# Form Screening
> Set up automated form-based screening in HeyMilo! Candidates complete a tailored set of questions via an online form, and HeyMilo’s AI evaluates their answers instantly for you to determine fit and next steps.
## When to Use Form Screening
Form Screening works best when you need to:
* Confirm eligibility early (licenses, certifications, experience)
* Collect structured information consistently
* Require files (portfolios, menus, certifications, IDs)
* Reduce back-and-forth before interviews
* Automatically stop unqualified candidates
It’s commonly used for:
* Healthcare, culinary, and skilled trades
* Contract or compliance-heavy roles
* Senior roles where proof of experience matters
## Create a New Interviewer
{% stepper %}
{% step %} **Step 1** Create Interviewer
* Click **Create Interviewer** in your HeyMilo admin panel.
* In **Interview Stages**, add **Form Screening**
* Click the Form Screening card to configure it
{% endstep %}
{% step %} **Step 2** Enforce Eligibility Criteria
At the top of Form Screening, you’ll see: Enforce Criteria
* **ON** → candidates must meet eligibility requirements to continue
* **OFF** → all candidates move forward regardless of answers
Most teams turn this **ON** so the form acts as a true filter.
{% hint style="success" %}
Before **Questions & Scoring**, preview the flow to make sure you have the agent placed in the correct stage.
{% endhint %}
{% endstep %}
{% step %} **Step 3** Add and Manage Form Questions
All form setup happens inside **Questions & Scoring → Application Form Questions**.
* HeyMilo generates starter questions, but **everything is customizable**.
**Supported Question Types**
You can add questions using:
{% tabs %}
{% tab title="Short Answer " %}
**Free text** responses.
{% endtab %}
{% tab title="Multiple Choice " %}
**Multiple Choice** questions support both **Single Answer** and **Multiple Answer** formats.
{% endtab %}
{% tab title="Numeric" %}
**Numeric** questions allow you to choose between **Number** and **Slider** input types. You can apply operators such as **Minimum**, **Maximum**, **Range**, or **Exact Value** to evaluate candidate responses.
{% endtab %}
{% tab title="Date" %}
**Date** questions support operators like **Before**, **After**, **Range**, and **Exact Date** to help you define acceptable time-based criteria.
{% endtab %}
{% tab title="File Upload" %}
**File Upload** questions let you choose whether candidates can submit **multiple files** and specify which **file formats** are accepted.
{% endtab %}
{% endtabs %}
{% hint style="success" %}
An important note, all **AI-generated form questions** are **mandatory** by default, but **deal breakers are not enabled automatically**. If a question should impact screening outcomes, **make sure to check the “Deal Breaker” box.**
{% endhint %}
{% endstep %}
{% step %} **Step 4** Required Qualifications (Dealbreakers)
Any form question can be marked as a **required qualification**.
When enabled:
* Candidates must meet the ideal answer
* Failure auto-disqualifies them moving on to the next steps
Examples:
* Minimum years of experience
* Valid certification or license
* Portfolio or document upload
* Minimum skill rating
This is how Form Screening removes unqualified candidates automatically.
{% endstep %}
{% step %} **Step 5** Ideal Answers & Evaluation
For each question, you define:
* **Ideal Answer Type**
* Minimum value
* Specific answer
* Valid file or content requirement
* **Dealbreaker toggle**
* ON = eligibility requirement
* OFF = informational only
Examples:
* Numeric: minimum 3 years experience
* Slider: minimum proficiency of 7/10
* File Upload: valid PDF showing required work
HeyMilo evaluates responses instantly against these rules.
{% endstep %}
{% step %} **Step 6** Reorder Questions
You can **drag and drop** questions to reorder them.
Why this matters:
* Put hard requirements first to fail fast
* Ask easier questions before document uploads
* Improve candidate completion rates
Order doesn’t affect scoring, but it **does affect experience**.
{% endstep %}
{% step %} **Step 7** Test Before Activating
Click **Test Now** to experience the form as a candidate.
Testing lets you:
* Verify eligibility logic
* Catch unclear wording
* Ensure file uploads work
* Confirm pass/fail behavior
Always test before activating.
{% endstep %}
{% step %} **Step 8** Activate and Use in Your Workflow
Once saved and activated:
* Candidates receive the form automatically
* Responses are evaluated instantly
* Only qualified candidates move forward
Additionally layer in resume screening, sms screening, and/or AI interview agent as needed for your flow.
{% endstep %}
{% step %} **Step 9** Reviewing Form Screening Results
Form results appear directly in the **candidate profile** under the **Form** tab (along with other agents layered in).
You’ll see:
* Pass or fail status
* Which criteria were met or failed
* Exact answers provided
* Uploaded files
* Clear dealbreaker explanations
This makes decisions fast and defensible.
{% endstep %}
{% endstepper %}
## **Things To Remember When Setting Up Form Questions**
✅ Question Order Doesn’t Matter
Candidates complete all questions in the form in the order you've set. Evaluation only begins once the entire form is submitted.
✅ Add Hints for Clarity
If you want to guide candidates on how to approach a question—especially if it's ambiguous—you can include hints directly at the end of the question. This helps set expectations and improve the quality of responses.
✅ Each Question Has a Cost
Every question contributes to the overall cost of the screening. **File Upload** questions, in particular, are more expensive than other types—use them thoughtfully.
✅ Editing is Allowed—With Conditions
You can edit the form questions after setup, but only if **no candidates have applied for the job**. Once a candidate is engaged, the form becomes locked for edits.
## Additional resources
For additional information not covered here, reach out to .
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