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EffectvHire Product Documentation

Version 1.0
 

Decision Intelligence for High-Stakes Hiring

 

Table of Contents

  1. Getting Started

  2. Core Concepts

  3. Creating Your SkillDNA

  4. Screening Candidates

  5. Planning Interviews

  6. Conducting Interviews

  7. Making Hiring Decisions

  8. AI Copilot (Optional)

  9. Integrations

  10. Best Practices

  11. Troubleshooting

 

Getting Started

Welcome to EffectvHire

EffectvHire transforms senior leadership hiring from subjective guesswork into structured, defensible decisions. When you’re hiring Principals, Directors, and VPs—roles where one mis-hire costs $500K-$2M+—you need decision intelligence, not just process tracking.

What EffectvHire Does

  • Defines Success Before You Start: Creates precise SkillDNA for each role

  • Screens for What Matters: Matches candidates against skills, not keywords

  • Structures Multi-Round Interviews: Ensures every skill is assessed systematically

  • Enables Data-Driven Decisions: Provides side-by-side candidate comparisons with evidence

System Requirements

  • Modern web browser (Chrome, Firefox, Safari, Edge)

  • Active ATS account (Greenhouse, Lever, or compatible system)

  • Stable internet connection

Initial Setup

  1. Log in to EffectvHire at https://www.effectv.ai

  2. Connect your ATS: Navigate to Settings → Integrations → Select your ATS

  3. Add team members: Settings → Team → Invite interviewers and coordinators

  4. Set permissions: Assign roles (Admin, Hiring Manager, Interviewer, Coordinator)

Core Concepts

The EffectvHire Workflow

1. CREATE SKILLDNATM → 2. SCREEN CANDIDATES → 3. PLAN INTERVIEWS →

4. CONDUCT & EVALUATE → 5. COMPARE & DECIDE

 

Key Terminology

SkillDNA: The precise, multi-dimensional skill framework that defines what “good” looks like for a specific role. Goes beyond generic job descriptions to capture technical depth, leadership capabilities, and domain expertise required in YOUR context.

Skill Bucket: A category of related competencies (e.g., “Technical Architecture,” “Stakeholder Management,” “Team Leadership”).

Proficiency Level: A 1-10 scale indicating required mastery for each skill. We define what different levels mean for your specific context.

Interview Plan: The strategic distribution of skill assessments across multiple interview rounds, ensuring complete coverage without redundancy.

Assessment Rubric: Specific criteria for evaluating a candidate’s proficiency in each skill dimension.

Decision Dashboard: Side-by-side candidate comparisons showing evidence-based skill ratings across all dimensions.

User Roles

  • Admin: Full system access, manages team and settings

  • Hiring Manager: Creates SkillDNA, reviews candidates, makes final decisions

  • Interviewer: Conducts interviews and submits evaluations

  • Coordinator: Schedules interviews, manages candidate flow

  • Recruiter: Sources candidates, manages initial screening

 

Creating Your SkillDNA

Overview

SkillDNA is the foundation of your structured hiring process. It answers: “What specific skills and experiences predict success in this role, in our organization?”

Step 1: Start a New Role

  1. Navigate to  Roles → Create New Role

  2. Enter basic information:

    • Role title (e.g., “VP Engineering - Platform”)

    • Department

    • Reporting structure

    • Compensation range

    • Target start date

Step 2: Upload or Paste Job Description

  1. Click  Generate SkillDNA

  2. Choose one of three options:

    • Upload JD file (PDF, Word, or text)

    • Paste JD text directly

    • Start from scratch (AI-guided interview)

Step 3: AI-Powered Skill Extraction

EffectvHire’s AI analyzes your job description and extracts:

  • Technical Skills: Specific technologies, methodologies, domain knowledge

  • Leadership Skills: Team management, strategic thinking, decision-making

  • Domain Expertise: Industry knowledge, functional experience

  • Cross-Functional Skills: Collaboration, communication, influence

Processing time: 2-5 minutes

Step 4: Review and Customize SkillDNA

The AI generates an initial SkillDNA. Now you customize it:

4a. Review Skill Buckets

Example output for “VP Engineering - Platform”:

TECHNICAL ARCHITECTURE (Required: 9/10)

- Design scalable distributed systems

- Cloud infrastructure expertise (AWS/GCP/Azure)

- Security and compliance architecture

- API design and microservices

 

ENGINEERING LEADERSHIP (Required: 9/10)

- Manage teams of 30-50+ engineers

- Build and scale engineering processes

- Attract and retain top technical talent

- Performance management and coaching

 

PRODUCT & STRATEGY (Required: 8/10)

- Translate business goals into technical roadmaps

- Balance tech debt vs. feature velocity

- Cross-functional collaboration with Product/Design

- Data-driven decision making

 

STAKEHOLDER MANAGEMENT (Required: 8/10)

- Executive communication and influence

- Board-level technical presentations

- Navigate organizational politics

- Build trust across departments

 

4b. Adjust Proficiency Levels

For each skill bucket, define what proficiency means:

  • 1-3/10: Basic familiarity, requires significant support

  • 4-6/10: Competent, can execute with guidance

  • 7-8/10: Strong, can lead initiatives independently

  • 9-10/10: Expert, can define strategy and mentor others

Click  Edit Proficiency Definitions to customize what each level means in your context.

4c. Prioritize Skills

Mark skills as:

  • Must-Have: Non-negotiable, candidate must meet minimum threshold

  • Nice-to-Have: Valuable but can be developed

  • Differentiator: Rare combinations that create exceptional fit

4d. Add Context and Trade-offs

Document key decisions:

  • “We’re prioritizing distributed systems expertise over specific language experience”

  • “Leadership experience matters more than hands-on coding at this level”

  • “Enterprise sales cycle knowledge is a differentiator given our customer base”

Why this matters: When comparing candidates later, you’ll reference these decisions to resolve trade-offs.

Step 5: Collaborate and Finalize

  1. Share with stakeholders: Click  Share for Review

  2. Collect feedback: Stakeholders can comment on specific skills

  3. Iterate: Incorporate feedback and refine

  4. Finalize: Click  Lock SkillDNA when consensus is reached

Best Practice: Include your hiring manager, cross-functional partners, and 2-3 senior team members in the review. Alignment here prevents debate later.

