Screening Questions Improvements

We've made several improvements to the Screening Questions workflow, including a new dedicated Screening tab on the candidate quick view (accessible from a Job's Shortlist card), alongside the existing management options within the CompAir tab.

Sending Screening Questions

A new "Open & Send Screening" button now appears in both areas. Clicking it opens a modal that handles all screening actions in one place. This modal can also be accessed via the Shortlist card dropdown by selecting Screening Questions.

Within the modal, a new Type area clearly separates Questions and Video Screening options, and you can still select a Screening question template as before.

Once a template is selected, you'll notice a significantly improved workflow. Previously, screening question emails were sent immediately with no option to edit them, and video screening required multiple steps. Both of these have been addressed:

• Commit and Get Link – Generates a unique URL you can share manually.
• Send to Candidate – Opens the email composer in a single step, with the option to insert the link directly.

Tracking & Viewing Screening Questions

Once questions have been sent, the new Screening tab provides several sub-tabs to help you track responses:

Summary

An at-a-glance overview of what has been sent and what is still outstanding.

Screening Questions

Shows what was sent, when, and whether it has been completed. A Copy Link button is also available should questions need to be resent.

Video Screening

The same detail and copy link functionality, specific to video responses.

Generating AI Screening Questions

Following the workflow changes above, when using AI Generate to produce the list of questions to send, you will need to ensure that "Video & Screening Defaults" are set for Introductory and Closing Text.

These can be added under Tools & Settings > Collaboration > Video & Screening, where you can scroll down to find the relevant section.

Screening API

New API endpoints have been added for Screening Questions, enabling customers to add screening questions to job postings on their own website and retrieve the candidate's answers directly into Tracker — creating a seamless, efficient workflow for recruiters.