# Co-pilot: Candidate screening

A Company Admin user needs to activate Co-pilot in the [Add-on feature center](https://support.teamtailor.com/en/articles/3825410-add-on-features) to get started.
​
Once activated, the *Candidate screening* feature can be toggled on/off under **Settings → Recruitment → Co-pilot →** **Candidate insights**.

Note that the screening criteria are added using the [Triggers](https://support.teamtailor.com/en/articles/1475768-triggers) feature.

This feature helps streamline your recruitment process by evaluating candidates against the criteria you set. This allows you to make informed decisions faster and focus on the top applications.

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2549900636/fb93ba2737f30f781a82863d88cd/image.png?expires=1793904300&signature=c5360b9e0273378774b813e3eb05afc61417029149e4aa8f3fff21ed2cd4f8b9&req=diUjH8B%2BnYdcX%2FMW1HO4zVWZeP901ZuWmNwZ1fEng7moQ7dDRaKyzdnS5lyw%0AZS5lScS4JVnjUfg3MGg%3D%0A)

# Set up screening criteria

Screening criteria can be configured for any stage of your recruitment process. This allows you to screen candidates when they first apply and re-screen them later on using different criteria. For example, you can evaluate a candidate against new requirements after a conducted interview.

To add screening, open the job in question and click the three dots on the desired stage. Here, select *Screen candidate* under **Triggers**.

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2547789376/bb5abe8d81cfe42746afb0f260a7/image.png?expires=1793904300&signature=0a66cc6956e7df8c72eca2a6723d9585dba6be4e6a3a2541fb74fc58aa56e16b&req=diUjEc52lIJYX%2FMW1HO4zUl%2BbbukzsJziWuM2PYd3S%2F9Chfy8FaFuKlI6FA1%0A%2FTSPkH%2FFe3a0nVZI5bc%3D%0A)

Only user roles with editing rights to the job can set this up. Read more about the user role permissions [here](https://support.teamtailor.com/en/articles/113627-teamtailor-user-roles).

Start by either clicking **+ Add criteria** to create your own criteria or asking Co-pilot by choosing **Suggest criteria**.

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2547869808/a7ac6643cdcdf10d531aa8223f8f/image.png?expires=1793904300&signature=b9915f61b2fcf5239f903b7c1b34a875a5edce18c6ff14e9b591481950ec927b&req=diUjEcF4lIlfUfMW1HO4zTpYSMP%2F8fRpH7jnm1gvZ0FrDJ4ISUpXAGhhfzW%2F%0AjG4EoCfoQINo3f9aySI%3D%0A)

## Add your own criteria

If you want to create a custom criterion, select **+ Add criteria**.

- **Title:** Choose a short, clear name that describes what the criterion is about. The title does not affect how it is evaluated.

- **Prompt:** The prompt is the most important part of the criterion. It’s what Co-pilot uses to evaluate responses, so make sure it clearly describes what should be assessed.

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2547880153/e7e957e298c13d450f84f50922a6/image.png?expires=1793904300&signature=a20a5371c8ffeea59983344e737e3aff84a65c7798fd27ebcbc88a9971505a8e&req=diUjEcF2nYBaWvMW1HO4zV6qJIeTHoL3EhgojGdmwXRp7%2BlIdZPLnSe0RZ%2F5%0AWwRh3kume5NQNTwOFB0%3D%0A)

Here are some examples of criteria:

- **Title:** Computer Science education

    **Prompt:** Holds a Bachelor's degree in Computer Science.

- **Title:** Based in San Francisco

    **Prompt:** Resides in San Francisco or is willing to relocate.

- **Title:** Driver's license

    **Prompt:** Holds a valid driver's license.

## Ask Co-pilot to suggest criteria

If you select **Suggest criteria**, Co-pilot analyzes the job description and suggests relevant criteria for you to use or adjust.

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2547882969/bd011b9c5ee5f35f8d8558cdade1/image.png?expires=1793904300&signature=cc816cbef3c9ec29ae679596b7030fec18722e115f88d872b48e0d447b2831f9&req=diUjEcF2n4hZUPMW1HO4zWl5qh2tfGTpuL%2FWA5Ug81HLaOUIzz8lNIJWTGP7%0A2uPI3lBME9uJk992AvI%3D%0A)

## Verify criteria

After adding all criteria, Co-pilot will verify them before you can save the trigger. This helps ensure your prompts are set up correctly and will work as intended.

A message will appear if a prompt may be considered discriminatory or requires further clarification. For example, if a prompt simply says **"Has experience,"** the system will make a new suggestion. Then you can choose to apply the suggestion or keep the current prompt.

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2623193674/8dc4f1ba4d2633f417678e9af54c/image.png?expires=1793904300&signature=cc22ab9f3818604a74f00bc55cd5c5eddaee49696e807a212fde7edc0ed31c1f&req=diYlFch3nodYXfMW1HO4zcNH2Xjxuy05E2pFlmXCBKXeRmgbtoIVxJaGA1s%2F%0AW7q34VkgduW0ODJayr0%3D%0A)

Once you’re finished, click **Add trigger**, and Co-pilot will evaluate all candidates added to the stage.

