Free form template · Word

Candidate Screening Form

A candidate screening form records the recruiter's first conversation with a shortlisted candidate, before they meet the hiring manager. It checks interest, CTC expectations, notice period, communication and basic role fit, and ends with a rating and recommendation on whether to move the candidate forward.

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[Company Logo][Company Name]

CANDIDATE SCREENING FORM

Position:: [Designation]
Candidate Name:: [Candidate Name]
Screened By:: [HR Name]
Date & Mode:: [Date] / [Phone / Video / In-person]

1. Basic Information

Current Employer
Current Designation
Total / Relevant Experience
Current CTC (₹ per annum)
Expected CTC (₹ per annum)
Notice Period (days) / Buy-out possible
Current Location / Willing to relocate

2. Screening Questions

Why are you looking for a change? [Answer]
Describe your current role and main responsibilities. [Answer]
What interests you about this role at [Company Name]? [Answer]
Role-fit question set by manager: [Question] – [Answer]
Are you interviewing elsewhere or holding any offers? [Answer]
Any constraints on shifts, travel or joining date? [Answer]

3. Rating

Criteria	Rating (1–5)	Comments
Relevance of current role
Communication and clarity
Motivation for the role
CTC fit with approved range
Notice period / availability
Overall

Rating scale: 1 – Poor, 2 – Below expectation, 3 – Meets, 4 – Good, 5 – Excellent.

4. Recommendation

Proceed to next round – suggested slots: [Slots]
Hold – reason: [Reason]
Not suitable – reason: [Reason]

Candidate's questions / concerns
Information shared with candidate (salary range, location, process)

Screened by
[HR Name]
Date: [Date]

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What this template includes

Standard questions on motivation and reason for change
CTC, notice period and buy-out possibility
Basic role-fit questions agreed with the manager
Rating table with criteria, 1–5 rating and comments
Candidate questions and concerns noted
Clear recommendation and next step

When to use it

First conversation after a CV is shortlisted
Pre-screening agency-sourced candidates before manager time is used
Video or in-person screening at walk-in drives
Re-screening candidates kept in the talent pool

How to customise this template

1Add 2–3 knock-out questions specific to the role
2Change rating criteria for customer-facing roles to stress communication
3Include a field for the candidate's preferred interview slots
4Use the same form in your ATS as a scorecard

HR tips

Confirm the candidate understands the role, location and salary range before scheduling interviews
Ask about other offers or interviews to judge drop-off risk
Take notes in the candidate's words for key answers
Close by telling the candidate when they will hear back

For HR & hiring managers

Experienced and fresher candidates across India — blue, grey and white collar. Post a job in 5 minutes and start receiving applications.

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Verified applicantsEvery applicant has a verified mobile number.
Resume databaseSearch experienced candidates by skill, city and experience.

Frequently asked questions

What questions are asked in a candidate screening?+

Common questions cover reason for change, current role, CTC expectations, notice period, location preference and two or three role-fit questions.

How long should a screening take?+

Usually 15–20 minutes. It is meant to confirm basics, not to test depth.

Who does candidate screening?+

A recruiter or HR executive normally conducts it before passing candidates to the hiring manager.

All 50 recruitment & hiring →

[Company Logo][Company Name]
CANDIDATE APPLICATION FORM
Company:
[Company Name]
Position Applied For:
[Designation]
Date:
[Date]
1. Personal Details
Full Name (as per ID)
Mobile Number
Email ID
Current City
Permanent City / State
Date of Birth
Willing to Relocate (Yes/No)
2. Application Source
- Job portal
- Employee referral – Referred by: [Employee Name]
- Company website
- Consultant / agency
- Walk-in
- Campus
- Social media
3. Education
Form · Word
Candidate Application Form
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[Company Logo][Company Name]
RESUME SCREENING FORM
Position:
[Designation]
Requisition No.:
[Requisition Number]
Screened By:
[HR Name]
Date:
[Date]
1. Candidate Details
Candidate Name
Source (Portal / Referral / Agency / Direct)
Current Employer & Designation
Total Experience
Current Location
Current / Expected CTC (if stated)
2. Knock-out Criteria
- Meets minimum qualification
- Meets minimum experience
- Located in / willing to relocate to [Work Location]
- Has mandatory certification or licence, if required
3. Rating Table (1 = Not met, 3 = Meets, 5 = Exceeds)
Form · Word
Resume Screening Form
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Full Name (as per ID)
Mobile Number
Email ID
Current City
Permanent City / State
Date of Birth
Willing to Relocate (Yes/No)

