Why Are Intake Meetings Important? Read on to learn the details of conducting a great intake meeting. but you can opt out if want to. Learn what really goes into this role, plus practical tips to find and hire the right content pro for your business. Heres how some of the worlds leading employer brands make it a no-brainer. But these free interview feedback scripts can help make it a little more human. As part of this, you may want to send the hiring manager an email outlining the key points youve covered, and put time on their calendar for a follow-up one week after the initial intake meeting. Prepare questions in advance to keep the meeting focused. Europe & Rest of World: +44 203 826 8149 Join hundreds of recruiting teams who increased their hiring success and recruited winning teams with Elevatus. Will this role be open to remote opportunities? Ready, set, hire! What are the top 3 things your new hire will contribute in the first 3-4 months?. Whether you already have an application or talent pool for this position in your applicant tracking system. If this is a backfill for someone who was not performing? Intake meetings are discussions between recruiters and their hiring manager that occur before the recruitment process begins. A content manager is an important hire for your brand. Embedding DE&I into your recruitment and hiring process is essential. You may even be able to ask the person you call for referrals, and use all that information to pull a few sample profiles of people who could be great candidates for the role. With these bases covered, everyone should be ready and raring to go and the rest of the process should go much smoother. For example, if they already have a video tour of the office or a culture deck, they can send this to candidates. For Emily, setting up effective communication channels can make or break a successful recruiting partnership with a remote hiring manager. You need to understand the time constraints that the organization needs this role filled by. Whats the career path for this position? Select Accept to consent or Reject to decline non-essential cookies for this use. This is important because it may indicate if you need to clarify something or if the hiring manager feels uncomfortable with some of the ideas.. Location, location, location When it comes to certain jobs, location plays a crucial role. It might be challenging to convince the hiring manager of the benefits of an intake meeting. Pick from 400 templates designed to attract quality candidates. Get ready to find your perfect candidate! The intake meeting marks the beginning of the hiring process. This starts with a simple question: Does the team know how to interview? Handle email comms like a pro. How does this role fit into the wider organization? If necessary, cc all hiring team members when sending this intake meeting email request. It serves as a critical foundation for a successful and efficient recruitment process. Prepare upfront for the intake meeting. Employment type (full-time or part-time, permanent or fixed-term contract), Requirements (including relevant experience and knowledge of specific tools), Evaluation methods (like screening calls, assignments and online tests). During these meetings, recruiters and hiring managers clarify the job title and job duties,set candidate qualification criteria and agree on the hiring stages (e.g. How competitive is the market for this position? We'll assume you're ok with this (cookies are delicious!) The hiring manager will appreciate your support, and your relationship will be stronger for it. And outside of a small portion of recruiters usually newer to our profession we all hate 'em, too. Its also worth gaining a big-picture overview of the market like availability of talent and where the biggest talent pools are located. But keep in mind that as the current situation unfolds, the hiring manager may not be available when you expect them to be or may be unresponsive for longer periods, so its useful to have a back-up plan if they dont pick up the phone. These notes should include action plans for every team or individual. Do they need any specific qualifications or licenses? What is the preferred method for delivering status updates? Historical internal salary data for this role, Insight on where you have successfully found talent for this role before, if this is a recurring skillset or a backfill. Recruiters hold intake meetings with hiring managers during the initial phase of a recruitingprocess. If there is only one recruiter and one hiring manager, it may be one-on-one. ", This question helps recruiters gain insights into the assessment methods used by the hiring manager to evaluate candidates' skills and competencies. LinkedIn's Head of Recruiting Shares the Checklist His Team Uses to Get Many recruiting teams utilize the hiring manager kick off . Questions you might want to ask right off the bat include: What is the background and business need for this role? During this meeting, they discuss important stuff. What will be the day-to-day responsibilities of this role? Work flexibility Clarify the role and job qualifications. Based on how quickly the organization needs to fill this role, discuss what flexibility and trade-offs might be necessary or advantageous to meet the timeline constraints of a candidate. Lead Copywriter, Global Impact @ LinkedIn. PDF Intake Meeting Form - Human Resources The intake meeting is also a chance to chat about the hiring process itself. Subscribe for insights, debunks and what