# View criteria evaluations

Co-pilot evaluates the candidates against your set criteria based on the following data:

- Resume text (supported file formats: "docx", "pptx", "pdf", "pages", "txt", "rtf")

- Cover letter

- Answers to the job application questions (supported question types: Range, Boolean, Choice, Text, Number, Date)

- [Comments](https://support.teamtailor.com/en/articles/118465-add-comments-on-your-candidates) connected to the job

- [Candidate address](https://support.teamtailor.com/en/articles/5187396-create-a-smooth-application-experience#h_8b9333ea87)

- [Candidate tags](https://support.teamtailor.com/en/articles/3239960-use-tags-to-categorize-data-in-your-teamtailor-account)

- [Candidate custom fields](https://support.teamtailor.com/en/articles/3468522-custom-fields) (private custom fields are excluded)

When any of these data points are updated on the candidate, the screening will run again in the background.

Co-pilot only sets "**✓**" or "**✕**" when there is sufficient information to support the evaluation. When information is missing or ambiguous, a "**–**" icon will be displayed along with the reasoning so you can make the final assessment.

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2409750927/335cc74ed5c05464c6486af30e7f/image.png?expires=1793904300&signature=4bb96812fcc4647a1679322f58b9d50ea40847737714cfe0e03fcbc120a5b268&req=diQnH857nYhdXvMW1HO4zd528U17Bc4P3kB0vDCzT1M%2BnBnDG4oyZVO6ryLo%0A11o0W0htcpLGdVSpmoA%3D%0A)

## Job process

Once the criteria have been added, the evaluation will appear on the candidate card preview in the stage. The evaluations will also be shown when enabling the **Expanded view**.

A quick overview of the criteria marked with "**✓**" or "**✕**" is shown here. To view the full breakdown, including any unknown criteria, open the [candidate card](#h_c62e3fa999).

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2549919590/335e2a5319934676fb64bc8ea254/image.png?expires=1793904300&signature=7aabe74d3a87da72c279fdd298e139bbc6e2b289201c5c8f3a26e6a0920fc3ae&req=diUjH8B%2FlIRWWfMW1HO4zZi%2BBSpSipj4raSfR2jsCO1xPQMaZ2o7viHRbZ0D%0AEjFzk%2FSderHtUCDJo6s%3D%0A)

### Sort based on criteria

You can sort candidates in the stage so that those who meet the most criteria appear at the top, highlighting your top candidates.
​

To do this, click the three dots in the stage and go to **Sort** **→** **Screening criteria**.

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2549921872/95935cb2dd9fbdd08509f05a4c07/image.png?expires=1793904300&signature=f17289aae8422715cb31aca2e3a865a6e350c805f812a77d8ba0cea3d1837aeb&req=diUjH8B8nIlYW%2FMW1HO4ze%2F7CaCCVaJWp1nuL9XOo%2FvUOWT0D3xZcwY8z%2Ba7%0ApCPT0zwZ%2FTyT6uSD9%2FM%3D%0A)

**Help us improve Co-pilot**

Share your feedback on the help you received from Co-pilot directly in the platform. Your input will help us make your experience even better!

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2549940233/67074d9fec90453ae80a5c134770/image.png?expires=1793904300&signature=8d21b1baf5635b91a23b68884636e834a0b8532394169fbbb07bfabf1d2023da&req=diUjH8B6nYNcWvMW1HO4zatLZ8AMXUgDez3RLpDKupUCviYx5R5tUKHudGRu%0AUqj6FCJxokg9MsFk9ig%3D%0A)

### Compare candidates

If you’re using the [Compare candidates](https://support.teamtailor.com/en/articles/8560542-compare-your-candidates) feature, the screening criteria and evaluations will be included in the data table, so you can compare candidates side by side.
​

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2549945691/92b184c92f300ae965cc7fef1889/image.png?expires=1793904300&signature=1216da98c76452e47c13a1e081c7fb72b55dc84caffe059ad109cd31e148348b&req=diUjH8B6mIdWWPMW1HO4zVRIeAiRTxDx%2BltNIhv0R1pDytsVw%2Fq8pQVPxF1h%0AE9Q%2Bi2pQEIUVlB1olKo%3D%0A)

## Candidate card

On the candidate card, you’ll find a **Screening criteria** section where you can view Co-pilot’s evaluation and manually override the result if needed.

Each criterion displays the evaluation status, Co-pilot’s reasoning, and a **Change evaluation** dropdown for any manual adjustments that may be needed. The dropdown includes the following three options:

- Meets criteria

- Doesn’t meet criteria

- Unknown / Insufficient data

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2549947589/eb01af52249cdec1abc80984110c/image.png?expires=1793904300&signature=9f8f3baa850d0540f50766856c713f860d5527994735a74da05d0826dbc84ee6&req=diUjH8B6moRXUPMW1HO4zYb5fyVXa23j0CMVpsLj8ft%2BKOYaL0K2c1piMHqw%0AJmNAV0iTIXJ9aUqKDmc%3D%0A)

# Smart move trigger for screening criteria

You can use the [Smart move](https://support.teamtailor.com/en/articles/2144054-use-smart-move) trigger to automatically move candidates to another stage based on the results of Co-pilot's evaluation of your selected screening criteria.

In the example below, candidates will be moved to the **Code Test** stage when Co-pilot determines that they meet the selected screening criteria.

![](https://downloads.intercomcdn.com/i/o/c3b2d8b8e567c16a39d8495a5b1b2b3865dd4dc7/2554968626/7b1b566e50c38d7cc9351176f13d/triggers.png?expires=1793904300&signature=d6fd7ac59efe188d73a0e606c8bf11112fe9f631a4c3a5d9e4e54b1c00941456&req=diUiEsB4lYddX%2FMW1HO4zVDgBCTFJjjLTBJiYntCJ%2B4Oim7Ga54pQS8plb4L%0AOVJKAelRHjtHArm0Zso%3D%0A)

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