Business OS
Human ResourcesRecruitment

Telephone Screening Form

Professional form for Telephone Screening Form.

Updated 16d ago
hiringrecruitmenttalent

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Form Title

Telephone Screening Form

Purpose

Standardize telephone screening form for a fair, efficient and compliant hiring process.

Employee Information

FieldValue
Full Name{{employee_name}}
Employee ID{{employee_id}}
Job Title{{job_title}}
Department{{department}}
Manager{{manager_name}}
Effective Date{{effective_date}}

Details

FieldValue / Notes
Notice Period_______________________
Salary Expectation_______________________
Location Preference_______________________
Visa Status_______________________
Motivation_______________________
Outcome_______________________

Instructions

  1. Complete fields at the relevant stage of the hiring funnel.
  2. Attach supporting documents and interview notes.
  3. Submit signed copies to Talent Acquisition for the candidate file.

Certification

I confirm this assessment is based on objective evidence and aligned to the role requirements.

Signatures

SignatureDate
Employee: {{employee_name}}____________________{{date}}
Manager: {{manager_name}}____________________{{date}}

Hiring Stage Overview

StageOwnerDeliverable
Workforce planningHiring ManagerApproved requisition
SourcingTalent AcquisitionDiverse pipeline
ScreeningRecruiterShortlist with notes
InterviewPanelScored evaluation
OfferHR + Hiring ManagerSigned offer letter
OnboardingHR OperationsDay-one readiness

Candidate Information

FieldDetail
Candidate Name{{employee_name}}
Position{{job_title}}
Department{{department}}
Hiring Manager{{manager_name}}
Target Start Date{{effective_date}}
Offered Compensation{{salary}}

Pre-Employment Checklist

Fair Hiring Principles

  • Evaluate candidates against documented competencies, not on inferred characteristics.
  • Use a diverse panel and structured questions to minimize bias.
  • Document the decision with cited evidence in the ATS.
  • Provide timely, respectful feedback to unsuccessful candidates.

Data Protection & Records

Candidate data is processed on the legitimate basis of recruitment and retained per the published retention schedule. Unsuccessful candidate data is purged at the end of the retention window unless explicit consent has been provided for future opportunities.

Signed
Date

Document Control

FieldValue
Document OwnerHuman Resources — {{company_name}}
CategoryHiring
Version1.0
Effective Date{{date}}
Next ReviewAnnually from effective date
Approved By{{manager_name}}
ClassificationInternal — Confidential

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