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
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
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.
Before Questions & Scoring, preview the flow to make sure you have the agent placed in the correct stage.
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:
Free text responses.
Multiple Choice questions support both Single Answer and Multiple Answer formats.
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.
Date questions support operators like Before, After, Range, and Exact Date to help you define acceptable time-based criteria.
File Upload questions let you choose whether candidates can submit multiple files and specify which file formats are accepted.
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.
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.
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.
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.
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.
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.
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.
Things To Remember When Setting Up Form Questions
✅ Question Order Doesn’t Matter
Candidates will have the opportunity to answer all questions in the form, regardless of the order. 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 [email protected].
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