A preliminary assessment conducted before a formal interview aims to filter candidates, identifying those who meet the basic requirements for a specific role. This initial evaluation typically involves a brief conversation, often conducted via telephone or video conference, to confirm essential qualifications, salary expectations, and availability. For example, a recruiter might use this step to verify that an applicant possesses the required certification or has a valid driver’s license before proceeding to the next stage.
This stage streamlines the hiring process, saving time and resources by focusing efforts on individuals who are genuinely suitable. By addressing fundamental criteria early, organizations can avoid investing time in interviewing candidates who are ultimately unqualified. This method also provides a consistent and objective approach to initial candidate evaluation, ensuring fairness and reducing the potential for bias. Historically, such evaluations were less common, leading to inefficient interview schedules and increased administrative burdens for human resources departments.