Selection Report

This document is Selection Report.
It is part of the supporting assessment resources for Assessment Task 4 of BSBHRM506.
Grow Management Consultants
Human Resources Selection Report
To (Delegate): Human Resources Manager

From: Principal Consultant
Date: 4 November 2018
Position
Job Title: Accounts Officer
Salary: $66,625 per annum plus superannuation of 9.5%
Location: Head office
Selection Panel
Please list names and positions of all panel members
Chair: Paul Burn, Principle Consultant

Member(s): Helen Skyes, Client Services Manager
Recommendation
That the above described vacancy be filled by Maggie Perez
The panel has sighted proof of the applicant’s qualifications.
Background
Reason for vacancy: New job
Date of approval to fill vacancy: 1 September 2018
Date application submission closed: 16 October 2018
Number of applicants received: 6
Additional information N/A
Basis for shortlisting

Must meet selection criteria
Applicants not given further consideration
Applicant name Basis for not considering further

Jamie Palms No experience in accounts management, degree in accounting
only.
Philip Baird Working as an Accounts Officer. Appears to be much lower level of
work and responsibility. No higher education qualifications.
Asha Singh Is an Administration Manager with some financial responsibilities –
does not have direct experience in accounts management.
International Institute of Sydney PTY LTD t/a Imperial Institute of Sydney

ABN: 23 610 424 336 | RTO CODE: 41568 | CRICOS CODE: 03944E
+61 272 522 525 | info@iis.edu.au | www.iis.edu.au Version: 1.1
Address: Suite 302, Level 3, 20, Macquarie Street, Paramatta, NSW 2150 1 | Page
Applicants shortlisted for further consideration
Three applicants were identified for further consideration and assessment by the panel on the merit
principle. That is, overall suitability for this vacancy having regard to work history, education and
qualifications, experience in related areas at appropriate levels of responsibility, knowledge, and skill and
potential for development as verified by appropriate referees.
Summary of the claims and information gathering about shortlisted applicants:
Applicant’s Name: Mr James Strong
Notes regarding previous work history, level, experience, education, qualifications:

 Bachelor of Accounting.
 Previous job was an Accounts Manager for 3 years.
 Has just come back from six months break travelling.
 Has used a wide range of accounting software.
 Past work history has required him to have high attention to detail and accuracy.
 No experience in supervising staff as Accounts Manager position was for a small business.
Summary of Referee Information:
 Absolutely ready and recommended for role.
 Excellent computer skills and knowledge of systems and regularly supports team members
 Enthusiastic, very good relations with others in the team, and smart and capable
 He is a quick learner and has made an effort to constantly upgrade his skills and knowledge
Applicant Selection Criteria Assessment:
Selection Criteria Assessment against each selection criteria Rating

Degree in accounting or finance BA (Hons) Accounting 3
Proven work experience in accounts Three years with small business as Accounts 3
management Manager
Recently has had break of six months
Advanced computer skills on MS Office, Discussed software packages used e.g. 3
accounting software and databases MYOB, QuickBooks, fully proficient
Ability to manipulate large amounts of data Yes, used software packages for this as well 3
as excel data sheets.
Proven knowledge of accounting principles, BA Accounting plus work experience 3
practices, standards, laws and regulations
High attention to detail and accuracy Showed work samples and discussed 3
practices to ensure accuracy
Ability to direct and supervise No experience in staff management although 2
worked within a team
Rating Scale: 3 = Fully Satisfies 2 = Partially Satisfies 1 = Does Not Satisfy (+ and - may be used)
General Comments:
James is keen to progress his career in accounts management. He is very enthusiastic and has good
communication skills.

Applicant’s Name: Ms Maggie Perez

 Bachelor of Accounting and Finance
 Currently working as an Accounts Manager with large corporation
 Has used a wide range of accounting software.
 Past work history has required her to have high attention to detail and accuracy.
 Supervises three staff.
 Highly recommended for role.
 Excellent computer skills and knowledge of systems
 Calm manner, high achiever, good team player
 Worked with large amounts of data and always accurate
 Shows high attention to detail

Degree in accounting or finance BA (Hons) Accounting and Finance 3
Proven work experience in accounts Currently working, has 10 years’ experience. 3
management
Advanced computer skills on MS Office, Discussed software packages used, including 3
accounting software and databases commercial and in-house, has also developed
excel spreadsheets for use
Ability to manipulate large amounts of data Yes, as above. 3
Proven knowledge of accounting principles, BA Accounting plus work experience 3
practices, standards, laws and regulations
High attention to detail and accuracy Talked through procedures for checking data 3
has been entered accurately
Ability to direct and supervise Experience in managing a team 2
General Comments:
Maggie is clearly experienced. Her calm manner would be a plus in what could be a stressful role.

