Best Practice Recruitment Selection Methodology and Tools
Best Practice Recruitment Selection Methodology and Tools
Best Practice Recruitment Selection Methodology and Tools
recruitment
selection
methodology
and tools
best practice
recruitment
selection
methodology
and tools
© Copyright State Government of Victoria State Services Authority 2007
identify opportunities to improve the delivery and integration of government services and report on
service delivery outcomes and standards;
promote high standards of integrity and conduct in the public sector;
strengthen the professionalism and adaptability of the public sector; and
promote high standards of governance, accountability and performance for public entities.
The Authority seeks to achieve its charter by working closely and collaboratively with public sector
departments and agencies.
contact us
at the State Services Authority
Email: info@ssa.vic.gov.au
Phone: (03) 9651 1321
Fax: (03) 9651 0747
Postal Address:
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www.ssa.vic.gov.au
Published 2007
4 planning........................................................................................................ 10
overview of best practice ................................................................................................. 10
tools and techniques ....................................................................................................... 11
P1: planning template...................................................................................................... 12
P2: assessment plan ....................................................................................................... 16
additional resources and links.......................................................................................... 17
8 reference checking........................................................................................ 51
overview of best practice ................................................................................................. 51
tools and techniques ....................................................................................................... 52
R1: reference check template.......................................................................................... 53
additional resources and links.......................................................................................... 55
10 onboarding................................................................................................. 64
overview of best practice ................................................................................................. 64
tools and techniques ....................................................................................................... 65
O1: structured induction process .................................................................................... 66
O2: the buddy system ..................................................................................................... 70
O3: managing job expectations ....................................................................................... 72
O4: probation periods...................................................................................................... 73
additional resources and links.......................................................................................... 74
This tool kit represents an end-to-end best practice recruitment selection process, from the start of
the process (i.e. planning) to the end (i.e. evaluation).
Tips, tools and techniques have been produced to assist human resources practitioners to work
with line management in the application of best practice recruitment selection. They can be
adapted to suit specific organisation needs.
This approach is supported by the findings of the Victorian Auditor-General in his report: In good
hands: smart recruiting for a capable public sector (June 2005). The Victorian Auditor-General’s
report found that new and varied methods are needed to assess the suitability of applicants for
different positions.
Arising from the recommendations outlined in the above mentioned reports, the SSA undertook a
project which involved two components:
• a literature review that identifies best practice and relevant models of recruitment selection
processes
• development of a methodology and tool kit to assist the VPS and the Sector with recruitment
selection.
The SSA commissioned Monash University’s Associate Professor of Psychology, Psychiatry and
Psychological Medicine, Sally A. Carless to undertake the literature review. The research
document Literature review on best practice recruitment selection techniques (Carless Report)
identified best practice for each phase of the recruitment selection process.
The SSA with Deloitte and SACS Consulting developed a methodology and tool kit based on best
practice. Information from the Carless Report was used to:
• analyse current recruitment selection practice in the VPS against identified best practice
• develop tools based on best practice to assist human resources practitioners.
The SSA will use this tool kit to promote best practices in recruitment selection techniques across
the VPS and Sector.
Human resources practitioners can contact the SSA to determine how they can utilise the
recruitment selection functionality in the eRecruitment system.
The tips, tools and techniques in this tool kit have been developed to assist in selecting the best
person for a role. Applying best practice aligns with equity priciples, meaning that existing
employees are treated fairly and reasonably as only job related factors are considered in the
recruitment selection assessment. In doing this, merit and other employment principles are
inherent in the best practice recruitment selection process.
More information about the Victorian public sector merit and other employment principles and
standards can be accessed on the SSA website at www.ssa.vic.gov.au.
Figure 1 outlines the main process steps for each stage of the recruitment selection process:
• Stages 1 and 2 include the recruitment activities that occur prior to assessing candidates for
selection i.e. planning the recruitment selection process, undertaking job analysis to determine
the recruitment criteria and developing key selection criteria and position descpritions based
on the job analysis.
Attraction is undertaken in Stage 2. The tool kit provides a short overview of key
considerations for advertising. However, as attraction is a large subject area on its own, this
tool kit provides some tips (in P1: Planning template) but does not comprehensively cover this
stage of the recruitment process.
• Stage 3 includes the specific selection steps which take place to make a selection decision i.e.
the selection methods to make the right decision.
• Stage 4 includes the steps that need to take place to support the selection decision.
Onboarding and evaluation of the selection methods and process are integral to a good
recruitment selection process.
The “activity” row includes key broad tasks associated with each step in the recruitment process.
The “tools” row includes the references to the templates available in this tool kit to support the
particular recruitment selection step. For example, P1 refers to the planning template that is
available in section 4 of this tool kit. The templates in this document also make reference to the
other relevant tools provided in this tool kit by referring to the letter and number i.e. P1.
TIP : Add specific mandatory checks e.g. police checks into the process outlined in Figure 1 as relevant to your
organisation. For example for child protection roles, applicants should have either completed police check to
apply for the role or only candidates who reach interview stage would be asked to undergo a police check.
1
The timeframes are based on the Australian Public Service Commission’s publication Better, Faster: streamlining
recruitment in the APS.
Position
Process
description
Recruitment- Short-list Selection Reference Selection
Planning Job analysis & Onboarding Evaluation
key selection attraction applications process check decision
criteria
•Plan •Collate tasks, •Turn tasks/ •Identify •Use a •Conduct •Undertake •Combine •Arrange a •Evaluate
selection and KSA KSA and attract standard interview reference selection structured selection
process and required to into KSC a pool application and/or other checking data induction processes
Activity
P1 J1 J4 S1 I1 M1 O1
J2 I2 R1 O2
P2 J6 S2 M2
I3 O3
I4 O4
Timeline
Day 1 Day 2 Day 3 Week 1-4 Week 4 Week 5 Week 5 Week 5 Week 7 Ongoing
Planning planning should take place prior to any recruitment selection process.
Job analysis job analysis is critical to selection best practice. It involves analysing the job to
understand it in terms of the requisite knowledge, skills, and attributes that will
result in successful outcomes.
Screening and short-listing screening and short-listing supports an efficient assessment process of
applicants through assessing candidates against relevant criteria to reducing the
applicant pool to a more manageable size.
Interviewing and additional behaviourally based interviewing techniques and additional assessments (i.e.
assessment psychometric assessments) give a rounded understanding of applicants and
insight into past experience.
