• 3,000 firms
  • Independent
  • Trusted
Save up to 70% on staff

Home » Articles » 10 popular screening methods in candidate hiring

10 popular screening methods in candidate hiring

Rear view of female person having a job interview.

List of screening methods

  1. CV/resume screening
  2. Cover letters
  3. ATS screening
  4. Phone screening
  5. In-person screening
  6. Social media screening
  7. Pre-employment assessments
  8. Background checks
  9. Gamified job simulations
  10. Paid trial tasks

The initial stage of the hiring process may seem easy, but it does not end with just interviewing an applicant.

Candidate screening methods are crucial in filtering applicants in the initial stages of the hiring process. The challenge lies in efficiently identifying the most promising candidates from a pool of skilled applicants.

Two relevant surveys shed light on the issues faced by employers in the hiring process.

In 2022, a key finding from the Top 100 hiring stats of Guidance Talent is that 76% of hiring managers say the hardest part of hiring is getting the right candidates.

Moreover, a report from one of the articles of Recruitee states that 40% of individuals say a negative or toxic work environment could prompt them to leave their current positions.

It highlights the significant impact of culture fit on employee retention rates within organizations.

Get 3 free quotes 2,300+ BPO SUPPLIERS

This underscores the importance of screening methods that go beyond mere qualifications, focusing on assessing a candidate’s alignment with the organizational culture.

What is candidate screening?

Candidate screening is a critical process in the recruitment and hiring cycle that involves the evaluation of potential job applicants. The screening process determines their suitability for a particular role within an organization.

The primary goal of candidate screening is to streamline the hiring process by efficiently narrowing down the candidate pool.

Furthermore, this process helps recruiters and hiring managers focus their attention on individuals who are most likely to succeed in the role.

What is candidate screening
What is candidate screening?

10 screening methods in candidate hiring

Candidate screening methods serve to provide a comprehensive picture of the candidate’s qualifications, experience, and suitability for the job.

Here are the popular candidate screening approaches used by recruitment agencies:

1. CV/resume screening

The initial step in the candidate screening process involves the meticulous review of resumes or curriculum vitae (CVs) submitted by applicants.

Get the complete toolkit, free

Recruiters analyze details such as academic qualifications, professional experience, and specific competencies to determine the candidate’s alignment with the job requirements. 

However, hiring managers are now integrating additional screening methods, such as skills assessments and personality tests. This reflects the need for a more holistic evaluation of talent acquisition.

2. Cover letters

The inclusion of cover letters in the screening process provides candidates with a platform to go beyond the details presented in their resumes. 

These letters allow candidates to articulate their motivations and the specific reasons why they believe they are the ideal fit for the position.

Recruiters leverage this requirement to assess a candidate’s communication skills, attention to detail, and ability to convey a compelling narrative.

Moreover, cover letters offer insights into a candidate’s understanding of the company’s values and culture. 

3. ATS screening

Applicant Tracking Systems (ATS) involves the automated evaluation of resumes submitted by candidates. This enables recruiters to filter and manage large applicant pools efficiently.

The system allows recruiters to establish predefined criteria, such as specific skills, qualifications, or experience levels. This is to effectively screen out applicants who do not meet the basic requirements for the job.

This method not only saves considerable time but also ensures a more systematic and objective approach to candidate selection.

ATS screening is particularly beneficial for organizations handling a high volume of applications to facilitate a more efficient recruitment workflow.

4. Phone screening

Conducting phone screenings is one of the cost-effective and strategic screening methods to assess candidates in the early stages of the hiring process.

Phone screenings serve as a preliminary step before more in-depth assessments, allowing recruiters to narrow down the candidate pool efficiently.

This approach involves recruiters engaging with applicants over the phone to gauge their communication skills, professionalism, and initial suitability for the role.

Through this method, recruiters can gain valuable insights into a candidate’s ability to articulate thoughts, respond to questions promptly, and convey enthusiasm for the position.

5. In-person screening

In-person screening or interviews offer a more intimate and exhaustive evaluation of a candidate’s qualifications.

This allows recruiters to not only assess a candidate’s technical skills but also delve into their interpersonal abilities and cultural fit within the organization.

Beyond the confines of a resume, in-person interviews provide an opportunity to gauge a candidate’s demeanor, communication style, and overall presence.

This candidate screening method is particularly valuable for roles where personal interaction, effective communication, and cultural alignment are critical.

photos of candidates waiting for a job interview

6. Social media screening

Social media screening involves the examination of a candidate’s online presence to glean insights into their personality, professionalism, and possible red flags.

Recruiters utilize platforms like LinkedIn, Twitter, and other professional networks to assess a candidate’s digital footprint.

By reviewing posts, comments, and overall engagement, recruiters can gauge a candidate’s communication style, industry knowledge, and alignment with the organization’s values. 

