Monitor page to see if a screening process is complete, or look at the date and time in the Last Run Date field of the Screening Levels grid to see whether the page is showing results from your most recent screening processing.

Applying Results and Ranking Applicants

Field or Control

Definition

Apply Results

Click to apply the most recent screening results. When you apply results, the system updates the applicants' dispositions according to the settings in the screening level definition.

If an applicant has unapplied results for more than one screening level, the system updates the applicant’s disposition based on the results of the last screening level in the ordered list of screening levels.
(USF) Rank Applicants

Click to access the Rank Applicants Page, where you rank applicants for US federal recruiting purposes.

Screening Levels

This grid provides summary information about screening levels that have run at least once.

Field or Control

Definition

Select

Select a screening level whose details results you want to see. The page updates the Applicants grid to show results for the selected screening level.

Job Code and Job Code Name

These fields identify the job code for the screening level. If the job opening has only one job code, the values are the same for all screening levels. But if the job opening has multiple job codes, each job code can have different screening settings.

Primary Job icon Primary Job

Displays the Primary Job icon if the job code is the primary one for the job opening. If the job opening has only one job code, the icon appears in all rows.

Screening Level

Displays the screening level name. If a job opening has multiple job codes that use a particular screening level, then the screening level appears in multiple rows in this grid. In this situation, use the job code information to distinguish the rows.

Click the screening level name link to access the Job Opening - Screening Criteria Page, where you can review and optionally update the screening level configuration.

Last Run Date

For standard screening levels, this column displays the date and time that the screening level last ran. This column is blank for prescreening and online screening.

Applicants Screened

Displays the total number of applicants who have been screened using this screening level.

Applicants Passed

Displays the total number of applicants who passed this screening level.

Applicants Failed

Displays the total number of applicants who failed this screening level.

Unapplied Results

Displays the number of applicants who were processed but whose results have not been applied.

Submitted By

Displays the name of the person who most recently ran this screening level.

Applicants

This grid lists the detailed results for applicants who were processed by the screening level that is selected in the Screening Levels grid.

Note: When running a screening level, the system processes only applicants whose dispositions are configured as open statuses associated with either the 1-Applied phase, the 2-Reviewed phase, or no phase at all. Additionally, if the Must Pass Previous Levels check box is selected for the job opening/job code, the screening process does not include applicants who have not passed the previous screening levels.

Field or Control

Definition

Select

Select applicants to include when you use the Route, Merge, or Set Competitive Status buttons on this page.

Note: Selection does not affect which applicants are included when you run a screening level.

Score

Displays the percent of the maximum possible score that the applicant earned. Click the link to access the Screening Details Page, where you can see how many points the applicant earned for various types of screening criteria.

Points

Displays the overall screening points that the applicant earned for the screening level. Depending on the screening level configuration, this could be the raw points that the applicant earned, or it could be a fixed number that is associated with a pass or fail status.

Applicant Name and Applicant ID

These fields display identifying information about the applicant. Click an applicant’s name to access the Manage Applicant Page.

Disposition

Displays the disposition that will be assigned when results are applied (not the applicant’s current disposition). This disposition is based on the screening settings and whether the applicant passed or failed the screening level.

Screening Result

Displays Passed or Failed.

If the Manually Assign Status check box is selected on the Job Opening - Screening Criteria page, then you can change the status. Otherwise, this field is read-only.

Results Applied

Displays Yes if results have been applied to all screened applicants, No if results have not been applied to any applicants, or Partial if results have been applied to some (but not all) applicants.

Keep in mind that when you apply results, the results are applied to all applicants who have been screened. Therefore, a value of Partial appears only if additional applicants have been screened since results were last applied.

After you apply results, you cannot reprocess the same applicants.

(USF) Competitive Status

In US federal installations, this field displays the competitive status that you assign to the applicant: Competitive, Non-Competitive Other, or Noncompetitive VRA (noncompetitive veterans recruitment appointment). The field is blank for applicants whose competitive status hasn’t been assigned.

To assign a status, select the check box for one or more rows in the Applicants grid and click the Set Competitive Status button.

Status Date

Displays the date that the applicant’s pass or fail status was determined.

Applicant Type

Displays the applicant type: External Applicant, Employee, or Non Employee.

Route iconRoute

Click to route the applicant. The Route Applicant Page appears.

Rate icon View Rating

Click to access the Rate Applicant Page, where you can review an applicant’s points for profile-related screening criteria.

Buttons for Performing Applicant Actions

Field or Control

Definition

Select All and Deselect All

Use these links to select or deselect grid rows so that you can perform group actions on the selected rows.

Route

Click to route all of the selected applicants. The Route Applicant Page appears.

Merge

Click to access the Review Duplicate Applicants Page, where the selected applicants appear as a set of duplicates for you to review and optionally merge.

(USF) Set Competitive Status

Click to access the (USF) Set Competitive Status Page so that you can assign each applicant a competitive status.

Use the Screening Details page (HRS_APP_SCR_RSLT) to review how many total points the applicant earned in the screening level and how many points were awarded for each type of screening criteria.

Image: Screening Details page

This example illustrates the Screening Details page.

Screening Details page

Job/Job Opening Summary

This section has one row for each job code in the job opening. Multiple rows are possible only if the Allow Multiple Jobs/Positions field on the Recruiting Installation - Jobs Page is set to Yes.