Reference checking reference checking is used to clarify and confirm information gathered through
the other stages by asking structured questions of an applicant’s former
employers and the like.
Selection decision statistically combining recruitment selection data (by aggregating applicants’
scores) rather than making a global decision about the best applicant is the most
effective method of decision making.
additional tools
Gap analysis assessment tool can be used to assess and score recruitment selection processes against those
defined as best practice. This tool assists in identifying recruitment selection
areas for improvement.
•Plan
selection
process and
timeframes:
-identify
selection
techniques
-schedule
other people
involved in
selection
process
Upfront planning includes thinking about the steps in the recruitment selection process early and
scheduling the activity, resources and time. It is an important aspect in the recruitment selection
process as it ensures the best process is followed, helps to manage time constraints and
streamlines the recruitment selection process for both the organisation and applicant.
Good planning also positively affects applicants’ experience of the recruitment selection process
and on their perception of the organisation. This in turn, influences their likelihood to complete the
recruitment process and accept an offer of employment.
Reference to ‘planning’ and ‘the process’ in this tool kit includes the administrative activities
underpinning the recruitment selection process, applicant care management and evaluation of the
selection process.
Planning and assessment templates are provided in this section to assist in thinking of and
planning for the detailed steps involved in the recruitment selection process. The planning and
assessment templates refer to other relevant processes and templates within the tool kit for more
specific information.
P1: Planning template This document is a template for planning the actions and timeframes that relate
to the recruitment selection process.
P2: Assessment plan template This document provides guidance on planning the recruitment selection
techniques that will be used to capture necessary information to underpin an
informed and appropriate decision.
This template should be used with the further tips, tools and techniques that support each step
relating to the activities provided in this tool kit.
TIP: The planning template also provides a good opportunity to think about how and when you will contact
applicants. In a tight labour market, regular contact and maintaining a good relationship with applicants
becomes more important.
Complete this template by recording the particular steps involved for each activity, including who
will undertake the step and by when. Where applicable, in the steps column there are references
to other templates and relevant sections in the tool kit which can assist in undertaking a particular
recruitment selection activity.
Stage 1
Activities Steps Person responsible Due
(Add additional detail to activities if (Identify person (Date activity
required) responsible for should be
completing this completed)
activity)
Determine how many interviews you Schedule interview times with panel Hiring manager Day 1
would like to conduct later in the members
process (i.e. 5). Schedule the Book interview rooms
interview panel and block out
appropriate times to conduct the
interviews
Analyse job requirements and Refer to J1 and J2: How to e.g. Day 2
determine the requisite knowledge, determine the requisite knowledge, Line manager
skills and attributes skills and attributes Incumbent
Develop key selection criteria Refer to template J4: how to develop e.g. HR
key selection critera consultant/line
manager
Develop/revise position description Refer to template e.g. HR
J6:developing/revising position consultant/line
descriptions manager
Develop behaviour-oriented Refer to section I1 and I2: How to e.g. HR
interview questions and descriptively turn key selection criteria into consultant/line
anchored rating scales to score interview questions, how to use a manager
interview responses descriptively anchored rating scale
Develop scoring criteria for short- Refer to template S2: short-listing e.g. HR
listing and other selection plan and I2: how to use a consultant/line
Stage 2
Activities Steps Person responsible Due
(Add additional detail to activities if (Identify person (Date activity
required) responsible for should be
completing this completed)
activity)
Stage 4
Activities Steps Person responsible Due
(Add additional detail to activities if (Identify person (Date activity
required) responsible for should be
completing this completed)
activity)
2
Validity studies are where recruitment selection methods are correlated with an appropriate outcome measure e.g.
assessment centre with a measure of work performance. Retention studies are where the turnover rate of new
appointments within specified timeframes is monitored.
1. Undertake job analysis to identify the knowledge, skills, and attributes (KSA) that are required
to succeed in the role. From this, develop KSC that will be used to assess the degree to
which applicants possess the requisite KSAs.
o Refer to J1: job analysis process flow diagram and J4: how to develop key selection
criteria.
4. Complete the selection techniques in the assessment template in the left hand column.
5. Indicate the selection techniques that assess each KSC with an ‘x’.
• Carless, S.A. Literature review on best practice recruitment selection techniques, 2007
• Recruiting Roundtable. Achieving operational excellence in recruiting: a new framework for
breaking the quality-time compromise, Corporate Executive Board, 2005
• Australian Public Service Commission. Better, faster: streamlining recruitment in the APS,
Commonwealth of Australia, 2007 (available at www.apsc.gov.au).
Job analysis involves determining the knowledge, skills and attributes3 (KSA) required to perform in
a particular role.
Job analysis is critical to selection best practice because it is the foundation of a high quality
selection process. The Recruiting Roundtable research indicates that an effective job analysis
contributes 22% to the successful hiring of a quality applicant.
Job analysis informs the position description and identifies the key selection criteria (KSC). A poor
job analysis may adversely affect the quality of outcomes, irrespective of how well the rest of the
selection process is executed. For example, without proper job analysis, interviewers may develop
incorrect beliefs about the job requirements and hire a person unsuitable for the role.
The job analysis process and a diagram depicting the key steps are provided in J1: job analysis
process flow diagram.
TIP 1: Relying on existing position descriptions when filling a vacant position is not best practice. Undertaking a
structured job analysis helps identify what is really required for the position.
TIP 2: The job analysis process is aided by the use of the Victorian Public Employment Capability Framework Card
Set or the VPS Employment Capability Framework Card Set.
TIP 3: Job analysis should involve both the current incumbent and hiring line manager in determining the KSC (which
are informed by KSA) and requisite job outcomes/key result areas.
TIP 4: Hiring line managers can benefit from seeking assistance from their human resources suppport and/or training
in undertaking job analysis.
3
The term ‘attributes’ is used instead of ‘abilities’ as this enables the capture of the inherent person requirements that are
additional to the ‘learned’ abilities of a person.
J1: Job analysis process flow This document provides a step-by-step process for conducting a job analysis.
diagram
J2: How to determine the This document provides advice on how to use the information gathered from the
required knowledge, skills job analysis to determine the critical knowledge, skills and attributes required to
and attributes perform in the role.
J3: How to determine job This document provides advice on how to determine the outcomes of a role and
outcomes/key result areas why this is important.
