AI Employee Training Program
This template walks your team through a structured AI training program - from gauging where everyone's starting from to ...
11 steps
Information Technology Human Resources AI training
Workflow template for Tallyfy
AI for HR - Recruitment Screening Procedure
Use this procedure to run your recruitment screening with AI tools. It walks you through setting up your criteria, running AI screening, and refining your process based on real outcomes.
10 steps
Run this workflow in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Define role requirements and screening criteria | TM Team member | |
| Status: Active | 2. Configure AI screening tool | Claude AI agent | |
| Status: Waiting | 3. Upload candidate applications | TM Team member | |
| Status: Conditional | 4. Run AI initial screening | Claude AI agent | |
| + 6 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow.
Process steps
1
Define role requirements and screening criteria
1 day from previous step
Work with your hiring manager to define the must-have and nice-to-have criteria for the role. You'll use these criteria to configure your AI screening tool, so make them as clear and specific as you can.
2
Configure AI screening tool
1 day from previous step
Set up your AI screening tool using the criteria you've defined. Map each requirement to the tool's scoring parameters and run a test with sample profiles to check it's working as you expect.
3
Upload candidate applications
1 day from previous step
Gather all the applications you've received and upload them to the AI screening tool. Check that each file is in the right format and that the tool has processed them all before moving on.
4
Run AI initial screening
1 day from previous step
Trigger the AI screening run and wait for it to finish. You'll get a ranked list of candidates with scores and flags. Save the full output report before you move to the review step.
5
Review AI-flagged candidates
1 day from previous step
Go through the candidates the AI has flagged as strong fits. Read their profiles carefully and decide who you'd like to move forward. Don't rely solely on the AI score - use your judgment too.
6
Human bias check on AI decisions
1 day from previous step
Review a sample of the AI's decisions - both accepted and rejected candidates - to spot any patterns that could indicate bias. If you find anything concerning, pause the process and revisit your screening criteria.
7
Schedule interviews for qualified candidates
1 day from previous step
Reach out to the candidates who've passed your review and schedule their interviews. Share the interview format and any preparation materials so they know what to expect.
8
Collect interviewer feedback
1 day from previous step
Gather structured feedback from everyone who conducted interviews. Make sure each interviewer uses your standard scoring rubric so you can compare candidates fairly across the board.
9
Compare AI predictions vs outcomes
1 day from previous step
Compare the AI's original scores against your interviewers' feedback and your hiring decisions. This comparison shows you where the AI's predictions were accurate and where they fell short.
10
Refine screening criteria based on results
1 day from previous step
Use the insights from your comparison to update your screening criteria and AI configuration. Document what you've changed and why, so your team can build on these learnings in the next hiring cycle.
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
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