Step 6: Save as Template (Optional)

If you hire similar roles frequently:

  1. Click  Save as Template

  2. Name it (e.g., “VP Engineering - Standard”)

  3. Reuse and customize for future searches

Screening Candidates

Overview

EffectvHire matches candidate resumes and profiles against your SkillDNA—not against keywords. You’ll see skill-by-skill scoring with evidence and explanations.

Step 1: Import Candidates

Three ways to add candidates:

Option A: ATS Sync

  • Navigate to  Candidates → Sync from ATS

  • Select the job requisition

  • Click  Import Candidates

  • EffectvHire automatically pulls resumes and application data

Option B: Manual Upload

  • Navigate to  Candidates → Add Candidate

  • Upload resume (PDF, Word, LinkedIn profile)

  • Enter basic info (name, email, current role)

Option C: Bulk Upload

  • Navigate to  Candidates → Bulk Import

  • Upload CSV with candidate information

  • Attach resumes as ZIP file

Step 2: AI-Powered Skill Matching

Once imported, EffectvHire automatically:

  1. Analyzes each resume against your SkillDNA

  2. Extracts relevant experience and evidence

  3. Generates skill-by-skill scores with explanations

Processing time: 1-3 minutes per candidate

Step 3: Review Candidate Profiles

Click on any candidate to see their  Skill Match Report:

Example: Sarah Chen - VP Engineering Candidate

OVERALL MATCH: 82% (Strong Fit)

 

TECHNICAL ARCHITECTURE (Your requirement: 9/10)

Candidate Rating: 8.5/10

Evidence:

- Led migration to microservices architecture at DataCorp (500+ engineers)

- Designed multi-region AWS infrastructure handling 10M+ daily transactions

- Security: Achieved SOC 2 and ISO 27001 certifications

- 12 years experience in distributed systems

 

Gap Analysis: Strong technical depth. Minor gap: Limited GCP experience (mostly AWS).

 

ENGINEERING LEADERSHIP (Your requirement: 9/10)

Candidate Rating: 9/10

Evidence:

- Managed team of 45 engineers across 4 locations

- Scaled team from 12 to 45 in 18 months with 92% retention

- Implemented OKR framework and improved deployment frequency 10x

- Multiple references cite exceptional mentorship and culture-building

 

Gap Analysis: Exceeds requirements. Demonstrated ability to scale teams.

 

PRODUCT & STRATEGY (Your requirement: 8/10)

Candidate Rating: 7/10

Evidence:

- Partnered with Product on 3-year technical roadmap

- Led platform modernization initiative ($15M investment)

- Limited direct P&L ownership

 

Gap Analysis: Solid product collaboration. Less experience with business strategy and revenue ownership than ideal.

 

STAKEHOLDER MANAGEMENT (Your requirement: 8/10)

Candidate Rating: 8/10

Evidence:

- Regular board presentations on technical strategy

- Cross-functional leadership of 5-department initiative

- Strong reputation for building trust with non-technical stakeholders

 

Gap Analysis: Meets requirements. Strong executive presence.

 

Step 4: Shortlist Candidates

Use filters and sorting:

  • Minimum Overall Match: Set threshold (e.g., 75%+)

  • Must-Have Skills: Filter by specific skill requirements

  • Experience Level: Years of experience, team size managed

  • Industry Background: Relevant domain expertise

Actions:

  • ✅  Shortlist: Move to interview stage

  • ⏸️  Maybe: Need more information or time

  • ❌  Decline: Not a fit, send rejection

Step 5: Compare Candidates Side-by-Side

Select 2-4 candidates and click  Compare:

Skill Dimension

Sarah Chen

Michael Rodriguez

Priya Sharma

Technical Architecture

8.5/10 ✅

7/10 ⚠️

9/10 ✅

Engineering Leadership

9/10 ✅

8/10 ✅

7.5/10 ⚠️

Product & Strategy

7/10 ⚠️

9/10 ✅

8/10 ✅

Stakeholder Management

8/10 ✅

8.5/10 ✅

7/10 ⚠️

Overall Match

82%

81%

79%

Trade-off Summary:

  • Sarah: Strongest leadership, minor product/strategy gap

  • Michael: Best product/strategy, weaker technical depth

  • Priya: Strongest technical, needs more leadership scale experience

Best Practices for Screening

  1. Don’t over-rely on overall match percentage: Dig into specific skills

  2. Consider compensation alignment: Factor in candidate expectations

  3. Review the evidence: Don’t just trust the score—read the supporting details

  4. Involve hiring manager early: Get their input on top 5-7 candidates

  5. Document why you’re declining: Helps refine SkillDNA for future searches

 

Planning Interviews

Overview

Interview planning ensures every critical skill is assessed at least once, distributed strategically across multiple rounds, without redundancy or gaps.

Step 1: Select Candidate for Interview Planning

  1. Navigate to  Candidates → Shortlisted

  2. Click on candidate name

  3. Click  Create Interview Plan

Step 2: Define Interview Structure

Specify your interview process:

Number of Rounds: 4-10 rounds (typical for senior leadership)

Interview Types:

  • Phone Screen (30 min)

  • Technical Deep Dive (60-90 min)

  • Leadership & Culture (60 min)

  • Cross-Functional Stakeholder Round (45-60 min)

  • Executive Round (45 min)

  • Team Meet (optional, 30-45 min)

Interviewers: Assign specific people to each round

Step 3: AI-Generated Interview Plan

EffectvHire automatically:

  1. Distributes skill assessments across rounds based on interviewer expertise

  2. Balances load so no interviewer assesses more than 3-4 skills

  3. Assigns specific questions for each skill in each round

  4. Tracks coverage to ensure no skill is missed

Example Interview Plan: Sarah Chen

ROUND 1: Phone Screen (Recruiter: Alex Kim - 30 min)

Focus: Motivation, compensation alignment, logistics

Skills Assessed: None (qualification only)

 

ROUND 2: Technical Deep Dive (Engineering Manager: Jamie Torres - 90 min)

Primary Skills Assessed:

- Technical Architecture (9/10 required)

- Engineering Leadership - Process & Systems (9/10 required)

 

Questions:

1. Walk me through the most complex distributed system you've designed.

   What were the trade-offs?

