# Resume Screening

> Say goodbye to basic keyword filters: Resume screening in HeyMilo contextually evaluates resumes against your chosen requirements, scoring and ranks candidates so you can focus on the best fits first.

Meet Roscoe the Resume Screener 🐾 your AI-powered teammate for reviewing resumes. Roscoe checks each application for must-have qualifications, scores candidates using your custom rules, and organizes results so top talent rises to the top!

<figure><img src="/files/FKK7fH0I3fdhc7D7p29J" alt="" width="188"><figcaption></figcaption></figure>

{% hint style="success" %}
💡 Pro Tip: Place resume screening at the start of your hiring flow so Roscoe can filter and rank applicants before more time-intensive steps like AI interviews.
{% endhint %}

## When Resume Screening Works Best

Use Resume Screening when you want to:

* Filter large applicant pools early
* Enforce must-have experience or credentials
* Rank candidates before interviews
* Reduce time spent reviewing unqualified resumes
* Keep evaluations consistent and unbiased
* Reduce resources spent interviewing unqualified candidates

## Add Resume Screening to Your Interview Flow

{% stepper %}
{% step %} <mark style="color:blue;">**Step 1**</mark> Create Interviewer

* In **Interview Stages**, add **Resume Screening**

<figure><img src="/files/zwE74HgMkcfF2saN8For" alt=""><figcaption></figcaption></figure>

* Click the Resume Screening card to configure it
  {% endstep %}

{% step %} <mark style="color:blue;">**Step 2**</mark> Configure Resume Screening Settings

This is the high-level control panel for how resume screening behaves.

<figure><img src="/files/aYAP1sZGJRhBJ0CeCS8p" alt=""><figcaption></figcaption></figure>

<details>

<summary>Resume Upload Required</summary>

* **ON** → candidates must upload a resume to proceed
* **OFF** → resume is optional

</details>

<details>

<summary>Required Qualifications</summary>

Choose how many **pass/fail requirements** HeyMilo should generate. Recommended: **3–4**

* Examples:
  * Years of leadership experience
  * Industry background
  * Portfolio or certifications
  * Specific role experience

Toggle **Enforce Required Qualifications**:

* **ON** → candidates who fail are auto-disqualified
* **OFF** → qualifications are informational only

</details>

<details>

<summary>Scored Evaluation Criteria</summary>

Choose how many **scoring criteria** HeyMilo should generate.

* Recommended: **5**
* These are used to **rank candidates**, not disqualify them

Toggle **Enforce Objective Evaluation**:

* **ON** → candidates must meet a minimum score (ex. 60% and up)
* **OFF** → scores are informational

Set a **Minimum Score (0–100%)** if enforcement is on.

</details>

<details>

<summary>Interview Context (Optional)</summary>

You can provide shared context to guide evaluation quality:

* Interview Style & Approach
* Company Information
* Role Details
* Hiring Process Overview

This improves how Roscoe interprets resumes but is never shown to candidates.

</details>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 3**</mark> Define Required Qualifications (Dealbreakers)

In Questions & Scoring → Required Qualifications, you define what candidates must have.

<figure><img src="/files/FUuIo1h9Q9wCtJJSh4jk" alt=""><figcaption></figcaption></figure>

For each qualification, you can:

* Edit the wording
* Mark it as pass/fail
* Reorder qualifications
* Reuse criteria from other roles

You can always start from scratch as well. Add, delete, or edit qualifications as desired.

<details>

<summary><mark style="color:$primary;">Examples:</mark></summary>

* Retail Manager: multi-year store leadership
* Designer: portfolio showing shipped work
* Healthcare: valid license required

</details>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 4**</mark> Define Scored Evaluation Criteria

In Evaluation Criteria, you define how resumes are scored and ranked.

