Welcome to Plum
Knowledge is power
First thing’s first, this is your formal introduction to the Plum Knowledge Base. Here you’ll find a lot of helpful information like videos, PDFs, templates, etc. to help your team navigate the Plum platform and set them up for success. It can be shared with your candidates as well.
To get started, click on the Customer Resource Page (for HR team members) and create a login first.
Note: This gated site is for our employer customers only.
Once you’ve logged into the Customer Resource Page, a great place to start is in the Guides section. This Quick Start Guide will focus on the User Guide for Plum Recruiting. We also have a great guide for Talent Management, should you need it in the future.
The Plum Platform
Now, let’s get you logged into your Plum account. Once you are in, follow the steps below to get started:
To add a project team member, go to the Company tab > Employees and click on Add Employees. You will be prompted to enter the employee’s email address, first name, last name, and employee ID (if desired).
Note: Deselect the Employee checkbox if the team member is not an employee of your company (i.e. consultants, agency recruiters, etc.).
After creating each user, click on their name and assign their appropriate role permissions.
To create a new job requisition, go to Recruiting > Job Requisitions click “Add Job” in the top, right corner of the screen.
If you are using your own system to collect resumes and cover letters, you can opt out from collecting the documents through Plum, which is the default. Click “Next, job description.”
You can add a job description if you like before clicking on “Create job."
The system will generate a bitly link for the candidate apply page. This is the link you add to your job post and/or share with candidates so they can take the Plum Discovery Survey. Plum recommends that you give this link to every one of your candidates as capturing their results at the "top of the funnel" is the best way to "screen-in" candidates.
Note: Match Scores cannot be calculated for candidates until a Match Criteria is created and assigned to your job req (Step 3 below).
We also have Communication templates to help you explain Plum to candidates. We have created templates to help you communicate why candidates are being asked to take the Discovery Survey, and what benefits they’ll receive once they’ve completed the survey. They can be found in the Customer Resource Page (for HR Team Members) > Adoption and Change Management > Talent Acquisition Key Messages and Communication Templates.
Note: A Job Requisitions default filter is to show only jobs that you created. To see all jobs, simply clear the filter.
Go to your Match Criteria Catalog and click “Create” in the top-right corner.
Match Criteria can be created per job, job family, etc. Best practice is to be as specific as possible, while also recognizing any overlap and potential time saving opportunities, as one (1) Match Criteria can be assigned to multiple job requisitions.
Pro tip: When naming Match Criteria, get specific. Include region, date, division, seniority level, etc. in addition to the job title.
Note: All Match Criteria names must be unique.
Once the Match Criteria is created, you’ll need to invite Expert Contributors to each complete the roughly 8-minute survey.
In your newly created Match Criteria, click on the Expert Contributors Tab and then click “Add Expert." Contributors must exist in your Employe list under the Company tab before they can be invited as Expert Contributors (see Step 1 above).
Best Practices: Invite 3-8 Expert Contributors–the goal is to eliminate bias, while also not muddying the waters. Expert Contributors should be individuals like the hiring manager, recruiter, a top performer in that role, etc. Always include the job description so that everyone is working from the same information. Additional information around these best practices can be found in the Creating and Managing Match Criteria section of the aforementioned User Guide for Plum Recruiting.
Communication templates around how to explain Match Criteria to Expert Contributors can be found in the Customer Resource Page (for HR Team Members) under > Adoption and Change Management > Talent Acquisition Key Messages and Communication Templates.
As candidates complete their Discovery Survey, you’ll start to see their Match Scores populate. Candidates are automatically sorted by most recent apply date; to sort based on Match Score, simply click the “Match” column header.
Remember: Additional details and instructions for each section, including how to analyze candidate results, as well as next steps, like the Structured Interview Guide and tips around how to use Plum during onboarding, can be found within the Customer Resource Page (for HR Team Members)