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Pre-Screening for Strategic Hiring

Setting Up Small Business Owners for Success

Small businesses form the backbone of the American economy, but they often find themselves at a disadvantage when it comes to hiring strategically. Without dedicated HR departments, business owners or their top managers are usually responsible for hiring, and most of them have never received formal training in recruitment. The process can quickly become a headache, costing time, money, and productivity. In fact, many small businesses have less than a 50% success rate in hiring, which leads to high turnover and additional costs.

So, how can small businesses avoid these common pitfalls? It starts with two key steps: crafting a compelling and intentional job ad and conducting an effective pre-screening process. While many business owners focus on the job ad, the pre-screening phase is where I see a lot of missed opportunities—and costly mistakes.

Why Pre-Screening is Critical

Pre-screening allows business owners to filter candidates early, saving time and ensuring that only the most qualified and motivated applicants move forward to interviews. Done correctly, it turns hiring from a numbers game into a focused, strategic process that sets the stage for successful hires.

A good pre-screen acts as a filter for candidates who are truly invested in the role. Rather than spending hours on interviews with unqualified candidates, a strategic pre-screening process can highlight those who are aligned with your company’s needs and culture.

Pre-Screening Options That Work

There are several ways to conduct pre-screens, and the right approach often depends on the nature of the position.

  1. Pre-Set Questions on Job Platforms: Platforms like Indeed allow you to set pre-screening questions that applicants must answer before submitting their applications. These questions should be tailored to assess key qualifications or attitudes that are important to the role.
  2. Video Pre-Screens: For roles that require strong communication or sales skills, asking candidates to submit a short video answering a few questions can be a game-changer. This method quickly highlights candidates who are proactive, personable, and comfortable speaking on camera.
  3. Personality and Neurological Assessments: One of my favorite tools for pre-screening is the AcuMax Index, which provides insight into a candidate’s neurological wiring. This tool allows us to determine whether someone’s natural tendencies align with the demands of the role. For example, if you’re hiring for a detailed, independent role, you wouldn’t want to select someone whose neurological wiring thrives on face-to-face interactions and flexible, loose structures. Mismatches like this often lead to disengagement and turnover.

Why Assessments Matter

Using tools like the AcuMax Index helps business owners take an objective look at candidates beyond their resumes or interview responses. You can gain insight into how they process information, their motivation, and whether their natural inclinations fit the job. This extra layer of screening can prevent costly hiring mistakes by ensuring you’re not placing someone in a position where they’re likely to struggle.

A Strategic System for Better Results

An ideal hiring system is designed to capture candidates, screen them effectively, and reduce the number of interviews required while increasing their quality. My goal when working with clients is to help them reach a point where they’re conducting fewer interviews, but every one of them is with a standout candidate.

The perfect outcome? Having a few exceptional candidates and one tough hiring decision to make.

Tips for Optimizing Your Pre-Screening Process

  • Tailor Pre-Screening Questions: Make sure the questions you use reflect the key attributes you’re looking for.
  • Integrate Personality Assessments: Don’t skip this step. Knowing how a candidate is wired to work can save you from hiring someone who will be disengaged or unproductive.
  • Stay Consistent: Use the same pre-screening criteria for every candidate to ensure you’re comparing apples to apples.
  • Move Quickly: Don’t let great candidates slip through the cracks because you delayed in acting on applications. Many candidates won’t wait long before accepting another offer.

The Payoff

With an intentional pre-screening process, small business owners can make hiring less stressful and far more effective. Instead of spending time on candidates who aren’t the right fit, you’ll be focusing on those who have the skills, mindset, and motivation to thrive in your organization. And that’s how you transform hiring from a headache into a strategic advantage for your business.

Ready to transform your hiring process and boost your success rate? Let’s talk about how to put these systems into place and ensure you’re making the best possible hiring decisions every time.