Creating a Job - The Basics

Updated by Amy Thomas

Once you have prepared all the components you will use in your job, you are now ready to create the job.

View a short walkthrough video below.

There are three evaluation tools you can select to include in your job: assessments, video interview and live interview. You may choose to use one, two, or all three of these for your job. The steps below outline how to add each of these to your job. If you are not including one of the evaluation tools in your job, skip past that section in this How To Guide, and go to the next section beneath it.

Create the job

  1. On the right side of the Jobs screen, click the blue Create Job button.
  2. Enter your Job Title into the Job Name box – you'll see some recommended job titles in a dropdown as you type.
  3. Select your evaluation tools. Tick Assessments, Video Interview, Live Interview, or a combination of these, depending on your requirements for this job.
    1. Learn more about how combining assessments and structured interviews strengthens your talent signal by clicking in the link in your Criteria account.
    2. If you do not currently have structured interviewing enabled for your account you will not be able to select these here. To learn more about how video interviewing or live interviewing can improve your recruitment process, and to schedule a demonstration with your customer success manager, click on Learn More.
    1. NOTE: If you select both Assessments and Video Interview, they will both be automatically added to the Incoming pipeline stage in the job. Your candidates will be asked to complete both tasks within the same invitation. That is, once they complete the assessments, they will move straight on to complete the video interview (or vice versa).
      If you wish to separate out these steps in your recruitment process, for example you wish to screen candidates on their assessment results before moving some candidates to video interview, you can change this in your pipeline.
  4. Click Continue.

Assessments: select the test battery

If you have opted to include assessments in your job, you will be presented with the Job Profiler screen. If you are not using assessments, you will not see this screen and will instead proceed directly to Step 7 below.

  1. The Job Profiler provides assessment recommendations based on the job name. You can choose one of the options by clicking Select. Alternatively, click Skip this step to move to the next screen and add a custom test battery.
    1. To view details for the knowledge, skills and abilities recommended for a particular job title, click More Info.
    2. If none of the options provided match your job's requirements, you can search for different job titles or click Load More to be presented with additional suggestions.
  2. Select a test battery.
    When selecting the test battery, you have the option to choose a score range for each assessment. Some assessments, such as the Workplace Alignment Assessment and Illustrait also require additional components to be set before candidates can be invited to complete testing. Click on the links to learn more.
    1. If you selected one of the occupations on the previous screen, you will be presented with a recommended test battery. Click Select if you wish to use this test battery.
    2. If you did not select an occupation on the previous screen, or you want to use a custom test battery, click the Saved Test Batteries tab. A list of the custom test batteries created for your account will be presented. Click anywhere on the line to view the test battery in detail. Click Select if you wish to use this test battery.
    3. You can also create a test battery within the job. Click the Choose Your Assessments tab.
    Update the Test Battery Name if required, add a Test Battery Description if desired, then select the assessments to be included. Click Save and Select.

If you are not using structured interviewing (video or live) for this job, your job has been created at this point. Click here to move to the next step. If you are using structured interviewing for this job, continue to Step 7.

Video interview: select the video interview template

If you have opted to include a video interview in your job, you will be directed to the Select a Video Interview template screen. If you are not using a video interview, you will not see this screen and will instead proceed directly to Step 9 below.

  1. As with the Assessment process above, there are three options for selecting a video interview template for your job.
    1. Criteria Recommendation: Based on the recommended occupation you selected at step 5, a set of recommended interview questions are provided. If you wish to use these questions, click Select. You have the flexibility to customize the video interview template and its questions after the job is created.
      If these questions do not meet your job's requirements, click Search for a different recommendation to view more options.
    2. Saved Video Interview Templates: If you wish to use an interview template you created previously, go to the second tab.
      Click Select an Interview Template and chose the template from the dropdown list. You can click the thumbnail to play each question or view the question times and number of attempts by clicking View Template Details. Click Select to chose this template.
    1. Create New Template: If none of the interview templates meet your needs, you can create a new video interview template by clicking the Create New Template tab. Please note that by clicking here you will be directed to the Interview Templates area and your job creation process will not be saved.
  2. On the Configure Video Interview details screen, select the Evaluators who will be reviewing your candidates' responses.
    Select the Number of Evaluations Required. The scoring for your candidates' responses will not be visible in the platform until this number of evaluators have completed and submitted their review. Click Continue.

If you are not using live interviewing for this job, your job has been created at this point. Click here to move to the next step. If you are using live interviewing for this job, continue to Step 9.

Live interviewing: select the live interview template

If you have opted to include a live interview in your job, you will be directed to the Select a Live Interview template screen.

  1. There are also three options for selecting a live interview template for your job.
    1. Criteria Recommendation: Based on the recommended occupation you selected at step 5, a set of recommended interview questions are provided. If you wish to use these questions, click Select. You have the flexibility to customize the interview template and its questions via the Manage menu after the job is created.
      If these questions do not meet your job's requirements, click Search for a different recommendation to view more options.
    2. Saved Live Interview Templates: If you wish to use an interview template you created previously, go to the second tab.
      Click Select an Interview Template and chose the template from the dropdown list. You can view additional information about the questions by clicking View Template Details. Click Select to chose this template.
    3. Create New Template: If none of the interview templates meet your needs, you can create a new live interview template by clicking the Create New Template tab. Please note that by clicking here you will be directed to the Interview Templates area and your job creation process will not be saved.
  2. On the Configure Live Interview details screen, select the Evaluators who will be reviewing your candidates' responses.
    You can specify which evaluator will ask each question in the interview. When the interviewers open the Interview Guide to enter their evaluation ratings and notes, they will see who has been assigned each question. This can help the interview run more smoothly, and give the interviewers time to add some notes during the interview.
    Select the Number of Evaluations Required. The scoring for your candidates' responses will not be visible in the platform until this number of evaluators have completed and submitted their review. Click Continue at the bottom of the screen.

Your job has been created

Your job has been created. If you plan to use your Criteria account's default settings for your job, you can now begin inviting candidates.

Click Invite via email to add and invite specific candidates.

Open links are not automatically posted to any job posting sites. You will need to click Copy and paste the open link into job ads, your careers page, an email inviting candidates to apply, or another location.

Note that open links are disabled if Live Interviewing is in the Incoming pipeline stage. This is because you will need to take action to schedule your candidates for the live interview.

Candidates are not automatically sent an invitation email for live interviewing as there is no task for them to complete in the Criteria system. You can still manually add candidates to this step, however you will need to send any messages as a separate step.

Next Steps

If you want to add an application form to your job, or adjust any of the job's default settings, you can do this once the job has been created. Before inviting any candidates to apply for the role, click here to review your job's settings.


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