Step 1 - Click on the Smart Screening button.
Once clicked, you will be redirected to the Smart Screening section of the Vacancy Workflow.
If the rules are already configured, the screen will be displayed like this. You can add a rule or edit the same rule.
If the rules are not configured, the following screen will be displayed.
Step 2 - Click on the Add Rule button to add a new smart screening rule.
Upon clicking, the following screen will appear.
Step 3 - Add a rule name and then click on the Add Criteria button.
Step 4 - Under the Questions section, click on the dropdown menu to view a list of pre-configured questions associated with the selected vacancy.
Note: If questions are not pre-configured for a vacancy, please refer to this article: "How to Create a New Vacancy in OrangeHRM"
Step 5 - Under Selection Criteria, you will find the following four options to define how candidate responses are evaluated.
Option |
Description |
|---|---|
| Is empty | The rule applies if the candidate's response is left blank or contains no value |
| Is not empty | The rule applies if the candidate has provided a response to the question |
| Is in | The rule applies if the candidate's response matches any of the specified values (e.g., "Yes, 2-3 years") |
| Is not in | The rule applies if the candidate's response does not match any of the specified values |
These criteria help automate the screening process by routing candidates to Shortlist, Reject, Archive or Delete based on their answers to pre-configured questions.
In this example, the Selection Criteria is set to "Is in," allowing you to define specific response values that will trigger an action.
User Scenario
If a candidate indicates that they have prior work experience related to the vacancy, the system will automatically shortlist them according to the rules defined in the Smart Screening configuration.
In this example:
- Question: "Do you have any prior working experience related to this field?"
- Selection Criteria: Is in
-
Criteria Values:
yes - Action: Shortlist
When a candidate selects "yes", the system matches the response against the defined rule and automatically updates the candidate's status to Shortlist—helping streamline the screening process and ensuring qualified applicants are prioritized.
When a candidate matches the defined criteria, the selected actions will be performed automatically on the candidate records.
Available Actions:
- Shortlist – Move candidate to shortlist status
- Reject – Mark candidate as rejected
- Archive – Archive the candidate record
- Delete – Permanently delete the candidate record
Order of Actions to be Performed:
- Shortlist (selected)
This means that when a candidate's response meets the criteria (e.g., selecting "yes" for relevant experience), the system will automatically apply the Shortlist action