In this video you'll screen a candidate, so their answers are on record before you put them forward.
Candidates who reply to your outreach usually arrive screened: they get a private link, answer a few questions, and land on Today, under Qualified.
For someone you add yourself, you start it.
Add a candidate, and PlacementFlow asks: screen them now? You have two choices. Send screening gives you their private link: copy it into your own message, or email it straight to them.
They answer one question at a time, whenever suits them.
Already spoke to them on the phone? Choose Record the call instead. You see the same questions, word for word, and type what they told you. It's saved as your record of the call, never as their own words, and you decide the outcome yourself.
When they've answered the link, open Today, then Qualified, and click Introduce yourself.
That introduces you by email, with one optional follow-up when there's more to ask: what they want next, and whether you may represent them.
Their answers live on one card, Screening, on the candidate's page, and what they told you, notice, salary, how they want to work and right to work, fills in their Candidate Facts. When you submit them to a client, Generate writes the email from them.
That's it. In the next video you'll submit a screened candidate to a client.
The web chat is the one place candidates answer screening questions. Each candidate gets a private link. There is no login and no account, and it works on a phone.
Send screening opens the Send screening questionnaire dialog. When there is one questionnaire for this candidate it is named, with its question count, for example Questions: Senior Security Engineer screening · 8 questions. When there are several, you pick one. Then choose:
The link has no deadline. The candidate answers whenever suits them. If there is no questionnaire yet, the dialog says so: create one on the desk first, in its Candidate Screening section, with Generate with AI.
One case is copy-only: a candidate who came through a confidential cold search and has not been introduced to your agency yet. The email is signed with your name and your agency's, so it cannot go before you approve them.
The chat starts with the basics and your must-knows. If none of the must-knows is flagged, the candidate sees Saved, thank you! and can answer the remaining questions straight away, or choose Later and come back on the same link.
If a must-know is flagged, the chat stops there with a neutral close. The candidate is never told why. They wait for you on Today, under Qualified, like everyone who finished the first questions. See How Screening Works: Two Stages, One Visit.
A candidate who sends an opt-out word such as STOP on its own, or clearly asks to stop, ends the automated screening. The chat confirms it has stopped, and their record is marked so no automated step runs on them again. An answer that merely mentions stopping something, such as "I helped stop a breach", is treated as an answer.
You can do the same from your side: edit the candidate and switch on Opt out of AI screening.
Record the call shows the same questions, word for word, and you type what the candidate told you. It is saved as your record of the call, always labelled as recruiter-entered, never as the candidate's own words. Nothing is processed by AI. Their notice, salary, working setup and right to work still fill in Candidate Facts, never over a value you entered yourself. Under Your decision you choose the outcome yourself: take them forward, decline, or just record it and decide later.
If the desk has no screening questions yet, there is nothing to record against, and the dialog says so.
Reading Screening Results
Where finished screenings land on Today, how to read the answers and must-know flags, and the one case where a fit score appears.