Preliminary Screening
Sample Preliminary Screening #1 | ||||||||
Directions: Score the candidates according to the scale listed in each heading. If a candidate's experience is not clear in application materials, enter "need info" rather than a score to indicate that additional information or clarification is needed from the applicant. Education Qualifications: Minimum of a bachelor's degree in management, finance, or accounting or related field. Preferred: Master's degree in business administration, higher education administration, public administration, or accounting. Licensure Qualifications: CPA Preferred Experiential Qualifications: A minimum of 8 years experience in financial administration with strong preference for progressive leadership experience, experience leading remote teams of 25 or more, and experience managing $1M+ budgets Evaluator Name: | ||||||||
Candidate Screening: Senior Director of Finance (SAMPLE) | ||||||||
Minimum Qualifications:Education (see above for minimum and preferred education): 0-does not meet min. education 1-meets minimum education 2-meets preferred education 3-exceeds preferred Overall Related Experience (see above for minimum and preferred exp): 0: does not meet minimum qualifications 1: 8+ to 10 years of related experience 2: 10+ to 12 years of related experience 3: 12+ years related experience | ||||||||
Preferred Qualifications:Does candidate possess CPA license: 0-no 1-yes Progressive Leadership Experience: 0-candidate possesses no managerial or leadership exp 1-candidate has at least some but less than two years 2-candidate has more than 2 but less than five years 3-candidate has 5+ years of progressive leadership experience Large Budget Experience: 0-Candidate's total budget oversight does not exceed $500k 1-experience with $500k-$1M 2-Experience with $1-2M 3-Experience with $2M+ | ||||||||
Candidate Name | Education Score | Overall Related Experience Score | CPA license Score | Progressive Leadership Experience Score | Large Budget Experience Score | Total Score | Rank | Comments |
| Example Candidate | 0 | 1 | need info | 1 | 3 | 5 | 1 |
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Sample Preliminary Screening #2 | ||||||||
Directions: Score the candidates according to the scale listed in each heading. If a candidate's experience is not clear in application materials, enter "need info" rather than a score to indicate that additional information or clarification is needed from the applicant. Education Qualifications: Minimum of an earned associate degree. Preferred: concentration in Accounting, Business, or other related field. Experiential Qualifications: At least 1 year of office experience with preferred experience in records management, data entry. Office experience within education also preferred. | ||||||||
Candidate Screening: File Clerk (SAMPLE) | ||||||||
Minimum Qualifications:Education (see above for minimum and preferred education): 0: does not meet min. education 1: meets minimum education 2: exceeds minimum education Overall Related Experience: 0: no related experience or less than 1 year 1: 1+ to 2 years of office exp 2: 2+ years of office exp | ||||||||
Preferred Qualifications:Does candidate have data entry experience: 0: no 1: yes Does candidate have records management experience: 0: no 1: yes Does candidate have documented higher ed experience: 0: no 1: yes | ||||||||
Candidate Name | Education Score | Overall Related Experience Score | Data Entry Experience Score | Records Management Experience Score | Higher Education Experience Score | Total Score | Rank | Comments |
| Example Candidate | 2 | 0 | 1 | 0 | 0 | 3 | 1 |
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