224x Filetype XLSX File size 0.12 MB Source: ta.smartrecruiters.com
Sheet 1: RFP Instructions
REQUEST FOR PROPOSAL - TALENT ACQUISITION SOLUTION | [ CUSTOMER NAME ] [ RFP CUSTOMER CONTACT NAME & EMAIL ] |
INSERT CUSTOMER LOGO | ||||||
RFP Milestones | Date | INSTRUCTIONS TO ALL RESPONDING VENDORS: [INSERT CUSTOMER NAME] will be using the following requirements for evaluation of a new talent acquisition solution. Vendors should address each of the following requirements using the appropriate response key (below), and/or provide a detailed, written response and corresponding pricing where instructed. Vendors should NOT submit any marketing materials with their response or in lieu of providing a response. Vendors should NOT modify this template in any way. Failure to follow these instructions will result in disqualification. Please direct all inquiries and completed responses to our RFP contact listed above. |
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RFP Release / Sent to Vendors | 1/1/2022 | |||||||
Question Submission Deadline | ||||||||
Q&A Released to Vendors | ||||||||
Vendor Response Deadlines | ||||||||
Evaluation Timeline | ||||||||
Advancement to Demo/OnSite - Vendors Notified | ||||||||
Demos Scheduled with Selected Vendors | ||||||||
Vendor of Choice (VOC) Selected and Notified | ||||||||
Contract Negotiations | ||||||||
Implementation Start | ||||||||
Solution Requirements | Response Key | S = Standard (Out-of-the-Box) PM = Partially Meets Stated Requirement AC = Available, but Requires Additional Cost N = Not Offered C = Custom (Requires Custom Build) F = Future Function (Provide Release Date) |
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ID | Talent Acquisition | Vendor Response |
Vendor Explanation Provide additional detail when response is PM, AC, C, or F |
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SOURCING & ADVERTISING | |||||
1 | Leverage advanced search capabilities across integrated resume databases for expanded candidate discovery | ||||
2 | Linkedin Recruiter System Connect (RSC) integration available for user's with LinkedIn Recruiter accounts | ||||
3 | Access and purchase pre-integrated sourcing tools from within the solution that include Entelo, WebClipDrop, YBorder, and others, and import sourcing leads directly into the solution | ||||
4 | Measure and track sourcing investments from within the system across all channels including advertising channels, websites, and referrals, and display in a dashboard that enables users to easily export on-demand | ||||
5 | Enable external and internal candidates to register and subscribe to personalized job alerts instantly notifying prospective applicants of new job matches | ||||
6 | Create custom candidate tags and attach to leads or candidates for better organization and search of talent pipelines | ||||
7 | Ability to centrally manage all job board contracts | ||||
8 | Offers programattic advertising solution | ||||
9 | Easily purchase job board contracts | ||||
CRM | |||||
10 | Leverage advanced search capabilities across integrated resume databases for expanded candidate discovery | ||||
11 | Funnel and organize candidates into talent communities built around configurable parameters like location, skills, education, experience, etc. | ||||
12 | Create and schedule branded email campaigns to engage passive applicants before they apply and/or nurture talent pools for upcoming opportunities | ||||
13 | Measure the effectiveness of outreach efforts with basic insights and tracking data | ||||
14 | Mobile application (for both iOS and Android) that allows field events teams to build strong talent pipelines at college fairs, campus events, or meetups, as well as accept in-person resumes from "walk-ins" when used as a kiosk set-up | ||||
RECRUITMENT MARKETING & CAREER PAGES | |||||
15 | Easily create job ads and job templates within the solution that are localized, branded, mobile-responsive, SEO-optimized and video-enabled | ||||
16 | Deploy out-of-the-box localized and branded career pages, event pages, candidate portals, emails/messaging templates and offer letters that neither require nor involve vendor support or additional coding | ||||
17 | Out-of-the-box, fully mobile candidate experience for searching jobs, consuming ad content, and applying directly from any mobile device | ||||
18 | Synchronize all jobs to company Facebook page | ||||
19 | Easily advertise and post internal, external, and even private job ads to any job board directly from within the solution UI | ||||
20 | Distribute job ads to free aggregators and search engines automatically, without requiring any integrations or additional costs. | ||||
21 | Sync internal and external job ads directly to career website or corporate webpage using self-configurable widget that neither requires nor involves vendor support or additional coding | ||||
22 | Share job opportunities to social media including Facebook, Twitter, and LinkedIn from within the solution UI, as well as solution supports Google Jobs Search integration prioritizing customer jobs in Google search result for maximum exposure. | ||||
