HiPeople AI Resume Screening currently works with selected ATS integrations, as well as directly in the platform via resume upload, without ATS integration.

The first step is to either create or locate the job you want to enable AI Resume Screening.

For non-ATS users, you will create a new job from scratch to start running AI Resume Screening. Go to the Jobs tab, then click Create new job.

Give your job a title, and include its Job description. Then, click Next step.

Select Add to job on the Screen Resumes box to include that module in your job, then click Next step.

If you are also running other automations with HiPeople, such as Assessments, Reference Checks, or AI Interviews, you can add them to your job now or later.

Add other team members to the job, then click Next step.

You will now see the job with the purple banner notifying you that the set up needs to be completed. Go to the Configure your AI Resume Screening Job section of this guide for next steps.

If you are an ATS Integration user, you won't need to create a new job in HiPeople. By enabling the ATS Sync feature, all the jobs you create in your ATS will automatically populate in HiPeople, so your first step is to locate that job in your Jobs (https://app.hipeople.io/roles) page.

Any new job will show a warning message, which is an indicator that it needs to be set up.

Click on the job that needs to be set up. Review the initial Setup page (job title and description), but no edits are required, so you can click Next step.

Select Add to job on the Screen Resumes box to include that module in your job, then click Next step.

If you are also running other automations with HiPeople, such as Assessments, Reference Checks, or AI Interviews, you can add them to your job now or later.

Add other team members to the job, then click Next step.

Connect the job in HiPeople to the corresponding job in your ATS.

Select the pipeline stage that will trigger the resume screening.

The pipeline stages shown on this list should mirror the ones in your ATS's job pipeline.

Click Save Job, and continue to the next step (Configure your AI Resume Screening Job).

Click Screening to finish setting up the job.

HiPeople AI automatically pulls your job description from your ATS to suggest initial job criteria based on it.

That's a great starting point, but you may have other helpful context, like internal notes or a resume from an ideal candidate. You can add these on the next screen: drag and drop files into the upload box, or click paste text to paste, type, or dictate your notes.

Once you have uploaded the files and pasted the text, or maybe opted not to do so and only rely on the job description (which we automatically pull), click Continue.

You'll see the following screen, and the process only takes a moment.

Once the criteria are generated, you will be automatically routed to the Review screening setup configuration page, with the first batch of criteria automatically populated on the left-hand side.

The criteria are what count as a strong match. Each one is scored against the experience on the candidate's resume and adds up to their match score.

Criteria are segmented into the following importance levels:

You can click into any criterion to see its details. Each criterion has the following structure:

It's important to review all of the criteria to ensure they properly cover what you're looking for in the role. You can adjust each criterion's importance, make them disqualifiers, adjust the prompts by adding more information, or remove any single criterion entirely by clicking Delete criterion.

Some requirements shouldn't be considered in the score calculation, but you might like to still see additional details from each candidate’s resume and application. Filters can be created and can also be used to disqualify candidates automatically. They don’t affect the match score.

Click on the + Add filter button and select one from the list. Some filters have additional details that you can set up, and some can be made disqualifiers.

Once your criteria are reviewed and your filters are set up, click Continue.

Configure the ATS workflow for this job to complete the setup by selecting the pipeline stage from your ATS job with the product in HiPeople. This means that any time a candidate lands on that stage in your ATS, their resume will be screened in HiPeople.

You can also set up a default rejection reason if you'd like. HiPeople won't automatically reject candidates (unless you have a workflow set up for the job) but this will be automatically populated if you click to reject a candidate. You can also leave this as is.

When you're ready, click one of the two button options:

That's it, your HiPeople AI Resume Screening will start running automatically for the defined job!