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.

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.

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

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

Here are some examples of criteria:

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

After adding all criteria, you’ll need to verify them before saving. 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 suggest making it more specific. You don't have to act on every warning, as there may be valid reasons to keep your prompt as it is. However, in most cases, we recommend reviewing the prompt and making it more specific where appropriate.

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

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

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

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.

You can sort candidates in the stage so that those who meet the most criteria appear at the top, highlighting your top candidates.
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To do this, click the three dots in the stage and go to Sort → Screening criteria.

If you’re using the Compare candidates feature, the screening criteria and evaluations will be included in the data table, so you can compare candidates side by side.
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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:

You can use the 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.