Screening Agent: profile screening
An agent that runs the screening: sends technical and behavioral assessments, triggers background checks, and runs top-of-funnel interviews.
Operational view
What the agent does
The Screening Agent takes the list prioritized by CV Scoring and operates the screening end to end: it sends the right assessments to each candidate, triggers the background check when the stage requires it, runs screening interviews through the AI Interview, and follows up on pending items automatically.
What used to be a manual chain of emails, spreadsheets, and follow-ups becomes a continuous flow: candidates advance at their own pace, the process holds the standard set in the job design, and the recruiter tracks everything from a single dashboard.
Application
When to use
Multi-stage funnels
When screening involves an assessment, an interview, and a check, and coordinating that manually per candidate consumes the whole team.
Concurrent roles
When the company runs dozens of processes at once, across stores, plants, or sites, and needs consistent operations without growing the recruiting team.
Candidate experience
When delays between stages cost the company candidates and the goal is response in hours, with clear communication.
Step by step
How it works
Receives the prioritized list
The agent starts from the CV Scoring ranking and the stage design defined by the Job Designer.
Triggers assessments and checks
Sends technical, cognitive, or behavioral assessments, triggers the background check, and enables identity verification per stage.
Runs screening interviews
Calls the AI Interview for top-of-funnel interviews, on the candidate's schedule, with standardized criteria.
Consolidates and delivers
Results, evidence, and pending items are consolidated per candidate, ready for the Decision Agent to read.
Operation
Data, outputs and workflow impact
What the agent orchestrates
- Sending technical, cognitive, and behavioral assessments.
- Triggering background checks and identity verification.
- Screening interviews via the AI Interview and automatic reminders.
Outputs
- Real-time status of every candidate per stage.
- Consolidated evidence: scores, transcripts, and checks.
- Finalist queue ready for the Decision Agent.
Governance
- The flow follows the approved job design: the agent executes, it doesn't improvise.
- Candidate communications use company-approved templates.
- Exceptions and edge cases are escalated to the recruiter.
Platform
Inside the platform
Funnel by stage
How many candidates are in each stage and what the agent has already triggered for each one.
Candidate timeline
Every assessment, interview and check for a candidate in order, without opening another tab.
Automated actions
Set, per stage, what the agent triggers on its own and what waits for your approval.
FAQ
Frequently asked questions
Does the agent talk directly to candidates?
Yes, for invitations, instructions, and reminders, always using company-approved templates. Decisions and sensitive communications stay with the recruiter.
Can I choose what it automates?
Yes. Assessments, background checks, and interviews are all configurable per stage. You define what runs automatically and what requires approval.
How does it handle unresponsive candidates?
The agent sends automatic follow-ups within the cadence you define and flags to the recruiter who missed the deadline, without rejecting anyone on its own.
Companies that trust Workdex
Screening that runs itself, with rigor
See the Screening Agent operate a real funnel: assessments, checks, and interviews with no manual effort.