J4: How to develop key This document provides advice on how to turn the knowledge, skills and
selection criteria attributes required to perform in the role into key selection criteria by which to
assess applicants.
J5: Assessing This resource outlines how person–organisation fit can be assessed.
person-organisation fit
J6: Developing/revising position Once the knowledge, skills and attributes and the key selection criteria have been
descriptions determined, position descriptions need to be developed/revised to include the
additional information. This document provides advice on what a best practice
position description should include.
2. Understand the knowledge, skills and attributes required for the job
• Observe or interview job experts to develop a list of knowledge, skills and attributes (KSA) that the
applicant must possess upon entry to perform the role effectively. This is distinct from that which
can be learnt on the job. Refer to J2: how to determine the required knowledge, skills and
attributes and J3: how to determine job outcome or key result areas.
• Ask job experts to rate which job tasks and KSA are most critical for effective performance.
3. Turn the knowledge, skills and attributes into key selection criteria
• From the KSAs that have been identified as necessary to perform in the role, develop clear and
unambiguous KSC to assess the degree to which applicants possess the requisite KSA. Refer to
J4: how to develop key selection criteria for more information.
• Select or develop recruitment selection techniques that measure the KSA.
4
O*NET is a free on-line resource which can used as a starting point for a job analysis process. It provides information on both the
task and person requirements. It is available at www.online.onetcenter.org.
Step 3: Develop
Step 1: Understand Step 2: Understand Step 4: Review
selection criteria
the tasks the job position description
& decide techniques
Capability
Framework Cards J5
Tools
O*NET J4
J2 J6
J3
KSA can be described as enduring skills or abilities and/or trait-like features. The competencies
and characteristics help identify which applicants are most likely able to perform in a particular role.
The table below provides a brief example of KSA which may relate to a position, it is by no means
and exhaustive list.
The hiring line manager and incumbent should work together to determine which KSA are
necessary to perform the role.
• Refer to the existing position description, and add or remove KSA after assessing the current
requirements of the role (this is done by the hiring manager observing incumbents or
interviewing incumbents to develop a list of tasks)
o use the O*NET resource for guidance on what tasks are involved in the role. It is
available at www.online.onetcenter.org.
• Use the O*NET resource for guidance on what general KSA are necessary
o O*NET provides descriptors for occupations and the related tasks, knowledge, skills
and abilities/attributes, among various other categories of information on occupations.
Once the KSA for the job are determined, the next step is to understand what the key outcomes or
key result areas are for the role. That is, determine how in time you will know the new employee
has been a successful hire – refer to J3: How to determine job outcomes or key result areas.
TIP: The Employment Capability Framework Card Set, Victorian Government Recruitment Capabilities Card Set or
Victorian Public Employment Capability Framework Card Set can help to determine:
• which KSA are critical to perform in the role (must haves)
• which are desired for the role (nice to haves)
• which are not necessary/not utilised in the role (not applicable).
This resource can also help determine the critical skills required before starting in the role and those that can be
learnt on the job.
The outcomes of the role should be determined using the SMART goal setting principle:
• S = specific
• M = measurable
• A = appropriate
• R = realistic
• T = time-bound
An example of a key result area is ‘Decrease workplace accidents by 5% over the next
12 months’. This simple key result area matches the SMART principle.
TIP: There is a need to move away from ‘recruitment vacancy’ towards ‘recruitment to capability’. This requires a far
greater need emphasis on planning for recruitment than waiting for vacancies to appear.5
It is important to identify key result areas that are typical of the role and are flexible enough to evolve with the job
or be transferable to other areas of the organisation. It is beneficial for the new employee to understand what it is
they are to achieve in the role, rather than simply understanding the tasks they are to undertake. This process
results in practical goal setting, which research has indicated enhances job satisfaction and engagement.
The identified job outcomes or key result areas may be included in the position description as it is
best practice to assess applicants against whether they have the knowledge, skills, and attributes
to achieve the role’s outcomes. The benefit of including key result areas in the position description
is that this process ensures applicants are aware of the success measures for the role.
The table below provides a a set of example key result areas which may be related to a Human
Resource Adviser role. It is by no means an exhaustive list.
5
Future directions for workforce planning: analysis and discussion, State Services Authority, 2007
KSC are used to assess applicants on past behaviours and experiences in order to determine
whether they have demonstrated they have the requisite KSA, as opposed to simply saying they
meet the criteria.
• Five or six KSC are usually sufficient to assess the requisite KSA.
To determine whether a candidate aligns with the organisational culture, that culture must first be
defined. A culture assessment can be at the overall organisational level, at the area level or at the
team level and is best conducted by a qualified individual (i.e. human resources practitioner or
organisational psychologist). Once the culture has been appropriately defined, the degree of
alignment between that and any candidate can be better assessed.
If candidates are to be assessed for their degree of cultural fit with the organisation, it is important
to ensure that the desired organisation values are legitimate and meaningful to organisational
objectives (e.g. ‘demonstrate high level of commitment to social justice’). Another important
consideration is ensuring that diversity of work preferences are taken into account when trying to
assess person–organisation fit.
There is no robust measure currently available to effectively assess an individual’s degree of fit with
an organisation, although there are alternative methods that may offer some insight as to the
degree of aglignment. These methods could include:
• clearly stating organisational values in the position description so candidates can self-assess
their degree of fit with the organisation
• using behaviour oriented interview questions to determined person-organisation fit
o key attributes determined through job analysis can assist in determining the level of fit
o e.g. the attribute is ‘demonstrates a commitment to quality customer service’
o the following behaviour oriented interview question assesses the applicant
Please give me an example of a complex customer service issue you needed to deal with
recently – what was the issue and how did you resolve it?
The job analysis process should be used to inform the development/revision of the position
description (see J1 and J2). As previously described, undertaking the job analysis determines the
current tasks, knowledge, skills, attributes, and key result areas that go to forming the position
description.
This is a standard position description template. The information in this template is completed
after a job analysis process is undertaken for the position. Instructions are provided in italics in
each text box. Enter the relevant information in the text boxes under each heading.
TIP: Add an additional text box for any mandatory requirements that maybe required for the role e.g. police check.
Organisation values
(State the values promoted by your organisation, not those of the VPS or Sector. Clearly stating your organisation values
allows candidates to self assess their fit.)
Role title
Division:
Group: Classification level:
Reporting Reporting to …
structure:
Direct reports …
Position statement
(Provide a succinct statement of why the position exists and what the objectives of the role are.)
