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Co-pilot: Candidate screening

Quickly identify strong candidates with automatic matching against your criteria

Nora avatar
Written by Nora
Updated today

A Company Admin user needs to activate Co-pilot in the Add-on feature center to get started.

Once activated, the Candidate screening feature can be toggled on/off under Settings → Recruitment → Co-pilot → Candidate insights.

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 most relevant applications.

Setup screening criteria

Go to the job in question, click the three dots on the Inbox stage, and select Screening criteria.

Only user roles with editing rights to the job can set this up. Read more about the user role permissions here.

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

Add your own criteria

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

Title: The title is only visible to the candidate and does not affect how the criteria is evaluated. Choose a short, clear name that describes what the criteria is about.

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

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.

Verify criteria

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 when a prompt may need further clarification. For example, if a prompt simply says “5 years experience”, the system will show a message suggesting you be more specific. You don’t have to act on every warning since there may be valid cases for keeping your prompt as is. However, in most cases, we recommend reviewing the prompt.

Once you’re finished, click Save and enable, and Co-pilot will begin evaluating all candidates in the Inbox based on your criteria.

View criteria evaluations

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

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

  • Cover letter

  • Answers to job application questions

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

Job process

Once the criteria have been added, the evaluation will appear on the candidate card preview in the Inbox stage. The evaluations will also be visible in the other stages by enabling Expanded view.

Sort based on criteria

You can sort candidates in the Inbox 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 Inbox stage, go to Sort, and select Screening criteria.

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!

Compare candidates

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.

Candidate card

On the candidate card, you’ll find a Screening criteria section.

Here, you can view Co-pilot’s evaluation and manually override the result if needed.

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