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Screeners

A screener is a short set of questions a candidate answers before scheduling. Build one once at the project level and attach it to any segment.

Open from a project: Sourcing → Screeners.

Create a screener​

  1. Click New Screener and give it a name.

  2. Click Add Question and pick an answer type:

    • Text — free-form response.
    • Single Choice — radio buttons; you supply the options.
    • Multiple Choice — checkboxes; you supply the options.
    Add Question form with Text / Single Choice / Multiple Choice answer types

  3. Toggle Required to block submission without an answer.

  4. Drag to reorder. Changes save as you edit.

Attach to a segment​

Toggle Use a screener in segment creation (Step 2), or change it later from the Segment Details drawer. Every candidate added to that segment will see the questions on their personalized scheduler page:

Candidate scheduler page with interview details, screening questions, and preferred-schedule form

Edits to a screener apply everywhere it's attached. To use a different version for a different segment, create a new screener.

Review responses​

Answers appear in the candidate detail drawer, and can be surfaced as columns in the candidates table for sorting and filtering.

Manage screeners​

From the Screeners list, use the pencil to rename or the trash icon to delete. Existing responses are preserved on the candidate record; new candidates in that segment skip the screener until you attach a different one.