Candidate Name
Source (Portal / Referral / Agency / Direct)
Current Employer & Designation
Total Experience
Current Location
Current / Expected CTC (if stated)

[Company Logo][Company Name]

CANDIDATE ASSESSMENT FORM

Candidate Name:: [Candidate Name]
Position:: [Designation]
Compiled By:: [HR Name]
Date:: [Date]

1. Test and Assignment Results

Assessment	Score	Cut-off	Result
Aptitude test	[Score]	[Cut-off]	[Pass / Fail]
Technical / skill test	[Score]	[Cut-off]	[Pass / Fail]
Assignment / case study	[Score]	[Cut-off]	[Pass / Fail]
Group discussion	[Score]	[Cut-off]	[Pass / Fail]

2. Consolidated Competency Ratings

Competency	Rating (1–5)	Source(s)	Comments
Functional / technical skill		[Round]
Problem solving		[Round]
Communication		[Round]
Collaboration		[Round]
Ownership and drive		[Round]
Values fit		[Round]

3. Reference Summary

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Candidate Name
Mobile / Email
Current Employer
Total Experience
Source of Hire

Round	Interviewer	Result
[Round 1]	[Name]	[Cleared]
[Round 2]	[Name]	[Cleared]
[Final]	[Name]	[Selected]

[Company Logo][Company Name]

CANDIDATE SALARY APPROVAL FORM

Approval Ref.:: [Reference Number]
Candidate Name:: [Candidate Name]
Position / Grade:: [Designation] / [Grade]
Date:: [Date]

1. Proposed CTC Breakup

Component	Monthly (₹)	Annual (₹)
Basic Salary	[Basic Salary]	[Amount]
HRA	[HRA]	[Amount]
Special / Other Allowances	[Amount]	[Amount]
Gross Salary	[Amount]	[Amount]
Employer PF contribution	[Amount]	[Amount]
Employer ESI (if applicable)	[Amount]	[Amount]
Gratuity provision	[Amount]	[Amount]
Annual variable / bonus	-	[Amount]
Total CTC	[Amount]	[CTC]

2. Band Position

Band Minimum (₹)	Mid-point (₹)	Band Maximum (₹)	Proposed (₹)	Compa-ratio
[Amount]	[Amount]	[Amount]	[CTC]	[Ratio]

3. Internal Parity

Form · Word

Candidate Salary Approval Form

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[Company Logo][Company Name]
MANPOWER REQUISITION FORM
MRF No.:
[Reference Number]
Date of Request:
[Date]
Company:
[Company Name]
A. Requesting Department
Department
Cost Centre
Requested By (Name & Designation)
Reporting Manager for the Position
Work Location
B. Position Details
Designation
Grade / Band
Number of Positions
Employment Type: Permanent / Fixed-Term / Contract / Apprentice
Shift / Working Hours
Target Date of Joining
C. Reason for Requirement
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[Company Logo][Company Name]
RECRUITMENT REQUISITION FORM
Requisition No.:
[Reference Number]
Linked MRF No.:
[MRF Number]
Date:
[Date]
1. Role Summary
Designation
Department
Number of Openings
Work Location
Reporting Manager
Approved CTC Range (₹ per annum)
Notice Period Acceptable (max days)
2. Skills Brief
Must-Have Skills Good-to-Have Skills Deal-Breakers
[Skill] [Skill] [Condition]
[Skill] [Skill] [Condition]
[Skill] [Skill] [Condition]
3. Sourcing Plan
Form · Word
Recruitment Requisition Form
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Proposed Designation
Department / Function
Proposed Grade / Level
Reports To (Designation)
Direct Reports (if any)
Work Location
Number of Positions

Department
Cost Centre
Requested By (Name & Designation)
Reporting Manager for the Position
Work Location

Designation
Grade / Band
Number of Positions
Employment Type: Permanent / Fixed-Term / Contract / Apprentice
Shift / Working Hours
Target Date of Joining

Designation
Department
Number of Openings
Work Location
Reporting Manager
Approved CTC Range (₹ per annum)
Notice Period Acceptable (max days)

Must-Have Skills	Good-to-Have Skills	Deal-Breakers
[Skill]	[Skill]	[Condition]
[Skill]	[Skill]	[Condition]
[Skill]	[Skill]	[Condition]

Candidate Screening Form

Preview of the form

1. Basic Information

2. Screening Questions

3. Rating

4. Recommendation

What this template includes

When to use it

How to customise this template

HR tips

Hire top talent from BetterJobs

Frequently asked questions

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