Demonstration · fictional details only
← Candidate journey
Pre-screen booking
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RECRUITER WORKSPACE
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PHONE PRE-SCREEN
Pre-screen call record
Confirm the answers, add your notes and choose the next step.
Full name
Email
Phone
Town
Position
HCA
SW
RN
Cook
Cleaner
Relevant UK experience (months)
Relevant employers, settings, dates and duties
Experience includes a substantive relevant post?
Confirm on call
yes
no
unclear
Right to work declared?
Confirm on call
yes
no
unclear
Seeking sponsorship?
Confirm on call
no
yes
unclear
Working-hour restrictions
Confirm on call
none
restricted
unclear
Restrictions and permitted hours discussed
DBS / Update Service position
On Update Service or willing to obtain a new DBS?
Confirm on call
yes
no
unclear
Driver with own vehicle?
Confirm on call
yes
no
Travel workable for the proposed location?
Confirm on call
yes
no
unclear
SCW / NMC registration declared?
Confirm on call
yes
no
not applicable
unclear
Registration type, status and action needed
Settings / services experienced in
Maximum travel time (minutes)
Shift availability
Hours wanted each week
Available to start
Practical skills suitable for proposed setting?
Confirm on call
yes
no
unclear
Discuss hoists, slide sheets, stand aids, personal care, restraint, BLS and medication; record limits / not applicable
Training suitable / plan agreed?
Confirm on call
yes
no
unclear
In-date moving & handling, BLS, restraint, medication — dates / gaps / not applicable
QCF / NVQ qualification
Confirm on call
yes
no
unclear
Willing to attend physical training in Colwyn Bay?
Confirm on call
yes
no
unclear
Consent to references covering the last three years after interview?
Confirm on call
yes
no
unclear
Reference coverage / contact restrictions to resolve
Recruiter name
I have checked this candidate’s available history and selected the correct person.
Decision
Choose an outcome
Meets criteria — offer interview
Decline interview
Follow-up / information needed
Manual review
No answer
Decision reason / call notes
Save call draft
Save decision
Save and continue
Book interview →