Screening Questions
Overview
The Screening Questions section stores question sets that can be assigned to job applications.
Go to Careers → Screening Questions.
Use the links below to jump to a section:
- Screening Questions Section
- Create a Question Set
- Score-Based Screening
- Add Questions
- Question Field Types
- Required Questions
- Answer Choices and Scoring
- Number Rules
- Assign Questions to a Job
- Review Submitted Answers
- Save and Test the Question Set
- Troubleshooting
Screening Questions Section
The Screening Questions section stores reusable question sets for applications.
From this section you can:
- View existing question sets.
- Create a question set.
- Add, remove, and reorder questions.
- Set required questions.
- Add answer choices.
- Configure scoring and knockout rules.
- Assign a set to one or more jobs.
A question set is not shown to candidates until it is assigned to a job.
Create a Question Set
- Open Careers → Screening Questions.
- Select Add New.
- Enter a name for the question set.
- Add and configure the questions.
- Select Save.
Use a clear name that identifies the job or application process, such as Customer Support Screening or Senior Developer Questions.
Score-Based Screening
The Score-Based Screening section uses scored answers to help sort candidates.
The score is calculated as a percentage based on the points earned compared with the maximum possible points for scored questions.
Approval Threshold
Use Approve candidates who score above to set the percentage at which a candidate is treated as approved.
Rejection Threshold
Use Reject candidates who score below to set the percentage below which a candidate is treated as rejected.
Both thresholds are optional.
Manual Review Range
Use Manual review for candidates who score between to identify candidates who should be reviewed manually.
Check that the range fits logically between the approval and rejection thresholds.
Fit Ranges
Use Fit Ranges to assign labels based on the candidate’s percentage score.
Each range can include:
- Score from: The lowest matching percentage.
- Score to: The highest matching percentage.
- Fit label: The label shown to reviewers.
Available labels include:
- Strong Fit
- Good Fit
- Possible Fit
- Needs Review
- Low Fit
- Not a Fit
Leave Score from or Score to blank when the range has no lower or upper limit.
Avoid overlapping ranges.
Candidate Stage Movement
Use Move approved candidates to to choose the stage assigned to candidates who meet the approval rule.
Use Move rejected candidates to to choose the stage assigned to candidates who meet the rejection rule.
Review these stages before assigning the question set to a live job.<h2 id=”add-questions”>Add Questions</h2>
In the Questions section:
- Select Add Question.
- Enter the question in Question Text.
- Choose a Field Type.
- Configure the fields shown for that type.
- Enable scoring if the answer should affect the score.
- Enable Required when the candidate must answer it.
- Add more questions as needed.
- Save the question set.
Questions appear to candidates in the order shown. Drag or sort them into the order you want candidates to follow.
Keep each question focused on one subject.
Question Field Types
Text
Use Text for a short written response.
Text questions are not scored.
Text Area
Use Text Area for a longer written response.
Text Area questions are not scored.
Number
Use Number when the candidate should enter a numeric value.
A Number question can be scored when Scoring Enabled is selected and number rules are configured.
Check Box
Use Check Box when candidates can select one or more answers.
Checkbox questions can be scored when Scoring Enabled is selected.
Radio
Use Radio when candidates should select one answer from a group.
Radio questions can be scored when Scoring Enabled is selected.
URL
Use URL when candidates should provide a website or portfolio link.
URL questions are not scored.
Select
Use Select when candidates should choose from a dropdown list.
Select questions can be scored when Scoring Enabled is selected.
Upload
Use Upload when candidates need to submit a document.
Upload questions are not scored.<h2 id=”required-questions”>Required Questions</h2>
Enable Required when a candidate must answer the question before submitting the application.
Leave it disabled when the question is optional.
Candidates cannot submit the application until every required question is completed.
Answer Choices and Scoring
Answer choices are available for Check Box, Radio, and Select questions.
- Select Add Answer Choice.