In this role, the incumbent will be required to …
The desired outcomes/results of the role will be … these will be measured by… (Ensure the key outcomes are specific,
measurable, appropriate, realistic and time bound.)
Responsibilities
(Outline the key duties and tasks that the incumbent will be required to undertake.)
Qualifications
(Indicate the educational or professional qualifications the incumbent needs and whether this is mandatory or desired.)
Key skills/abilities
(Outline the key skills/abilities the incumbent needs to meet the required outcomes of the role.)
Personal attributes
(Outline the key personal characteristics the incumbent needs to possess in order to perform the role.)
•Identify
and attract
a pool
of qualified
candidates
Attracting the right candidates to apply for vacant roles is an important step in the recruitment
selection process. Essentially attraction, including advertising is a chance for organisations to
market and sell the position and its organisation. In a tight labour market, this is particularly an
important aspect. It’s also important to understand if attraction is done well, this in turn positively
affects the recruitment outcomes and is a key lever for retention.
As attraction is a subject area that requires comprehensive research, this section only provides an
overview of recruitment advertising factors for consideration6.
• Undertake research to find out who your target audience is – find out about where the target
audience is.
• Have you undertaken a job analysis to identify key requirements for the role? What about what
your organisation offers? What are the benefits? What is your organisation’s value
proposition?
• What are the media consumption habits of your target candidate groups?
• Do you understand the general trends in supply and demand for the skills set you are
recruiting for?
• How easy will it be to find candidates with the skills set in the current local, regional, national
and international labour market?
• What does the current labour market offer in terms of salary and/or benefits for the type of role
you are recruiting for?
6
This information has been incorporated from the Recruiting Roundtable’s research Breaking the Quality–Time
Compromise (2005).
TIP: Understanding your current labour market will also help to inform how you undertake your recruitment selection
process. In a tight labour market, an expeditious recruitment process is important.
• Are other organisations currently recruiting for or terminating employees for a similar role?
• How similar are other organisations’ position descriptions to your’s (i.e., are you competing for
the same talent)?
• How strong is the demand for the skills set and/or the role you are recruiting for?
• Where are other organisations typically sourcing for individuals of this profile?
• What salaries are other organisations offering for a similar role?
• What is happening in the international environment that may be influencing shortages in the
labour sector you are trying to reach?
• Assess whether the vacancy should be advertised using whole of Government branding or
departmental/agency branding.
• Is the language you use in advertisement relevant to your audience?
• Sell the benefits of working for your organisation.
• What advertising/communication channels have you considered?
• Collect data on all recruiting methods to measure the return-on-investment in terms of number
and quality of hires yielded relative to source investment.
• Consider the following when deciding on a recruiting method:
- Be selective in the strategy you use for posting vacant positions. Rather than posting
vacancies on multiple websites, focus only on those that give you high-quality candidates.
- Leverage your networks with recruiters at other organisations and information gathered
from recruiting publications to learn which third-party web sites are most effective.
• Keep a record of recruiting methods used, the costs and the appointment of candidates that
directly correlate with the recruiting methods used.
TIP: Note that attraction methods for regional and rural recruitment will need to be different to those for metropolitan
areas. It is important to ensure that you understand the particular factors facing regional and rural recruitment
prior to advertising.
•Use a
standard
application
form
•Record and
acknowledge
applications
•Develop a
short-listing
plan
The screening and short-listing process involves determining which applicants meet the minimum
key selection criteria (KSC) to perform the job satisfactorily (screening) and/or ranking applicants to
progress to the next stage of the selection process (short-listing). For ease of understanding, this
process shall be referred to as “short-listing” in this document.
TIP : In a tight labour market, give consideration to candidates who show the potential to meet all KSC in time
through training.
S1: Standard application form This document provides guidance on the content of the application form in line
with best practice.
S2: Short-listing plan This document provides guidance on how to short-list applicants who will
progress to the next stage of the selection process. It highlights the need to
identify key selection critieria and the minimum skills or experience levels
applicants are required to possess. It contains a template for short-listing
applicants.
question design
statements
Instructions and questions in the application form may influence whether candidates:
• apply for a job
• react favourably to the organisation
• are likely to accept an offer of employment.
Applicants should also be reminded of the importance of providing accurate information. The
application form should contain the following:
• a statement indicating the consequences of providing false information
• a statement that all information provided by applicants may be thoroughly checked and/or the
applicant may be asked to produce evidence should it be required.
instructions
1. Identify the key selection criteria (KSC) for the role and list them in the top row of the template.
• Refer to J4: how to develop key selection criteria
2. Identify and list the minimum skill or experience levels applicants must have for each KSC to
progress to the next stage of the selection process in the second row of the template.
• Examples of minimum skills or experience level required are:
o 2 years experience in …
o completion of a degree in …
3. Score application forms on each KSC using a descriptively anchored rating scale. Refer to I2:
how to use a descriptively anchored rating scale for more information. Using a descriptive
rating scale ensures an objective assessment is undertaken.
4. Those who have passed all the minimum skill/experience level for each KSC can be short-
listed to proceed to the next stage of the selection process. If however there are a large
number of applicants who meet the mimimum requirements, relfect back to the first part of the
planning stage and conduct the number of interviews that you had decided on initially. For
example, if you had decided you would conduct 5 interviews for 1 position, invite the top 5
rated candidates to interview.
The short-listing template allows ranking of applicants according to their compatibility to each
KSC. Prima facie evidence of an applicant’s ability to meet the KSC at this stage can be assessed
through the information provided in the application form.
Total D/U
Minimum rating required to 3/5 3/5 3/5 3/5 12/20 -
meet selection criteria
Candidate 1 2/5 1/5 3/5 2/5 8/20 U
Candidate 2 3/5 3/5 4/5 3/5 13/20 D
Candidate 3 4/5 5/5 5/5 2/5 16/20 D
Candidate 4 3/5 3/5 3/5 3/5 12/20 D
Candidate 5 1/5 2/5 4/5 2/5 9/20 U
•Conduct
interview
and/or other
assessment
techniques
•Use a
rating
method to
assess
applicants
The Recruiting Roundtable research indicates that the interview and additional assessment stage
of the selection process contributes 27% to the successful hire of a quality applicant.
