Before configuring screening settings, make sure you have:<\/p>\n
\u2022 Company Admin or Recruitment Admin access
\u2022 your approved screening methods
\u2022 the types of screening your team will use
\u2022 any required candidate documents confirmed
\u2022 the interview feedback questions prepared
\u2022 recruiters and interviewers already assigned recruitment roles<\/p>\n
Decide whether your team will use in person meetings, video calls, phone calls, assessments, or interviews. Also confirm which screening types require file uploads or feedback before you save the settings.<\/p>\n
Screening settings control how your recruitment team reviews candidates before they move to the next hiring stage.<\/p>\n
Clear settings give recruiters consistent screening options. They also help interviewers record ratings, strengths, concerns, and recommendations in the same format. As a result, hiring teams can compare candidates using complete and structured feedback.<\/p>\n
1. Sign in to Synclo<\/strong> 2. Open Recruitment Setup<\/strong> 3. Select Screening Settings<\/strong> Two sections are available:<\/p>\n \u2022 Screening Types Start with Screening Types to configure how candidate screenings can take place.<\/p>\n 4. Review the available screening modes<\/strong> \u2022 In Person Each mode has an Enabled<\/strong> toggle. A mode marked as Default<\/strong> is included as a standard option in the system.<\/p>\n 5. Enable the screening modes your team uses<\/strong> For example, enable Video Call for remote interviews and In Person for office based meetings. Turn off any mode that your company does not use.<\/p>\n 6. Review the available screening types<\/strong> The standard screening types shown may include:<\/p>\n \u2022 Assessment\/Test Each type contains settings for its status, document uploads, and feedback requirements.<\/p>\n 7. Activate or deactivate a screening type<\/strong> Keep the type active when it is part of your hiring process. Otherwise, turn it off so users cannot select it during candidate screening.<\/p>\n 8. Set file upload requirements<\/strong> For example, an Assessment\/Test may require an answer sheet, test result, or supporting document. Leave the option off when no file is needed.<\/p>\n 9. Set feedback form requirements<\/strong> This setting helps prevent candidate records from moving forward without an evaluation.<\/p>\n 10. Save the screening type settings<\/strong> The updated settings will be available in screening and interview workflows.<\/p>\n 11. Open the Feedback Form tab<\/strong> This section controls the questions interviewers and reviewers complete after a screening.<\/p>\n 12. Review the standard feedback fields<\/strong> \u2022 Overall Rating from 1 to 5 Each field has separate Show<\/strong> and Required<\/strong> settings.<\/p>\n 13. Choose which fields appear on the form<\/strong> For example, you may show Overall Rating, Strengths, Concerns, Recommendation, and Notes for a complete candidate review.<\/p>\n 14. Mark required feedback fields<\/strong> You may require Overall Rating and Recommendation while leaving Strengths, Concerns, and Notes optional.<\/p>\n 15. Add a custom feedback field<\/strong> Enter a clear title and select the field type provided by the system. Keep each question focused on information needed for the hiring decision.<\/p>\n 16. Review the feedback form layout<\/strong> Make sure required questions are necessary and that interviewers can complete the form without entering repeated information.<\/p>\n 17. Preview the feedback form<\/strong> Confirm that visible fields appear correctly and required fields are clear to users.<\/p>\n 18. Save the feedback form<\/strong> The updated form will be used when recruiters or interviewers submit candidate feedback.<\/p>\n After configuring screening settings, you can:<\/p>\n \u2022 select approved screening modes These settings will support later workflows such as scheduling interviews, recording feedback, evaluating candidates, and moving applicants between hiring stages.<\/p>\n","protected":false},"featured_media":0,"template":"","help_category":[89,8],"help_tag":[71,93,121,122,123,124,125,126],"class_list":["post-126","help_article","type-help_article","status-publish","hentry","help_category-setup-recruitment","help_category-recruitment","help_tag-synclo","help_tag-recruitment-setup","help_tag-screening-settings","help_tag-candidate-screening","help_tag-screening-modes","help_tag-interview-feedback","help_tag-candidate-evaluation","help_tag-assessment-settings"],"yoast_head":"\n
Sign in with an account that can manage recruitment settings.<\/p>\n
From the left sidebar, expand HireHub<\/strong>. Next, select Recruitment Setup<\/strong>.<\/p>\n
On the Recruitment Configuration page, open the Screening Settings<\/strong> tab.<\/p>\n
\u2022 Feedback Form<\/p>\n
In the Screening Modes<\/strong> section, review the available options:<\/p>\n
\u2022 Video Call
\u2022 Phone Call<\/p>\n
Turn on the Enabled<\/strong> toggle for each method that recruiters and interviewers can select.<\/p>\n
Move to the Screening Types<\/strong> section.<\/p>\n
\u2022 Interview<\/p>\n
Use the Active<\/strong> toggle to control whether a screening type is available.<\/p>\n
Turn on File Upload Required<\/strong> when recruiters or interviewers must attach a file during that screening type.<\/p>\n
Enable Feedback Form Required<\/strong> when the user must complete feedback before the screening can be closed.<\/p>\n
Review the enabled modes and screening type rules. Then click Save Changes<\/strong>.<\/p>\n
Return to Screening Settings and select Feedback Form<\/strong>.<\/p>\n
The feedback form may include:<\/p>\n
\u2022 Strengths
\u2022 Concerns
\u2022 Recommendation
\u2022 Notes<\/p>\n
Turn on the Show<\/strong> toggle beside each field that interviewers should see.<\/p>\n
Use the Required<\/strong> toggle for fields that must be completed before feedback can be submitted.<\/p>\n
Click Add Field<\/strong> in the top right corner if your team needs another evaluation question.<\/p>\n
Check the order and status of all fields.<\/p>\n
Click Preview<\/strong> to review the form before saving.<\/p>\n
Close the preview and make any final changes. Then click Save Changes<\/strong>.<\/p>\nWhat happens next<\/h2>\n
\u2022 schedule assessments and interviews
\u2022 require candidate files when needed
\u2022 collect ratings and written feedback
\u2022 record interviewer recommendations
\u2022 keep candidate reviews consistent<\/p>\n