Operating ProcedureExecution layer

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?

checklist

Async Screen Intake Triage (Onboarding)

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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.