Screening Automation Intake Audit (Onboarding)

Screening Automation Intake Audit (Onboarding)

1. 01

   Map the client's actual hiring funnel before configuring any screening logic

   Pull the last 90 days of applications and record stage-by-stage drop-off. Configuration decisions made against an assumed funnel rather than a measured one are the most common cause of rework in the first month.

2. 02

   Separate knockout criteria from scored criteria in writing

   Knockouts (licensing, work authorization, minimum years) should be binary and defensible. Everything else belongs in a weighted score so a recruiter can override it without breaking the pipeline.

3. 03

   Confirm the job board distribution list against the client's sourcing budget

   Single-click posting to 25+ boards is convenient but can flood a niche role with unqualified volume. Agree which boards are paid, which are free, and who approves spend above an agreed threshold.

4. 04

   Test the screening model against a labeled sample of 30 to 50 past candidates

   Include candidates the client hired and candidates they rejected. If the model ranks rejected candidates above hires at a meaningful rate, the criteria need revision before go-live, not after.

5. 05

   Document the human review checkpoint and name the reviewer

   Every AI-generated score that reaches a client-facing shortlist should pass a named recruiter. Research on agent-generated output consistently finds a large share of insights never convert to action without that checkpoint.

6. 06

   Set the candidate communication cadence and the personalization floor

   Define response windows (for example, acknowledgment within 48 hours) and the minimum manual touch on rejection messages. Over-automated engagement is the failure mode that damages the client's employer brand.

7. 07

   Record data residency, retention, and export terms for candidate records

   Note where candidate data sits, how long it is retained, and whether the client can export it on exit. Vendor concentration in access and dispute control makes exit terms a delivery risk, not a legal formality.

8. 08

   Run a two-week parallel cycle before cutting over

   Operate the new screening flow alongside the client's existing process and compare shortlist quality and time-to-shortlist. Cut over only when the parallel cycle shows no regression on either measure.