Interviewing is the most commonly used recruitment selection technique. It can be expensive, time
consuming and most organisations do not maximise its value. However, if used appropriately,
interviewing can be a good predictor of work performance.
Research suggests that many organisations conduct unstructured interviews (i.e. have the person
in for a ‘chat’ to see what they are like). They may also simply ask the same questions of each
applicant believing this constitutes a ‘structured’ interview. This is only considered best practice if
the structured questions are behaviourally-oriented. Interviewing that is not behaviourally-oriented
(structured or not) does not align with best practice and is not considered an effective and
consistent method of predicting work performance.
The key selection criteria (KSC) arising through the job analysis should be used to create the
behaviourally-oriented interview questions.
scoring interviews
Interviewers should assess applicant responses using a descriptively anchored rating scale.
o A descriptively anchored rating scale uses descriptors to help define the numerical
ratings (refer to I2: how to use a descriptively anchored rating scale for more
information).
o This helps align interviewers’ scores and removes some of the subjectivity of rating.
The outcomes of the additional assessment techniques should then be incorporated in making the
selection decision (refer to Section 6: job analysis and M1: individual applicant scoring template for
more information).
o Additional or other assessment techniques may include psychometric testing, work
sample testing or job knowledge testing (refer to I4: additional assessment techniques
for more information).
o The addition of these techniques significantly increases the level of prediction of how
well an applicant is likely to perform on the job.
Note: The additional assessment techniques outlined in this tool kit are best administered, and
the results analysed, by trained professionals, such as psychologists.
I1: Turning knowledge, skills This document outlines how to create behaviour oriented interview questions.
and attributes/key selection Specifically, it defines how to turn key selection criteria into interview questions.
criteria into behaviour
oriented interview questions
I2: How to use a descriptively This document details how to use a descriptively anchored rating scale to rate
anchored rating scale applicant responses to interview questions.
I3: Sample interview scoring This document provides a template for a sample interview question. In practice,
template the template should be adapted to detail each specific interview question (i.e. use
one of these templates for each interview question).
I4: Additional assessment This document provides details of additional selection techniques that enhance
techniques the selection process through offering greater insight into the applicant and
providing greater rigour in the selection process.
By adding the follow through questions i.e. “what was the situation, what did you do, and what
was the result”, applicants are sufficiently prompted to answer questions using the CAR response
format:
• C = context (provide brief background of how the situation arose)
• A = action (provide details of what they did in this situation)
• R = result (provide details of the outcome of their actions).
If applicants answer the question using the CAR format, it aids in the efficiency of scoring the
responses using a descriptively anchored rating scale. A guide to using this rating scale is
provided in I2: how to use a descriptively anchored rating scale of this document.
These rating scales use a description of the KSC to correspond with a numerical rating. They
should be developed for each interview question to assist interviewers in rating interviewee
responses.
When this rating scale is used, the level of reliability between raters increases which increases the
validity of the selection technique (i.e. there is a better alignment between ratings given by
interviewers).
The template in I3: sample interview scoring template with rating scale provides an example of
using the scale by assessing the skill ‘decision making’.
Applicant name:___________________________________________________________________________________________________________________
Key selection criteria – Ability to make clear decisions under pressure Rating:
Definition: Decision making involves segmenting the components of an issue in a systematic fashion and exploring the implications. It entails exercising judgement to interpret information
and decide on an appropriate course of action.
Question: Please describe a time when you had to make a difficult decision in a high pressure environment. What was the situation, what did you do, and what was the result?
Notes:
Context: Action: Result:
TIP : In a tight labour market, give consideration to how applicants will perceive additional assessments –
research shows that work related tests are received well.
Balance additional assessment against the desirability for the role i.e. if a role is difficult to fill, consider
alternative recruitment selection techniques if additional assessments would be preventing applications.
psychometric assessment
Psychometric assessment is widely considered an essential component of best practice. The type
of tests typically used for selection purposes are personality, cognitive ability, work styles and
motivation. Research outlines that combining cognitive ability test with a personality test
measuring conscientiousness will provide a better prediction of work performance than cognitive
ability alone.
All psychometric assessments need to be administered and interpreted by a qualified professional
(i.e. a psychologist, accredited HR Professional), however the following information provides an
indication as to what assessments may be administered.
Cognitive ability
Why
Research outlines that cognitive ability or general mental ability is well-established as the most important predictor of
work performance. Testing for cognitive ability is important because it has a direct effect on job knowledge acquisition
– individuals who have higher cognitive ability acquire more job knowledge, are able to acquire it faster and are able to
compute complex information quickly and accurately.
What
Generally, the recommended cognitive ability tests are those that test for numerical and verbal reasoning. These tests
should have been peer reviewed (i.e. tested by other researchers in the field). To this end, the tests published by the
Australian Council for Educational Research have been peer reviewed and are available to most human resources
professionals.
Who
It is recommended that cognitive ability be assessed for all roles at any level. The use of appropriate norm groups will
help assess the aptitude of an applicant in relation to similar others (i.e. scores for an individual applying for an
administrative role should be compared against an ‘administration’ norm group). For higher level roles, more difficult
tests can be used. For lower level roles, easier tests can be used.
How
Cognitive ability results can be interpreted by someone with relevant qualifications. Many psychological/HR consulting
firms have access to cognitive ability instruments and can administer and interpret the results for you. Alternatively,
organisations may consider accrediting suitable internal staff in certain instruments to build internal capabilities in this
area. It is not recommended, however, that an individual without appropriate qualifications/accreditation administer
7
Note that following a merit based process is still possible whether additional assessment techniques are used or not.
Personality assessment
Why
Personality assessment provides insight into an applicant’s personal style,i.e.how conscientious they are, how well they
cope with stress, how they cope with frustration and anger, etc.
What
A highly recommended personality assessment is the NEO PI-R. This inventory is based on a 5-factor model of
personality and is the most widely validated personality instrument. There is considerable research evidence that
suggests that the 5-factor model of personality is a strong predictor of performance on the job.8
Who
It is recommended that an applicant’s personality is assessed for roles at any level. It is strongly recommended that
applicants who may move into, or are already in, positions of leadership and management be assessed. This is due to
the unique insight it provides into how a person is likely to lead others.
How
Personality inventories can only be interpreted by qualified/accredited individuals. Many psychological/HR consulting
firms have access to instruments such as the NEO PI-R and can administer and interpret the profile for you. The NEO in
particular should be interpreted by a psychologist; however, there are other personality instruments that non-
psychologists can obtain accreditation in. Suitable individuals may be eligible for accreditation, which would create
internal capabilities in this area.