<figure><img src="/files/1JMMOpjjxVMsok4zWsvi" alt=""><figcaption></figcaption></figure>

Each scoring criterion includes:

* What to look for
* What a strong resume looks like (Score of 5)
* What a weak resume looks like (Score of 1)

<details>

<summary>You can:</summary>

* Edit or replace AI-generated criteria
* Reorder criteria
* Exclude criteria from the overall score
* Get AI to generate criteria, or tune descriptions for your hiring standards

<figure><img src="/files/4OMxVrQLz7mTDoqO5Wjv" alt=""><figcaption></figcaption></figure>

</details>

{% hint style="success" %}
💡 Turning on **Enforce Criteria** helps prevent unqualified candidates from moving into more costly screenings like AI interviews.
{% endhint %}
{% endstep %}

{% step %} <mark style="color:blue;">**Step 5**</mark> Reorder Criteria

You can drag and drop to reorder:

* Required Qualifications
* Scored Evaluation Criteria

<figure><img src="/files/nbLjBg6u9oYUdWuVF2Nk" alt=""><figcaption></figcaption></figure>

<details>

<summary>Order does not change math, but it:</summary>

* Improves clarity
* Helps reviewers understand priorities
* Makes results easier to scan

</details>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 6**</mark> Test Before Activating

Click Test Now to preview how resumes are evaluated.

<figure><img src="/files/An9bLKtG4qjW6Sl1R7R0" alt=""><figcaption></figcaption></figure>

Testing lets you:

* Validate dealbreakers
* Review scoring behavior
* Catch overly strict rules
* Adjust criteria before real candidates enter

Always test before going live.
{% endstep %}

{% step %} <mark style="color:blue;">**Step 7**</mark> Activate Resume Screening

Once activated:

* Resumes are evaluated automatically
* Candidates are ranked by score
* Unqualified candidates are filtered early
* Results sync with the rest of your workflow

<details>

<summary>Consider layering in additional agents:</summary>

* SMS Screening
* Form Screening
* Voice or Video Interviews

</details>
{% endstep %}

{% step %} <mark style="color:blue;">**Step 8**</mark> Review Resume Screening Results

Resume results appear directly in the **candidate profile** under the **Resume** tab (along with other agents layered in).

You’ll see three tabs:

* **PDF:** the candidate’s original resume

<figure><img src="/files/6rV3o2xWfc5I921lMfKx" alt=""><figcaption></figcaption></figure>

* Eligibility: required qualifications, pass/fail results, and explanations

<figure><img src="/files/oMKnKOvrSa60lt2tDIsV" alt=""><figcaption></figcaption></figure>

* Scorecard: score summary, detailed evaluation, and reasoning for each criterion

<figure><img src="/files/0vvtVA3F4eeGIVIlFvfd" alt=""><figcaption></figcaption></figure>

This makes it clear why candidates pass, fail, or rank higher before moving them onto other critical stages. Additionally, sort + filter to prioritize top matches!
{% endstep %}
{% endstepper %}

### Things to Remember When Setting Up Resume Screening

<details>

<summary>✅ <strong>Define clear, role-specific must-haves</strong></summary>

Avoid vague or overly broad eligibility criteria. Specific rules like “Must have 2+ years in SaaS sales” or “Must be proficient in Salesforce” help Roscoe filter accurately and prevent strong candidates from being wrongly screened out.

</details>

<details>

<summary>✅ <strong>Use scoring criteria to rank, not replace, must-haves</strong></summary>

Eligibility criteria handle the pass/fail. Scoring is where you can differentiate between good, great, and outstanding candidates without disqualifying someone who meets your base requirements.

</details>

<details>

<summary>✅ <strong>Protect your budget with Enforce Criteria</strong></summary>

Turning on **Enforce Criteria** ensures unqualified candidates aren’t moved forward into other screening steps like AI interviews, which cost more to run. This keeps your pipeline focused on viable candidates and avoids unnecessary spend.

</details>

<details>

<summary>✅ <strong>Be intentional with the number of criteria</strong></summary>

Too many eligibility questions can over-filter and reduce your candidate pool unnecessarily. Too few scoring criteria might not give you enough data to rank top talent. The recommended starting point is **3 eligibility** and **5 scoring** criteria.

</details>

## Additional resources

For additional information not covered here, reach out to <support@heymilo.ai>.


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