23 | Easily configure distinct experiences for multiple brands within the same instance for all career pages, job ads, portals, messages and offer letters | ||||
24 | Manage media spend, monitor job ad performance, and advertise to any job board worldwide from directly within the solution UI and without requiring additional integrations | ||||
APPLICANT TRACKING | |||||
25 | Track and manage an applicant's entire journey from one candidate record that displays identifiable candidate statuses, other jobs applied, message history, interactions, and associated talent pools. | ||||
26 | Import applicants one at a time or en mass using simple drag-and-drop tools and assign to a specific requisition or talent pool. Solution will automatically parse incoming resumes whether manually added, uploaded as single resume or uploaded in bulk. | ||||
27 | Export LinkedIn profiles in 1-click to a specific requisition in the solution, and sync all LinkedIn In-Mail exchanges and prospect notes to solution candidate profile. | ||||
28 | Tailor the application process for each job, department, and/or brand with configurable screening questions and question sets, knockout questions, and pre-integrated assessment tools. | ||||
29 | Personalize, schedule, and send auto-reply messages at various stages of the application process, while capturing all correspondence and message history in the candidate record. | ||||
30 | Take bulk actions on applicants including bulk messaging, bulk rejecting, adding or removing in bulk, sharing in bulk with your hiring team, and setting bulk reminders to check-in with candidates at a later date. | ||||
31 | Use keywords, Boolean search, and advanced filters to search and manage candidates by location, proximity, title, application status, education and disposition code. | ||||
32 | View, track, and manage candidate sources, as well as create custom sources for specific recruiting events, campaigns, or job fairs. | ||||
33 | Manage external recruitment agencies and external recruiters from directly within the solution with the ability to send assignments, receive agency-referred candidates, provide feedback and track agency performance. | ||||
34 | Centralize all email communications in one place with two-way email gateway that supports Outlook, Gmail, AppleMail, Yahoo, Hotmail, .edu email servers and all other email providers. | ||||
EMPLOYEE MOBILITY | |||||
35 | Create internal-only job ads for employees that are published to an internal career portal or corporate intranet | ||||
36 | Clearly detect, visibly-identify, and track employees separately and apart from external applicants in the solution | ||||
37 | Employees can subscribe to job alerts for internal-only career pages | ||||
38 | Employees can search for internal jobs using faceted search options via a vendor-hosted or company created internal jobs portal | ||||
39 | Employees can view their applications, check status and update their employee-applicant profile in the solution | ||||
40 | Create internal-only screening questions to support internal job ads with the ability to view them from employee applications | ||||
41 | Pre-fill profile skills and experience via API integration to downstream HRIS vendors | ||||
42 | Create internal job widgets to be placed on company intranet and corporate pages inclusive of basic search and filtering functionalities | ||||
43 | Employees can leverage their social media profiles to quickly apply to internal positions in one-click | ||||
44 | Employees can apply to internal positions using their vendor profile and skills in one-click | ||||
INTERVIEW MANAGEMENT | |||||
45 | Review all interviewers' calendars at one time using side-by-side calendar comparison for scheduling a multiple-participant interview | ||||
46 | Identify the type of interview scheduled for the candidate by selecting from a drop down list that describes the purpose and format of the interview (e.g. Phone Screen, Onsite, Video Interview, etc.) | ||||
47 | Ability to customize interview types for non-traditional interview formats (e.g. Coffee Screen, Lunch Interview, Portfolio Review, Q&A, etc) | ||||
48 | Book interview rooms and resources directly from the solution when scheduling interviews | ||||
49 | Integrate with Google Calendar, Microsoft Exchange, Outlook 365 and Microsoft Office enabling a scheduler to verify and check from within the platform whether interview participants are free/busy | ||||
50 | Change or cancel interviews from within the solution and ensure those changes are reflected in the interview participants' calendars | ||||
51 | Automatically send interviewers the full interview schedule, scorecard, candidate's profile and enable then to accept or decline the interview invite from email, mobile, and from within the solution | ||||
52 | Create structured interview evaluations of candidates by creating customized interview scorecards that may also be saved and reused later | ||||
53 | Create a competency library for your organization to use across scorecards, including questions for interviewers to ask during interviews | ||||
54 | Ability to rank and compare candidates side-by-side and provide written feedback by interviewers within the solution and from any device | ||||