amounts to a free, up-to-date recruitment toolkit. Use an intake form to capture all the information you need for a successful hire. It provides insights into the onboarding process and helps set realistic expectations. Lets give it to them.. Do we have flexibility outside of that range for negotiation? Learn more about the people and brains behind Eddy, Take a look at some of our accomplishments, Be a part of something bigger than yourself, Find answers to your questions about the Eddy platform. Heres where to start. Honestly, its never easy. This information helps in assessing whether the candidate's experience aligns with the team dynamics and the reporting relationship they will have. They brainstorm sourcing strategies, like using job boards or attending networking events. Be prepared to answer their questions about how you came up with these dates and whether things can be done faster. 2022 CareerBuilder, LLC. Stay one step ahead. The intake meeting provides clarity and direction for both parties. While you could play the role of super sleuth and gather this information on your own, many HR tech solutions offer the ability to search and collect candidate marketplace data on a single platform to streamline the valuablebut time consumingprocess. Find more qualified candidates, streamline your internal hiring processes, and improve your candidate experience with Eddy Hire. What Is a Recruiting Intake Form? (Definition and Template) The recruiter learns what the manager is looking for in their new hire in detail, while the hiring manager gets a sense of the process and what their role will be. By asking the right questions, you will understand what you need to know to successfully prospect and source potential candidates, what skills, accomplishments, and requirements you want to vet in the interview process, and what will make a new hire successful in this role. In fact, CareerBuilder research found that 84 percent of surveyed employers say positions can stay open up to two weeks longer when an intake meeting is not held. After the first meeting, identify the hiring managers preferences for ongoing, effective contact. This event is part of the "Let's Talk Recruiting" series where a panel of recruiting practitioners get together online and have a conversation on a variety of topics related to corporate recruiting. It's the first question I always ask. What technical and interpersonal skills should the candidate bring to this role, day one? What do we want this person to add to our culture? EVA-REC is an award-winning applicant tracking system that helps enterprise companies from all across the globe source, attract, and hire top talent at scale. A recruiting intake form is a questionnaire that helps a recruiter and hiring manager set expectations for recruiting during the hiring process. PDF Intake Meeting Checklist - LinkedIn Business Structured interviews are also usually more focused on the job than on general questions, leading to higher quality hires. Its when the recruiter meets with the hiring manager to discuss the role and the skills needed to do the job. Follow these steps to prepare for and conduct a successful intake meeting: Following these steps will help increase the effectiveness of your intake meetings. Why Intake Calls Are a Crucial Step in Finding Quality Candidates They're generally fairly short, lasting anywhere from 30 mins to an hour. Are we open to relocating the right candidate? Brendan likes to spend time diving deeper into the core business need for the role. These meetings are super helpful to: Get clear on your outcomes and processes Establish role requirements Get hiring managers involved in the process Some questions that Emily asks include Why would someone want to join your team? and Whats the opportunity for a candidate in this role? This allows her to get a strong sense of what makes the specific role and team special, rather than just the appeal of the company as a whole. Sample answer: "Strong communication skills, a minimum of 5 years of managerial experience, and a proven track record in client relationship management are non-negotiable factors for this position. screening calls,assessments tests, etc.) The mistake most of us make is to start with the questions like How many years of experience should the candidate have? If people havent been through interviewing training, Brendan says, they sure as heck should go through it.. Learn more in our Cookie Policy. Intake Meeting with Hiring Managers: The Ultimate Guide During this meeting, we will discuss the different requirements and candidate profiles for the (job title) role that we want to hire for. Its always nice to receive a thank you. Your questions establish that you are thoughtfully and intentionally partnering with the manager to meet a goal, not just acting as an order-taker. But weve got a better way to screen the right candidates in. I was very excited for the opportunity and immediately replied to set up an initial "intake call" with the hiring manager. In the realm of recruiting solutions, an intake meeting with hiring managers plays a pivotal role for both recruiters and candidates. What are your top 1-2 nice-to-have skills? ", Knowing the specific software and tools that the new employee will be using is crucial for identifying candidates who possess the necessary technical expertise. Have you ever wondered what an intake meeting is all about? Emily has been working with remote hiring managers for seven and a half years at LinkedIn and throughout her entire recruiting career, so shes well-equipped to help her colleagues and peers make this transition from working in an office to working from home. It ensures that recruiters can source candidates who align with the assessment process. Instruct the hiring manager to get to know the candidates personal situation, understand their motivations, and be available to them after the interview if they have any questions or follow-up, Emily says. We recommend a structured interviewing approach as it can help reduce hiring bias and save the interviewer time. Job posting basics: what is an intake meeting? - Workopolis Hiring Regularly checking your milestones will allow you to stay on track and update your strategy if needed this will allow you to avoid any last-minute stress. 