You will know that a hiring team member needs to complete a match criteria survey for a role if you see on the page for a job.
To complete the match criteria survey:
1. Navigate to the page for a job.
2. Select the Match Criteria tab.
3. Select Incomplete beside You under Expert Contributors.
On each page of the survey, you will be presented with a number of behaviors. You will have to choose two behaviors that are least important for success in the role, and two behaviors that are most important for success in the role.
Here are some basic things to know about the Match Criteria Survey:
- It takes about 8 minutes to complete.
- Focus on the behaviors and if they are important for the specific role.
- Plum finds patterns across your team’s answers, so you're getting the best of your team's expertise.
Here are some additional tips for the Match Criteria Survey:
1. Ask your top performers to complete the Match Criteria survey. Do this instead of asking them to take the Discovery Survey and examining their match score. Asking a limited number of people to complete the assessment then examining their results (an internal benchmark) often leads to inaccurate conclusions. Instead, ask the people who perform best, and therefore who know what it takes to be a top performer, to define what a top performer looks like.
2. Complete Match Criteria for each individual role. It can be tempting to group roles together, such as different sales roles, and complete one Match Criteria Survey for all of them. Yet, our research has found that Match Criteria often differ between roles, even if they are similar. The assessment will be more accurate if you complete Match Criteria for each and every role.
3. Think about success criteria specifically for the role. Some pitfalls we see are selecting socially-approved behaviors even if they are not required for the job, selecting behaviors just because they are similar to what you do, and attempting to "clone" one individual top performer. Instead, think about the job, and what behaviors are necessary to perform well in it.
4. Review and discuss the Match Criteria amongst the hiring team. Identify and discuss areas of convergence and divergence. This can often be achieved in an intake meeting.
5. Update your Match Criteria. If success metrics or job duties change, your match criteria may as well.
Once you complete the Match Criteria Survey, your Match Criteria will appear:
The top 5 talents will be displayed in order of importance to success in the role.
Match Criteria Video (2:23) – a quick overview of the Plum Match Criteria and Match Criteria Survey.