Hiring Process
Streamline your hiring process with this workflow. Interview questions, candidate analysis, emails,,
- Sessions
- 5
- Steps
- 39
- Last edited
- Sep 10, 2026
- Created by
- Nova
About this process
Streamline your hiring process with this workflow and use the "KEAP Analysis" to evaluate which candidates could be the tight ones based on the "Skills and Capacities" you are looking for. Includes editable templates to make things easier.
The process in detail
5 sessions ยท 39 steps[Candidate name] KEAP analysis
1 step- 1
The candidate.
Read the full text
1. The candidate.
Start by defining the competencies required for the role and the weight each competency holds. I recommend listing the competencies used on a daily basis first, followed by those used on a weekly or monthly basis. This way, you can keep them organized based on frequency. Once you have this, you can assign a weight to each competency. The weight of a competency determines how much emphasis is placed on its value โ in other words, how important it is.
๐Now, the manager or HR team will review all the resumes and select those who match these competencies. Those who are moving into the final interview phase will be given a profile. Here, the manager or team will first evaluate if these individuals possess enough experience and knowledge based on what is seen in their resumes.
๐Once this initial assessment is done, the team assigned to conduct the final interviews (this template was designed to involve 3 team members) will evaluate the candidate based on the defined competencies and general objectives. Additionally, the team will rate the candidate from 1 to 10.
- start typing...
- Name
- Date
- Name
- Name
- 1/10
- 1/10
- start typing...
- 5
- 5
- start typing...
- 5
- start typing...
- 5
- start typing...
- start typing...
- 4
- start typing...
- 4
- start typing...
- 3
- start typing...
- 3
- Name
- start typing...
- 1/10
- 3
- 3
- start typing...
- start typing...
- start typing...
- start typing...
- start typing...
- start typing...
- start typing...
[Opportunity/Role] Survey
10 steps- 1
What aspects of this role and our company's mission most interest you?
- 2
How many years of experience do you have as a product designer?
- 3
What are your salary expectations?
- 4
How would you describe your communication style?
- 5
Which of the following skills do you thrive at? Choose 2.
- 6
Do any of these statements resonate with you?
- 7
I am willing to take a risky action if...
- 8
I produce better work when...
- 9
Do any of these statements resonate with you? Choose 1 or 2.
- 10
What is your preferred work style and environment?
Read the full text
1. What aspects of this role and our company's mission most interest you?
- Aspect 1
- Aspect 2
2. How many years of experience do you have as a product designer?
- 1 or less
- 1 - 2 years
- 3 to 5 years
- 5 to 8 years
- 8+ years
3. What are your salary expectations?
- $$$
- $$$
- $$$
- $$$
4. How would you describe your communication style?
- Direct
- Diplomatic
- Hyperbolic
- Calming
- Verbose
- Hype
- Data-driven
- Idea-driven
- Optimistic
- Pessimistic
- Stoic
- Storytelling
5. Which of the following skills do you thrive at? Choose 2.
- Option 1
- Option 2
- Option 3
6. Do any of these statements resonate with you?
Is there anything you can relate to in any of these statements?๐๐๐
Discussion Notes: [A][B]Analytical [C][D]Driver [E] Amiable [E][G]Expressive ๐
- When performing a job, it is most important to me to do it correctly, and understand and complete each step before going to the next step.
- The most enjoyable part of working on a job is the information you need to do it.
- When performing a job, it is most important to me to set deadlines and get it done.
- The most enjoyable part of working on a job is the result you achieve when it's done and seek a fast, efficient way to complete it.
- When performing a job, it is most important to me to work as a team and discuss ideas with others.
- When performing a job, it is most important to me to demonstrate my talent and enthusiasm.
- The most enjoyable part of working on a job is seeing how the job contributes to progress and keeping the job stimulating and exciting.
- I enjoy detailed oriented work and making things perfect.
7. I am willing to take a risky action if...
[A]Analytical [B] Driver [C] Amiable [D]Expressive ๐
- There are facts to support my action.
- It gets the job done.
- It will no hurt other's feelings.
- It feels right for the situation.
8. I produce better work when...
- I have freedom and trust.
- Tasks/processes are defined.
9. Do any of these statements resonate with you? Choose 1 or 2.
- I prefer having someone set clear goals and tasks for me in my work.