5 Things Hiring Manager Intake Meetings Should Cover But if youre looking to speed up the process even more, consider implementing a technology solution. This goes both ways. This might require you to occasionally work outside of normal business hours, especially if youre in different time zones. At the start of the hiring process, recruiters and hiring managers come together for an intake meeting with hiring managers. All rights reserved. What types of projects, experiences, or behaviors would be evidence of th is knowledge and skills? An intake meeting helps recruiters: Before it becomes available, could we arrange a meeting to review the requirements and applicant profiles for the [job title] post? Use this as an opportunity to get on the same page from day one. Discuss the fit of interviewees. As you move into the interviewing stage, this is also an opportunity to follow up with the hiring manager and gather their feedback about each candidate. With a well-planned recruitment funnel, you can attract and hire the right people at the right time no matter what's happening in the talent market. Recruiters have a clear understanding of the interview process and how the hiring manager will operate within that framework. Also, explore the market to find the right salary range. Id like to schedule a meeting so that we discuss requirements and candidate profiles for the [job title] role were about to open. It's when the recruiter meets with the hiring manager to discuss the role and the skills needed to do the job. Not sure what type of assessment is right for your business? You do not need to adhere to a specific or strict structure to have a successful intake meeting, but you should have a consistent process that works for your team and your organization. In order to do just that, Brendan has every member of his team go into intake meetings with a detailed checklist in hand. At LinkedIn, all hiring managers have access to resources that they can use and send to their interviewers to prepare. How to Run Better Intake Meetings (For Recruiters) - ThriveMap Importance of Intake Meetings screening calls, assessments tests, etc.) Hiring managers have a clear understanding of how the recruiter will operate and communicate. Having an open and honest discussion about priorities, communication, feedback, and expectations will help you build that trust must faster. Europe & Rest of World: +44 203 826 8149. It ensures alignment, clarity, collaboration, and efficiency, ultimately leading to better candidate selection and a more positive overall hiring experience. To do this, you could set up a quick call with someone who has previously held the job to learn more about the day-to-day activities. Packed with invaluable insights and practical tips, this guide will equip recruiters with the knowledge and tools needed to conduct a highly effective intake meeting with hiring managers. During this meeting, they discuss important stuff. What is the depth of org, org. Before scheduling an intake meeting, Emily recommends double-checking that its a good time for them and letting them know that you can be flexible. 434 Fayetteville Street, 9th Floor, Raleigh, NC 27601, View All Recruit as a Small Business Articles, Ready to Rock Your Meet-and-Greet Interviews? Keep up to date with the hiring manager to ensure you both remain on the same page. An intake meeting is an introductory meeting between an HR recruiting/talent acquisition team member and a hiring manager. It's your opportunity to find out what kind of candidate the manager is looking for. Be honest about your own situation, including where youre working from and whether they might hear your dogs or your toddler in the background. 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The ability to have that eyeball-to-eyeball conversation demonstrates that both of you are giving this recruiting activity your full attention, Emily says. After youve broken the ice during the virtual intake meeting, reaffirm the hiring managers trust in you by asking questions to better understand the open role. Ask who this role will report to and how this role fits within the team and organization. Discover if and why gaps in employment matter and consider some tips to help you determine how relevant they are when assessing a job candidate's potential. If issues do arise, youll need to agree on who needs to be involved to resolve those, so it may be useful to start discussing this as early as the intake meeting. If the candidates are not meeting the managers expectations, you may need to adjust your strategy accordingly. If theyre not, you may experience friction later on, like messy office politics or people unhappy that the role is being opened up in the first place. CareerBuilder also