What Are Screening Interviews: A Comprehensive Guide to Successful Candidate Evaluation

By Nicholas Mushayi
Last Updated 8/26/2025
What Are Screening Interviews: A Comprehensive Guide to Successful Candidate Evaluation

Your hiring process eliminates 95 out of every 100 candidates before a hiring manager even sees a resume. This initial HR screening interview is a critical filter. According to one expert in the Harvard Business Review, the process eliminates as many as 95% of candidates. For decades, humans led this straightforward process. Today, technology is rapidly changing this procedure, bringing both incredible efficiency and significant risk. To understand modern screening interviews, you must grapple with the promise and peril of Asynchronous Video Interviews (AVIs) and Artificial Intelligence (AI). While technology can streamline the top of the funnel, new research reveals that careless use can severely damage your employer brand. This guide gives HR leaders an evidence-based framework. You can use it to navigate this new terrain, identify top talent with technology, and build a positive candidate experience.


Understanding Screening Interviews


A screening interview is a preliminary evaluation. It quickly determines if a candidate has the minimum qualifications and core competencies for a role. Its main purpose is efficiency. It respectfully filters a large applicant pool down to a manageable shortlist of the most promising individuals for more in-depth interviews. This initial conversation verifies essential details. These include salary expectations, location, availability, and must-have skills, whether by phone, video, or an automated platform.


The nature of these interviews is changing dramatically. While traditional phone screens are still common, companies are adopting AI in HR more quickly. A 2024 survey by SHRM found that 26% of organizations now use AI to support HR activities. Of those, 64% apply it to recruitment and hiring. However, the technology is still new. The same survey revealed that while 34% of these companies use AI to screen resumes, only 7% use AI to conduct pre-screening interviews. This indicates we are at the beginning of a major shift. It is crucial for you to understand the evidence on what works and what backfires.


Conducting Effective Screening Interviews


An effective screening interview depends on structure, consistency, and a deep understanding of your tools. Whether a human or an algorithm conducts it, the goal is to gather reliable data for a fair comparison.


The questions you ask are the most powerful way to improve your screening process, especially when using modern tools like AVIs. Groundbreaking experimental research in Computers in Human Behavior showed a key finding. For an AI to accurately assess personality and performance, you must design interview questions to activate the specific traits you want to measure. A machine learning model struggled when candidates answered questions irrelevant to a trait like Extraversion. It explained only 11% of the difference in how human observers rated that trait. But when candidates answered trait-relevant questions, the model’s predictive power quadrupled. It accounted for 40% of the difference in ratings. This confirms "Trait Activation Theory" and provides a clear directive. Generic questions yield generic data. To get meaningful results, you must build screening questions to bring out the behaviors you want to observe.


This 2024 study analyzed 710 participants in a mock AVI. It also uncovered the most important signals. The AI model found that verbal features, the words a candidate used, explained the largest part of the difference in interview performance (38%). This was significantly more than audio features like tone (33%) or visual features like facial expressions (19%). This is a critical insight for you. In the world of AVIs, substance still trumps style.


Finally, the speed of the process is critical, no matter the format. A comprehensive guide from AIHR cites data from Robert Half. It shows that 66% of professionals lose interest in a job if they do not receive feedback within ten days of applying. This figure jumps to 77% after 15 days. A slow screening process does not only frustrate candidates. It also actively reduces your talent pool.


Common Screening Interview Challenges


The shift to automated screening introduces new, complex challenges. The biggest hurdles are managing bias, handling candidate perceptions, and correctly interpreting data from remote interviews.


First, the risk of bias remains a central concern. A large systematic review in BMC Medical Education analyzed 35 studies on medical specialty selection. It found that retrospective studies dominate the literature, and a large gap exists in high-quality research on how different screening methods impact workforce diversity. The review highlights a conflict. You might use reliable but potentially invalid tools. For example, using a licensure exam score as a primary filter may disadvantage under-represented groups. While the SHRM survey shows that 32% of organizations using AI in recruiting believe it has improved the diversity of their hires, the academic evidence urges caution. It emphasizes the need for more rigorous, future-focused research.


Second, how candidates perceive your use of technology is critical. A stark 2024 experimental study in the Human Resource Management Journal delivered a powerful warning. The study found a large negative effect on how attractive your organization appears when you tell applicants an algorithm, not a human, will screen their application. The reason is in what researchers call "Applicant Attribution Theory." Candidates believed companies use AI to cut costs and exploit applicants. They did not believe it showed a commitment to quality or well-being. This perception directly soured their view of the company. The implication is clear. You cannot insert an algorithm into your process without managing the message. You must proactively communicate the "why," for example, explaining a commitment to fairness or objectivity. Without this, candidates will assume the worst and your employer brand will suffer.


Finally, adapting to remote and asynchronous interviews requires a new mindset. While some managers may worry about the lack of human interaction, research suggests AVIs may have some benefits. An experimental study in the International Journal of Hospitality Management found that candidate aesthetics and the order of evaluation did have an effect. However, the strongest predictors for advancing a candidate were their communication and problem-solving skills. This suggests a well-structured AVI process can help you focus on the competencies that matter most.


Leveraging Screening Interviews for Hiring Success


To transform your screening interview from a filter into an asset, you need a deliberate, evidence-based approach. The most competitive firms treat this stage with great rigor. For example, a guide to the McKinsey hiring process reveals their phone screen is a small version of the final round. It is split into distinct case and personal fit interviews. This ensures the process evaluates candidates on core job skills from the very first contact.


For any organization, success depends on several key actions:


●  Align Screening with Job-Relevant Traits: Move past generic questions. Use recent findings to identify the top 2-3 competencies for a role, like conscientiousness or problem-solving. Then, design specific, open-ended behavioral questions that force candidates to show them. For a sales role, instead of asking "What are your strengths?", ask "Walk me through a time you had to persuade a skeptical client" to directly activate and observe traits like influence and resilience.

●  Structure for Consistency: Use a standard set of core questions for every candidate in the same role. This ensures fairness. It also creates structured data for more objective comparisons, which reduces unconscious bias.

●  Communicate with Radical Transparency: The research clearly tells you to over-communicate. Before a candidate interacts with an AI or AVI, explain what to expect. Tell them how the technology works and why you use it. Frame its use around positive goals. For example, explain how it ensures every candidate gets a fair and objective review, not how it improves "efficiency." This proactive messaging can reduce the negative assumptions that damage your company's appeal.

●  Focus on 'Screening In': Shift your mindset from disqualification to identification. Your goal should be to uncover potential. Identify candidates with the core skills to succeed, including transferable ones. This approach widens the talent pool. It prevents you from prematurely rejecting promising candidates who may not have a "perfect" resume.


The screening interview has evolved from a simple phone call. It is a complex process using technology. It is a candidate's first meaningful interaction with your organization. It is a critical efficiency tool. It is also a powerful branding opportunity and a potential source of bias and negative perception. Ground your strategy in evidence. Understand what AI can and cannot do. Know how to structure questions for the best results. Manage candidate perceptions. By doing this, you can build a screening process that identifies the best talent and improves your company’s reputation as a top employer.

Editorial Team

The editorial team behind is a group of dedicated HR professionals, writers, and industry experts committed to providing valuable insights and knowledge to empower HR practitioners and professionals. With a deep understanding of the ever-evolving HR landscape, our team strives to deliver engaging and informative articles that tackle the latest trends, challenges, and best practices in the field.

Related Articles