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EI Toolkit
Vendor Evaluation Criteria
Whole Number 0-3
scale 1 2 3 4 5 6
EEO / OFCCP / VETS
Safe harbor, and other Int'l
Standards
Information Security
Average Score 0.00 0.00 0.00 0.00 0.00 0.00
International Capacity
Multiple workflow options
Multiple language support
Special character support
Average Score 0.00 0.00 0.00 0.00 0.00 0.00
HRIS / ERP
CRM / Email marketing
Backrgound checks
Job Board Distrbition
Customizations
Average Score 0.00 0.00 0.00 0.00 0.00 0.00
Candidate Search
Boolean Search
Mail Merge Email Templates
Integrates with Outlook
Browser extension
Resume / Profile upload
Automated Duplicate Candidate
Check
Social Search / sharing
Average Score 0.00 0.00 0.00 0.00 0.00 0.00
Cycle times by recruiting stage
Candidate Pipelines
Functional
Sourcing metrics
1. Compliance
4. Recruiter Friendly
2. Global Capability
3. Integrations
5. Reporting
EI Toolkit
Vendor Evaluation Criteria
Whole Number 0-3
scale 1 2 3 4 5 6
Ad-Hoc
Average Score 0.00 0.00 0.00 0.00 0.00 0.00
Employee Referals Tracking
Internal employee Job Board
Landing page /Multiple Job
Boards
Vender/ 3rd party Agency
Management Portal
Candidate Ranking
Resume Parsing
Integrated Forms
User Rights Management
Opt-out email compliance
Internal Mobility (succession
plannning)
Import current ATS Database
Candidate UX
Recruiter UX
Delegate Access Rights
Average Score 0.00 0.00 0.00 0.00 0.00 0.00
7.Customer Service
Technical Support (Direct
Phone)
Personal Support Rep
Live 24/7 support
Average Score 0.00 0.00 0.00 0.00 0.00 0.00
Alignment with our objectives
Ease of use
System performance
Mobile App / responsive /
optimized web
Flexibility, tailorability, and
extensibility
Robust features
Average Score 0.00 0.00 0.00 0.00 0.00 0.00
8. Vendor Demo / Company Details
6. Functionality
EI Toolkit
Vendor Evaluation Criteria
Whole Number 0-3
scale 1 2 3 4 5 6
License fees
Maintenance fees
Commitment Requirement
Set-up / Implementation fees
Training
Optimzation
IT / Web support
Average Score 0.00 0.00 0.00 0.00 0.00 0.00
9. Fee Summary / License / Maintenance Agreement, Terms & Conditions
EI Toolkit
Vendor Evaluation Criteria
7
Basis For Score
0.00
0.00
0.00
0.00
EI Toolkit
Vendor Evaluation Criteria
7
Basis For Score
0.00
0.00
0.00
0.00
EI Toolkit
Vendor Evaluation Criteria
7
Basis For Score
0.00

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ATS Matrix Checklist

  • 1. EI Toolkit Vendor Evaluation Criteria Whole Number 0-3 scale 1 2 3 4 5 6 EEO / OFCCP / VETS Safe harbor, and other Int'l Standards Information Security Average Score 0.00 0.00 0.00 0.00 0.00 0.00 International Capacity Multiple workflow options Multiple language support Special character support Average Score 0.00 0.00 0.00 0.00 0.00 0.00 HRIS / ERP CRM / Email marketing Backrgound checks Job Board Distrbition Customizations Average Score 0.00 0.00 0.00 0.00 0.00 0.00 Candidate Search Boolean Search Mail Merge Email Templates Integrates with Outlook Browser extension Resume / Profile upload Automated Duplicate Candidate Check Social Search / sharing Average Score 0.00 0.00 0.00 0.00 0.00 0.00 Cycle times by recruiting stage Candidate Pipelines Functional Sourcing metrics 1. Compliance 4. Recruiter Friendly 2. Global Capability 3. Integrations 5. Reporting
  • 2. EI Toolkit Vendor Evaluation Criteria Whole Number 0-3 scale 1 2 3 4 5 6 Ad-Hoc Average Score 0.00 0.00 0.00 0.00 0.00 0.00 Employee Referals Tracking Internal employee Job Board Landing page /Multiple Job Boards Vender/ 3rd party Agency Management Portal Candidate Ranking Resume Parsing Integrated Forms User Rights Management Opt-out email compliance Internal Mobility (succession plannning) Import current ATS Database Candidate UX Recruiter UX Delegate Access Rights Average Score 0.00 0.00 0.00 0.00 0.00 0.00 7.Customer Service Technical Support (Direct Phone) Personal Support Rep Live 24/7 support Average Score 0.00 0.00 0.00 0.00 0.00 0.00 Alignment with our objectives Ease of use System performance Mobile App / responsive / optimized web Flexibility, tailorability, and extensibility Robust features Average Score 0.00 0.00 0.00 0.00 0.00 0.00 8. Vendor Demo / Company Details 6. Functionality
  • 3. EI Toolkit Vendor Evaluation Criteria Whole Number 0-3 scale 1 2 3 4 5 6 License fees Maintenance fees Commitment Requirement Set-up / Implementation fees Training Optimzation IT / Web support Average Score 0.00 0.00 0.00 0.00 0.00 0.00 9. Fee Summary / License / Maintenance Agreement, Terms & Conditions
  • 4. EI Toolkit Vendor Evaluation Criteria 7 Basis For Score 0.00 0.00 0.00 0.00
  • 5. EI Toolkit Vendor Evaluation Criteria 7 Basis For Score 0.00 0.00 0.00 0.00
  • 6. EI Toolkit Vendor Evaluation Criteria 7 Basis For Score 0.00