2. Describe your approach to balancing technical debt vs. feature velocity.

3. How do you ensure security and compliance in a fast-moving environment?

 

ROUND 3: Leadership & Strategy (VP Engineering: Current - 60 min)

Primary Skills Assessed:

- Engineering Leadership - People Management (9/10 required)

- Product & Strategy (8/10 required)

 

Questions:

1. Tell me about a time you scaled a team from 15 to 50+. What worked? What didn't?

2. How do you translate business objectives into technical roadmaps?

3. Describe your approach to performance management and coaching.

 

ROUND 4: Cross-Functional (VP Product: Dana Lee - 60 min)

Primary Skills Assessed:

- Product & Strategy - Collaboration (8/10 required)

- Stakeholder Management (8/10 required)

 

Questions:

1. Describe a situation where Engineering and Product disagreed. How did you resolve it?

2. How do you build trust with non-technical stakeholders?

3. Walk me through how you'd communicate a major technical decision to the executive team.

 

ROUND 5: Executive Round (CTO: Chris Martinez - 45 min)

Primary Skills Assessed:

- Strategic Vision (8/10 required)

- Stakeholder Management - Executive Presence (8/10 required)

 

Questions:

1. Where do you see platform engineering heading in the next 3-5 years?

2. How would you prioritize our technical initiatives given limited resources?

3. What questions do you have for me about our strategy and challenges?

 

ROUND 6: Team Meet (Optional - 45 min)

Focus: Culture fit, team dynamics, candidate questions

Skills Assessed: None (mutual evaluation)

 

Step 4: Customize Interview Plan

Review and adjust:

  • Reorder rounds if needed (drag and drop)

  • Reassign interviewers based on availability

  • Add or remove questions to match candidate background

  • Adjust time allocations per round

Step 5: Generate Interview Guides

For each round, EffectvHire generates a customized  Interview Guide for the interviewer:

Example: Jamie Torres - Technical Deep Dive Guide

CANDIDATE: Sarah Chen

ROLE: VP Engineering - Platform

DATE: [Scheduled date/time]

DURATION: 90 minutes

 

YOUR FOCUS: Technical Architecture & Engineering Leadership (Process)

 

CANDIDATE BACKGROUND SUMMARY:

- Currently VP Engineering at DataCorp (SaaS company, 200 employees)

- Led team of 45 engineers

- Migrated monolith to microservices (AWS-based)

- Strong distributed systems background

- Limited GCP experience (mostly AWS)

 

SKILLS YOU'RE ASSESSING:

 

1. TECHNICAL ARCHITECTURE (Required: 9/10)

   What to look for:

   - Can they articulate complex system designs clearly?

   - Do they consider trade-offs (cost, performance, maintainability)?

   - Evidence of designing systems at scale (high throughput, reliability)

   - Security and compliance awareness

 

2. ENGINEERING LEADERSHIP - PROCESS (Required: 9/10)

   What to look for:

   - Do they have a framework for balancing tech debt vs. features?

   - Can they describe how they've scaled engineering processes?

   - Evidence of data-driven decision making

 

RECOMMENDED QUESTIONS:

 

[Q1] Walk me through the most complex distributed system you've designed.

     What were the key architectural decisions, and what trade-offs did you consider?

 

     Follow-ups:

     - How did you ensure reliability and uptime?

     - What would you do differently knowing what you know now?

     - How did you handle scale and performance requirements?

 

[Q2] Describe your approach to balancing technical debt vs. feature velocity.

 

     Follow-ups:

     - Can you give a specific example where you had to make this trade-off?

     - How do you communicate tech debt priorities to non-technical stakeholders?

     - How do you measure the impact of addressing tech debt?

 

[Q3] How do you ensure security and compliance in a fast-moving development environment?

 

     Follow-ups:

     - What frameworks or standards have you implemented?

     - How do you build security into the development process vs. bolting it on?

     - Describe a time when security and speed conflicted. How did you resolve it?

 

ASSESSMENT RUBRIC:

 

Technical Architecture:

- 9-10/10: Can design complex, scalable systems; articulates trade-offs clearly;

           demonstrates deep understanding of distributed systems, security, performance

- 7-8/10: Solid technical depth; some gaps in specific areas (e.g., specific cloud platform)

- 5-6/10: Competent but lacks depth; limited experience at scale

- Below 5: Not suitable for this role

 

Engineering Leadership - Process:

- 9-10/10: Clear framework for tech debt management; data-driven; scaled processes successfully

- 7-8/10: Good instincts but less structured approach

- 5-6/10: Reactive rather than proactive; limited process experience

- Below 5: Not suitable for this role

 

THINGS TO AVOID:

- Don't ask trivia questions (e.g., "What's the difference between TCP and UDP?")

- Don't spend more than 10 minutes on any single question

- Don't over-index on specific technology experience (AWS vs. GCP vs. Azure)

 

POST-INTERVIEW:

- Complete evaluation within 24 hours in EffectvHire

- Provide specific evidence for your ratings

- Note any areas not covered that other interviewers should explore

 

COVERAGE TRACKER:

Skills already assessed in previous rounds: None (this is Round 2)

Skills to be assessed in later rounds: People Management, Product Strategy, Stakeholder Management

 

Step 6: Distribute Interview Guides

  1. Click  Send Interview Guides

  2. EffectvHire emails each interviewer their customized guide

  3. Guides are also accessible in-platform under  My Interviews

Best Practices for Interview Planning

  1. Front-load critical skills: Assess must-haves early to avoid wasting time

  2. Match interviewer expertise to skills: Technical leaders assess technical skills, product leaders assess product skills

  3. Build in flexibility: Leave 10-15 minutes per round for candidate questions

  4. Coordinate schedules early: Lock down availability before candidate commits

  5. Brief interviewers synchronously: 15-min group call to align on priorities and avoid overlap

Conducting Interviews

Overview

Interviewers use EffectvHire’s guides to conduct structured assessments, then log their evaluations immediately after each interview.

