Review Center

Introduction

As part of the hiring process, recruiters and sourcers often request input from hiring managers on potential candidates, either to assess their fit for a specific role or to determine if they are a fit for future opportunities. The Review Center in Evolve Recruitment Marketing (RM) serves as the central hub for managing these review requests. Reviewers can access a list of assigned candidates, view detailed profiles, and provide feedback using predefined statements or custom comments. Recruiters, in turn, can track the status of their requests and view submitted responses.

The main use cases for the Review Center are:

• Reviewers or hiring managers can see reviews assigned to them. For each candidate, feedback (standard or freeform) can be given.
• The recruiter can view the reviews they sent out and review the feedback provided. The recruiter can also provide free-form feedback to the reviewer and complete or cancel reviews as needed.
• Company administrators can view all reviews sent by all recruiters within the company.

Audience

All Users

The following role privileges are required:

• Source - Reviewer Assignment → Required to see the My Assignments tab. 
• Source - Reviewer → Required to see the My Reviews tab. 
• Source - Administrator → Required to see the Company Reviews tab.

Please see Role Application Privileges by Module for more information. 

Prerequisites

The following lists the required and optional features to enable:  

Required:

• Source Features - You can send candidates for review. NOTE: If this is not currently enabled for your account, please submit a Help Center ticket. 

Optional:

Reviewer Settings - Navigate to your user menu > Applications > Source > Reviewer Settings. 

• Reviewers can enter free-form feedback on or off
• Show Name to Reviewer on/off
• Show Contact Information to Reviewer on/off
• Show Resume and Biography to the Reviewer on/off
• Standard Feedback - Add or Remove Standard Feedback Options

Review Center Tabs

Navigate to the Talent tab, then select Review Center.

There are three tabs in the Review Center:

• My Reviews - This is visible to any user who has the Reviewer privilege. The reviewer sees all candidates assigned to them for review.
• My Assignments - This is visible to any user who has the Reviewer Assignment privilege. The recruiter sees all candidates that they assigned for review.
• Company Reviews - This is visible to company administrators and displays all review requests sent to reviewers by recruiters.

NOTE: The default view displays all Active reviews (New or In Process) from the last year.

Review Center Filters

The following filters are available:

• Status – Filter by the following:
  • Active (New or In Process)
  • New
  • In Process
  • Complete
  • Cancelled
• Last Updated – Date range of the latest review. The default is Last Year.
• Recruiter - Available in My Reviews or Company Reviews to filter by the recruiter who assigned the candidates for review. The default is All.
• Reviewer - Available in My Assignments or Company Reviews to filter by the reviewer who received candidates for review. The default is All.
• Candidate – Identify a specific candidate who has been assigned for review. The default is All.
• Folder – Filter by a folder where candidates were assigned for review. The default is All.
• Job – Filter by a job where candidates were assigned for review. The default is All.

Review Center Candidates to Review

Candidates are grouped by the Folder or Job from which they were sent for review.

For each folder or job, you see a summary of the candidates in each status: New, In Process, Cancelled, or Completed.

On the My Assignments and Company Reviews tabs, there is a link to the folder or job where reviewers or recruiters can navigate and view all candidates.

NOTE: Users without the Confidential Jobs privilege in Jobs will not see the link to navigate to jobs flagged as confidential. They will only be able to view the candidates assigned to them for review from such jobs.

Click anywhere on the Folder/Job grouping row to expand and see the candidates in that Folder/Job.

You can see the following:

• Selected box - Select all candidates or select individual candidates. At the top, you will see the number chosen.
• Selected Actions - When one or more candidates are selected, the following actions are available:
  • Complete Selected - This allows you to complete all selected reviews.
  • Cancel Selected - This option enables only recruiters or company administrators to cancel all selected reviews (for example, when feedback is no longer required).
• Status icon - Indicates New, In Process, Complete, or Cancelled.
• Name - Name of the candidate.
• Feedback – This icon indicates freeform feedback, and the message indicates standard feedback. If this is disabled, then no feedback is given.
• Freeform icon - If it is dark, it means that freeform feedback was given to the candidate.
• Standard Feedback – Feedback will be shown here, if provided.
• Reviewer - The name of the reviewer who is assigned to review the candidate. Available in the My Assignments and Company Assignments tabs.
• Recruiter - The name of the recruiter who assigned the candidate for review. Available in the My Reviews or Company Assignments tabs.
• Review Age - The time elapsed since the review was assigned.
• Last Updated - How long ago the review was updated (e.g., when feedback was given or the status was changed).
• Cancel - This action allows a recruiter or company administrator to cancel a specific review if it is no longer needed.

Candidate Review Profile

You can click on any candidate to view their Review Profile. You can navigate between Review Profiles in the Folder/Job.

The Review Profile has three sections:

• Candidate Contact Card - Shows the contact information and candidate summary information:
  • Candidate Name
  • Last updated date
  • Age of resume
  • Candidate's location
  • Phone number (mobile or home)
  • Email address
  • URL
  • Most recent title
  • Most recent company
  • Industry
  • NOTE: The First/Last Name, Email, Phone Number, and URL fields can all be disabled with a feature switch.

• Candidate Resume and Profile - Shows the primary profile source icon and source name, Resume text, Work History, Education History, Biography, and Timeline quick links:
  • Resume – Shows the inline view of the candidate’s primary resume.
  • NOTE: The resume view can be turned off with a feature switch.
  • Work History – Shows the work history records on the candidate’s primary profile, including:
    • Company Name
    • Location
    • Date Range
    • Job Title
    • Years of Experience
    • Job Description text
  • Education History – Shows the education history records on the candidate’s primary profile, including:
    • School
    • Location
    • Date Range
    • Degree
    • Major
  • Biography – Shows the Summary and Objective of the candidate’s primary profile.
  • NOTE: The Biography can be turned off with a feature switch.
  • Timeline - This displays a visual representation of the candidate's work and educational history on a vertical timeline.

• Review Card - This is the information related to the review request. This includes:
  • Folder or Job - The Folder or Job where the review request was made.
  • Reference Job - The related job that was referenced by the recruiter who made the review request.
  • Requested By - The recruiter who requested the review.
  • Age of Request - The time elapsed since the review request was made.
  • Reviewer Feedback – Here, the reviewer can add their standard feedback, and any additional freeform feedback can be provided by either the recruiter or the reviewer. The feedback history is displayed in this section.
    • Standard Feedback - This is a drop-down for a reviewer to choose a standard feedback response.
      • If the reviewer has already provided feedback, it will be displayed here. Only the reviewer can modify the standard feedback provided. Each choice that is made is entered into the Feedback History.
    • Freeform Feedback - This is the area where either a recruiter or reviewer can enter freeform feedback or notes about the review.
  • Complete - This action (blue checkmark) is available when standard feedback has been given.