Selection policies, processes and screening
3CO04 – Essentials of people practice
This CIPD Level 3 video on selection policies, processes and screening forms part of unit 3CO04 – Essentials of people practice, specifically addressing assessment criteria AC 2.1. The video explores different selection methods and explains when it is appropriate to use them, covering both traditional and modern approaches including screening applications, developing long and shortlists, competence-based assessment, psychometric tests, and diverse interview formats such as face-to-face, telephone, panel and AI-managed selection. By watching this video, you'll gain practical knowledge of contemporary recruitment techniques and develop the expertise needed to design effective selection policies and processes within your organisation.
What this video covers
Structured selection is a core responsibility for people professionals, and this video for 3CO04 Essentials of People Practice addresses Assessment Criterion 2.1 by examining the policies, processes and screening methods that underpin consistent and legally compliant hiring. The video covers what a selection policy contains, including equality and diversity commitments, defined roles and responsibilities, approved assessment methods, data protection requirements aligned with UK GDPR, and provisions for reasonable adjustments under the Equality Act 2010.
The video traces the selection process through its key stages, from defining requirements via job descriptions and person specifications, through to candidate assessment, comparison and the formal offer. Particular attention is given to screening, where the video examines how a scoring matrix or criteria-based checklist can be applied systematically to application review. The distinction between longlisting and shortlisting is addressed directly, including the use of multiple independent reviewers and the documentation of decision-making as both a fairness measure and an organisational safeguard.
The practical and financial consequences of poor hiring decisions feature alongside the principles of evidence-based assessment, with the video drawing a clear connection between well-constructed selection criteria and the quality of decisions made at each subsequent stage. Competence-based approaches and the range of candidate assessment methods covered under AC 2.1 — including psychometric tests and the various interview formats such as face-to-face, telephone, panel, web conferencing and AI-assisted interviewing — are identified as subjects that the video either introduces or positions for further treatment in the series.
Assessment Criteria 2.1
Explain different selection methods and when it is appropriate to use them.
Indicative Content
Traditional and modern approaches; selection policies; selection process; screening applications and developing long and shortlists; competence-based approaches; candidate assessment methods; psychometric tests; interviews (for example face-to-face/telephone, individual/panel, web conferencing, computer-managed AI).
What You'll Learn
Video covering: Selection policies, processes and screening
About 3CO04 – Essentials of people practice
This unit introduces the fundamentals of people practice, ranging from the employee lifecycle to policies, regulation and law. It further explores a diverse array of specialist subjects such as recruitment, talent management, reward and learning and development, essential to a career in people practice. Importantly, this unit enables practitioners to apply their knowledge and skills, building their confidence and ability to practise progressively.
More 3CO04 Videos
Competency-based approaches and assessment methods
AC 2.1 – Explain different selection methods and when it is appropriate to use them.
Traditional and modern selection methods
AC 2.1 – Explain different selection methods and when it is appropriate to use them.
Documentation, collaboration, and organising next steps
AC 2.2 – Develop selection criteria and shortlist candidate applications for interview fo...
Shortlisting processes and best practice
AC 2.2 – Develop selection criteria and shortlist candidate applications for interview fo...
Understanding selection criteria and person specifications
AC 2.2 – Develop selection criteria and shortlist candidate applications for interview fo...
Building Rapport and Questioning Techniques
AC 2.3 – Participate effectively in a selection interview and the decision-making process...
Interview Formats and Effective Structure
AC 2.3 – Participate effectively in a selection interview and the decision-making process...
Listening, Note-Taking, and Making Fair Decisions
AC 2.3 – Participate effectively in a selection interview and the decision-making process...
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