Before the Interview

  1. Review the Interview Guide: 15-20 minutes before the interview

  2. Check candidate background: Review their SkillDNA match report

  3. Note what’s already been assessed: Review coverage tracker to avoid redundancy

  4. Prepare your environment: Quiet space, stable internet (if virtual)

During the Interview

Timing:

  • 5 min: Introductions, set context

  • 60-70 min: Core assessment questions

  • 10-15 min: Candidate questions

  • 5 min: Closing and next steps

Best Practices:

  • Follow the guide, but adapt: If candidate reveals unexpected depth, dig deeper

  • Take brief notes: Capture evidence, not just impressions

  • Use follow-up questions: “Tell me more about…” “Walk me through…” “What would you do differently?”

  • Avoid leading questions: Let the candidate reveal their thinking

  • Watch for depth vs. breadth: Do they speak from experience or theory?

After the Interview

Complete Evaluation Within 24 Hours:

  1. Navigate to  My Interviews → [Candidate Name]

  2. Click  Submit Evaluation

Evaluation Form

Part 1: Skill Ratings

For each skill you assessed, provide:

Rating (1-10 scale):

  • Use the proficiency definitions from SkillDNA

  • Be honest and calibrated

Evidence (Required):

  • Specific examples from the interview

  • What the candidate said or described

  • Why you gave this rating

Example:

SKILL: Technical Architecture (Required: 9/10)

YOUR RATING: 8.5/10

 

EVIDENCE:

Sarah described designing a multi-region AWS architecture handling 10M+ transactions

daily with 99.99% uptime. She articulated clear trade-offs:

- Chose eventual consistency over strong consistency for performance

- Implemented circuit breakers and bulkheads for fault isolation

- Explained cost optimization strategies (reserved instances, autoscaling)

 

She demonstrated deep understanding of CAP theorem trade-offs and practical application.

Minor gap: Limited experience with GCP (our secondary cloud platform), but fundamentals

transfer easily.

 

Why 8.5 not 9: Slightly less experience with multi-cloud strategies, which we'll need

as we expand to GCP for specific workloads.

 

Part 2: Strengths & Concerns

Strengths:

  • What impressed you most?

  • Where did candidate exceed expectations?

Concerns:

  • Any red flags or gaps?

  • Areas where candidate struggled?

Example:

STRENGTHS:

- Exceptional clarity in explaining complex technical concepts

- Real-world battle scars from scaling systems (learned from failures)

- Humble and self-aware about gaps

- Asked insightful questions about our architecture and challenges

 

CONCERNS:

- Limited experience with GCP (mostly AWS)

- Hasn't worked in heavily regulated industry (we're in healthcare)

- May need support navigating complex compliance requirements initially

 

Part 3: Recommendation

  • ✅  Strong Yes: Definitely move forward

  • ✅  Yes: Positive, should move forward

  • ⚠️  Maybe: On the fence, need more information

  • ❌  No: Should not move forward

  • ❌  Strong No: Definite red flags

Overall Comments:

Sarah is a strong candidate with excellent technical depth and leadership experience.

She's clearly led complex initiatives and has the scars to prove it. My only hesitation

is around healthcare compliance—she hasn't worked in this space before. But I think

her fundamentals are strong enough that she could learn quickly with support.

 

Recommendation: Move forward. This is someone who can execute at VP level.

 

Real-Time Coverage Tracking

As evaluations are submitted, EffectvHire updates the  Coverage Dashboard:

SARAH CHEN - COVERAGE STATUS

 

✅ Technical Architecture (Assessed by Jamie Torres)

✅ Engineering Leadership - Process (Assessed by Jamie Torres)

✅ People Management (Assessed by VP Engineering)

✅ Product Strategy (Assessed by VP Engineering)

⏳ Stakeholder Management (Scheduled: VP Product, tomorrow)

⏳ Executive Presence (Scheduled: CTO, next week)

 

OVERALL COVERAGE: 67% (4 of 6 core skills assessed)

 

Best Practices for Evaluations

  1. Submit within 24 hours: Memories fade quickly

  2. Be specific with evidence: “Impressive communication” is useless; “Explained CAP theorem trade-offs clearly to non-technical stakeholders” is valuable

  3. Calibrate with peers: If you’re consistently harder or easier than other interviewers, recalibrate

  4. Focus on job-relevant skills: Don’t over-index on “likability”

  5. Document concerns early: If you see red flags in Round 2, flag them so later interviewers can probe

Making Hiring Decisions

Overview

After all interviews are complete, EffectvHire’s Decision Dashboard provides side-by-side candidate comparisons with evidence-based skill ratings, enabling structured, defensible decisions.

Step 1: Access Decision Dashboard

  1. Navigate to  Roles → [Role Name]

  2. Click  Decision Dashboard

  3. Select candidates to compare (typically final 2-4)

Step 2: Review Side-by-Side Comparison

Example: VP Engineering - Final 3 Candidates

SKILL DIMENSION         | Sarah Chen | Michael Rodriguez | Priya Sharma

------------------------|------------|-------------------|-------------

TECHNICAL ARCHITECTURE  | 8.5/10 ✅  | 7/10 ⚠️          | 9/10 ✅

Evidence Summary        | AWS expert, scaled to 10M+ TPS | Solid, limited scale | GCP + AWS, distributed systems depth

 

ENGINEERING LEADERSHIP  | 9/10 ✅    | 8/10 ✅          | 7.5/10 ⚠️

Evidence Summary        | Scaled 12→45, 92% retention | Team of 30, good culture | Team of 15, less scale

 

PRODUCT & STRATEGY      | 7/10 ⚠️   | 9/10 ✅          | 8/10 ✅

Evidence Summary        | Product collaboration, no P&L | Owned $20M P&L, strong biz acumen | Strong product sense

 

STAKEHOLDER MANAGEMENT  | 8/10 ✅    | 8.5/10 ✅        | 7/10 ⚠️

Evidence Summary        | Board presentations, cross-func | Exceptional exec presence | Needs coaching on influence

 

OVERALL MATCH           | 82%        | 81%              | 79%

 

COMPENSATION ALIGNMENT  | $250K (in range) | $280K (high end) | $220K (below market)

 

Step 3: Review Interviewer Comments

Click on any candidate to see full evaluation details:

  • All interviewer ratings and evidence

  • Strengths and concerns from each round

  • Verbatim comments (searchable)

Step 4: Conduct Decision Debrief

Structure the meeting:

Attendees: Hiring manager, all interviewers, key stakeholders

Duration: 45-60 minutes

Agenda:

  1. Review SkillDNA priorities (5 min)

    • Remind everyone what we agreed “good” looks like

    • Reiterate must-haves vs. nice-to-haves

  2. Candidate-by-candidate review (10 min each)

    • Overall match and key strengths

    • Specific concerns or gaps

    • Trade-offs vs. other candidates

  3. Direct comparison (15 min)

    • Where do candidates differ most?

