Information

  • Conducted on

  • Site / Unit

  • UBM name

  • Training MGR

Recruitment - log on & overview of main page

  • Is the DRiVE icon on the desktop?

  • UBM can successfully log onto DRiVE?

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

  • UBM can successfully navigate to recruitment menu?

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

Recruitment - Step 1 Job Requisition

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

  • Copy an existing Job requisition to standard?

  • What does the due date mean?

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

  • Send requisition for approval?

Recruitment - Step 2 Approval

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

Recruitment - Step 3 Posting a Job requisition

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

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

  • Can you advertise internally first and then externally?

Recruitment - Step 4 Candidate Application

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

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

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

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

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

Recruitment - Step 5 Candidate Selection and Offer Approval

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

  • How would you forward a candidate to a colleague ?

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

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

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

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

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

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

  • Demonstrate how to print your interview pack?

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

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

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

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

  • Where do all offer approvals go to?

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

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

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

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

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

  • What other documents would we send to the candidate ?

Employee Central - Step 6 Moving a candidate to EC

  • When do candidates move to pending hire?

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

  • Where do you get your employee payroll number from?

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

  • What is a cross border worker?

  • What does the compensation information do?

  • What is a workflow?

  • Rehire an employee?

Employee Central - Home Page and Navigation

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

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

  • Search Organisation Charts?

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

  • Search for an individual in the organisation ?

  • Give badges to other people?

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

Employee Central - Take Action

  • Can give a spot bonus?

  • Can change their job information?

  • Can change their compensation information ?

  • Can manage their leave of absence?

  • Can make them a leaver?

Jam - Home Page & Profile

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

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

  • Can delete a status update or document?

  • Can send a private message?

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

Jam - Groups

  • Can join a group?

  • Can create a private group?

  • Can create a public group?

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

  • Can view all company public groups?

  • Can delete a group?

Jam - Company

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

  • Can bookmark useful documents for future reference?

  • Can view the company news feed?

Jam - Other

  • Understands @@notify and when to use?

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

  • Edit notification emails?

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

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

Final Sign Off

  • DRiVE - Recruitment

  • DRiVE - EC

  • DRiVE - Jam

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.