Operating ProcedureExecution layer

Async Screen Rollout Gate (Onboarding)

A checklist with 7 steps: Classify each open role by seniority and volume before any async screen goes live.

By InnovaAI ResearchPublished

What are the steps?

checklist

Async Screen Rollout Gate (Onboarding)

  1. 01

    Classify each open role by seniority and volume before any async screen goes live

    Reserve one-way video and automated scoring for junior, high-volume, or repeatable roles. Senior and niche searches stay on live recruiter calls, because over-automation on those roles reads as a brand risk to the client.

  2. 02

    Map the client's existing screen to a written rubric with scored criteria

    Convert the hiring manager's gut feel into 4 to 6 scored dimensions so a ranked shortlist can be defended in a review call. Platforms such as Raffi score applicants against role-specific rubrics, which only works if the rubric exists first.

  3. 03

    Confirm white-label and data-handling terms in writing

    Full white-label portals (HyRiX, Raffi) keep the client's brand on the candidate experience; partial white-label (VideoAsk at the Brand tier) may show vendor marks. Record who controls pricing, feature access, and dispute resolution, since vendor concentration turns a routine plan change into a delivery risk.

  4. 04

    Set the candidate communication script and response window

    Tell applicants what the async step involves, how long it takes, and when they hear back. A 24-hour interview turnaround is a selling point only if the rejection message is equally prompt.

  5. 05

    Run a 10-candidate pilot on one role before scaling to the full req list

    Label the pilot as a pilot, not a launch. Skipping that stage is the most common agency mistake when deploying AI into client environments, and it is how scope disputes start.

  6. 06

    Insert a human review checkpoint between AI scoring and any client-facing shortlist

    Fewer than half of agent-generated insights lead to meaningful action, so a recruiter must read and sign off every ranked list before it reaches the client portal.

  7. 07

    Document the retainer line item and per-screen cost before the first invoice

    Price the screen as a fractional recruiting add-on with a stated per-role or per-candidate rate, and reconcile it against platform fees so the margin survives month two.