Documentation Index

Fetch the complete documentation index at: https://docs.heymilo.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Form Screening

Set up automated form-based screening in HeyMilo! Candidates complete a tailored set of questions via an online form, and HeyMilo’s AI evaluates their answers instantly for you to determine fit and next steps.

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When to Use Form Screening

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Create a New Interviewer

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Step 1 — Create Interviewer

• Click Create Interviewer in your HeyMilo admin panel.
• In Interview Stages, add Form Screening

• Click the Form Screening card to configure it

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Step 2 — Enforce Eligibility Criteria

At the top of Form Screening, you’ll see: Enforce Criteria

• ON → candidates must meet eligibility requirements to continue
• OFF → all candidates move forward regardless of answers

Most teams turn this ON so the form acts as a true filter.

Before Questions & Scoring, preview the flow to make sure you have the agent placed in the correct stage.

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Step 3 — Add and Manage Form Questions

All form setup happens inside Questions & Scoring → Application Form Questions.

• HeyMilo generates starter questions, but everything is customizable.

Supported Question TypesYou can add questions using:

• Short Answer
• Multiple Choice
• Numeric
• Date
• File Upload

Free text responses.

Multiple Choice questions support both Single Answer and Multiple Answer formats.

Numeric questions allow you to choose between Number and Slider input types. You can apply operators such as Minimum, Maximum, Range, or Exact Value to evaluate candidate responses.

Date questions support operators like Before, After, Range, and Exact Date to help you define acceptable time-based criteria.

File Upload questions let you choose whether candidates can submit multiple files and specify which file formats are accepted.

An important note, all AI-generated form questions are mandatory by default, but deal breakers are not enabled automatically. If a question should impact screening outcomes, make sure to check the “Deal Breaker” box.

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Step 4 — Required Qualifications (Dealbreakers)

Any form question can be marked as a required qualification.

When enabled:

• Candidates must meet the ideal answer
• Failure auto-disqualifies them moving on to the next steps

This is how Form Screening removes unqualified candidates automatically.

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Step 5 — Ideal Answers & Evaluation

For each question, you define:

• Ideal Answer Type
  • Minimum value
  • Specific answer
  • Valid file or content requirement
• Dealbreaker toggle
  • ON = eligibility requirement
  • OFF = informational only

HeyMilo evaluates responses instantly against these rules.

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Step 6 — Reorder Questions

You can drag and drop questions to reorder them.

Why this matters:

• Put hard requirements first to fail fast
• Ask easier questions before document uploads
• Improve candidate completion rates

Order doesn’t affect scoring, but it does affect experience.

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Step 7 — Test Before Activating

Click Test Now to experience the form as a candidate.Testing lets you:

• Verify eligibility logic
• Catch unclear wording
• Ensure file uploads work
• Confirm pass/fail behavior

Always test before activating.

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Step 8 — Activate and Use in Your Workflow

Once saved and activated:

• Candidates receive the form automatically
• Responses are evaluated instantly
• Only qualified candidates move forward

Additionally layer in resume screening, sms screening, and/or AI interview agent as needed for your flow.

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Step 9 — Reviewing Form Screening Results

Form results appear directly in the candidate profile under the Form tab (along with other agents layered in).

You’ll see:

• Pass or fail status
• Which criteria were met or failed
• Exact answers provided
• Uploaded files
• Clear dealbreaker explanations

This makes decisions fast and defensible.

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Things To Remember When Setting Up Form Questions

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Additional resources