After sourcing comes one of the most crucial steps in the recruitment process: screening and shortlisting candidates. This is where recruiters and hiring managers shift from gathering resumes to evaluating which candidates are actually the best fit- not just on paper, but in context of the role, the team, and the organization’s goals.
Done right, this step saves time, reduces bad hires, and increases offer acceptance rates. Done poorly, it clogs the interview pipeline with mismatches, delays hiring, and leads to poor candidate experiences.
Candidate screening particularly involves reviewing job applications to assess whether a candidate meets the minimum qualifications and skills required for the job. It includes-
- Resume screening: Evaluating education, experience, skills, and career gaps and progression.
- Application reviews: Checking cover letters, portfolios, and other submitted materials.
- Pre-screening calls: Brief phone or video interviews to validate information and gauge interest.
It’s not just about eliminating unsuitable candidates- it’s about identifying those most likely to succeed. Here’s a structured approach hiring teams can follow:
1. Define Evaluation Criteria
Before you begin, set clear criteria. Align with hiring managers on:
- Must-have qualifications and certifications
- Relevant industry or domain experience
- Technical or soft skills required for the role
- Culture-fit factors, like adaptability or leadership potential
Having a scorecard or rubric helps eliminate bias and brings consistency to the shortlisting process.
2. Use Technology Where Possible
Research by Gartner (2025) shows that AI-driven screening reduces time-to-hire while improving candidate-job fit accuracy. Modern ATS platforms and AI-powered tools can:
- Auto-rank resumes based on keywords and relevance
- Flag incomplete applications or mismatches
- Highlight top candidates based on historical data
For example, Taggd’s AI powered digital platform saves time and helps recruiters focus on deeper evaluation rather than manual filtering.
3. Conduct Pre-Employment Screening
This includes:
- Phone screening: A quick 10 to15-minute call to assess basic communication skills, salary expectations, notice period, and role understanding.
- Skill assessments: Tests or assignments to validate hard skills like coding, writing, analytics, or customer service.
- Behavioral assessments: Personality or aptitude tests that assess behavioral competencies of the candidates and indicate culture fit or decision-making styles.
These tools help validate resumes and uncover potential red flags early. Check out some of the best practices for screening and shortlisting candidates-
- Don’t just look for the “perfect resume”- look for potential, problem-solving ability, and alignment with your team’s dynamic.
- Watch out for unconscious bias– standardize your process and use blind screening where possible.
- Prioritize quality over quantity– shortlist fewer but stronger candidates for the interview stage.
- Give timely feedback to candidates not shortlisted- it improves your employer brand and keeps the talent pool warm for future roles.
All these steps matter because with the increase in remote work and global hiring, the average job listing can attract hundreds (if not thousands) of applicants. Without a strong screening and shortlisting process, it’s easy to either miss top talent or waste time on poor fits.
By building a structured and data-driven approach to candidate screening, you improve hiring outcomes, create better candidate experiences, and strengthen internal alignment between recruiters and hiring managers.