- The more difficult the problem, the more I enjoy trying to solve it.
- I want my work to provide me with the opportunities for increasing my knowledge and skills.
- Success means doing better than other people.
- I prefer to figure things out for myself.
- I enjoy relatively simple, straightforward tasks.
- I am more comfortable when I can set my own goals.
- I want to find out how good I can be at my work.
10. What is your preferred work style and environment?
[Candidate name ] Interview
18 steps- 1
Introduce yourself: Tell me about yourself.
- 2
โ Accountability: Describe a situation when your work did not meet your coworker or supervisorโs expectations. What happened?
- 3
Describe a time that you faced a major obstacle and how you overcame it.
- 4
๐ Time Management: How do you juggle multiple projects?
- 5
Leadership skills: Give me an example of when you set a goal and how you achieved it.
- 6
Teamwork: Tell me about a time when you disagreed with your teamโs agreed course of action. What did you do?
- 7
Communication: At times your work load may feel unmanageable. Describe a time when you recognized that you were unable to meet multiple deadlines. What did you do about it?
- 8
When was the last time you worked with a difficult person, and what did you learn from the experience?
- 9
Describe the perfect work environment for you. ( Describe the work environment or culture in which you are most productive and happy.)
- 10
๐ Analysis: Select the type of attitude and values that you easily see in this candidate.
- 11
Rate this candidate.
- 12
Based on your time and conversation with this candidate, do you think they align with our values of honesty and curiosity?
- 13
Based on the conversation and the candidate's responses, has this candidate shown any ego that might hinder collaboration and sharing responsibilities?
- 14
Does this candidate seem cooperative?
- 15
Is this candidate easy to talk to?
- 16
Would work get done? Based on your conversations, does this candidate seem proactive?
- 17
Finally, would you enjoy working with this candidate? Do you want to move forward with this candidate?
- 18
Add your final notes and analysis here.
Read the full text
1. Introduce yourself: Tell me about yourself.
Alternatives and additional questions: ๐จโ๐พ2) What is your favorite thing about yourself? If you could have a superpower, what would it be? ๐ค3) What was the last gift you gave? ๐พ4) What is your proudest achievement outside of your career? 5) Are you a hunter or gatherer? 6) What are your greatest strenghts? What do you consider to be your weaknesses? 7) What are you passionate about? 8) What do you like least about your job? 9) What makes someone succeed at [role/industry]? Why?
Other questions:
1) How many balloons could you fit into this room? 2) How would you describe the taste of salt to someone who has never had it? 3) If given no other choice, would you rather fight one duck the size of a horse or 100 duck-sized horses? 4) In terms of square feet, how much pizza do people eat each year in the U.S.? How would you describe adulthood to a two year old kid?
- Option 1
- Option 2
2. โ Accountability: Describe a situation when your work did not meet your coworker or supervisorโs expectations. What happened?
What actions did you take?
Alternatives: 2) ๐Tell me about a time when you had to deliver on a commitment that was difficult for you. What did you do to motivate yourself? 3) ๐ฅHave you ever been in a situation where your role or responsibilities havenโt been clearly defined? What did you do? 4) Tell me about a time when you felt compelled to immediately address a difficult situation with your boss or supervisor when others wouldnโt. (You had to do the right thing). What happened? What was the outcome? ๐5) Describe a situation in which you forecasted a problem and prepared a strategy for handling it. How did it turn out? 6) We can sometimes recognize a small problem and fix it before it becomes a major problem. Give an example of how you acted to prevent a larger problem from occurring.
- Option 1
- Option 2
3. Describe a time that you faced a major obstacle and how you overcame it.
Alternatives: ๐ฅ2)Describe your biggest failure related to your respective field. ๐3) Tell me about a time when you used creativity to overcome a dilemma. ๐ค4) Whatโs the best idea youโve come up with on a team-based project? ๐ฅ5) How do you approach problems? Whatโs your process? ๐คจ6) Tell me about a big mistake youโve made on the job and how you handled it. ๐ง7) Tell me of a time when you didnโt meet your goals. ๐ข8)Tell me about a time when you tried something risky and failed.
โค๏ธ9)How do you react when you asked something to do beyond your capabilities/resposibilities? ๐ฅ10)Give me an example of when you had to assume leadership for a team. 11)When were you last energized by a project?
