Setting up Screening Criteria

1. In the left-hand rail, select Smart Screening.
2. Choose the job you want to edit.
3. Review the screening criteria pulled from the job description.
4. Select Edit on the right-hand side.
5. On the Edit page, update the criteria directly or use the AI chat to make changes.
   
   1. Tip: Use this section to define required and preferred criteria.
6. Select Save.

Activate follow-up questions via voice, chat, or video right after they apply. These questions are generated based on your scoring instructions, and they will be automatically updated when those instructions change. Certain questions will be skipped if evidence can be found in the resume.

To use follow-up questions:

1. In the left-hand rail, select Smart Screening.
2. Choose the job you want to edit.
3. Scroll down to Enable follow-up questions by AI Recruiter.
4. Choose how candidates should respond: text, video, or audio.
5. If your screening criteria are up to date but you want to change the questions, click Edit.
6. Make your changes and select Save.

Indicate which license or certification the role requires and allow applicants to provide additional details about their licenses and certifications.

To enable:

1. In the left-hand rail, select Smart Screening.
2. Choose the job you want to edit.
3. Scroll down to Licenses and certifications.
4. Select Add.
5. Choose from a curated list.
6. Select Save.

Once your criteria are set up:

• Preview the candidate experience to see how applicants will interact with your screening.
• Set up automated communications based on screening results.
• Configure which candidates automatically forward to your ATS.

Learn more about Smart Screening automation features.