Screening Level Summary

This section has one row for each screening level that you've run for the applicant.

Field or Control

Definition

Screening Level

Identifies the screening level whose results you are examining. Scroll to see results for other screening levels.

Screening Points

Displays the raw points that the applicant earned for the screening level.

Level Score

Displays the applicants overall score for the screening level. For example, if a screening level awards 70 points for passing, this field displays 70.

If the screening level uses raw points, this is the same as the Screening Points field.

Screening Status

Indicates whether the applicant Passed or Failed the screening level.

Status Date

Displays the most recent date that the applicant was screened with this screening level.

Status Reason

If the applicant failed the screening level, this field displays an explanation such as Applicant failed minimum screening level percent requirement.

Level Points Detail

This group box breaks down the sources of the applicant's raw points.

Field or Control

Definition

General Requirements

Displays the number of points that the applicant received for meeting General Information screening criteria. This includes criteria from the Job Information and Salary Information sections of the job opening.

Education/Experience

Displays the number of points that the applicant received for meeting Education & Experience screening criteria. This refers specifically to the Education & Experience section of the job opening and does not include any profile-based education criteria.

JPM Content Score (job profile management content score)

Displays the number of points that the system awarded to the applicant based on profile content type qualifications such as competencies, languages, and degrees.

Screening Questions

Display the number of points that the system awarded based on the applicant's responses to screening questions.

Note: The system does not award any points for unanswered questions or for open-ended questions that have been answered but not yet evaluated. Click the View Questionnaire Results link to ascertain whether either of these conditions is true and whether you need to send reminders to applicants or evaluators.

View Questionnaire Results

Click to access the Questionnaire Results page, where you can view the applicant's responses to screening questions.

(USF) Additional Federal Screening Data

These fields in the Level Points Detail group box appear only in federal systems.

Field or Control

Definition

(USF) Augmentation Points

Displays the number of points that the applicant received for screening items that were marked as Augment on the Job Opening - Screening Criteria page.

These are included in the total point for the screening level.

(USF) Selective Factor Points

Displays the number of points that the applicant received for screening items that were marked as Selective on the Job Opening - Screening Criteria page.

These are included in the total point for the screening level.

(USF) Veterans Preference Points

Displays the number of veterans preference points that the system awards based on the applicant's veterans preference code.

These points are not associated with any particular screening level, so although they are displayed in the summary for each screening level, they are not included in the total points for the screening level. They are added to the applicant's cumulative screening score on the Rank Applicants page.

Use the Questionnaire Results page (HRS_VIEW_QSTN_RSLT) to review the applicant's answers to the questionnaire that was completed during the online application process.

Image: Questionnaire Results page

This example illustrates the Questionnaire Results page.

Questionnaire Results page

This page lists the questions that were used for a screening level.

For multiple-choice questions, the page shows which answer or answers the applicant chose and how many points those answers are worth.

For open-ended questions, the page shows the applicant's answer and how many points the applicant earned for that answer. If no evaluations have been submitted, then no points are shown.

Use the Rate Applicant page (HRS_RATE_APP) to review an applicant’s points for profile-related screening criteria.

Image: Rate Applicant page

This example illustrates the Rate Applicant page.

Rate Applicant page

Important! You cannot use this page to modify application data, only to review it and to see if any data (such as competency ratings) is missing. To enter applicant ratings or make other changes to the application data, use the Application Details Page.

Field or Control

Definition

Application

Click the Application icon to access the Application Details Page, where you can enter the missing ratings.

Previous Applicant and Next Applicant

Use these links to scroll through the data for all of the applicants who are listed in the grid from which you accessed this page.

Return to Previous Page

Click to return to the Manage Job Opening page: Applicant Screening tab: Screening Results section.

Screening Levels

Scroll through each screening level to see an applicant’s profile-related screening points.

<Content Type>

The page displays grids for every content item that is included in the job opening template, even when the screening level does not use the content item as screening criteria. The grid titles correspond to the name of each content type.

Field or Control

Definition

Item and Item Description

Describes a specific qualification that can be used during screening.

Rating

If the content type uses a rating scale, this column displays the applicant's rating. This field is empty for content types that do not have a rating scale.

Score

Displays the number of screening points that the applicant receives for the content item.

Points

Displays the maximum possible number of screening points possible for the content item for the screening level.

The point value for a qualification comes from the Job Opening - Screening Criteria Page, where you configured job-specific requirements for a screening level.

Required

Displays a selected check box if the qualification is marked required on the Job Opening - Screening Criteria page. The check box is deselected if the qualification is not required.

Use the Set Competitive Status page (HRS_SCR_MRK_SEC) to assign an applicant’s competitive or non-competitive status for US Federal recruiting purposes.

Click the Set Competitive Status button on the Manage Job Opening Page: Applicant Screening Tab: Screening Results section.

Image: Set Competitive Status page

This example illustrates the Set Competitive Status page.

Set Competitive Status page

Field or Control

Definition

Competitive Status

Select the status to assign to the selected applicants: Competitive, Non-Competitive Other, or Noncompetitive VRA (noncompetitive veterans recruitment appointment).

OK

Click to assign the selected status and return to the screening results.

Cancel

Click to return to the screening results without assigning the selected status.