DRiVE UBM Certification - Phase 1 - duplicate Woodall

• Conducted on

  Date

• Site / Unit

• UBM name

• Training MGR

Recruitment - log on & overview of main page

• Is the DRiVE icon on the desktop?

  Yes

  No

  N/A

• UBM can successfully log onto DRiVE?

  Yes

  No

  N/A

• UBM can demonstrate how to refresh, decrease, increase the screen? (F5 & F11)

  Yes

  No

  N/A

• UBM can successfully navigate to recruitment menu?

  Yes

  No

  N/A

• UBM can explain and give an overview of the recruitment home screen?

  Yes

  No

  N/A

Recruitment - Step 1 Job Requisition

• Create a new job requisition to standard using browse family and roles?

  Yes

  No

  N/A

• Copy an existing Job requisition to standard?

  Yes

  No

  N/A

• What does the due date mean?

  Yes

  No

  N/A

• What documents need to be attached to the requisition and where does a UBM get these from?

  Yes

  No

  N/A

• Send requisition for approval?

  Yes

  No

  N/A

Recruitment - Step 2 Approval

• How do you know that your job requisition has been approved and who approves it?

  Yes

  No

  N/A

Recruitment - Step 3 Posting a Job requisition

• Demonstrate how to post a job internally and externally? Where will this then be seen?

  Yes

  No

  N/A

• How long will it take for your job to be posted on the careers site?

  Yes

  No

  N/A

• Can you advertise internally first and then externally?

  Yes

  No

  N/A

Recruitment - Step 4 Candidate Application

• Explain how a candidate would apply to your advert? (Internally and Externally)

  Yes

  No

  N/A

• What does every new candidate have to set up before they can apply to a role?

  Yes

  No

  N/A

• How would you handle an interested candidate who walked onto site looking for a job with you?

  Yes

  No

  N/A

• Demonstrate how an internal candidate would apply for a role?

  Yes

  No

  N/A

• How do you set up job alerts and manage your applications?

  Yes

  No

  N/A

Recruitment - Step 5 Candidate Selection and Offer Approval

• Explain the Talent pipeline/homepage? How you move people?

  Yes

  No

  N/A

• How would you forward a candidate to a colleague ?

  Yes

  No

  N/A

• Demonstrate how to view a candidates application (profile) and CV?

  Yes

  No

  N/A

• What is the application review used for in the pipeline?

  Yes

  No

  N/A

• Demonstrate how to set up an interview with yourself and invite other people? Why do we have to invite other people to interview ?

  Yes

  No

  N/A

• Demonstrate how to email a candidate to invite them to first interview?

  Yes

  No

  N/A

• Demonstrate how to regret a candidate ? When can we use regret no email?

  Yes

  No

  N/A

• Demonstrate how to get to interview central and explain the features?

  Yes

  No

  N/A

• Demonstrate how to print your interview pack?

  Yes

  No

  N/A

• Demonstrate how to rate a candidate after interview? Why is this important we record info here?

  Yes

  No

  N/A

• What is the stacker ranker? And the thumbs up icon?

  Yes

  No

  N/A

• Can a UBM skip a recruitment process (pipeline)?

  Yes

  No

  N/A

• What does the audit trail mean on the candidate profile?

  Yes

  No

  N/A

• Where do all offer approvals go to?

  Yes

  No

  N/A

• Demonstrate how to get an offer approval from your line manager?

  Yes

  No

  N/A

• How will your line manager know they have an approval pending?

  Yes

  No

  N/A

• Why do you have to fill out all of the fields at the job approval stage?

  Yes

  No

  N/A

• Demonstrate how to send an offer letter to a candidate ?

  Yes

  No

  N/A

• In what format should you send the offer letter? PDF or text? Why?

  Yes

  No

  N/A

• What other documents would we send to the candidate ?

  Yes

  No

  N/A

Employee Central - Step 6 Moving a candidate to EC

• When do candidates move to pending hire?

  Yes

  No

  N/A

• To complete a pending hire what info do you need?

  Yes

  No

  N/A

• Where do you get your employee payroll number from?

  Yes

  No

  N/A

• Demonstrate how to manage a pending hire to move the candidate into employee central?

  Yes

  No

  N/A

• What is a cross boarder worker?

  Yes

  No

  N/A

• What does the compensation information do?

  Yes

  No

  N/A

• What is a workflow?

  Yes

  No

  N/A

• Rehire an employee?

  Yes

  No

  N/A

Employee Central - Home Page and Navigation

• Demonstrate how to navigate around the tiles and drop down menu?

  Yes

  No

  N/A

• Has the UBM updated their Public Profile? Picture and description of their role?

  Yes

  No

  N/A

• Search Organisation Charts?

  Yes

  No

  N/A

• Has the UBM's team got a picture on the org chart?

  Yes

  No

  N/A

• Search for an individual in the organisation ?

  Yes

  No

  N/A

• Give badges to other people?

  Yes

  No

  N/A

• Has the UBM updated their profile, uploaded a photo and amended your personal info and employment history?

  Yes

  No

  N/A

Employee Central - Take Action

• Can give a spot bonus?

  Yes

  No

  N/A

• Can change their job information?

  Yes

  No

  N/A

• Can change their compensation information ?

  Yes

  No

  N/A

• Can manage their leave of absence?

  Yes

  No

  N/A

• Can make them a leaver?

  Yes

  No

  N/A

Jam - Home Page & Profile

• Has the UBM edited their profile and upload a photo?

  Yes

  No

  N/A

• Can upload documents, photos and post a status update that all followers can see?

  Yes

  No

  N/A

• Can delete a status update or document?

  Yes

  No

  N/A

• Can send a private message?

  Yes

  No

  N/A

• Can view who your following? And who is following you?

  Yes

  No

  N/A

Jam - Groups

• Can join a group?

  Yes

  No

  N/A

• Can create a private group?

  Yes

  No

  N/A

• Can create a public group?

  Yes

  No

  N/A

• Can invite people to the group and upload a group photo?

  Yes

  No

  N/A

• Can view all company public groups?

  Yes

  No

  N/A

• Can delete a group?

  Yes

  No

  N/A

Jam - Company

• Can use the directory to follow other people in the organisation?

  Yes

  No

  N/A

• Can bookmark useful documents for future reference?

  Yes

  No

  N/A

• Can view the company news feed?

  Yes

  No

  N/A

Jam - Other

• Understands @@notify and when to use?

  Yes

  No

  N/A

• Can demonstrate how to direct a status update to a specific person? @yourname

  Yes

  No

  N/A

• Edit notification emails?

  Yes

  No

  N/A

• Has the UBM got an application on smart phone and knows how do help others do this?

  Yes

  No

  N/A

• Help UBM set up Jam folder on their outlook email, to help manage notifications?

  Yes

  No

  N/A

Final Sign Off

• DRiVE - Recruitment

  Yes

  No

  N/A

• DRiVE - EC

  Yes

  No

  N/A

• DRiVE - Jam

  Yes

  No

  N/A