Applicant’s Name: Mr Ben Joseph

 Advanced Diploma of Accounting
 Currently working as an Accounts Administrator, performing most of the required roles of this
position.
 Uses wide range of accounting software, including MYOB, Xero, Sage
 Supervises one staff member
 Ben is a good worker but sometimes lack initiative
 Good knowledge of systems
 Communication skills need improvement, as well as overall management skills
 Worked with large amounts of data and always accurate
 Shows attention to detail

Degree in accounting or finance No degree but has Advanced Diploma 3
Proven work experience in accounts Performs most of roles in current job 3
management
Advanced computer skills on MS Office, Has used many software packages and 3
accounting software and databases questions showed was able to compare and
contrast them all and say which he thought
best depending on organisation type
Ability to manipulate large amounts of data Yes, as above. 3
Proven knowledge of accounting principles, Qualification plus experience amounts to 3
practices, standards, laws and regulations proven knowledge
High attention to detail and accuracy Yes, 3
Ability to direct and supervise One team member, but unclear from 2
responses that he really knows how to
manage
General Comments:
Ben has potential but at this stage does not appear to be ready for the role.

Comparative discussion and reasons for recommendation
The preferred candidate, Maggie Perez, has high levels of experience working as an Accounts Manager
and is currently employed in a large corporation as an Accounts Manager. In total, she has
approximately 10 years’ experience in accounts management.
The panel recommends Ms Perez. She has been an excellent performer in her current and previous
employment, as verified by two referees. She has demonstrated through her performance that she has
the required capabilities and her tertiary qualifications, and her high attention to detail and management
skills will be useful to her in the role.
One other applicant, James Strong, has a comparable amount experience as an Accounts Manager and
referees verified that he is very capable. The panel has no doubt that he is also suitable but felt that
Maggie’s experience in supervising staff made her stand out as the preferred candidate. James appears
to have the ability to supervise staff.
The other applicant did not have a higher education qualification as per the qualification requirements of
the position, although he did have experience in most of the requirements of the position and a high level
VET qualification. However, the interview and referee responses showed that he may struggle with
managing staff.
Panel recommendation
For the reasons detailed above, and based on her overall suitability having regard to experience,
knowledge, skill, qualifications and potential, Maggie Perez is regarded as the most suitable applicant
and is recommended by the selection panel for the role of Accounts Manager.
All qualifications, certificates and other requirements for the job such as criminal history checks to verify
the applicant’s suitability have been sighted by the selection panel.
Signed:
Panel Members

Human Resources Manager approval - Summary of reasons for endorsing/not endorsing panel’s
decision
The Human Resources Manager should consider whether the selection process and procedure provided
an adequate assessment of the applicants’ suitability, and whether the selection is supportable on the
evidence. The response should be outlined below.
Signed:
Human Resources Manager
Date:


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This document is Selection Report.

It is part of the supporting assessment resources for Assessment Task 4 of BSBHRM506.

Grow Management Consultants

Human Resources Selection Report

To (Delegate): Human Resources Manager

Chair: Paul Burn, Principle Consultant

The panel has sighted proof of the applicant’s qualifications.

Basis for shortlisting

Applicants not given further consideration

Applicant name Basis for not considering further

International Institute of Sydney PTY LTD t/a Imperial Institute of Sydney

Applicants shortlisted for further consideration

Summary of the claims and information gathering about shortlisted applicants:

Applicant’s Name: Mr James Strong

Notes regarding previous work history, level, experience, education, qualifications:

Applicant Selection Criteria Assessment:

Selection Criteria Assessment against each selection criteria Rating

International Institute of Sydney PTY LTD t/a Imperial Institute of Sydney

Applicant’s Name: Ms Maggie Perez

Notes regarding previous work history, level, experience, education, qualifications:

Applicant Selection Criteria Assessment:

Selection Criteria Assessment against each selection criteria Rating

International Institute of Sydney PTY LTD t/a Imperial Institute of Sydney

Applicant’s Name: Mr Ben Joseph

Notes regarding previous work history, level, experience, education, qualifications:

Applicant Selection Criteria Assessment:

Selection Criteria Assessment against each selection criteria Rating

International Institute of Sydney PTY LTD t/a Imperial Institute of Sydney

Comparative discussion and reasons for recommendation

International Institute of Sydney PTY LTD t/a Imperial Institute of Sydney

Human Resources Manager

International Institute of Sydney PTY LTD t/a Imperial Institute of Sydney

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