How to create a Screening on Round One AI

This guide walks you through the complete process of setting up a candidate screening on the Round One AI dashboard. Starting from creating a new screening for a specific job role, you will learn how to generate tailored interview questions, configure knockout criteria, and establish a grading rubric suited to the role’s requirements. You will also see how to upload candidate CVs and invite candidates to participate in the screening via a shareable link. Follow each step carefully to ensure a smooth and effective screening process that strengthens your recruitment efforts.

Before You Begin

Please ensure the following are ready before starting:

• Active Round One AI account with login credentials.
• A prepared job description or job role title for the position you are screening for.
• Candidate CVs available to upload (optional — you may also invite candidates via a link).
• Access to your ATS system (optional — if you wish to pull candidates automatically).

Quick Reference: Steps at a Glance

Step	Action
1	Access the Dashboard
2	Create a New Screening
2b	(Optional) Create a Public Job Listing
3	Review AI Suggestions
4	Set Knockout Questions
5	Define Grading Rubric
6	Customize Criteria
7	Choose Accent and Agent Name
8	Test the Screening Process
8b	(Optional) Set Up Your Public Job Listing
9	Add Candidates
10	Candidate Screening
11	Review Results

Setting Up the AI Dashboard for Screening Candidates

1. Access the Dashboard

• Login to RoundOne.ai and make sure you are on the dashboard.
• Navigate to the left side and click on the ‘Dashboard’ tab.
• Click on ‘Create New Screening’.

2. Create a New Screening

• Enter the job role or job description you are looking for (e.g., ‘Data Engineer’).
• Click on ‘Generate’.

2b. (Optional) Create a Public Job Listing

• On the Create New Screening screen, you will see a checkbox labelled “Also create a public job listing” at the bottom of the input area.
• Tick this checkbox if you want RoundOne AI to automatically generate a public-facing job listing alongside your screening.
• This listing can be shared with candidates so they can apply and enter the screening directly via a public link.
• If checked, you will be prompted to fill in the Job Listing details after completing the screening setup (see Step 8b below).
• Leave this unchecked if you only want to screen candidates privately without a public job post.

3. Review AI Suggestions 

• RoundOne AI will suggest its Screening Outline for the role.
• Edit the suggestions as needed or add your own custom questions.

4. Set Knockout Questions

• Identify priority questions (e.g., ‘2+ years data Engineer experience’).
• Click the Zap icon next to it to mark these questions as knockout questions.
• You can add or remove these configurations as per your needs.

5. Define Grading Rubric

• Move to the grading rubric section.
• Set criteria for evaluation (e.g., SQL proficiency, data pipeline experience, cloud platform knowledge).
• Adjust the weighting (high, medium, low) for each criterion.

6. Customize Criteria 

• Edit passing and failing answers for each criterion.
• Add or remove criteria as per job role requirements.
• Then click “Next” to preview the assessment.

7. Choose Accent and Agent Name 

• Select the Language, Accent and Voice for the AI agent (e.g., English British male).
• Assign a name to the AI agent (e.g., ‘Jack’) — this is the representative name the agent will use when speaking to candidates.

8. Test the Screening Process 

• Test the screening process to ensure it works as intended.
• Confirm that knockout questions are functioning correctly.
• Once satisfied with the setup, approve and create the screening.

8b. Set Up Your Public Job Listing

This step only appears if you ticked “Also create a public job listing” in Step 2b.

• After approving your screening, you will be taken to the Job Listing step — the final step in the setup wizard (Configure → Rubric → Preview → Job Listing).
• Under Job Details, fill in: Company Name (leave blank to use your organisation name), Location (e.g., New York, Remote), Department, and Employment Type (e.g., Full-time, Part-time, Contract).
• Toggle the Salary switch on if you wish to display salary information on the public listing.
• In the Job Description field, write a description of the role or click “Generate with AI” to let RoundOne AI draft one for you. Markdown formatting is supported.
• Under Application Settings, toggle Require CV Upload on or off depending on whether applicants must upload a CV/resume, and optionally set a Candidate Introduction requirement if you want candidates to record a short video intro or voice note.

Pre-Screening Questions

• Scrolling down on the Job Listing page, you will find the Pre-Screening Questions section. These are mandatory questions candidates must answer before submitting their application — wrong answers will automatically disqualify them.
• Click “+ Add Question” to add a question (e.g., “Familiarity with cloud platforms (AWS, GCP)” or “3+ years data engineering experience”).
• For each question, set the Expected Answer (e.g., Yes) and a Rejection Message that will be shown to candidates who answer incorrectly (e.g., “You do not meet the mandatory requirements”).
• You can add as many pre-screening questions as needed. Use the trash icon to remove any question.

Email Templates

• Below Pre-Screening Questions, you will find the Email Templates section. These are auto-reply messages sent to candidates when applications are received or rejected.
• Auto-Reply Message — Toggle this on to automatically send a confirmation email to candidates as soon as their application is received. Use placeholders such as {candidate_name}, {job_title}, and {company_name} to personalise the message.
• Rejection Message — Set up a rejection email template that will be saved and sent whenever you manually reject an applicant from your dashboard. The same placeholders ({candidate_name}, {job_title}, {company_name}) can be used to personalise the rejection message.
• Once all details are complete, click “Create Screening & Job Listing” to publish your screening and live job listing simultaneously.

9. Add Candidates

• Upload existing CVs or fetch from your ATS system.
• Share the screening link with candidates via email or LinkedIn, or add them directly by uploading their details.

10. Candidate Screening

• Once candidates access the link, they can fill in their details and begin the screening process independently.
• The AI agent will introduce itself, ask the pre-set screening questions, and apply the knockout and grading criteria automatically.
• Candidates can complete the screening at their own pace from any device with an internet connection.
• You will receive a notification once a candidate has completed their screening session.

11. Review Results

Once screening sessions are complete, return to your dashboard to review candidate results.

• Navigate to the screening you created and open the “Candidates” tab to see all submitted results.
• Review each candidate’s score, grading rubric breakdown, and knockout question responses.
• Use the results to shortlist top candidates and progress them to the next stage of your hiring process.
• You can also export candidate reports or share them with other members of your hiring team.

You’re All Set!

You have successfully set up an AI-powered screening on Round One AI. Your AI agent is now ready to screen candidates automatically — saving your team time while ensuring every candidate is assessed consistently and fairly. If you have any questions or need support, please reach out to your Round One AI account manager.-