- Option 1
- Option 2
4. ๐ Time Management: How do you juggle multiple projects?
Alternatives: 2) How do you handle unexpected changes or challenges? 3) Tell me about a time when you were under extreme pressure and remained calm and focused at work. 4) Tell me about a time when you had to make a split second decision. What skill did you use to keep your composure? What was the outcome? 5) Tell me about a time when you had to let go of your need to control a situation. What was the issue? Why was it necessary for you to let go? ๐ฅ6)At times you may be asked to do many things at once. Tell me how you would decide what is most important and why.
- Option 1
- Option 2
5. Leadership skills: Give me an example of when you set a goal and how you achieved it.
Alternatives: 1) Have you ever had to set goals for a team? 2) Describe a time when you were able to motivate unmotivated team members. Tell me of a time when you postponed making a decision. ๐3) Tell me about a time when you were consulted for a problem. ๐4) Name three improvements you made in your most recent position. 5) Give me an example of a new idea you suggested to your manager within the last six months. Describe steps you have taken to implement your idea. 6) Tell me a time when you identified a problem with a process and what steps did you take to improve the problem?
6. Teamwork: Tell me about a time when you disagreed with your teamโs agreed course of action. What did you do?
Alternatives: 2) Tell me about a time when someone else neglected or failed to deliver on their work commitmentsโand it had a negative impact on your productivity. How did you react? 3) Describe a time when you put your needs aside to help a co-worker understand a task. How did you assist them? What was the result? 4) Tell me about a time when you improved a process by creating a cross-functional team. What was the issue and how did it turn out?
- Option 1
- Option 2
7. Communication: At times your work load may feel unmanageable. Describe a time when you recognized that you were unable to meet multiple deadlines. What did you do about it?
Alternatives: 2) Tell of a time when your active listening skills really paid off. Perhaps a situation when others missed a key idea or issue. 3) What strategies do you use to ensure that your message is clearly understood?
Leave your notes below.๐
- Option 1
- Option 2
8. When was the last time you worked with a difficult person, and what did you learn from the experience?
Alternatives: ๐2)How have you helped someone on the job, at an inconvenience to yourself? ๐ 3) Describe a time when you disagreed with a team member. How did you resolve the problem? ๐ฅ4)Tell me about a time when you disagreed with a supervisor. ๐คฉ 5) What do you do if you disagree if another team member?
- Option 1
- Option 2
9. Describe the perfect work environment for you. ( Describe the work environment or culture in which you are most productive and happy.)
Alternatives: ๐2) Whatโs your ideal workspace to be happy and productive? ๐3) What role do you assume when you work within a team? ๐ต4)Tell me a time when you had to work unexpectedly on your own. ๐ฅ5) Everyone has good days and bad days at work. Take your time and think back to a really good day you had and tell me why it was a good day. 6) What is your preferred work style? Do you prefer working alone or as part of a team? What percentage of your time would you allocate to each, given the choice?
- Option 1
- Option 2
10. ๐ Analysis: Select the type of attitude and values that you easily see in this candidate.
- Self-motivated
- Good Communicator
- Honesty
- Determination
- Team-player
- Adaptable
11. Rate this candidate.
Based on the answer the candidate gave you during the interview and the characteristics of the position, rate his/her/their response from one to 8, with 8 being "a great candidate".
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
12. Based on your time and conversation with this candidate, do you think they align with our values of honesty and curiosity?
- Yes
- No
13. Based on the conversation and the candidate's responses, has this candidate shown any ego that might hinder collaboration and sharing responsibilities?
- Yes
- No
14. Does this candidate seem cooperative?
Do you think they would be willing to take on tasks outside of their contract to support the team and help grow the business?
- Yes
- No
15. Is this candidate easy to talk to?
Could you discuss ideas, even disagree, and still feel comfortable?
- Yes
- No
16. Would work get done? Based on your conversations, does this candidate seem proactive?
- Yes
- No
17. Finally, would you enjoy working with this candidate? Do you want to move forward with this candidate?
A good way to determine whether you would like to move forward with the candidate is by considering if you and your team will genuinely enjoy working with this person or if there is anything indicating that may slow down the team. Also, think about the tasks this candidate will have to do on a daily basis and if this person possesses the skills and passion to drive and own the work that happens every day. Additionally, consider if you have asked enough questions and gathered enough information to truly understand how this candidate could perform. If you are unsure, you may want to move forward and schedule a new interview to ask more specific questions.