55 | Interview self-scheduling for candidates to select open interview time slots | ||||
OFFER & HIRE | |||||
56 | Create, manage, and track a digital offer process from directly within the solution | ||||
57 | Build a template library for standardizing offer letters and create offer letter templates specific to department, region, brand, role, or other criteria | ||||
58 | Create, update, preview, save, and modify offer letters directly from within the solution | ||||
59 | Generate and send offers via email from within the solution | ||||
60 | Create approval chains for sending offer letters that let approvers accept or decline the offer from their email or mobile device and track the status of the approvals within the solution | ||||
61 | Configure approvals in parallel or sequential order and allow approvers to comment when they accept or decline | ||||
62 | Include attachments and send offer letters with DocuSign, and monitor signature progress from within the solution | ||||
63 | Generate new hire form when candidate is marked "hired" | ||||
64 | Synchronize new hire's information from solution directly to HRIS | ||||
65 | Onboarding process can be initiated from directly within the solution without requiring an additional integration | ||||
REFERRALS MANAGEMENT | |||||
66 | Employees may submit referrals to specific jobs and monitor the progress of their referral directly from the solution's Referral Portal | ||||
67 | Generate a unique referral link to share a specific job on social networks, email, or as part of a referral campaign | ||||
68 | Referrals are clearly identified as "leads" in solution and marked with referrer's name enabling hiring teams to recognize and take further action | ||||
69 | Users can track, identify, and manage referral sources within the solution | ||||
70 | Ability to update referral source to properly attribute credit for referrals | ||||
71 | Request referrals directly from within the solution as a step in the job creation process | ||||
72 | Referrers may opt to manually enter a referral into the solution using a valid name and email address and prompting an email notification to the referral to take action if interested | ||||
73 | Referrals leaderboard lets hiring teams identify and track top referrers to help manage rewards or referral bonus programs | ||||
74 | Hiring teams may make notes and provide feedback to the referrers from within the solution | ||||
75 | Run and export referrals report from solution in 1-click |
Solution Requirements | Response Key | S = Standard (Out-of-the-Box) PM = Partially Meets Stated Requirement AC = Available, but Requires Additional Cost N = Not Offered C = Custom (Requires Custom Build) F = Future Function (Provide Release Date) |
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ID | Enterprise Platform | Vendor Response |
Vendor Explanation Provide additional detail only when response is PM, AC, C, or F |
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MOBILE | |||||||||||||||||||||||||
1 | Solution offers native mobile app that supports both iOS and Android devices | ||||||||||||||||||||||||
2 | Solution offers mobile-responsive job posts that do not require separate configuration (for HR) or an app installation (for applicants) | ||||||||||||||||||||||||
3 | Solution job ads and apply process, including screening questions, are fully mobile-responsive | ||||||||||||||||||||||||
4 | Solution offers fully mobile-responsive career site and landing pages | ||||||||||||||||||||||||
5 | Solution offers 1-click mobile apply and expression of interest for candidates | ||||||||||||||||||||||||
6 | User experience is consistent and provides ease of use across all preferred devices - mobile, tablet, laptop for both users and candidates | ||||||||||||||||||||||||
7 | Users can rate candidates on mobile app either by typing or using voice recognition technology | ||||||||||||||||||||||||
8 | Users can search for, message, or call candidates from the mobile app | ||||||||||||||||||||||||
9 | Users can approve and reject offers, requisitions, and candidates from mobile app | ||||||||||||||||||||||||
10 | Users can manage entire browser application via mobile browser if user elects to do so | ||||||||||||||||||||||||
COMPLIANCE | |||||||||||||||||||||||||
11 | Manage data privacy policies and data retention periods from a centralized compliance dashboard within the solution for localized compliance | ||||||||||||||||||||||||
12 | Set data retention periods within the solution for each country of operation to schedule the automatic deletion of candidate's personal data in accordance with applicable privacy laws and regulations | ||||||||||||||||||||||||
13 | Add and configure separate privacy policies within the solution for each country where jobs are posted | ||||||||||||||||||||||||
14 | Solution links our privacy policy on the job application, providing notice to prospective applicants and candidates as to how their data is processed by both the customer and vendor | ||||||||||||||||||||||||
15 | Solution lets candidates manage their personal data, including control over 'data portability' and the 'right to be forgotten' in accordance with GDPR and related candidate-centric data privacy laws | ||||||||||||||||||||||||
