Behavioral Assessment Tests: Best Practices in the Hiring Process

Teens taking personality test

This article is the second in 180one’s two-part series looking at behavioral assessment testing as part of the hiring process.
 
In part one of our series on using behavior assessment testing in the hiring process, we looked at different types of behavioral assessment tests and how organizations are increasingly using them to help evaluate the suitability and predicted performance of high-level job candidates. (You can revisit that article 
here.) Following the publication of that article, we conducted a survey with 180one clients to learn if and how they are currently using behavior assessment testing. Those survey results guide part two of the series, as we look at best practices for using these tests in the hiring process and after.


Question: Does your current or past organization use any sort of personality or behavioral assessment when interviewing candidates?
Survey results: Yes – 100%


This is consistent with the latest Candidate Experience Report from Talent Board, a nonprofit that studies best hiring practices from the prospective employee’s point of view. Their 2018 analysis showed that close to 90% of organizations surveyed use assessment testing in the hiring process, and two types stood out with a significant increase in use: 1) job simulations that help assess how a candidate might perform on the job, and 2) culture fit assessments that identify how well potential new hires will assimilate into the organization.


Question: Which type/style of assessment does your organization use? (such as, Hogan, DISC Wonderlic, Myers-Briggs, etcetera)?
Survey results: All of the above are used by many of our respondents, as well as a variety of specialized and industry-specific tests. Most respondents use a paid platform for testing and results analysis, although a few noted they’ve used free online testing such as Myers-Briggs and DISC basic.


Question: For what level of candidates does your organization use the assessments?
Survey results: All employees – 20%, Managers and above – 60%, Executives – 20%


With the broad scope of test types and high rate of usage across employment levels, it’s important to keep in mind that Equal Employment Opportunity Commission guidelines state it is the responsibility of the employer to ensure that selection tests, including behavioral assessments, are reliable and valid, yielding consistent results that predict success on the job.


The Society for Human Resource Management (SHRM) emphasizes that if a company can’t clearly demonstrate reliability and validity of an assessment test, the company is vulnerable to discrimination claims. Even if you use a testing service that provides documentation supporting the validity of a test, SHRM says the specific employer still has to be able to demonstrate the test is job-related and its results appropriate for the employer’s purpose.


EEOC guidelines on testing include:

  • Employers should administer tests and other selection procedures without regard to race, color, national origin, sex, religion, age (40 or older), or disability.
  • Employers are responsible for ensuring that behavioral assessment tests and other selection procedures are properly validated for the positions and purposes for which they are used.
  • Employers should ensure that tests and selection procedures are not adopted casually by managers who know little about these processes. No test or selection procedure should be implemented before or after hiring without an understanding of its effectiveness and limitations for the organization, its appropriateness for a specific job, and whether it can be appropriately administered and scored.


Question: At what point of the interview process are you using the assessment?
Survey results: After initial phone screen – 20%, After first interview – 40%, After second interview – 20%, Right before offer – 20%


First, it’s important to consider that the most effective hiring processes address your company’s needs, not likes, and the type and timing of assessment should support those needs. “Today you want innovation and growth to be competitive, and that can’t happen in a monolithic culture,” says Stephen Shapiro, the author of four books on workplace innovation. “You need to make sure you hire people with a broad range of styles, so instead of weeding out people that don’t fit, the recognition today is that different roles require different characteristics.”

With that in mind, there’s general consensus among recruiting firms and assessment analysts that in-depth assessment testing occur mid-process – after an initial screening and the first or second interview. And testing at this stage tests can yield valuable information that can reshape a job or even re-think a department.


Assessment and talent acquisition company PSI Select International points out that a company can also create a streamlined and in-depth interview structure that can serve as a supporting behavioral assessment tool in the hiring process. Creating a behavior-driven list of questions asked of all candidates gives the hiring manager a level playing field for assessing them, allowing better determination of the motivational fit of each candidate, and avoiding common interview bias pitfalls. (We’ve got a series on interview bias on our “Water Cooler” blog.)