found that 20 percent of employers who utilize intake meetings find unrealistic expectations from the hiring manager and compensation ranges that dont match the current market rates to be their biggest challenges when creating a candidate profile. Target your company's competitors, research job titles, skill-sets, college/universities. ii. What is an Intake Meeting? - JobAdder The quality of the candidate you ultimately hire greatly depends on how well you maintain contact and work together following the intake meeting with hiring managers. Use this email template to request and schedule intake meetings with hiring managers at the beginning of the hiring process. Our customers knock our socks off every day! This meeting takes place at the very beginning of the hiring process and includes discussions on topics such as: Goals for the recruiting process. You do not need to be an expert on the role, and you will come to an intake meeting with the intent to learn more, but you want to show up with at least a general knowledge of the role and the ability to hold a conversation around what a roles functions are. This alignment may make or break your recruiting efforts; therefore, both sides must collaborate as soon as possible in the hiring process to ensure everyone is on the same page. An intake meeting is an introductory meeting between an HR recruiting/talent acquisition team member and a hiring manager. What is your preferred interviewing approach, e.g. How Intake Meetings Can Help Your Recruiting Efforts How to become an effective LGBTQIA+ ally at work. Either way, this is something to clarify as part of an intake meeting. It's where everything kicks off and ensures everyone is on the same page. Whats the salary range for this position? There are several prominent analytical tools that you can use to obtain this information, including Indeed and LinkedIn. Dive into improving your recruiting process, sharpening your candidate experience, diversify your workplace, and much more inside our Hire Learning blog. Here's why it holds such significance: Overall, the intake meeting with hiring managers sets the stage for a successful recruitment process. Next, they talk about the job requirements. Lead Copywriter, Global Impact @ LinkedIn. But, according to LinkedIns head of recruiting, Brendan Browne, not getting the most out of intake meetings is a common mistake. This guide helps recruiters prepare for intake meetings with hiring managers and kick off a super smooth hiring process. Weve previously discussed how intake meetings can help speed up your time to hire by clearing up any confusion and setting realistic expectations from Day 1. Bringing data into the conversation early will set you apart as an expert and provide inarguable facts for consideration. Find templates for every phase of HR, to cover all your employee messaging. The intake meeting provides clarity and direction for both parties. Intake meetings refer to the meetings conducted between the hiring managers and the recruiters to understand the nuances of the vacant job position being offered and define the various aspects of the same before the position is advertised as available to the outside world. Also, itll be useful if you can provide them with resources, like job description templates. Setting a recurring meeting at least weekly is really important, Emily says. What is an intake meeting? At the start of the hiring process, recruiters and hiring managers come together for an intake meeting with hiring managers. Join the thousands of companies already hiring with Breezy HR. It depends on the size of the organization. This is especially true now if theyre dealing with unexpected challenges like school closures, helping care for elderly loved ones, or restrictions on leaving their homes. Track anything with an expiration or renewal date. Workable helps companies of all sizes hire at scale. 5 Simple Steps for Employers, The Problem-Solving Interview: 16 Questions for Better Hires, 21 Awesome Interview Questions for Management Positions, The Benefits of Using a Data-Driven Assessment With Structured Interviews, Get hiring managers involved in the process, Establish good working relationships between recruiters and hiring managers, Before meeting with hiring managers, save time by researching salary benchmark data, typical skills required for this type of role and info on previous employees in this role.. Intake meetings are the best practice when hiring for any new job, but they are particularly helpful when: An intake meeting helps the recruiter understand what the hiring manager is looking for in a candidate: Its a time to discuss the must-haves vs nice-to-haves, as well as what kind of temperament and personality will fit in the team. All rights reserved. ", Knowing the expected salary range enables recruiters to attract candidates within the organization's budget while ensuring that they don't waste time on candidates seeking significantly higher compensation. How to conduct an Intake meeting with the hiring manager? It can be helpful to remind your hiring manager that you're on the same side. Theres no right or wrong way to run an intake meeting. Keep an eye on time-to-hire, from application to job offer acceptance, and time-to-fill, from job posting to candidate onboarding. Forms suck. Give your hiring managers the tools they need for successful structured interviews. Onboarding checklists and templates will get your new hire up to speed fast.

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