    • Which trade-offs matter for our specific context?

    • Reference SkillDNA priorities and context

  4. Decision (5-10 min)

    • Rank order: Who’s #1? Who’s #2 (backup)?

    • Any deal-breakers or concerns to address in offer stage?

Example Debrief Dialogue:

Hiring Manager: "Let's start with Sarah. Jamie, you did her technical deep dive—what stood out?"

 

Jamie (Interviewer): "She's an 8.5 on technical architecture. Excellent AWS depth,

scaled systems to 10M+ TPS, strong distributed systems fundamentals. My only concern

is limited GCP experience, but I think she'd ramp quickly."

 

VP Product: "I assessed her on stakeholder management. She's an 8—solid exec presence,

good board-level communication. She asked smart questions about our product strategy."

 

Hiring Manager: "The gap I see is product strategy—she's a 7, we wanted 8. She hasn't

owned a P&L. Thoughts?"

 

VP Engineering: "That's true, but she's partnered closely with Product at her current

company. And her leadership is a 9—that's exceptional. I think the product piece can

be coached."

 

Hiring Manager: "Now let's compare to Michael. He's a 9 on product strategy, owned a

$20M P&L. But he's a 7 on technical architecture—weaker than we'd like."

 

Jamie: "Yeah, Michael's not as deep technically. He can speak the language, but I

don't think he could architect complex systems himself. That concerns me given we're

rebuilding our platform."

 

Hiring Manager: "So the trade-off is: Sarah (stronger technical + leadership, weaker

product/biz) vs. Michael (stronger product/biz, weaker technical). Given our context

—we're re-architecting the platform and need someone who can lead that technically—

I'm leaning Sarah. We can surround her with product support."

 

[Discussion continues...]

 

Hiring Manager: "Okay, I'm hearing consensus around Sarah as #1, Michael as #2 backup.

Any deal-breakers or concerns we need to address in the offer conversation?"

 

VP Engineering: "Just the healthcare compliance piece—let's be upfront that she'll

need support there initially."

 

Hiring Manager: "Agreed. Let's extend an offer to Sarah, with Michael as backup if

negotiations don't work out."

 

Step 5: Document Decision Rationale

EffectvHire captures:

  • Final decision and ranking

  • Key rationale (“Why this candidate?”)

  • Trade-offs acknowledged (“We chose X over Y because…”)

  • Concerns to address in onboarding

Why this matters: If the hire doesn’t work out, you can review what you prioritized and what you missed—improving your SkillDNA for next time.

Step 6: Generate Offer

  1. Click  Extend Offer

  2. EffectvHire populates offer details from candidate profile

  3. Review compensation, start date, terms

  4. Send offer letter (integrated with DocuSign or manual)

Best Practices for Decision-Making

  1. Start with SkillDNA, not opinions: “What did we agree matters most?”

  2. Use evidence, not impressions: “Candidate A is better at X because…”

  3. Acknowledge trade-offs explicitly: “We’re choosing strong technical over strong product because…”

  4. Don’t over-optimize for “likability”: Senior leadership hires need capability first

  5. Have a backup: Always rank #2 in case #1 negotiations fail

  6. Document concerns: If you hire someone with a known gap, plan to address it in onboarding

AI Copilot (Optional)

Overview

The AI Copilot is an optional feature that verifies interviewer assessments for consistency and potential bias. It requires explicit candidate consent.

How It Works

  1. Candidate consents: During interview process, candidate opts in

  2. Interviews are recorded (audio or video, depending on format)

  3. AI Copilot analyzes transcript:

    • Extracts evidence for each skill assessed

    • Generates independent ratings based on candidate responses

    • Compares AI ratings to interviewer ratings

  4. Flags inconsistencies:

    • If interviewer rating differs significantly from AI analysis, flags for review

    • Highlights potential bias indicators (e.g., “culture fit” used as proxy for demographic bias)

Enabling AI Copilot

  1. Navigate to  Settings → AI Copilot

  2. Toggle  Enable AI Copilot

  3. Configure consent workflow:

    • Automatically request consent after candidate agrees to interview

    • OR manually request consent for specific candidates

Candidate Consent Workflow

When enabled, candidates receive:

Subject: Optional: Interview Recording & AI-Assisted Evaluation

 

Dear [Candidate Name],

 

As part of our commitment to fair and consistent hiring, we offer an optional

AI Copilot feature that helps ensure interview evaluations are objective and

evidence-based.

 

If you consent, your interviews will be recorded and analyzed by AI to:

- Verify that interviewer assessments are consistent with your actual responses

- Flag potential inconsistencies or bias in evaluation

- Provide you with transparency into how you were assessed

 

This is OPTIONAL. Your decision will not affect your candidacy.

 

Benefits to you:

✅ Increased objectivity in evaluation

✅ Protection against unconscious bias

✅ Transparency in assessment process

 

Your data:

- Recordings are encrypted and deleted within 90 days

- Only used for this hiring process

- Not shared with third parties

- You can withdraw consent anytime

 

[ ] Yes, I consent to interview recording and AI-assisted evaluation

[ ] No, I prefer interviews without recording

 

[Candidate signature]

 

Reviewing AI Copilot Insights

After interviews are completed:

  1. Navigate to  Candidates → [Name] → AI Copilot Report

  2. Review consistency analysis

Example AI Copilot Report

CANDIDATE: Sarah Chen

ROLE: VP Engineering - Platform

INTERVIEWS ANALYZED: 4 of 6 (Rounds 2-5, candidate consented)

 

CONSISTENCY ANALYSIS:

 

SKILL: Technical Architecture

Interviewer Rating: 8.5/10 ✅

AI Copilot Rating: 8.7/10 ✅

Status: CONSISTENT (within 0.5 points)

 

Evidence Alignment:

✅ Interviewer cited: AWS expertise, 10M+ TPS, distributed systems depth

✅ AI confirmed: Candidate described AWS multi-region architecture, mentioned

   specific tools (Kinesis, DynamoDB), explained CAP theorem trade-offs

✅ No red flags

 

---

 

SKILL: Engineering Leadership - People Management

Interviewer Rating: 9/10 ✅

AI Copilot Rating: 8.5/10 ⚠️

Status: SLIGHT VARIANCE (0.5 points, within acceptable range)

 

Evidence Alignment:

✅ Interviewer cited: Scaled team 12→45, 92% retention, strong culture

⚠️ AI noted: Candidate described scaling initiatives but provided less specific

   evidence on retention strategies and performance management processes than

   interviewer suggested. Rating may be slightly generous.

