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

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Human Resources AI Operations

Run this workflow in Tallyfy with people, AI, and conditions

AI for HR - Recruitment Screening Procedure Run #2,481 Running now

1 done . 1 running . 8 to go

Status	Step	Assignee
Status: Completed	1. Define role requirements and screening criteria	TM Team member
Status: Active	2. Configure AI screening tool why this works	Claude AI agent
Status: Waiting	3. Upload candidate applications	TM Team member
Status: Conditional	4. Run AI initial screening why this works	Claude AI agent
+ 6 more steps below

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Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

Define role requirements and screening criteria

1 day from previous step

task

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.

Configure AI screening tool

1 day from previous step

task

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.

Upload candidate applications

1 day from previous step

task

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.

Run AI initial screening

1 day from previous step

task

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.

Review AI-flagged candidates

1 day from previous step

task

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.

Human bias check on AI decisions

1 day from previous step

task

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.

Schedule interviews for qualified candidates

1 day from previous step

task

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.

Collect interviewer feedback

1 day from previous step

task

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.

Compare AI predictions vs outcomes

1 day from previous step

task

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.

Refine screening criteria based on results

1 day from previous step

task

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.