However, ethical considerations are paramount in this method. Recruiters must respect candidates’ privacy, avoiding intrusive measures and discriminatory practices.

Social media screening should be conducted judiciously, focusing on professional aspects relevant to the job and steering clear of any biases.

7. Pre-employment assessments

One of the critical screening methods is the pre-employment assessment. This typically includes aptitude tests and skills assessments.

The primary objective of pre-employment assessments is to ensure that candidates possess the necessary skills and competencies required to excel in the given role.

For example, if a candidate is applying for a content writer position, the hiring manager can give the applicant a writing task. This is to assess the candidate’s writing style and further knowledge in content writing.

8. Background checks

Background checks involve a thorough examination of a candidate’s background, including their employment history, criminal record, and other relevant details.

The purpose of one of these important screening methods is to mitigate risks associated with potential dishonesty or unethical behavior on the part of the candidate.

9. Gamified job simulations

This is one of the screening methods that transcends traditional evaluation techniques by immersing candidates in scenarios that closely mimic real-world work situations.

Gamified job simulations offer a multifaceted assessment, allowing recruiters to observe a candidate’s problem-solving abilities in a simulated work environment.

By providing a realistic preview of the job, this method not only evaluates a candidate’s technical competencies but also sheds light on their adaptability and creativity.  

One example of this screening method is used in the context of hiring for a customer service role within a telecommunications company.

The simulation presents a series of realistic scenarios, such as handling customer inquiries, resolving issues, and navigating complex service requests.

This candidate screening method entails assigning particular projects or tasks to candidates who have progressed to the next hiring stage.

Recruiters employ this approach to gauge a candidate’s practical capabilities in a tangible work scenario.

For example, the hiring manager might request the applicant to create a graphic design, and the candidate is reimbursed at a fair rate for their efforts.

In some cases, successful completion of the assessment task may lead to the candidate no longer receiving compensation for that particular task. But those who failed the assessment will still warrant the candidate receiving the agreed-upon fee.

Why should you use screening methods?

Here are three key reasons why organizations should invest time and resources in implementing robust screening methods:

Qualification verification

Ensuring the authenticity of an applicant’s qualifications is a crucial aspect of effective screening methods.

Through this, organizations can confidently assess whether candidates possess the educational background and credentials they claim.

This helps mitigate the risk of hiring individuals who may have misrepresented their qualifications.

Cultural fit assessment

As mentioned earlier, assessing cultural fit is essential for building a cohesive and productive team.

Screening methods, such as in-person interviews and cultural fit assessments, allow recruiters to evaluate a candidate’s values, work ethic, and interpersonal skills.

Hiring individuals who align with the company’s culture promotes a positive work environment that enhances overall team performance.

Young professional college student with resume at job interview
Why should you use screening methods?

Risk mitigation

Implementing robust screening methods helps hiring companies address and minimize the likelihood of hiring individuals who may pose a threat to the firm’s reputation.

Comprehensive background checks and assessments guide organizations to make informed decisions that contribute to a safer work environment.

Overall, incorporating screening methods into the hiring process provides organizations with the following benefits:

  • Enhances the overall quality of talent acquisition
  • Minimizes risks associated with hiring
  • Ensures compliance with legal standards

Thoroughly evaluating a candidate’s background, education, and work history helps in maintaining a high standard of quality in the workforce.

Get Inside Outsourcing

An insider's view on why remote and offshore staffing is radically changing the future of work.

Order now

Start your
journey today

  • Independent
  • Secure
  • Transparent

About OA

Outsource Accelerator is the trusted source of independent information, advisory and expert implementation of Business Process Outsourcing (BPO).

The #1 outsourcing authority

Outsource Accelerator offers the world’s leading aggregator marketplace for outsourcing. It specifically provides the conduit between world-leading outsourcing suppliers and the businesses – clients – across the globe.

The Outsource Accelerator website has over 5,000 articles, 450+ podcast episodes, and a comprehensive directory with 3,900+ BPO companies… all designed to make it easier for clients to learn about – and engage with – outsourcing.

About Derek Gallimore

Derek Gallimore has been in business for 20 years, outsourcing for over eight years, and has been living in Manila (the heart of global outsourcing) since 2014. Derek is the founder and CEO of Outsource Accelerator, and is regarded as a leading expert on all things outsourcing.

“Excellent service for outsourcing advice and expertise for my business.”

Learn more
Banner Image
Get 3 Free Quotes Verified Outsourcing Suppliers
3,000 firms.Just 2 minutes to complete.
Learn more

Connect with over 3,000 outsourcing services providers.

Banner Image

Transform your business with skilled offshore talent.

  • 3,000 firms
  • Simple
  • Transparent
Banner Image