8
For example: Costa, P.T.Jr. Work and personality: Use of the NEO-PI-R in industrial/organisational psychology. Applied
Psychology: An International Review. Vol 45(3) Jul 1996, 225-241; Piedmont, R.L. & Weinstein, H.P. Predicting supervisor
ratings of job performance using the NEO Personality Inventory. Journal of Psychology: Interdisciplinary and Applied. Vol
128(3) May 1994, 255-265; Barrick, M.R & Mount, M.K. The Big Five personality dimensions and job performance: a meta-
analysis. Personnel Psychology. Vol 44(1) Spr 1991, 1-26; Detrick, P. et al. Validity study: relationship between personality
and academy performance. Applied H.R.M. Research. Vol 10(1) 2005, 99-102
Assessment centre
Why
Assessment centres are a moderately good predictor of work performance and are helpful to use in volume recruitment
assignments. Cost effective and efficient when assessing a large number of applicants, they may also assist in the
applicant screening process.
What
Assessment centres typically involve assessment of social interaction and behavioural characteristics. They should be
developed in relation to the KSA determined through the job analysis process. Tests such as work samples, group
discussions, etc can be assessed using an assessment centre methodology.
Who
Assessment centres are not typically used for high level roles (i.e. senior executives), as there are generally not the high
numbers of applicants available to use this methodology. Assessment centres are best used when there are a large
number of applicants to assess for a large number of vacancies (e.g. graduate program recruitment). Typically,
assessment centres are used for lower level roles where a high number of staff are required.
How
Trained assessors run the assessment centres and assess applicants’ observed behaviours and written material. Due to
their extensive professional training in this, psychologists should design and run the process. However, in-house staff
(e.g. hiring line manager, human resources representative) should be involved in this process as they can offer unique
insight due to their knowledge of the internal environment and the role being assessed. Internal assessors should,
however, be trained in assessment centre administration and scoring.
•Undertake
reference
checking
•Use rating
method to
score
responses
To this end, professional referees (i.e. a previous employer) should be contacted to provide
information on the applicant. If an applicant does not provide professional referees and does not
have a reason for not doing so, this could highlight a ‘red-flag’ around their past experiences. It
may be beneficial to explore reasons as to why recent previous employers’ details are not given
may be be explored.
Telephone reference checks are the most frequently used method of reference checking. This
method has a number of advantages:
A structured approach to reference checks improves its value. A standardised questionnaire that
requires referees to rate the applicant’s standing on a number of job relevant attributes (rating
scale 0–5) with a descriptively anchored response format should be used. A standard reference
checking template is provided in R1: reference check template.
TOOL DESCRIPTION
R1: Reference check template This document provides a structured reference check template.
• inserting the specific key selection criteria (KSC) in the template to assess the applicant that
requires a referee check
• using one template for each applicant
• contacting professional referees (i.e. a previous employer) to seek information on the applicant
• prompting the referee (where possible) to provide specific behavioural examples (i.e. example/s
of when and how the applicant demostrated the particular KSC) to support their response,
particularly when asking questions related specifically to the KSCs
• confirming (during a telephone reference check) with the referee the information that has been
provided by either emailing them the completed template or reading back the information
provided.
The most effective use of reference information is to combine it statistically with other selection
data to make a final decision
Under to the Freedom of Information Act, the information provided during this conversation may be accessed by
(enter applicant’s name here). Are you happy to proceed with the reference check?
Date of check:
Check completed by:
Name of applicant:
Position applied for:
Referee:
(name, title, organisation)
Peers
Subordinates
Did ____________________________________ supervise anyone in their position?
(If yes) Can you tell me about __________________’s supervisory skills and style?
Superiors
Applicant’s limitations
Are there any areas for improvement that you can suggest as _______________ moves forward in their career?
Ask specific behavioural questions in relation to the KSC. These questions will be unique to each reference check. Rate each
question out of 5.
KSC 1
KSC 2
KSC 3
Would you re-employ the applicant if you had the opportunity? Why/why not?
•Combine
selection
data
•Identify
applicant
who best
meets the
selection
criteria.
An alternative method is to numerically combine all ratings for each applicant through the
recruitment selection process to provide the basis for a selection decision. This is an especially
good method when more than one selection technique is used. This approach means the
selection decision is more objective.
This section provides templates to record applicants scores and assess them in an objective
approach (i.e. by combining the ratings) to make a selection decision.
A template for recording individual applicant’s scores is provided. This template can be used to
combine the scores on each selection method to arrive at an overall score for the applicant. If a
personality assessment is used in addition to the other selection techniques, do not include the
score for this assessment in this template as “personality” cannot be reduced to a numerical
rating. Personality assessments need to be conducted by a trained professional (i.e. psychologist)
and should be carried out as a final selection methodology on the highest ranked short-listed
applicants.
TIP 1 : In a tight labour market, give consideration to applicants who demonstrate the potential to meet all KSC in time
TIP 2: Provide constructive feedback to applicants who are unsuccessful. Where possible, (with the applicants’
permission) include unsuccessful applicants in a talent pool for suitable alternative positions.
TOOL DESCRIPTION
M1: Individual applicant scoring This template can be used to combine the scores on each selection method and
template arrive at an overall score for an applicant.
M2: Comparative applicant This template can be used to compare numerous applicants to make a more
scoring template objective selection decision.
instructions
• In the top row enter the applicant’s name, and the key selection criteria (KSC) for assessment. On the left hand side column, enter the selection
techniques used to assess the KSC. It is important to note that every selection technique will assess each KSC, so areas that are not assessed can be
blanked out, e.g. the interview may only assess KSC 1 and KSC 4, so the boxes at KSC 2 and KSC 3 should be blanked out to indicate they are not
applicable to that particular technique.
• Enter the scores for each KSC assessed. Combine then averaged across each KSC to create overall scores e.g. 3 + 5 / 2 = 3.5
• Include any comments to explain each of the ratings, citing behavioural examples. Areas for development should be noted, as this will either be useful
for delivering feedback to unsuccessful applicants or will provide valuable on-the-job information for successful applicants.
The template below provides examples in italics to assist in completing the template.
