Skip to main content
diamond_k_logo.png
support_center_logo.png
J. J. Keller Support Center

Hiring Process Setup

  1. Last updated
  2. Save as PDF

Setting up the hiring process can only be performed by an Encompass user with Administrator access. 
See User Roles and Permissions for more information on changing access level.

Go to Settings, located in dropdown next to your name.

clipboard_eb0fbda024b0c3c890904d0b111a9675a.png

Select the Applicants tab. The following information will focus on the Hiring Processes section.

clipboard_eb5610fae4efd742372030daa17aaf833.png  clipboard_ea83712eb06c71939495d626b558632d4.png

Use these links to skip to the desired topic, or use the Table of Contents at the top of your page:

 

Screening Process

The Screening Process for new applicants can be customized to meet a company's requirements. These settings will determine if an applicant is considered a Priority 1 (meets all requirements) or Priority 2 (failed at least one requirement). This lets a recruiter work with the Priority 1 applicants first. To establish these settings, go to Screening Process.

clipboard_ef46932e1e4e490976b15fdb49b8c96e5.png

Check any boxes within the Screen On column for items that an applicant should be screened for. To select all of the boxes, check the box next to Screen On. Enter the appropriate screening information (e.g. Applicants should be at least 21 years old) for each item/s selected. Click Save when completed.

clipboard_e9514a35ff4ade615570cb2b4999493bd.png

Applicants that meet ALL of the screened requirements will be indicated as Priority 1 applicants. Applicants that fail at least 1 requirement, will be indicated as Priority 2 applicants.

Prequalification Checklist

This setup is critical to determine which forms will be generated in the Prequalification Checklist step of the hiring process.

clipboard_e4bf0ddea854498181b3e30af653af7a7.png

When the Prequalification Checklist is generated during the hiring process, the Prequalification Item(s) that are checked/selected will appear in the applicant's record. Selecting items from the Print Associated Forms column will print the pre-filled forms relating to that Prequalification Checklist item(s) for the applicant. Once all desired items are selected, click Save.

Note: The items select below are an example. They may not align with the needs of every company.

clipboard_e1817da81a8b7117d7bf85accbdf1c167.png

clipboard_e2176f14744c7b0f0991c257f321cdcca.png

Recruiter Assigned States

Recruiters can be assigned to specific states, provinces, and territories. When new applications are entered, they are routed to recruiters based on the address information. Click on Recruiter Assigned States.

clipboard_e9a821624786eb4b7da46d43ff6924f50.png

The recruiter is assigned based on the applicant's state of residence, not the state where the CDL was issued.

Select the state(s), province(s), or territory(ies) for the recruiter. Click Save when completed.

clipboard_e47728b652696cb4bf72ce39015b02dbf.png

Online Application Settings

Setting up an online application is a good way to save time in having to manually enter in a paper application as the online application is entered by the applicant. An application URL will be generated so you can share it directly with applicants. To set this up, click on Online Application Settings.

clipboard_e68f6856318a7f1f22ddf62f2f1de4bd0.png

To enable the Online Application, click Edit.

clipboard_e7a18fcbe42baac15cd67f1e04d02df5d.png

Check Enable Online Application to activate the online application. Save.

clipboard_e65c2a572e37707232e280e6e75b7f061.png

 

For more detailed information on setting up the application, visit Online Application Settings.

Third Party Providers

Third Party relationships must be established prior to this setup process.  These settings also affect annual review processing. Contact your sales representative for additional details.

Click Third Party Providers.

clipboard_ebaca2fb86bb0621e61470586ce7fa03d.png

Once the desired options are selected, click Save.

clipboard_e6a66415d0260e935963002f6189d16ec.png

Configure Hiring Steps

Hiring steps are configured into three phases. It is recommended to use the default settings (all enabled) to ensure you get all the necessary paperwork before hiring applicants. Click on Configure Hiring Steps.

clipboard_ec13eced54868796da35e0a7f74762ede.png

Check/uncheck the box next to the desired hiring process steps, and click Save.

clipboard_eb22a70218d3558061c5e3e867f7f5cca.png

Digital Signature Settings

When an online application is completed, the applicant may sign their application digitally. Enable signatures for applications and specific forms throughout the application process by clicking Digital Signature Settings.

clipboard_e59bfe5bd35e820a10eb34483db68c6bf.png

Check the box next to each digital signature you would like to enable. Click Save when all selections are made.

clipboard_ea2996ad608999e723d4175850d5647b2.png