Steps: Set Up Candidate Rating and Ranking
Create job requisitions or evergreen requisitions.
You can rate and rank candidates on a job requisition or evergreen requisition by assigning a candidate ranking and rating templates. Configure ranking templates to specify the criteria to rank candidates and how Workday calculates rankings.
- Configure these domains in the Recruiting functional area:
- Process: Rating and Ranking
- Process: Ranking - Link Job Requisition
- Set Up: Ranking
- Set Up: Rating
- Create candidate rating templates to assign to job requisitions.
- Access theAssign Candidate Rating Templatetask.Select the job requisitions that you want to apply the rating template to.Security:Set Up: Ratingdomain in the Recruiting functional area.
- Create candidate ranking templates to assign to job requisitions.
- Access theAssign Candidate Ranking Templatetask.Select the job requisitions that you want to apply the rankng template to.Security:Set Up: Rankngdomain in the Recruiting functional area.
- (Optional) Access theView Job Requisition Defaultstask.View configured defaults on theCandidate RatingandCandidate Rankingtabs.
- (Optional) Access theMaintain Job Requisition Candidate Rating Defaultstask.Configure condition rules that automatically assign a candidate rating template when a job requisition is created. You can also access this task from theCandidate Ratingtab on theView Job Requisition Defaultsreport.
- (Optional) Access theMaintain Job Requisition Candidate Ranking Defaultstask.Configure condition rules that automatically assign a candidate ranking template when a job requisition is created. You can also access this task from theCandidate Rankingtab on theView Job Requisition Defaultsreport.
- Access theAssign Candidate Ranking Templatetask.Select the job requisitions that you want to apply the ranking template to.Security:Set Up: Rankingdomain in the Recruiting functional area.
- Access theEdit Grid Configurationtask.Edit the configuration for the Default Candidate List Grid or a custom grid used for job requisitions.For ratings, selectCandidate Ratingfrom theFieldprompt in theIndividual ColumnsgridFor rankings, select:
- Candidate Rank (Sort)from theFieldprompt in theSortingsection.
- Candidate Rankfrom theFieldprompt in theIndividual Columnsgrid.
Security:Grid Managementdomain in the System functional area. - Access theConfigure Profile Summarytask.For theCandidate Profile, add theCandidate Ratingreport 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.When defaulting rules are configured, Workday assigns the corresponding template when a job requisition is created that meets a configured condition. Workday does not retroactively update templates on existing job requisitions.