 

Recommendation: Review transcript to verify retention data was explicitly stated.

 

---

 

SKILL: Stakeholder Management

Interviewer Rating: 8/10 ✅

AI Copilot Rating: 7/10 ⚠️

Status: MODERATE VARIANCE (1.0 point - review recommended)

 

Evidence Alignment:

⚠️ Interviewer cited: "Board presentations, strong executive presence"

⚠️ AI analysis: Candidate mentioned board presentations once, but did not provide

   detailed examples of complex stakeholder situations. Most examples focused on

   peer-level cross-functional work, not executive-level influence.

 

Potential Bias Flag: Interviewer used phrase "executive presence" 3 times, which

can be subjective and demographic-biased. Recommend focusing on specific behavioral

evidence instead.

 

Recommendation: Consider if rating should be 7-7.5 based on actual evidence provided.

 

---

 

BIAS INDICATORS:

 

⚠️ LANGUAGE PATTERN ALERT (Round 4 - VP Product interview):

Interviewer used subjective terms 7 times: "culture fit" (3x), "executive presence"

(2x), "polish" (2x)

 

Research shows these terms are often unconsciously biased. Consider whether assessment

focused on behavioral evidence vs. subjective impressions.

 

Recommendation: Review Round 4 evaluation and ensure ratings are based on specific

examples, not general impressions.

 

---

 

OVERALL ASSESSMENT:

- 3 of 4 skills show consistent ratings (interviewer + AI aligned)

- 1 skill shows moderate variance (stakeholder management)

- 1 potential bias indicator identified (subjective language)

 

RECOMMENDATION: Overall strong evaluation. Consider adjusting stakeholder management

rating to 7-7.5 based on actual evidence. No major concerns.

 

Taking Action on AI Copilot Insights

If consistency is high (within 0.5 points):

  • Proceed with confidence

  • Interviewer assessment is well-calibrated

If moderate variance (0.5-1.5 points):

  • Review interview transcript

  • Discuss with interviewer: “AI flagged a variance—can you walk me through your thinking?”

  • Adjust rating if warranted

If large variance (1.5+ points) or bias flags:

  • Deeper review required

  • Consider re-interview or additional assessment

  • Coaching for interviewer on evidence-based evaluation

Best Practices for AI Copilot

  1. Always make it optional: Candidates must consent

  2. Be transparent: Explain how AI is used and why

  3. Use as calibration tool, not replacement: Human judgment still leads

  4. Train interviewers: Use AI insights to improve interview skills over time

  5. Review bias flags seriously: Even if unintentional, address patterns

Integrations

Overview

EffectvHire integrates with your existing hiring stack to minimize workflow disruption.

Supported ATS Platforms

  • Greenhouse (Full integration)

  • Lever (Full integration)

  • Workday (Candidate sync only)

  • iCIMS (Candidate sync only)

  • BambooHR (Limited integration)

ATS Integration Setup

  1. Navigate to  Settings → Integrations → ATS

  2. Click  Connect [Your ATS]

  3. Authorize EffectvHire access (OAuth flow)

  4. Select permissions:

    • ✅ Read candidate data

    • ✅ Read job requisitions

    • ✅ Write interview feedback

    • ⚠️ Optional: Write candidate scores

  5. Map fields:

    • Match EffectvHire fields to your ATS custom fields

    • Example: Map “SkillDNA Match %” to Greenhouse custom field “EH_Overall_Match”

What Gets Synced

From ATS → EffectvHire:

  • Candidate profiles and resumes

  • Job requisitions and descriptions

  • Interview schedules and participants

  • Existing feedback and notes

From EffectvHire → ATS:

  • Skill match reports (as custom field or attachment)

  • Interview evaluations and ratings

  • Decision recommendations

  • Hiring rationale

Interview Intelligence Tools

BrightHire Integration:

  1. Settings → Integrations → BrightHire

  2. Connect accounts

  3. EffectvHire automatically pulls transcripts

  4. Use transcripts as input to AI Copilot analysis

Metaview Integration:

  1. Settings → Integrations → Metaview

  2. Similar workflow to BrightHire

  3. Transcripts used for evidence extraction

Calendar Integration

Google Calendar / Outlook:

  1. Settings → Integrations → Calendar

  2. Sync interview schedules

  3. Automatically send calendar invites with interview guides attached

Document Signing

DocuSign Integration:

  1. Settings → Integrations → DocuSign

  2. Generate offer letters directly from EffectvHire

  3. Track signature status

Slack/Teams Notifications

Optional: Get notified when:

  • New candidate completes screening

  • Interview evaluation submitted

  • All evaluations complete for a candidate

  • Decision required

Setup:

  1. Settings → Integrations → Slack (or Teams)

  2. Select notification preferences

  3. Choose channel for notifications

Best Practices

For Hiring Managers

1. Invest Time in SkillDNA Creation

Why: A precise SkillDNA is the foundation of your entire process. Garbage in = garbage out.

How:

  • Involve 3-5 stakeholders in SkillDNA review

  • Define proficiency levels explicitly (what does 8/10 mean?)

