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Job Setup

Setting up a screening

How to create a reusable screening template with AI interviews and document checks.

Screenings let you evaluate candidates from your talent pool against a reusable set of requirements — without needing to create a job first. They're ideal for pre-qualification, compliance checks, and batch screening across your candidate database.

What is a screening?

A screening is a template that defines a checklist of requirements a candidate must complete. Requirements can be AI interviews (the same conversational interviews used in jobs) and document checks (AI-evaluated document submissions). Once a screening is set up, you can enrol candidates individually or in bulk, and track their progress on a dashboard.

Unlike jobs — which represent a specific role you're hiring for — screenings are designed to be reusable. For example, you might create a "Forklift Operator Qualification" screening and enrol candidates in it whenever you need to verify their credentials.

Creating a screening

Navigate to the Screenings page from the sidebar and click New Screening. Enter:

  • Name — a descriptive name for the screening (e.g. "White Card Verification")
  • Description (optional) — internal notes about the purpose of this screening

After creating the screening you'll be taken to the Requirements settings page where you define what candidates need to complete.

Adding requirements

Click Add Requirement and choose the type:

AI interview requirement

  1. Click Add Requirement and select AI Interview
  2. Give the requirement a name (e.g. "Safety Knowledge Interview")
  3. Click Create & Configure Interview
  4. You'll be taken to the interview configuration page where you can add questions, set up evaluation criteria, choose a voice, and configure pass criteria

For a detailed guide on interview configuration, see Setting up an AI interview.

Document requirement

  1. Click Add Requirement and select Document Check
  2. Enter the document name (e.g. "Driver's Licence")
  3. Optionally add evaluation criteria — these tell the AI what to check for when reviewing the document. For example, "Card must not be expired" or "Name on document must match candidate name"
  4. Mark any criteria as knockout if failing that criterion should fail the entire requirement
  5. Click Create Document Requirement

For more on document evaluation, see Setting up document evaluation.

Pass criteria

Each requirement has configurable pass criteria:

  • Minimum score — for interview requirements, the minimum interview score needed to pass (default: 60)
  • Knockout rule — choose whether to ignore knockout question results (score-only) or fail on any knockout question that the candidate fails

Screening dashboard

Once you've added requirements and enrolled candidates, the screening dashboard shows:

  • Stats cards — total enrolled, passed, in progress, and pending counts
  • Enrollment list — every enrolled candidate with their status and progress
  • Requirement dots — colour-coded indicators for each requirement (green = passed, yellow = in progress, red = needs attention, grey = pending). Hover over a dot to see details

From the dashboard you can sort and filter enrolments, send bulk interview invitations via SMS or email, and remove enrolments.

How screening status works

Each enrolment progresses through three statuses:

  1. Pending — the candidate has been enrolled but hasn't started any requirements
  2. In progress — at least one requirement has been started or completed
  3. Passed — all requirements have been passed. When this happens, any pending notifications are automatically cancelled

Next steps