The Screening section is the final section of the Job Builder and is where you will configure the job's screening questions and outcomes. The screening questions are the questions your AI Assistant will ask candidates to determine if they meet the minimum qualifications for the job. The outcomes will determine what status a candidate should move to based on their answers to the screening questions.

Add screening questions and outcomes to a job

To set the screening questions and outcomes for a job, follow the steps below.

1. Select + Add Question next to the Screening Question subsection. 
2. The screening question builder will open. Enter a name for your question (i.e., “Education”, “Experience”, etc.).
3. Type the question that should be asked by your AI Assistant in the Conversation box. 
4. If you have job boards enabled, a Job Board Question may display under the Conversation box. By default, this will pre-populate with the entered screening question, but this can be adjusted to reflect how the question should be sent to job boards facilitating a non-conversational application. ie: Indeed Apply.
   • Note: Please ensure Candidate Attribute tokens are added to the Job Board Question. These values will not populate for non-conversational apply experiences.
5. Select the Reply Type, or the format type of the candidate's answer. Options include:
   • Free Text – The candidate will be able to type out a response.
   • Document Upload – The candidate will have the ability to upload a file. See below for more information.
   • List Select – The candidate will make one selection from multiple options.
   • Video – The candidate will respond in a video format.
6. Select a System Attribute to apply the candidate’s response to, if relevant.
7. Select Save to add the question
8. Repeat steps #1-7 for all questions.
9. (Optional) Update the default outcome. The default outcome is the outcome status candidates should be moved to if they do not meet any other configured criteria. By default, the Move to Status selected option will be Capture: Capture Complete. To update this status,
   1. Click into the Default Outcome.
   2. In the drawer that opens, select a new status from the Move to Status selector.
   3. Update the message sent when a candidate moves into this status, if relevant.
   4. Select Save in the bottom right corner of this drawer.
      • Note: We often recommend setting this criteria to a candidate review status so candidates are not mistakenly moved to a qualified or disqualified status.
10. To configure additional outcomes, select + Add Outcome next to the Outcomes subsection.
    • Note: If your team is utilizing Job Qualification Levels, then choose the qualification level tied to this outcome as well.
11. Enter a name for the outcome (i.e., “Age Fail” or “Meets Requirements”).
12. Choose the name of the desired screening question along with the rest of the IF statement.
13. Add additional AND and OR statements if there are multiple responses in your outcome.
14. Type the message that your AI Assistant should close the conversation with when they meet the criteria of the outcome.
15. Select the status that your AI Assistant should move the candidate to when they meet the criteria of the outcome.
16. Select Save in the top right corner of the outcome box.
17. Repeat steps #10-16 for all necessary outcomes for the job.
18. Select Save in the bottom right corner of the drawer.

Document Upload question type

The Document Upload question type will prompt the candidate to upload a document. When this is selected, a Document Upload Options section will display under the Reply section.

This section will include the following fields/settings:

• Document Name – The name of the document that candidates will upload. If the Is this document a resume? toggle remains disabled, then this field will be required. Either document (resume or other) will be listed in the Hire Details section of the Candidate Profile.
  • Note: Documents will also support being saved and stored to an attribute.
• Is this document required? – Toggle this on to require the candidate to upload the corresponding document. If the document upload is not required, the candidate will be able to skip the resume upload at the time of screening.
• Is this document a resume? – This will be toggled off by default. Toggle this on to follow the resume logic, which entails your AI Assistant asking the candidate to upload their resume. If this toggle remains off, then the Enable Resume Parsing toggle will not display. If a candidate skips uploading their resume or document, then they can receive document reminders, if set up.
  • Note: Document reminders are included in Assistant Reminders to ensure that candidates are reminded to complete a document upload request. Reminders are supported via Email, SMS, and WhatsApp (if enabled for your account).
• Enable Resume Parsing – This will only display if the Is this document a resume? toggle is enabled and will allow the resume to be parsed to the Candidate Profile. Resumes will also be uploaded to the Resume section of the Candidate Profile and can be saved and stored to an attribute. Learn more about Resume Parsing here.

Screening question actions

Once screening questions are created and saved, you will have the following actions available for each question from the question's action menu, or ellipses:

• Edit Question – The ability to open the edit slide out to make changes to the question.
• Hide Question – The ability to hide a question from being asked without deleting the question.
• Reorder Question – The ability to change the order of screening questions without re-adding or removing questions.
• Delete Question – The ability to completely remove a question from the screening section of a job.
  • Note: If a question is deleted after candidates have answered the question and completed Apply, then the question will remain in the candidate’s profile for reference.