  • Document trade-offs and context

  • Test SkillDNA on 2-3 candidates before finalizing

Time commitment: 3-4 hours upfront saves 20+ hours in debate later

2. Set Clear Expectations with Interviewers

Before interview rounds start:

  • 15-minute group briefing: “Here’s what we’re assessing and why”

  • Assign specific skills to specific interviewers

  • Clarify: “Your job is to assess X and Y, not to make a hire/no-hire decision”

After interviews:

  • Review evaluations within 48 hours

  • Follow up on vague or missing evidence

  • Calibrate: “You rated this 9/10 but provided limited evidence—can you elaborate?”

3. Use Data in Debriefs, Not Just Opinions

Bad debrief:

  • “I really liked Candidate A”

  • “Candidate B felt more experienced”

  • “I have concerns about culture fit”

Good debrief:

  • “Candidate A is 9/10 on technical architecture based on X evidence”

  • “Candidate B has more years of experience (12 vs. 8), but Candidate A has more relevant scale experience (10M TPS vs. 1M TPS)”

  • “I have concerns about Candidate C’s stakeholder management—they struggled to articulate how they’d influence without authority”

Use EffectvHire’s Decision Dashboard to anchor the conversation.

4. Document Why You Hired (or Didn’t Hire)

For successful hires:

  • Record key strengths and trade-offs

  • Note any concerns to address in onboarding

  • Set 90-day milestones to validate decision

For candidates you declined:

  • Document specific gaps: “Strong technical, but limited leadership scale”

  • Helps refine SkillDNA for next search

For Interviewers

1. Prepare for Every Interview

15 minutes before:

  • Read interview guide

  • Review candidate’s SkillDNA match report

  • Note what’s already been assessed (avoid redundancy)

Don’t: Wing it or rely on generic questions

2. Assess Skills, Not “Likability”

Focus on:

  • Can they do the job at the required proficiency level?

  • What evidence supports this?

Avoid:

  • “I liked them” / “I didn’t vibe with them”

  • “Culture fit” (often code for demographic bias)

  • “Gut feel” without evidence

Self-check: If you can’t cite specific examples from the interview, your rating isn’t calibrated.

3. Submit Evaluations Within 24 Hours

Why: Memory fades fast. By day 3, you’re reconstructing, not remembering.

How:

  • Block 15 minutes immediately after interview

  • Jot down key evidence while fresh

  • Complete formal evaluation same day

4. Be Honest About Gaps

Don’t inflate ratings to “help the candidate”—it helps no one.

Don’t deflate ratings because you’re having a bad day.

Calibrate with peers: If you’re consistently the harshest or easiest grader, adjust.

For Recruiters

1. Use SkillDNA Match Reports in Sourcing

When reaching out to passive candidates:

  • Reference specific skills: “I see you have deep experience in distributed systems architecture…”

  • Not: “We have a VP Engineering role you might be interested in”

Why: Shows you’ve done homework, increases response rate.

2. Set Candidate Expectations Early

In initial phone screen:

  • “We use a structured interview process with EffectvHire”

  • “Each interviewer will assess specific skills”

  • “You’ll see consistency in how we evaluate—we’re looking for evidence, not just impressions”

Why: Candidates appreciate transparency and structure.

3. Leverage Decline Data

Track why candidates didn’t move forward:

  • Skill gaps (which skills specifically?)

  • Compensation misalignment

  • Timing issues

Use to refine sourcing: If 70% of declines are due to “insufficient leadership scale,” adjust sourcing criteria.

For Executives / Decision-Makers

1. Validate the Process, Not Just the Outcome

Ask:

  • “How many stakeholders reviewed the SkillDNA?”

  • “What was interview coverage? Did we assess every critical skill?”

  • “Show me the Decision Dashboard—where did candidates differ?”

Don’t just ask: “Who did you like?”

2. Hold Teams Accountable for Evidence

In decision meetings:

  • Push back on vague statements: “What specific evidence supports that rating?”

  • Insist on trade-off discussions: “If we’re choosing A over B, what are we giving up?”

Culture change: Over time, teams learn that opinions without evidence don’t fly.

3. Track Hiring Outcomes

90-day check-in:

  • Is the hire performing as expected?

  • Were our SkillDNA priorities correct?

  • What did we miss?

Use data to improve: If 40% of hires underperform on stakeholder management, that skill needs more assessment weight.

Troubleshooting

Common Issues and Solutions

Issue: AI-Generated SkillDNA Doesn’t Match Our Needs

Symptoms:

  • Skills are too generic or too specific

  • Missing critical competencies

  • Wrong proficiency levels

Solutions:

  1. Customize heavily: AI extraction is a starting point, not the final answer

  2. Add context: Use the “Context” field to explain why certain skills matter

  3. Iterate with stakeholders: Get input from 3-5 people who know the role

  4. Use templates: If you’ve hired similar roles before, start from a saved template

Issue: Candidates Aren’t Matching Well in Screening

Symptoms:

  • All candidates show <60% match

  • SkillDNA matching seems inaccurate

Solutions:

  1. Check SkillDNA specificity: Are skills too narrow? (e.g., “Must have 5+ years React” vs. “Strong frontend engineering”)

  2. Review proficiency levels: Are you requiring 9/10 for skills that could be 7/10?

  3. Source differently: If no candidates match, your talent pool may be wrong

  4. Consider SkillDNA revision: Market reality may require adjusting expectations

Issue: Interviewers Aren’t Using Interview Guides

Symptoms:

  • Interviewers ignore recommended questions

  • Evaluations submitted without evidence

  • Coverage gaps in assessments

Solutions:

  1. Brief interviewers synchronously: 15-min meeting to explain the “why”

  2. Make guides shorter: If guides are 5+ pages, condense to key bullets

  3. Show value: Share example of how guides improved past hires

  4. Hold accountable: Hiring manager reviews evaluations and pushes back on vague submissions

Issue: Evaluations Show Huge Variance Between Interviewers

Symptoms:

  • Interviewer A rates candidate 9/10, Interviewer B rates same skill 5/10

  • Decision debrief is contentious

Solutions:

  1. Review rubrics together: Are people interpreting proficiency levels differently?

  2. Calibrate with transcripts: If AI Copilot is enabled, check which rating is more evidence-based

  3. Discuss in debrief: “Jamie, you rated technical 9/10. Alex, you rated 5/10. Walk me through your evidence.”

  4. Re-interview if necessary: If variance is >3 points on a critical skill, consider additional assessment

Issue: Decision Dashboard Isn’t Loading or Shows Errors

Symptoms:

