Evidence Based Scoring normally works from the requirements set against an individual vacancy, configured on that vacancy’s Score tab. For a role you post once, that’s the right place to do it. For a role you post over and over, doing it from scratch every time is repeated effort, and it makes the setup depend on how that particular advert happened to be worded.
A vacancy requirement template solves that. You configure the Evidence Based Scoring requirements you want for a role once, against an advert template, and every vacancy posted from that advert template starts from that configuration automatically.
If you want to understand what a score is and how it’s worked out first, start with our Evidence Based Scoring Explained article.
Note: Evidence Based Scoring is currently in beta. Speak to your Account Manager to find out more.
Vacancy Requirement Templates Explained
A vacancy requirement template is a fixed set of Evidence Based Scoring requirements, attached to one of your advert templates.
It holds the same kinds of requirements you would otherwise set on a vacancy’s Score tab: the eligibility requirements, required and preferred skills, behaviours and preferred qualifications you want that role assessed against. The difference is where it lives. Rather than sitting against one posting, it sits against the advert template, ready to be used by every vacancy posted from it.
Note: for what each of those requirement types covers and how each one is scored, see our Best Practices article. The same guidance applies to a template, because the requirements in it behave exactly as they would on an individual vacancy. |
Setting up a Template
Go to the Evidence Based Scoring Settings option within your Configuration screens and edit the template as per your requirements:
Give the template a name. Use something you will recognise later, usually the role the template is for.
Choose the advert template you want to assign it to. Each vacancy requirement template is set up against one advert template, so an advert template has one vacancy requirement template associated with it through this flow.
Optionally, generate a starting set of skills using Tali. If you would rather not build the requirements up from nothing, you can ask Tali to produce a starting set of skills based on a different, existing advert template. This step is entirely optional, and you can configure everything yourself instead if you prefer. Using it doesn’t lock anything in either: you can add, remove, reweight or reclassify anything Tali suggests afterwards, exactly as you would on an individual vacancy.
Configure the requirements. This works exactly the same way as configuring an individual vacancy’s Score tab: the same drag and drop between sections, and the same eligibility, weighting and requirement controls. Nothing about it is different here. Our Evidence Based Scoring Configuration article has the full walkthrough of these controls.
Save the template.
Why to use a Template
Templates earn their keep on any role that comes round regularly.
A role you post repeatedly. A seasonal hire, a high volume role, or a job title you post across multiple locations. The setup effort goes in once, and every posting after that starts from the configuration you already know works for that role.
Consistency between postings. Without a template, each posting is configured from what Tali reads in that particular advert, so two postings of the same role with differently worded adverts can end up with different requirements. A template means every posting of that role uses the same set, so scores from one posting are comparable with scores from the next.
Less work for the person posting. A recruiter posting from an advert template doesn’t need to build the requirements up from scratch for that posting. The requirements are already there.
Building a good Template
The easiest way to create a template is to start from a live vacancy of that role you are already happy with, one whose Score tab you have been through and whose candidate scores you trust, rather than building a template from a blank page. The requirements on that vacancy have already been checked against real applicants, so you know they pick out the right people, and that is a far better starting point than a set you have written from memory.
It is also worth coming back to a template every so often. Roles change, and a requirement that mattered when you first set the template up may not be the one that matters a year later. Treat a template as something you keep an eye on rather than a one time setup.
Using a Template for Evidenced Based Scoring
When someone posts a vacancy and selects an advert template that has a vacancy requirement template attached, the posting uses the templated Evidence Based Scoring requirements. Tali does not separately read that job description and propose its own requirements for that posting. The template’s configuration is what’s used instead.
It is still worth a quick look at the Score tab for anything specific to that particular posting, such as a licence only that location asks for or a language the role happens to need, exactly as you would on any other vacancy (see our Best Practices article). Anyone with the “Can Manage Vacancy Settings” permission can make those changes on the posting itself, and they stay on that posting only.
Candidates who apply to that vacancy are then scored exactly as they would be on any other vacancy, against the requirements that vacancy is carrying. Nothing about how a score is worked out, or how you read it, changes because the requirements came from a template. Reading a candidate’s score is covered in our Evidence Based Scoring: Reviewing a Candidate’s Score article.
FAQ
Can a recruiter still edit the requirements on an individual posting? Yes. A recruiter with the “Can Manage Vacancy Settings” permission, the same permission used to configure any vacancy’s Score tab, can still edit the requirements on that specific posting after they have arrived from the template. That edit only affects that one posting. It does not change the template itself, and it does not change any other vacancy.
Does editing a template later affect vacancies already posted from it? No. Editing a vacancy requirement template only affects vacancies posted from that point forward. Vacancies already posted from it before the edit carry on with the requirements they were posted with.