16 | Candidates can provide explicit consent to how their data is used and solution records and tracks consent for reference and reporting in accordance with data privacy regulations | ||||||||||||||||||||||||
17 | Solution collects EEO and OFCCP data during the application process with built-in screening questions and related compliance reports | ||||||||||||||||||||||||
18 | Download on-demand EEO and Applicant Flow reports directly from within the solution | ||||||||||||||||||||||||
19 | Meet international language requirements for job ads and screening questions with multilingual postings and screening questions | ||||||||||||||||||||||||
20 | 1-click in-product job distribution to diversity, military, women and minority job boards sources | ||||||||||||||||||||||||
CONFIGURATION | |||||||||||||||||||||||||
21 | Configure unlimited hiring workflows and manage multiple workflows from within the product, structured by department, brand, country, position, and other user-specific criteria. | ||||||||||||||||||||||||
22 | Create custom candidate fields for capturing and recording candidate-specific information that is easily accessible from the candidate's application/record | ||||||||||||||||||||||||
23 | Use configurable org fields to manage unique recruiting workflows for different departments or locations, and for multiple brands | ||||||||||||||||||||||||
24 | Configure a multilingual candidate experience for both desktop and mobile from within the solution and without reliance on vendor support | ||||||||||||||||||||||||
25 | Configure a localized, multilingual end user experience acros the solution to support global teams from within the solution and without reliance on vendor support | ||||||||||||||||||||||||
26 | Create custom access groups for different user roles to expand system access globally and/or restrict data access to the appropriate teams | ||||||||||||||||||||||||
27 | Create custom candidate sources to track non-traditional sources of candidates - e.g. corporate events, meetup, private sourcing effort | ||||||||||||||||||||||||
28 | Create and build custom screening question sets specific to roles, brands, departments, or other user-specific criteria | ||||||||||||||||||||||||
29 | Replicate complex internal structures with cascading dependent job fields to ensure organizational business units are accurately replicated within workflows and end users are provided a better user experience. | ||||||||||||||||||||||||
30 | Create and leverage a library of job and message templates for different roles, departments, brands and orgs, | ||||||||||||||||||||||||
GLOBAL | |||||||||||||||||||||||||
31 | Solution is a Software-as-a-Service (SaaS) product accessible from any web-browser | ||||||||||||||||||||||||
32 | Solution is cloud-based and fully hosted, maintained and secured with state-of-the-art SaaS infrastructure | ||||||||||||||||||||||||
33 | Global cloud-hosting options available including E.U., U.S., Russia, and Chinese proxy to support customer compliance needs | ||||||||||||||||||||||||
34 | Solution stores candidate profiles on Russian servers for compliance with Russian local privacy regulations. | ||||||||||||||||||||||||
35 | Solution offers strong performance and uptime behind Chinese firewall with designated proxy service to Chinese end users (hiring teams) and candidates | ||||||||||||||||||||||||
36 | Solution vendor provides guaranteed 24/7/365 availability, 99.9% response time and 24hr recovery time across all major countries with service penalties | ||||||||||||||||||||||||
37 | Manage and track candidates across multiple applications and communities from one global candidate record (e.g. Universal Profile) | ||||||||||||||||||||||||
38 | Assign users to global organizations and groups for easy information sharing while maintaining appropriate permissions. | ||||||||||||||||||||||||
39 | Solution offers a localized user experience for hiring teams in 10 key languages | ||||||||||||||||||||||||
40 | Leverage 20+ languages to deliver a great candidate experience in local languages across all your markets. Includes localized websites, job ads, applications and job alerts. | ||||||||||||||||||||||||
EXTENSIBILITY | |||||||||||||||||||||||||
41 | Standard authentication using email and password, as well as supports single sign-on (SSO), specifically SAML-based and OAuth-based | ||||||||||||||||||||||||
42 | RESTful Developer APIs for customers to develop bespoke integrations and applications enhancing the solution experience or for easily integrating customers' preferred vendors | ||||||||||||||||||||||||
43 | Audit API for monitoring and reporting on events and actions (e.g. audit trails) within user accounts | ||||||||||||||||||||||||
44 | Pre-integrated, easy-to-configure HRIS connectors that enable bespoke integrations of solution to our HRIS | ||||||||||||||||||||||||
45 | Scheduled core data sync of all jobs and position information (cost center, locations, salary grade, etc.) enabling data consistency across all integrated HR systems | ||||||||||||||||||||||||