Question: Are the results of the assessment used as a sole determination of Interview/No Interview, or Hire/No Hire decisions?
Survey results: Yes – 10%, No – 90%


Not using an assessment test as the only determination for making a decision about a candidate is consistent with the recommendations of most behavioral and occupational assessment companies. Carol Buckner, a director with assessment firm Birkman International, has found that companies using behavioral assessments need to give more attention to implementing a policy around the specific use of these tests in the selection process.


Buckner outlines four major points to keep in mind when using behavioral assessments during the hiring process:

  • Use assessment results as one piece of the puzzle, giving it no more or less weight than the interview, past experience, or resumé.
  • Use assessments in a consistent manner. One suggestion is to have all finalists for a position complete the assessment prior to a follow-up interview. Never selectively choose to give an assessment to only one of the three final candidates, as this creates bias.
  • Never specifically reference the assessment results with candidates. Do use the results to develop behavioral questions you can ask in the follow-up interview in order to gain more knowledge about potential hires.
  • Never make a hiring decision based solely on an assessment result.


Question: Why does your organization use assessments?
Survey results: Hiring/prescreening – 20%, Understanding team dynamics – 20%, Both – 60%


To get the greatest return on investment in assessments, Birkman International’s approach to designing and administering behavioral tests is the belief that high-performing employees need 1) passion to feel satisfied and motivated, 2) technical skills to accomplish tasks, and 3) a high degree of self and others awareness to navigate interpersonal dynamics.


A high-performing hire will continue to have these needs, and some behavior assessment testing analysts have determined that there is a greater ROI when using these tests after hiring to determine key motivators, to develop situationally appropriate benchmarks for success, and to build diverse, high-performing work teams.


The Society for Human Resource Management finds that although there’s not a simple measure of performance effectiveness for groups, there is a general understanding of what makes an effective group work: talent, skills, shared purpose and goals, performance ethics, incentives and motivation, effectiveness, leadership, conflict, communication, power and empowerment, and norms and standards. Utilizing an assessment tool will help you identify behavioral traits unique to each person that also support a successful team.


The Future of Behavior Assessments

The upward trend in the use of behavior assessment testing underscores that there’s not one “right profile” that guarantees success in a particular job or within an organization. And the range of test options continues to grow – in addition to the most well-known behavior assessments tests and administrators we looked at in part one of this series, SHRM alone lists almost 80 additional industry- and goals-specific organizations offering assessment tools and consulting.

If your organization is ever interested in gaining more insight into behavioral assessments and if / how they should be included in the hiring process, 180one will be a great resource for you. Whether we advise you directly or get you connected somewhere within our broad network, we are always happy to help you and your organization conquer your goals.

