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How screening works

Summary
Screening is a stage in the Plumm Hire pipeline used to evaluate candidates through video or text responses. Enable screening for a job, schedule candidates, and review completed screening results from the pipeline.

In this article

• Before you begin
• Turning screening on for the job
• Scheduling or moving a candidate
• Understanding the candidate experience
• Reviewing the result
• Frequently Asked Questions (FAQ)

Before you begin

To use screening, you need:

  • Hire included in your organisation’s contract.
  • Schedule Screening permission to schedule screening.
  • Reschedule Screening permission to reschedule screening.

Important notes:

  • Screening questions are configured at the job level.
  • Screening Method tooltip:
    • When you trigger a candidate for screening, we'll send them a link to complete their video or text screening.
  • Have email templates ready if you want to notify candidates.

Turning screening on for the job

Enable screening while creating or editing a job:

  • Open Jobs.
  • Select Add Job or Edit.
  • The modal heading shows:
    • Add New Positions
    • Edit Positions

Complete:

  • Details
  • Job Description

Then open:

  • Pipeline
  • Screening

Screening appears when enabled.

Configure Screening Method:

  • Answer Type is required.

Available options:

Video

  • Candidates respond to screening questions through video.
  • Suitable for evaluating communication skills and personality.

Text

  • Candidates answer screening questions in writing.
  • Suitable for evaluating written communication and analytical skills.

Set screening reminders:

  • Use Send answers reminder.
  • Available options:
    • 1 Day
    • 2 Days
    • 3 Days
    • 4 Days
    • 5 Days
    • 6 Days
    • 7 Days

Save the job:

  • Screening appears as a column in the pipeline.

Scheduling or moving a candidate

Start the screening process from the pipeline:

  • Open the job pipeline.
  • Drag a candidate card onto Screening.
  • Or select Schedule Screening.

Plumm asks:

  • What would you like to do?

Available options:

Move

  • Moves the candidate to Screening without scheduling a screening.
  • Does not send notifications.
  • Candidate status becomes:
    • Moved

Schedule

  • Schedules the screening.
  • Sends a screening email notification.
  • Requires Schedule Screening permission.
  • Modal heading:
    • Schedule Screening
  • Candidate status becomes:
    • Scheduled

Additional options:

  • Use Bulk Schedule Screening for Candidates.
  • Add a candidate directly to Screening if the action is available.

Action menu:

  • Shows Schedule Screening when you have the required permission.

Understanding the candidate experience

The candidate completes screening through the provided link.

Screening page:

  • Page title:
    • Screening: {job title}

Video screening:

  • Candidate selects:
    • Start Now

Text screening:

  • Candidate sees:
    • Thank you for your cooperation. Click "Get Started" to enter the screening round.

Candidate actions:

  • Select Save & Next.
  • Or select Save & Complete.

Important note:

  • If the result page cannot be used, mark it for Review required. Do not assume inactive-link behaviour.

Reviewing the result

After the candidate completes screening:

  • Candidate status changes to:
    • Completed

Review screening results:

  • Open Candidate Screening Analysis from the pipeline.

Candidate profile can show:

  • Text Screening
  • Video Screening

Overview Screening Report:

Filters include:

  • Scheduled
  • Completed

Report columns include:

  • Scheduled On
  • Scheduled By

Screening completion email:

  • Sent to the recruiter.
  • Subject:
    • Screening Complete: {name} for {job title}

Frequently Asked Questions (FAQ)

  • Can I move a candidate into Screening without sending the screening link?
    Yes. Select Move. The candidate moves to Screening with the Moved status.
  • What is the difference between Video and Text screening?
    Video screening records candidate responses. Text screening collects written answers. The Answer Type is selected when setting up the job.
  • Who can schedule screening?
    Users with Schedule Screening permission can schedule screenings. Reschedule Screening requires separate permission.
  • Does Auto-Reject run during screening?
    Auto-Reject runs based on the job Auto-Reject conditions when a candidate is added, if Add Auto-Reject Conditions is enabled.