46 | Configuration sync, specifically for importing, exporting & updating solution configurations to core HR systems | ||||||||||||||||||||||||
47 | Access to hub or marketplace of pre-integrated recruiting partners for access to services that must include: background check, video interviews, skills assessments and reference checks | ||||||||||||||||||||||||
48 | Pre-integrated connector to Tableau for exporting and importing different recruiting datasets and/or related BI Connector tool | ||||||||||||||||||||||||
50 | Solution scales automatically with no caps or limits on data volume, users, records, or candidates. | ||||||||||||||||||||||||
SECURITY | |||||||||||||||||||||||||
51 | Real-time access to an Audit API for reporting on key events happening in a customer's account | ||||||||||||||||||||||||
52 | Data is encrypted in transit and at rest | ||||||||||||||||||||||||
53 | Data separation in multi-tenant system is secured by a dedicated authorization engine and by additional protections provided by cloud-hosting provider | ||||||||||||||||||||||||
54 | GDPR compliance: Vendor provides option for data hosting in EU data centers to limit/prevent cross-border data transfers | ||||||||||||||||||||||||
55 | GDPR compliance: platform allows data subjects (applicants) to manage, export, and delete their data | ||||||||||||||||||||||||
57 | GDPR Compliance: Vendor has an appointed Data Protection Officer (DPO) | ||||||||||||||||||||||||
59 | Vendor's platform/solution is certified by the following security certifications: ISO 27001 | ||||||||||||||||||||||||
60 | Vendor's physical locations and offices are ISO 27001-certified | ||||||||||||||||||||||||
61 | Vendor's data center is certified by the following security certifications: ISO 27018 ISO 9001 SOC-2 compliant, PCI DSS Level 1-certified FISMA-certified DIACAP-certified |
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62 | Vendor's platform/application supports Web SSO (SAML 2.0) | ||||||||||||||||||||||||
63 | Files uploaded to the platform are automatically scanned for viruses on upload and download | ||||||||||||||||||||||||
64 | Production data and backup data is stored in physically-separated but logically-connected data centers | ||||||||||||||||||||||||
65 | Secure SDLC is implemented in code development | ||||||||||||||||||||||||
66 | Vendor uses redundant infrastructure spread across multiple (at least two) physically isolated data-centers. | ||||||||||||||||||||||||
67 | As part of vendor's disaster recovery, traffic is redirected in real-time to the secondary data center in case the primary data center fails. | ||||||||||||||||||||||||
68 | Vendor's infrastructure is securely protected by Intrusion Detection and Prevention System | ||||||||||||||||||||||||
69 | Vendor's platform is protected with Web Application Firewall (WAF) | ||||||||||||||||||||||||
70 | Only whitelisted file types may be uploaded to platform/application | ||||||||||||||||||||||||
71 | Vendor conducts external penetration tests on platform at least twice a year | ||||||||||||||||||||||||
72 | Customer may perform own penetration tests on vendor platform upon request | ||||||||||||||||||||||||
73 | Vendor conducts internal penetration tests at least once a month | ||||||||||||||||||||||||
74 | Vendor conducts Business Continuity Plan (BCP) and Disaster Recovery Plan (DRP) tests at least once a year | ||||||||||||||||||||||||
75 | Vendor Conducts social engineering tests at least once a year | ||||||||||||||||||||||||
76 | Vendor's security governance is based on risk assessment. | ||||||||||||||||||||||||
77 | Vendor has Information Security Management System (ISMS) implemented across entire organization | ||||||||||||||||||||||||
78 | In the event of a data breach, vendor has implemented a breach notification procedure and customers are notified within 24 hours in accordance with global data privacy regulations. | ||||||||||||||||||||||||
79 | Vendor has security governance structure implemented across entire organization | ||||||||||||||||||||||||
80 | Vendor has implemented an Emergency Incident Procedure (EIP) and tests on a monthly cadence. | ||||||||||||||||||||||||
81 | Vendor prepares a Root Cause Analysis for each incident that is available on-demand | ||||||||||||||||||||||||
82 | Vendor conducts periodic security trainings for every employee | ||||||||||||||||||||||||
83 | Vendor guarantees the resolution of critical bugs (including security) is started within 24 hours of discovery | ||||||||||||||||||||||||
84 | Vendor has implemented a Vendor Management Process for third-party vendors/data sub-processors and performs regular audits of both | ||||||||||||||||||||||||
85 | Vendor uses a Security Information and Event Management (SIEM) solution | ||||||||||||||||||||||||
86 | Vendor has a dedicated information security team | ||||||||||||||||||||||||
87 | Vendor has implemented a segregation of duties as part of access control management | ||||||||||||||||||||||||
88 | Vendor releases, updates, and deploys new features within the solution in a hot-deployment mode, requiring no maintenance downtimes or degradation of service, |
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