This article will address the following items:
- Creating a Match Criteria
- Inviting Expert Contributors to take the Match Criteria Survey
- Reminding an Expert Contributor to take the Match Criteria Survey
- Muting or Removing the input of an Expert Contributor
- Editing your Match Criteria Survey results
Match Criteria are the behavioral requirements that you and your team set for an Opportunity. Match Criteria are determined by your team’s responses to the Match Criteria Survey. Learn more about Match Criteria and best practices here.
The management of Match Criteria is done from within the Match Criteria Catalog. To access your Match Criteria Catalog, select the Match Criteria tab.
Within the Match Criteria dashboard, click on Create. Enter a name and description for your Match Criteria.
Inviting Expert Contributors to take the Match Criteria Survey
Expert Contributors are individuals who are knowledgeable about a particular job, such as a hiring manager, top performer in the job, or a recruiter. Expert contributors are asked to complete the Match Criteria Survey for a job to help determine role requirements. See this article for the best practices regarding the Match Criteria Survey.
Research shows that job matches that are made on the basis of criteria from expert contributors lead to high assessment validity.
You will be prompted to the Key Dimensions tab. Select Add Expert to invite Expert Contributors to complete the Match Criteria Survey. Please note that individuals must first be added to the Company tab before they can be added as Expert Contributors. You can search for Experts by their first name, last name, or email address. Multiple Expert Contributors can be added at the same time.
Plum recommends a minimum of 3 Experts per Match Criteria. Upon clicking the Invite button, Expert Contributors will receive an email notification with a request to complete the Match Criteria Survey.
To remind Expert Contributors of their outstanding Match Criteria Survey contribution, simply click on the Remind button next to their name. They will automatically be sent an email reminder.
Once Expert Contributors have completed the Match Criteria Survey, their input will be displayed in the Key Dimensions tab. Expert Contributors’ input can be muted by toggling it on/off as required using the checkbox next to their name and confirming the change by clicking the Apply Changes button. Any inputs that have been toggled off will no longer contribute towards the average rank of the overall Match Criteria and those inputs will be displayed in grey at the bottom of the list.
Reversely, you can recheck the box next to the individual's name to toggle back on their answers.
As you can see, this feature does not permanently remove the Expert Contributor's Match Criteria survey answers, rather it provides you the flexibility to achieve alignment among your hiring team.
If you wish to remove an Expert Contributor and their contribution from a Match Criteria, simply click on the X next to their name.
As an Expert Contributor, you can edit your own Match Criteria Survey responses for each survey that you complete. To do so, navigate to the Match Criteria tab and access the Key Dimensions tab of the Match Criteria. Next to your email address, click on Details. Click on Edit, next to Your Expert Contribution. You will then be able to edit your responses to each individual question of the Match Criteria Survey.