Async Screen Intake Triage (Onboarding)
A checklist with 7 steps: Split the open reqs into volume and seniority bands before any async tool is configured.
By InnovaAI ResearchPublished
What are the steps?
Async Screen Intake Triage (Onboarding)
- 01
Split the open reqs into volume and seniority bands before any async tool is configured
Async video and interactive forms fit high-throughput junior or shift-based roles; director-level and specialist searches stay on live calls because those candidates read one-way video as a downgrade of the client brand.
- 02
Confirm the client will accept recorded responses in place of a first-round recruiter call
Get written sign-off on the screening format, the expected response window, and who reviews submissions, so a rejected shortlist does not become a scope dispute on the retainer.
- 03
Set the response deadline and reminder cadence in the scheduling layer
A 72-hour window with one reminder at hour 48 keeps drop-off predictable; platforms such as Willo and Hireflix expose this as a per-campaign setting rather than a manual chase.
- 04
Write three to five scored questions mapped to the client's must-have criteria
Each question carries a 1 to 5 rubric so two different junior screeners reach the same ranking; VideoAsk's interactive video forms and HyRiX's AI-generated role questions both support this structure.
- 05
Load the candidate list and verify contact data before the first send
Bounced invites burn the client's employer brand and inflate the apparent drop-off rate, so run a dedupe and email validation pass on the source list first.
- 06
Assign a named reviewer and a 24-hour scoring SLA per batch
Unscored submissions sitting for a week is the most common failure point in fractional recruiting engagements; the SLA belongs in the delivery calendar, not in someone's inbox.
- 07
Log the screening format, rubric version, and reviewer in the client file
When the client asks why candidate 14 was cut, the answer needs to be reconstructable without re-watching the tape.
More for Screening Interview Assist
- Operating ProceduresHyRiX Founding Partner Plan Activation and Client Portal Setup (Onboarding)
- Operating ProceduresCandidate Data Retention and Consent Closeout (Handoff)
- Operating ProceduresShortlist Quality Gate Before Client Review (QA)
- StrategiesHyRiX: The White-Label AI Screener That Turns Recruiting Ops into a Recurring Revenue Line