Interview 4/5 4/5 Mary demonstrated her knowledge of financial modelling through her response to the relevant
behavioural interview questions. She also demonstrated through her responses that she is
Additional 3/5 Mary’s aptitude assessment results fell in the above average range, therefore demonstrating
Assessments (i.e. her numerical reasoning abilities.
aptitude test)
Ref. Check 4/5 4/5 4/5 Mary’s referee responses supported scores attained through the other selection methods.
Overall Score 3.5/5 4/5 4/5 4/5 Overall, Mary presented as a high calibre candidate who should be seriously considered for
this role.
(average of the KSC
scores)
Development areas No significant areas for development arose through the selection process.
As psychometric testing uses different scoring, it is best to consider these scores outside this template (with the help of a trained professional). It is also
possible to use a scoring scheme that weights the different key selection criteria (KSC) e.g. leadership skills or negotiating skills; however, this has not been
used in the template to ensure its simplicity.
instructions
• In the top row enter the applicants’ name, and the KSC for assessment. It is important to note that not every selection technique will assess each KSC,
so areas that are not assessed can be blanked out, e.g. the interview may only assess KSC 1 and KSC 4, so the boxes at KSC 2 and KSC 3 should be
blanked out to indicate they are not applicable to that particular technique. Specific KSC should be entered by name to save confusion.
• On the left hand side column, enter the selection techniques used to assess the KSC.
• Enter the scores for each KSC assessed. Average scores for each KSC assessed e.g. 3 + 4 / 2 = 3.5. Add each average score to provide a total score
for each applicant which can assist in comparing applicants e.g. 3.5 + 4 + 4 + 4 = 15.5
The template below provides examples in italics to assist in completing the template.
•Arrange a
structured
induction
•Arrange a
buddy
•Obtain formal
feedback from
new starter
•Monitor and
manage
probation
Onboarding also known as organisation socialisation facilitates a new starter’s adjustment into an
organisation. Effective onboarding is an investment in employee retention, morale and productivity.
The Recruiting Roundtable research states well-managed onboarding contributes 18% to the
successful hire of a quality applicant.
• conducting a structured induction process that covers tactical and administrative issues
• using a buddy system
• obtaining formal feedback from new starters after a specified time in the new role
• monitoring and managing probation.
TOOL DESCRIPTION
O1: Structured induction This template provides information on a structured induction process and a
process checklist.
O2: The buddy system This templates offers a guide to putting in place a buddy system.
O3: Managing job expectations This template provides strategies to manage new starters’ expectations to
ensure.
O4: Probation periods This template provides guidance on implementing probation periods and the
factors to consider.
• alignment of new starters with the organisation’s mission, vision, and values
• an improved understanding of the organisation and where they fit into the organisation’s plans
and goals for new starters
• the retention of high performers.
induction content
Content of the induction process should cover both administrative and tactical issues, such as:
• administrative forms (such as payroll information) should be distributed and completed prior to
orientation to focus new starter training on cultural integration
• organisational vision, mission and values should be communicated
• organisational business plan should be communicated
• learning and development and performance management programs should be outlined to the
new starter by human resources.
• an organisational level
• a divisional level.
common mistakes
In designing the induction process, research9 indicates the following are common and costly mistakes:
• trying to cram 20 hours of information into four ‘mind-numbing’ hours of orientation
• running a slipshod, ‘fly by the seat of your pants’ program, believing that doing so has no
negative impact
• making new starter orientations as ‘dull as watching paint dry’
• using the ‘sink or swim’ approach to onboarding – that is, throwing new employees into the
organisation without appropriate support and coaching.
Following is a sample induction checklist that may be considered in preparing an induction process
for new starters.
9
Lee, D. How to avoid the four deadliest onboarding mistakes. And why you need to get onboarding right, 22 November
2005 (available at: www.ere.net/articles/db/3F9DEDC4BD074E23A72AD98B938382CA.asp).
The induction process should typically take three months to complete, aligning with the standard
three month probation period. Below is an outline of the induction stages and person/s
responsible.
The following is a checklist of activities that need to be undertaken to induct new starters.
First month
Discuss with new starter: Hiring line manager
• reporting process
• work expectations
• performance management
• career plan
• learning and development plan
• salary reviews/structures
• probation periods (if relevant).
Discuss with new starter: Human resources
• leave entitlements
• other relevant human resources information.
• faster integration of new starters into the organisation’s culture and processes
• increased employee satisfaction and morale.
buddy relationship
The assigned buddy should be from the same peer group level as the new starter and have
enough organisational experience to competently assist the new starter in the initial phase of their
employment.
Important aspects of the buddy’s relationship with the new starter include:
The relationship of a buddy is ongoing. It is expected that, within the first month of
commencement of employment, the reliance on the buddy relationship will be stronger. However,
as the new starter becomes more familiar and confident within the workplace, the buddy’s
responsibilities will become less evident.
buddy responsibilities
Following are suggested guidelines and expectations of the assigned buddy for the first three
months of the new starter’s employment.
Prior to commencement
• Call the new starter to welcome them to the team; check if they have any questions before
they commence
• Organise a lunch for the new starter’s first day in the organisation and invite other team
members
• Ensure you have time put aside in your diary (in line with the new starter’s schedule) to
dedicate to your buddy.
First day
• Be available to greet the new starter following their induction (if attending) or first thing in the
morning
• Take the new starter for a lunch with team members on their first day in the organisation
First month
• Continue to introduce the new starter to members of the wider organisation and be available
to assist them in settling in.
• Ensure the new starter attends specific meetings with the division support team members.
• Where possible, provide on-the-job training on organisational processes, procedures and
policies.
• Provide assistance with business tools that the organisation may use.
• Assist with online induction module as required.
A psychological contract is the degree of alignment between the communicated role requirements
and expectations with the reality of what is actually experienced. Where misalignment of
expectation and reality is high, an increased likelihood of resignation exists.
The potential benefits of managing new starter expectations and reality are:
confidential communication
To align new starter expectations with reality, a formal feedback process should be obtained from
new starters after a specified period of time in the new role.
Feedback should:
• be collected by an external, independent person
• be treated confidentially.
Any individual information provided to the organisation by the third party must be authorised by the
new starter on a signed consent form.
feedback focus
The feedback sought should focus on:
• understanding what initial promises or statements were made during the selection process
that led to developing the new starter’s particular expectations
• obtaining the new starter’s perception on:
o their ability to realise the promises that were made to them
o career opportunities within the organisation
o values that are important to the organisation.