By Catherine Landgraf 16 Apr, 2024
Chief Executive Officer The Company For over 35 years, Terra Dynamics (“TDI”) has delivered an environment of excellence to their clients through successful delivery of park and field construction, wetlands mitigation, landscape architecture, and greenspace enhancement projects. With experience in public works - and a commitment to quality, performance, and safety—Terra has secured one of the finest reputations in the industry. They lead the industry in innovation, application, technology and performance. The differences are the belief that one company should be everything you need in a commercial landscape construction contractor as well as the knowledge and experience to deliver the best to their clients. In 2023, Terra expanded their footprint with the acquisition of Paul Brothers Inc, a 3 rd generation owned commercial landscaping company based in Boring, Oregon. Together these companies have a combined 85 years of experience delivering top quality projects while making a lasting impact on parks, playgrounds, schools and more around the Pacific Northwest. The Role Reporting in the Board of Directors, the CEO will lead the organization that has experienced long-term success and sustainable growth. The CEO shall possess the leadership skills to build upon the organization’s record of quality, expansion and excellence to drive continued success. The CEO serves as the face of Terra Dynamics and builds and maintains relationships in order to advance and support the organization’s mission, programs and services. Ideal CEO Candidate will need to be skilled in the following areas Leadership Skills : Through leadership, create a unified organization. Ability to develop, communicate, and implement sustainable short-term and long-term vision for Terra Dynamics. People Leadership : Develops a strong leadership team to maximize operations and future growth while maintaining a culture of shared responsibility and stewardship among Terra Dynamics and the Board. Ensures a work environment that recruits, retains and supports quality staff, and that the appropriate processes are in place for recruiting, selecting, developing, motivating and evaluating staff. Strategic Planning : A balance of long-term strategic thinking and short-term tactical thinking to drive goals aligned with Terra Dynamics goals of consistent and sustainable growth, with a heavy focus on profitability. Operational : Understands the need to create a strong and repeatable infrastructure that supports the current organization and future growth for delivering a consistent, quality experience for both clients and employees. Leverages technologies and processes to be less labor intensive for both execution of projects and tracking their respective performance that results in greater efficiencies for the team. Business Acumen : General business interest that includes creating a financial vision, and strong overall financial acumen including understanding of the balance sheet. Knowledgeable about standard business practices (planning, metrics, P&L management), and a track record of building efficient organizations with low waste and success at profitable execution. External Relations : Maintains relationships with key personnel in State and Local governments, as well as other key external relationships including other General Contractors, Bonding and Insurance companies, and other support organizations. Qualifications Bachelors degree in Construction Management, Civil Engineering or related field. 10+ years of experience in commercial construction management overseeing multiple multimillion-dollar projects. Construction experience working with State and Local government contracts. Demonstrated proficiency and expertise in the following areas: Construction management Budget development and control Persuasive presentations Bid process and Estimating Recruiting and Development Contract review, negotiating, and administration Preconstruction costing Field personnel management Interested in Learning More? 180one is a retained search firm and has been engaged by TDI to manage this search. If interested in learning more about the opportunity, please contact Rochelle Fleisher at: 503.699.0184 or rochelle@180one.com
By Catherine Landgraf 05 Apr, 2024
Corporate Controller About Us Impel Company (“Impel”) is a high-growth, rapidly expanding collection of small businesses. Our platform of companies includes capital equipment sales & distribution, repair & field work, manufacturing, and engineering. We are operating in 12 locations across 12 states in the Western US with new acquisitions quarterly. Impel is owned by Pike Street Capital, a growth focused PE firm out of Seattle, WA. The firm invests in middle-market companies in the industrial technology, specialty manufacturing, and distribution & logistics sectors. The Impel investment serves as a foundation from which to expand into the rapidly growing pump and related products industry. Pike Street Capital and Impel have completed 8 acquisitions since the partnership and are actively looking for additional acquisitions and other strategic partners to grow their product offering, service capability, geographic reach, and technology. Position Summary Reporting to the CFO, the Corporate Controller serves a key leadership role within Impel’s finance organization. The Corporate Controller is responsible for overseeing the accounting department and ensuring financial information provided to management and other stakeholders is accurate, reliable, timely, and compliant with accounting regulations. Essential Duties Oversee the accounting and finance operations process for Impel. Directly manage team of branch controllers and oversee the finance and accounting organization. Controls the accuracy and timeliness of financial statements and reports. Oversee the preparation and approval of all consolidated financial reporting materials and metrics. Manage all financial audit activities. Manage cash flow and forecasting; direct all financial, project-based, and departmental accounting. Administrator of accounting/enterprise software. Improve reports and reporting internally. Maintain banking relations and credit facilities, ensure compliance with debt covenants. Online banking and Company Credit Card Program Risk management, company renewal of general liability policies, professional liability policy. Partner on M&A activity including managing purchase