- Yes
- No
- Maybe (discuss/evaluate)
18. Add your final notes and analysis here.
Pre-Boarding Preparation
4 steps- 1
Right to Work / KYC Verification: Verify government-issued ID (passport, work authorization, SSN/national ID) against legal databases.
- 2
Background & Sanctions Checks: Run criminal, credit, and global sanctions screening (OFAC/PEP) appropriate to the role and industry.
- 3
Document Storage Setup: Create a restricted, encrypted HR file folder with access limited strictly to designated HR personnel.
- 4
Actionable To-Do List
Read the full text
1. Right to Work / KYC Verification: Verify government-issued ID (passport, work authorization, SSN/national ID) against legal databases.
- โช Pending
- ๐ก In Progress/ Review
- โ Compliant
- โ ๏ธ Action Required
- โ ๏ธ โ ๏ธ Non-Compliant
2. Background & Sanctions Checks: Run criminal, credit, and global sanctions screening (OFAC/PEP) appropriate to the role and industry.
- โช Pending
- ๐ก In Progress/ Review
- โ Compliant
- โ ๏ธ Action Required
- โ ๏ธ โ ๏ธ Non-Compliant
3. Document Storage Setup: Create a restricted, encrypted HR file folder with access limited strictly to designated HR personnel.
Add documents here
- โช Pending
- ๐ก In Progress/ Review
- โ Compliant
- โ ๏ธ Action Required
- โ ๏ธ โ ๏ธ Non-Compliant
4. Actionable To-Do List
Follow a structured checklist with specific responsible parties assigned to each task. This ensures the team, equipment, and workspace are fully prepared for the new hireโs Day One.
Day-1 Roadmap
6 stepsGet ready for your first day! This session provides all the essential information and a step-by-step roadmap to ensure a smooth and welcoming start to your journey with us.
- 1
๐ Your Arrival & Welcome
- 2
What is your preferred T-shirt size?
- 3
๐ Morning Onboarding Overview
- 4
๐ฝ๏ธ Lunch & Manager Introduction
- 5
๐ Prepare for Your First Week
- 6
โ Questions & Final Thoughts
Read the full text
1. ๐ Your Arrival & Welcome
Welcome to the team!
We're excited to have you join us.
Your first day begins at 9:00 AM. Please arrive at the main entrance, and our receptionist will guide you to our onboarding area. [Your hiring manager/HR contact name] will be there to greet you personally and help you settle in.
Tips for a smooth arrival:
Please acknowledge you've reviewed this information.
- ๐ I've reviewed and understand my arrival details
2. What is your preferred T-shirt size?
- Women's Fit: ๐ XS
- Women's Fit: ๐ S
- Women's Fit: ๐ M
- Women's Fit:๐ L
- Women's Fit: ๐ XL
- Men's Fit: ๐ XS
- Men's Fit: ๐ S
- Men's Fit: ๐ M
- Men's Fit: ๐ L
- Men's Fit: ๐ XL
3. ๐ Morning Onboarding Overview
Your morning will be focused on essential setup and introductions to get you integrated quickly.
Here's a quick look at what's planned:
We aim to make this process as seamless as possible, so don't hesitate to ask questions along the way.
Please confirm you've understood the morning schedule.
- โ Morning schedule clear
4. ๐ฝ๏ธ Lunch & Manager Introduction
After a productive morning, you'll have time for lunch and then meet your direct manager.
This is a great chance to start building connections and understanding your immediate priorities.
Please acknowledge these details.
- โ๏ธ Acknowledged lunch & manager meeting
5. ๐ Prepare for Your First Week
To help you hit the ground running, here are some recommendations for your first week.
Reviewing these resources will give you a solid foundation for your role.
Please confirm you've read through these recommendations.
- ๐ I've reviewed the first week recommendations
6. โ Questions & Final Thoughts
We hope this roadmap helps you feel prepared and excited for your first day.
If you have any initial questions or thoughts about your Day 1 plan, please share with us by contacting our team here [email]. Your feedback helps us improve the onboarding experience for everyone.
We look forward to welcoming you!