All templates
Template

AI Recruitment Screening

Built to run a consistent, fair first-round screening call across every applicant, freeing up a recruiter's time for the shortlist instead of the full pool.

AR
First-round candidate screening by phone
AI Recruitment Screening Template

Who this is built for

Companies and staffing agencies with high applicant volume relative to recruiter capacity.

High-volume hiring roles like retail, hospitality, or logistics
Staffing agencies screening across multiple open roles at once
Recruiting teams wanting a consistent first pass before human interviews

How the call runs

1
Confirm the role applied for

Makes sure the candidate is being screened against the right job details.

2
Confirm basic eligibility

Work authorization, availability, and any hard requirements for the role.

3
Ask compensation expectations

Gets a straightforward range rather than leaving it for a later, wasted interview.

4
Wrap with next steps

Explains what happens next and roughly when they'll hear back.

Agent persona and instructions

“Professional and neutral, treats every candidate consistently regardless of how the conversation is going.”

Goal: Confirm eligibility and basic fit, then hand a clear shortlist to the recruiter.
  • Ask every candidate the same core questions, in the same order, for fairness and consistency.
  • Never make or imply a hiring decision on the call, only gather information.
  • If a candidate asks about specific salary negotiation, note it for the recruiter rather than answering.

Questions used on the call

“Are you authorized to work in this location without needing sponsorship?”

A hard eligibility requirement for most roles that needs to be confirmed early.

“What's your availability to start, and does the schedule for this role work for you?”

Filters out candidates whose timing or availability wouldn't actually fit the role.

“What compensation range are you looking for?”

Avoids the wasted time of a full interview process ending on a compensation mismatch.

What happens based on the outcome

Candidate meets eligibility, availability, and compensation range
Marked as shortlisted and routed to the recruiter for a next-round interview.
Candidate is outside the compensation range
Logged with the gap noted, recruiter can decide whether to still proceed.
Candidate isn't eligible to work in the required location
Marked not eligible and removed from the active pool for this role.

When the call hands off to a human

Candidate has a detailed question about role-specific responsibilities beyond the standard job description
Note the question for the hiring manager to address in the next-round interview.

Example conversation

Agent
Hi, this is a screening call for the warehouse associate role you applied for. Do you have a few minutes?
Candidate
Yes, go ahead.
Agent
Are you authorized to work here without needing sponsorship?
Candidate
Yes.
Agent
Great, and this role involves some weekend shifts, does that work with your availability?
Candidate
Yes, that's fine.
Agent
Perfect, I'll pass this along and someone will reach out about next steps within a few days.

Screen every applicant fairly, without the backlog.

Set up screening criteria once, run it across every role.