accounting process as well as integration of financial systems and processes for new acquisitions. Partner with executive team on the development and execution of core and business financial planning and analysis including: Budgeting and forecasting Long-range planning Monthly and quarterly management reporting/business reviews Finance Strategy Financial KPI Maintain in-depth relations with all members of the management team. Implement operational best practices. Skills and Qualifications Bachelor’s degree in accounting, finance, or related field and equivalent business experience. CPA, CMA and/or MBA certification preferred Ten (10) years of progressively responsible accounting management experience. Five (5) years of experience managing accounting teams. Experience within the distribution and/or manufacturing industries preferred. Excellent verbal, written, and presentation communication skills. Proficient in various accounting, financial and MRP/ERP software use. Epicor ERP and/or Sage MAS 90 a plus. Needs analysis and enterprise system design and ERP implementation experience a plus. Ability to communicate and influence decision making at all levels of the organization. Ability to clearly analyze and explain financial details and concepts in lay terms. Ability to learn quickly and adapt to changing environment. Advanced leadership skills with an ability to lead and mentor others. Ability to build collaborative relationships with branch and corporate leadership. 180one is a retained search firm and has been engaged by Impel to manage this search. If interested in learning more about the opportunity, please contact Tom Haley / 503-334-1350 / tom@180one.com
By Greg Togni 03 Apr, 2024
Chief Financial Officer About Us In 1953 father/son team, Ralph and Neil Skutt, manufactured the industry’s first multi-sided hobby kiln in Olympia, Washington under the name “Skutt & Sons”. The introduction of this new lightweight design revolutionized not just the ceramic kiln business but the whole ceramic industry by bringing ceramics to the home. A lot has changed over the last 70+ years. Kiln companies have come and gone, new clay bodies and glazes are constantly being developed that demand greater firing precision, and automatic controllers are quickly replacing the once cutting edge KilnSitter. Throughout the years we at Skutt have worked hard to meet the changing needs of our customers, but one thing that has remained constant is our fierce dedication to manufacturing quality products and providing outstanding customer service. We realize that every object placed in a Skutt kiln has value. It could be a child’s horse that looks more like a dog or a master potters $20,000 commissioned sculpture. Both of these artists are counting on our kiln to do its job and we don’t want to let them down. Position Summary Reporting directly to the CEO and with direct lines to ownership and the Board of Directors, this net new CFO position is responsible for directing and overseeing the financial activities of the company, directing the preparation of financial reports and summaries, and creating forecasts on future growth by performing the following duties: Essential Duties Responsible for all company financial activities (accounting, banking, taxes, budgets, forecasting, etc.). Manages IT systems and outside IT service providers to achieve business needs. Leads company interfacing with general counsel and outside legal firms. Supports the CEO at all Board of Directors meetings. Develops direct reports, and the entire management team, in financial acumen and training. Works with the executive team to define and model Skutt’s culture and brand. Additional Job Duties and Responsibilities Supports the Executive Leadership team in establishing company vision, goals and strategy. Works with the CEO and other executives to coordinate planning and establish priorities for the budgeting and planning process. Studies long-range economic trends and projects their impact on future growth in sales and market share. Directs the preparation of all financial statements, including income statements, balance sheets, shareholder reports, tax returns, and governmental agency reports. Compares sales and profit projections to actual figures and budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets. Reviews planning process and suggests improvements to current methods. Analyzes operations through budgeting and cost accounting activities to effectively manage business activities. Identifies opportunities for expansion into new product areas. Develops and maintains banking business relationships. Works with and supports tax accountants to inform and report financial activities (i.e. taxes). Oversees sales and use tax activities. Manages IT support partners in maintaining robust computing systems, including phones and websites. Manages ERP system operation and updates. Calculates and communicates capital budget, spending and analysis to the BOD. Establishes and maintains relationships with appropriate legal partners and general counsel. Establishes pricing guidelines and final product prices in conjunction with marketing and sales leaders. Negotiates best available team member benefits and insurance packages. Overseas investment of funds and works with investment bankers to raise additional capital required for expansion. Works collaboratively in a team environment with a spirit of cooperation. Directly supervises employees in the Accounting department. Carries out supervisory responsibilities following the organizations policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance, rewarding and disciplining employees; addressing complaints and resolving problems. Qualifications Bachelor’s degree in business administration, accounting, finance or related field is required. Master’s degree is preferred. 10 years related experience in senior level accounting or finance position. Previous experience in manufacturing and distribution companies is preferred. Strong verbal and written communication skills. Strong team leader and organizational skills with the added ability to take initiative. Highly organized, accurate, detail and multi-task oriented. 180one is a retained search firm engaged by Skutt Ceramic Products to conduct this search. If interested in learning more about the opportunity, please contact Rochelle Fleischer at rochelle@180one.com / 503.699.0184
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