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Administrator Guide
Last Updated: 2024-03-08
Steps: Set Up Candidate Rating and Ranking

Steps: Set Up Candidate Rating and Ranking

Create job requisitions or evergreen requisitions.
You can rank candidates of a job requisition or evergreen requisition by assigning a candidate ranking template. Configure ranking templates to specify the criteria to rank candidates and how Workday calculates rankings.
  1. Edit Domain Security Policies
    Configure these domains in the Recruiting functional area:
    • Process: Rating and Ranking
    • Process: Ranking - Link Job Requisition
    • Set Up: Ranking
    • Set Up: Rating
  2. Create candidate rating templates to assign to job requisitions.
  3. Access the
    Assign Candidate Rating Template
    task.
    Select the job requisitions that you want to apply the rating template to.
    Security:
    Set Up: Rating
    domain in the Recruiting functional area.
  4. Create candidate ranking templates to assign to job requisitions.
  5. Access the
    Assign Candidate Ranking Template
    task.
    Select the job requisitions that you want to apply the ranking template to.
    Security:
    Set Up: Ranking
    domain in the Recruiting functional area.
  6. Access the
    Edit Grid Configuration
    task.
    Edit the configuration for the Default Candidate List Grid or a custom grid used for job requisitions.
    For ratings, select
    Candidate Rating
    from the
    Field
    prompt in the
    Individual Columns
    grid
    For rankings, select:
    • Candidate Rank (Sort)
      from the
      Field
      prompt in the
      Sorting
      section.
    • Candidate Rank
      from the
      Field
      prompt in the
      Individual Columns
      grid.
    Security:
    Grid Management
    domain in the System functional area.
  7. Access the
    Configure Profile Summary
    task.
    For the
    Candidate Profile
    , add the
    Candidate Rating
    report as a profile card. Users with access to a candidate’s profile can view the candidate’s rating from the profile and can view additional rating details.
If you enable candidate ranking, Workday displays a
Rank Candidates
button in the Candidates list of a job requisition with a ranking template. Recruiters can use this button to have Workday calculate candidate rankings for the requisition.
If you enable candidate rating, Workday automatically calculates ratings when you view the candidate grid or the
Candidate Rating
report from the candidate profile.