  • Dashboard blank or spinning

  • “Error loading candidate data”

Solutions:

  1. Check interview completion: Ensure all interviewers have submitted evaluations

  2. Verify permissions: Ensure you have “Hiring Manager” or “Admin” role

  3. Clear cache: Refresh browser, clear cookies

  4. Contact support: If issue persists, support@effectv.ai

Issue: ATS Integration Isn’t Syncing

Symptoms:

  • Candidates not appearing in EffectvHire

  • Evaluations not writing back to ATS

Solutions:

  1. Re-authorize integration: Settings → Integrations → Reconnect ATS

  2. Check field mapping: Ensure custom fields are correctly mapped

  3. Verify permissions: ATS admin may need to grant additional OAuth scopes

  4. Manual sync: Click “Sync Now” in Integrations dashboard

  5. Contact support: Provide ATS name, company size, specific error messages

Issue: Candidates Declining Due to Process Length

Symptoms:

  • “Your process is too long” feedback

  • Drop-offs after Round 3-4

Solutions:

  1. Compress rounds: Can you combine two 60-min rounds into one 90-min?

  2. Explain the why: “We use a structured process to ensure fairness and reduce bias”

  3. Offer flexibility: Virtual interviews, flexible scheduling

  4. Fast-track top candidates: If someone is clearly exceptional after 3 rounds, accelerate decision

Issue: AI Copilot Flags Bias but We Disagree

Symptoms:

  • AI flags “culture fit” language as biased

  • Interviewer believes assessment was fair

Solutions:

  1. Review transcript: Is the concern valid based on actual conversation?

  2. Discuss with team: “AI flagged this—let’s discuss whether we should adjust”

  3. Provide feedback: If AI is consistently wrong, report to EffectvHire support

  4. Remember: AI is a tool, not a judge. Human decision is final.

Getting Help

Documentation: https://docs.effectv.ai

Email Support: support@effectv.ai (response within 24 hours)

Live Chat: Available in-app (bottom right corner)

Training Resources:

Account Management:

  • Dedicated support for annual subscribers

  • Quarterly business reviews

  • Custom training for teams of 20+

Appendix: Sample Workflows

Workflow 1: Hiring a VP Engineering

Week 0: Preparation

  • Create SkillDNA (3 hours)

  • Finalize with 5 stakeholders (2 hours)

  • Import 20 candidates from ATS

Week 1: Screening

  • AI screening completes (automated)

  • Hiring manager reviews top 8 candidates (2 hours)

  • Shortlist 4 candidates for interviews

Weeks 2-4: Interviews

  • Each candidate: 5 rounds over 2 weeks

    • Phone screen (recruiter, 30 min)

    • Technical deep dive (engineering manager, 90 min)

    • Leadership round (current VP, 60 min)

    • Cross-functional (VP Product, 60 min)

    • Executive round (CTO, 45 min)

Week 5: Decision

  • All evaluations submitted

  • Decision debrief (60 min)

  • Extend offer to #1 choice

  • Backup offer ready for #2 if needed

Total Time: 5 weeks  Decision Quality: High confidence, evidence-based

Workflow 2: Hiring a Director of Product Management

Week 0: Preparation

  • Create SkillDNA from template (1 hour)

  • Customize for specific product area (1 hour)

  • Import 15 candidates

Week 1: Screening

  • AI screening (automated)

  • Review top 6 candidates (1 hour)

  • Shortlist 3 for interviews

Weeks 2-3: Interviews

  • Each candidate: 4 rounds over 10 days

    • Phone screen (30 min)

    • Product case study (90 min)

    • Leadership & strategy (60 min)

    • Team & culture (45 min)

Week 4: Decision

  • Decision debrief (45 min)

  • Extend offer

Total Time: 4 weeks

Workflow 3: Hiring a Principal Engineer

Week 0: Preparation

  • Create SkillDNA (2 hours)

  • Focus on technical depth + system design

  • Import 12 candidates

Week 1: Screening

  • AI screening (automated)

  • Technical hiring manager reviews top 5 (1.5 hours)

  • Shortlist 3 for interviews

Weeks 2-3: Interviews

  • Each candidate: 4 rounds

    • Phone screen (30 min)

    • System design (2 hours)

    • Code review & architecture (90 min)

    • Team & values (45 min)

Week 4: Decision

  • Debrief (45 min)

  • Offer

Total Time: 4 weeks

Glossary of Terms

Assessment Rubric: Specific criteria for evaluating a candidate’s proficiency in each skill dimension, typically on a 1-10 scale with defined behavioral indicators.

Coverage Dashboard: Real-time view showing which skills have been assessed across interview rounds and which remain uncovered.

Decision Dashboard: Side-by-side candidate comparison tool showing skill ratings, evidence, and trade-offs to facilitate structured hiring decisions.

Interview Guide: Customized document for each interviewer containing candidate-specific questions, assessment rubrics, and context for the skills being evaluated.

Interview Plan: Strategic distribution of skill assessments across multiple interview rounds, ensuring complete coverage without redundancy.

Proficiency Level: A 1-10 scale indicating required mastery for each skill, with explicit definitions of what different levels mean in your organizational context.

SkillDNA: The precise, multi-dimensional skill framework that defines success criteria for a specific role, including technical skills, leadership capabilities, and domain expertise.

Skill Bucket: A category of related competencies that together represent a key dimension of job performance.

Skill Match Report: AI-generated analysis showing how well a candidate’s resume and experience align with the role’s SkillDNA, including skill-by-skill scoring and gap analysis.

Version History

v1.0 (Current)

  • Initial product documentation

  • Core workflows: SkillDNA creation, screening, interview planning, decision-making

  • AI Copilot (optional feature)

  • ATS integrations

  • Best practices and troubleshooting

 

Feedback and Improvements

This documentation is a living resource. We continuously improve based on user feedback.

Have suggestions? Email docs@effectv.ai

Found an error? Click “Report Issue” (bottom right of any page)

Want to contribute? We welcome customer-contributed best practices and case studies

Thank you for using EffectvHire. We’re committed to helping you make better senior leadership hiring decisions.

For additional support: support@effectv.ai | https://www.effectv.ai

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