Screening and EEO Questions

1. Overall Process & Purpose

This article helps to create and define the questions candidates must answer when applying to a job posting. These questions help recruiters assess minimum qualifications and collect required compliance information during the application process.

This article exists to help you:

• Gather job-specific information early in the application process through the addition of Screening Questions
• Support consistent candidate screening
• Meet Equal Employment Opportunity (EEO) compliance requirements

Value Provided

• Recruiters receive standardized responses that simplify early screening.
• Hiring Managers gain clearer insight into candidate qualifications before interviews.
• HR & Administrators ensure compliance and consistent data collection across job postings.

2. Definitions

Screening Question A job-related question presented to candidates during the application process to assess qualifications, experience, or eligibility.

Screening Question Group A reusable set of screening questions that can be assigned to one or more job postings.

EEO Question A compliance-related question used to collect Equal Employment Opportunity data from candidates.

EEO Question Group A predefined set of EEO questions presented separately from screening questions during application that can be assigned to one or more job postings.

Question Type Defines how candidates respond to a question (e.g., Dropdown, Option, Text, Checkbox).

Mandatory Question A question that must be answered before a candidate can submit their application.

Easy Apply Portal The candidate-facing application interface where screening and EEO questions are displayed and answered.

3. Step-by-Step Directions

Creating a Screening Question Group or an EEO Question Group and questions are identical processes. Please refer to the steps below for both functionalities.

Step 1: Access the Question Management Area

1. Navigate to ATS Overview.
2. Locate the desired Job Posting using the Job Posting Tile Filters on the Dashboard.
3. Click the Job Title to open the record.
4. Click the Box icon next to the Screening Questions Group field to edit that specific set of questions, or click the Plus icon to create a new group.

Step 2: Create a Screening Question Group

1. Click the Plus icon next to the Screening Questions Group field to create a new group**.**
2. Enter a Group Name.
3. Save the group.

System Behavior:

• The group becomes available for assignment to job postings.
• Questions appear during the first step of the Easy Apply Portal.
• EEO questions are displayed in a separate step after screening questions.
• EEO responses are stored separately for reporting and compliance purposes.

Step 3: Create Individual Screening Questions

Additional in-depth instructions are also provided within NetSuite in the New ATS| Screening Question record by clicking the Click here to view Screening Questions Instructions button.

To create new screening questions:

1. Click the New ATS | Screening Question button within an ATS Screening Question Group record.
2. Enter the Name of the question (Internal name).
3. Enter the Question Text as it should appear to candidates.
4. Select a Question Type (e.g., Dropdown, Option, Text, Checkbox).
5. If applicable, define available answer options using a comma-delimited list.
6. Mark the question as Required if candidates must answer it to submit their application.
7. Save the question.
8. Repeat steps 1–6 to add additional questions to the group.

System Behavior:

• Each question is saved within the group and is reusable across job postings.
• Questions appear during the first step of the Easy Apply Portal in the order listed within the group.

Step 4: Assign Question Groups to a Job Posting

1. Open the desired Job Posting.
2. Locate the Screening Question Group field.
3. Select the appropriate Screening Question Group.
4. Locate the EEO Question Group field.
5. Select the appropriate EEO Question Group.
6. Save the Job Posting.

System Behavior:

• Assigned questions appear automatically on the Easy Apply Portal.
• If no group is assigned, that step is skipped for candidates.

4. Summary of Outcome

When Screening and EEO Questions are configured correctly:

• Candidates are prompted with relevant questions during application.
• Recruiters receive structured responses for early screening.
• EEO data is collected consistently and securely.
• Job postings follow standardized and compliant application workflows.

This stage ensures both effective screening and regulatory compliance without adding unnecessary friction to the candidate experience.