The potential benefits of actively managing probation periods are savings in resources otherwise
required for supervision, counselling, training and management of underperforming people.
• think about the application of probation periods, considering the nature of the job
• advise applicants that probation periods may or will apply (and the estimated duration)
during the recruitment process.
• set the probation period, reflecting on the successful new starter’s experience, expertise,
and so on.
• On job commencement:
• discuss the probation period with the new starter, including intent and structure.
• monitor new starter’s performance during the probation period and be clear about who is
responsible for monitoring (typically, the hiring line manager is responsible for monitoring
probations and confirming the appointment of employees); human resources will usually
provide hiring line managers with support on:
- key information to communicate to new starters throughout the probation period
- advice on how to manage poor performance
- reminders sent when probation periods are close to completion.
• meet with the new starter regularly regarding performance and probation.
Each phase of the recruitment selection process can be sub-totalled to help assess the application
of best practice. Phases that may score lower than others present as immediate opportunities for
improvement.
The VPS and the Sector are asked to assess their application of best practice on a 5-point scale
where:
• always is scored as a 4
• usually is scored as a 3
• sometimes is scored as a 2
• rarely is scored as a 1
• never is scored as 0.
The scoring process weights the responses to determine a result scored out of 100.
It is anticipated that the VPS and the Sector will use the tool to identify areas where they can
improve their implementation of best practice and also to measure their improvement over a
number of years through an annual assessment.
A score of 100 would indicate that the recruitment selection process was always to best practice,
where a score of 0 would indicate that it was never to best practice. Given the tool has yet to be
employed through the VPS and the Sector, there is no benchmark to suggest what total score out
of 100 effectively constitutes best practice.
It is expected that this tool as well as the cost benefit tool can be used to inform the systematic
assessment of the achievement of workforce planning goals that is planned as part of the Future
directions for workforce planning project.
Selection process
Sometimes (2)
Usually (3)
Always (4)
Rarely (1)
Never (0)
Job analysis and key selection criteria
1. How often do you conduct a job analysis to inform the job description?
2. How often do you conduct a job analysis to inform selection criteria?
3. How often do you involve incumbents in the process of identifying knowledge, skills and
attributes?
4. How often do you involve managers in the process of identifying knowledge, skills and
attributes?
5. How often do you find candidates are able to clearly understand the key selection
criteria?
6. How often do you communicate your organisation’s values to candidates in the selection
process?
Sub-total
Screening and short-listing
7. How often are candidates required to submit a completed standard application form?
8. How often is a scoring procedure used to evaluate whether applicants meet the key
selection criteria?
9. How often are applicants matched to other roles (i.e. to create a talent pool)?
Sub-total
Interviewing and additional assessment
10. How often are structured, behaviour oriented interviews used?
11. How often are interview questions structured around job related knowledge, skills and
attributes?
12. Do you ensure all panel interviewers are trained in appropriate interviewing techniques?
13. How often do you use a descriptively anchored rating scale to score applicants?
14. How often do panel members independently score applicants?
15. How often are applicants’ scores numerically aggregated into final ratings?
16. How often are personality tests used for roles?
17. How often are cognitive tests used for roles?
18. How often are work samples tests used for technically oriented roles?
As with any recruitment selection practice, adopting best practice carries with it associated time
and costs. These time and costs per hire are:
• the recruiting team’s time spent on administering and executing the selection best practices
• the costs associated with developing a strong understanding of what constitutes best
practice, such as training, through the organisation
• administering or outsourcing any assessment tests used, such as psychological or cognitive
tests.
The case for adopting recruitment selection best practice should be based on a clear
understanding of the costs and benefits of changing from current recruitment selection techniques
to those identified as best practice. A cost benefit tool has been developed to assist human
resources practitioners to quantify the value of adopting a best practice recruitment selection
technique.
the tool
The output generated from the tool indicates the cost or benefit that is obtained over the estimated
service period of a successful new starter, resulting from adopting different recruitment selection
techniques. Users should note that, while the tool draws on research, user assumptions must also
be provided.
Information is required from the user in three worksheets to define the:
• position to be filled
• recruitment selection process to be adopted
• recruitment team used.
Default values are included and identified by cells coloured in green. These default values should
not be changed unless it is absolutely necessary.
The tool uses standard mathematical procedures and algorithms. It provides an estimate of the
incremental cost or benefit associated with various selection techniques but does not calculate the
cost or benefit associated with current methods.
The tool itself is a spreadsheet and supplied separately in the enclosed CD. It is supported by a
user guide.
behaviour-oriented questions probe the applicant to recall a past behaviour to demonstrate their ability to meet the
knowledge, skills and attributes being measured.
best practice predicting who would be the best person for a role using a variety of selection methodologies.
candidates are individuals who are the target market and potentially may apply for vacant roles.
cognitive ability test is a psychometric test for measuring an individual's abilities e.g. verbal and numeric.
descriptively anchored rating scales uses a description of the key selection criteria to correspond with a numerical rating. They are
(DARS) used to rate applicants' responses to questions.
employee value proposition (EVP) is a combination of benefits, image and emotional messages to promote interest in public
sector employment.
eRecruitment is an online system that provides recruiting processes to attract, screen and recruit suitable job
candidates.
induction is part of onboarding and is the first step in building a relationship between the organisation
and the employee.
job analysis involves determining the required knowledge skills & attributes to perform in a particular role.
key result areas outline the outcomes of a role and why it is important. They are the business outcomes which
are necessary to have achieved in order for the new employee to be considered “successful”.
key selection criteria (KSC) are the criteria developed to assess whether candidates have the requisite knowledge, skills
and attributes in order to be able to perform in a particular role.
knowledge, skills and attributes (KSA) are the particular requirements the person needs to successfully perform the tasks of a role.
onboarding is also known as organisational socialisation. Onboarding assists newcomers adjust to their
new surroundings and learn the behaviours, attitudes, and skills necessary to fulfil their new
roles and function effectively.
person-organisation fit is the extent to which an individual’s values match those of the organisation.
screening determines if the applicant has the minimum qualifications to perform a job satisfactorily;
education level, experience and/or personal attributes are used as standards to screen
applicants
short-listing is used to reduce a large applicant pool to a smaller more manageable size (usually by using a
standard application form).
talent pool involves seeking expressions of interest from people to include their details in a database for
consideration for employment opportunities.
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