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Assignment - TA Ops Role

The document outlines steps to automate tracking candidates through a hiring funnel using spreadsheets. It provides instructions over multiple levels of difficulty to generate IDs, move data between sheets to track progress, backfill a master sheet with status updates, and generate reports and emails based on the data.

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Shivesh Mishra
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
25 views

Assignment - TA Ops Role

The document outlines steps to automate tracking candidates through a hiring funnel using spreadsheets. It provides instructions over multiple levels of difficulty to generate IDs, move data between sheets to track progress, backfill a master sheet with status updates, and generate reports and emails based on the data.

Uploaded by

Shivesh Mishra
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Assignment - TA Operations Role

Objective
Create an automated spreadsheet that effortlessly tracks the progression of your funnel,
allowing for easy generation of reports directly from the master data sheet.

Kindly follow the steps mentioned at each level for better understanding, after which you will be
able to understand the requirement and complete the assignment effectively, though the choice
of formulas shall be your idea and experience.

Level 1 : Beginner - Generation of UIDs and movement of Data

1. What do you have to do in the “Master Data” sheet ?


a. Step 1 : In a first glance understand the headings mentioned in column A to
column K, this will allow you to understand the type of data in the sheet.
b. Step 2 : Now, in the same sheet generate the UIDs for all the 100 candidates
given in the sheet using the right formula and syntax. UID shall be the
combination of column F and Column C.
2. What do you have to do in the “Raw Data” sheet ?
a. Copy and Paste all the 100 generated UIDs from “Master Data” to “Raw Data”
starting from column A2,
b. Write a formula in column B2 which shall update the correct details of the
candidates in column “B” to Column “M” automatically, without manual
copy/paste.
c. Ensure that the formula has to be dragged from B2 to K101 to get the correct
details of all 100 candidates from the “Master Data” sheet.
d. Do not delete/disturb the column “L” and “M” in “Raw Data” as they will act as a
reference for further data movement in the next stage.
3. What do you have to do in the “Screening Interview” sheet?
a. Write a formula in column A2 that can filter and bring all the UIDs with “Current”
hiring cycle (consider column “L” for the reference in “Raw Data” sheet)
b. Then, write a formula in column B2 to update the details of the candidate from
column “B” to column “M”
c. Do not delete/disturb column “N” as this will act as a further reference.
d. In the similar manner, write formulas in the A1 column of further sheets to ensure
that selected candidates at each stage are moving ahead in the hiring pipeline.
e. For Round 1 Stage, reference shall be column “N” of the “Screening Interview”
Sheet - “Shortlisted” candidate should move to “Round 1”
f. For HR Round, reference shall be column “O” in the “Round 1” sheet, “Select’
candidates should move to HR Round
g. For Offer, reference shall be column “O” in the “HR Round” sheet, “Select’
candidates should move to Offer stage.
h. For Onboarding, reference shall be column “Q” in the “Offer” sheet, “Offer
Accepted’ candidates should move to Onboarding stage.

Note : Do not make any changes in the column marked in “Blue Colour” at any stage as they
are for the reference, while you move data from one stage to another.

Level 2 : Intermediate - Backtrack and Updation of “Master Sheet”

1. Open the “Master Data” and understand the data required in Column “M” to Column “S”
2. Now, write the formulas in each column from “M” to “S”, or drag it to get further details:
a. Column M - Get the information of “Sourcing done by” from “Raw data”.
b. Column N - Get the status of Screening Interview from the respective sheet.
c. Column O - Get the status of Round 1 from the respective sheet.
d. Column P - Get the status of HR Round from the respective sheet.
e. Column Q - Get the status of Offer from the respective sheet.
f. Column S - Get the status of Onboarding from the respective sheet.

Level 3 : Advance - Cumulative analysis and Emails

1. Once the “Master Data” is updated, check the “Report” sub sheet.
2. What do you have to do in the “Report” ?
a. Report 1 : Overall Funnel Analysis
i. By using the appropriate formulas get the required data in column B and C
b. Report 2 : Sourcing Analysis
i. By using the appropriate formulas get the required data in column F and G
c. Report 3 : Team Peformance
i. By using the appropriate formulas get the required data in column J to P.
3. As a final challenge, write a formula in column T of the “Master Data” sheet to identify
the current stage of each candidate updated in the column M to S.
4. Using Appscript : Write a code to send “Rejection Emails” to the candidates who are
rejected at any stage while using Column T as reference.

This may look “Not so Easy” but if you know it “It’s a cakewalk”

“Best of Efforts to you”

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