- Enter the answer candidates can select.
- Enable Scoring Enabled if the answer should affect the score.
- Enter points for scored answers.
- Enable Knockout when a matching answer should reject the candidate.
- Add the remaining choices.
- Save the question set.
When scoring is disabled, answer choices still work, but Points and Knockout are ignored.
Points
Points contribute to the score when scoring is enabled.
Assign points consistently across the question set.
Knockout
Enable Knockout when a particular answer should reject a candidate regardless of the total score.
Use knockout only for clear, objective requirements.
Number Rules
Number rules are available for scored Number questions.
Use a rule such as:
= 10matches exactly 10.> 2matches numbers greater than 2.>= 5matches 5 or higher.< 2matches numbers less than 2.<= 5matches 5 or lower.2-4matches numbers from 2 through 4.
A plain number such as 10 is ignored. Use = 10 for an exact match.
If more than one rule matches, the most specific rule is used: exact match, then range, then comparison.
Add points to matching rules when they should affect the score. Enable Knockout when a matching number should reject the candidate.
Assign Questions to a Job
Questions are assigned from the job editor.
- Open Careers → Jobs.
- Create or edit a job.
- Find Candidate Settings.
- Select the question set under Screening Questions.
- Save the job.
The questions appear on that job’s public application form.
Screening Questions are optional. Applications can still be collected when no question set is assigned.<h2 id=”review-submitted-answers”>Review Submitted Answers</h2>
Open the candidate under Careers → Candidates to review submitted answers.
The candidate record can show:
- Each question
- The submitted answer
- Points for scored answers
- The score percentage
- A knockout result
- The fit label when a Fit Range matches
Text, Text Area, URL, and Upload answers require manual review and do not contribute to the automatic score.
Save and Test the Question Set
Before assigning a question set to a live job, check that:
- Every question is clear.
- The field type matches the answer required.
- Required questions are necessary.
- Scored answers have the intended points.
- Knockout answers are correct.
- Number rules use valid operators.
- Score thresholds do not overlap.
- Fit ranges cover the intended percentages.
- Approved and rejected candidates move to the intended stages.
Submit a test application through the public job form and review the candidate record.
Troubleshooting
Questions Are Not Showing
Confirm that the question set is assigned under the job’s Candidate Settings → Screening Questions field.
Save the job and reload the public application form.
Candidates Cannot Submit
Check whether a required question is unanswered.
Review the question set and confirm that each required question has an answer field candidates can complete.
The Question Uses the Wrong Answer Control
Edit the question and choose the correct Field Type.
Use Radio for one choice, Check Box for multiple choices, Select for a dropdown, Text Area for a long response, and Upload for a document.
A Question Does Not Affect the Score
Check that:
- The question type supports scoring.
- Scoring Enabled is selected.
- Answer choices or number rules have points.
- The candidate’s answer matches a configured choice or rule.
Text, Text Area, URL, and Upload questions are not scored.
Points or Knockout Are Missing
Points and Knockout appear only when Scoring Enabled is selected.
For answer choices, use Check Box, Radio, or Select. For number rules, use Number and enable scoring.
A Number Answer Has No Score
Check the Number Rules field.
Use = 10, >= 5, or 2-4. A plain number without an operator is ignored.
The Score Is Unexpected
Review points assigned to matching answers and the maximum possible points.
Check for overlapping number rules, duplicate choices, or questions that should not have scoring enabled.
A Candidate Was Rejected Unexpectedly
Check whether a matching answer or number rule has Knockout enabled.
Also review the rejection threshold. A knockout result rejects the candidate regardless of the total score.
The Wrong Fit Label Appears
Review the Fit Ranges and remove overlapping ranges.
Confirm that each range uses the intended percentage values and fit label, then save the question set.
Candidates Move to the Wrong Stage
Review Move approved candidates to and Move rejected candidates to.
Select the intended stages and save the question set.